Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terri Starliper is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jessica Greenig is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 65 and Series 63 designations and has worked at GT Financial Advisors and Woodbury Financial Services, Inc. prior to her current role. Greenig is also an insurance producer, selling life and traditional insurance products and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Securities, INC. and Brunette & Associates, LLC. Since 2026, he has operated Artistic Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Matthew Jaquiss is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He has held various roles within the Wells Fargo organization since 2012, including positions at Wells Fargo Bank NA and Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Kinney is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Kinney is the owner and president of Lake Runner ABB LLC, a business involved in boat storage, detailing, transport, and canvas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Ian Frashier is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Best Buy Inc. from 2015 to 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Leo is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Lake Michigan Credit Union. Outside of his advisory role, he is a managing member of H2I Properties LLC and H2I Acquisitions LLC, where he is involved in real estate property management and property acquisitions. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Peter Kelly is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2009 and is a partner in the Rouse Kelly Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bradley Jessen is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the ChFC® and Series 66 designations and previously spent 11 years at Edward Jones before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Darryl Metzger is a financial advisor with Robert Baird & Co. in Ft. Myers, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has a long tenure with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons dating back to 1999. Outside of his advisory role, he participates annually in discussions for AH Investments, a private investment group. Robert Baird & Co.’s DDK Group, where Metzger is based, serves a diverse clientele including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies from traditional to non-traditional, along with municipal advisory and public finance capabilities.

Jonathan Linares is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Linares is based in Cape Coral, Florida. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors. Outside of his advisory role, Griggs is involved in managing employee benefits sales and administration through his own business, Griggs & Griggs, and supervises a bowling center in Hoffman Estates, IL. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services to client goals, risk tolerance, and time horizon.

John Lazzaro is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and integrates research from Wells Fargo Investment Institute along with third-party analytics to support diversified, research-based investment strategies.

Anthony Civitillo is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 credential and 17 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured financial planning process utilizing approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including J.P. Morgan Securities and Truist Wealth Management. His background also includes a six-year tenure with Collier County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios.

John Hawks is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2021 and with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Monica Teixeira is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial and as a self-employed advisor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and investment management services.

Cary Kleinfield is a CFP® with 44 years of industry experience, currently serving at Raymond James Financial. He holds leadership roles at Caribou Investments LLC and Kleinfield Wealth Group, LLC, and was recently elected president of the Deaf & Hard of Hearing Center, a nonprofit organization. Cary operates out of Fort Myers, Florida, and has held positions at Caribou Investments since 2012 alongside his work with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.