Ronald Heim is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 22 years of industry experience. He has worked at Merrill since 2003 and has also been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Michael Bauman is a financial advisor with LPL Financial in Estero, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Cetera Financial Specialists LLC and Cetera from 2004 to 2019. Bauman has been associated with Rossi, Schlotter & Company since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

Charles Crouch is a financial advisor at Financial Wellness Solutions, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Financial Wellness Solutions since 2014. Financial Wellness Solutions, LLC is an independent firm serving clients with personalized financial planning and advisory services.

Tyler Harrelson is a financial advisor with The Art and Science of Successful Planning in Ft. Myers, FL, bringing 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2001. Outside of advisory services, he is involved with veteran support organizations, including a founding corporate role in the Invest In America's Veterans Foundation, and has served on multiple boards related to senior associations and community groups. The Art and Science of Successful Planning is an independent firm focused on financial planning and consulting, serving clients primarily through personalized approaches developed over more than two decades.

Eben Eubanks is a financial advisor at Eubanks Financial in Fort Myers, FL, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has previously worked at Edward Jones, TD AMERITRADE, Berry Wealth Strategies, and LPL Financial. Eubanks Financial is an independent firm with a single advisor focused on providing personalized financial guidance.

Alfred Johnson is a CFA® charterholder with 18 years of industry experience. He has been the sole advisor at Gulf Coast Investment Management, LLC since 2002. Gulf Coast Investment Management is an independent firm based in Fort Myers, FL, providing portfolio management and advisory services primarily to individual clients. The firm manages approximately $22.7 million in assets across 25 client relationships, focusing on individualized portfolio management with documented policies covering investment strategies, custody, and brokerage practices.

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.