Joshua Garrett is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of advising, he is the owner of a business, JK JK LLC, which holds real estate land in Tennessee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Clinger is the Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management, leading the Fort Myers office. He began his financial services career in 1991 at SunTrust Bank and held leadership and lending roles before joining Merrill Lynch in 2000. He is a founding member of Clinger, Sizemore & Associates, focusing on personalized, multi-generational wealth management. John holds a bachelor's degree in Business from the University of South Florida and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as family wealth management, retirement planning, tax minimization, portfolio management, and services for endowments and non-profits. He actively contributes to the Southwest Florida community through leadership roles with organizations including the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, and United Way. John has also been involved with youth sports organizations and has served as a campaign chair and board member for multiple nonprofits. He and his wife, Rusti, reside in Fort Myers with their four daughters.

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, holding a Series 66 designation and bringing 25 years of industry experience. His career includes 15 years at Cetera Financial Specialists LLC and ongoing work since 1997 with Rossi, Schlotter & Company. Bauman is based in Estero, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a range of strategic investment options.

Kurt Maurillo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Wells Fargo Advisors in Fort Myers, FL, where he has worked since 2023, following seven years at Wells Fargo Clearing and earlier experience at Morgan Stanley. Outside of his advisory role, Maurillo serves as president of the Freedom Acres Homeowners Association in Cape Coral, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a comprehensive range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop and deliver personalized recommendations.

Tyler Harrelson is the sole advisor at The Art and Science of Successful Planning in Ft. Myers, FL, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has led his independent firm since 2001. Outside of advisory services, he is involved in veteran-related nonprofit work as a founding corporate charter member of Invest In America’s Veterans Foundation and has served on several senior-focused association boards. The Art and Science of Successful Planning is an independent firm that serves clients through personalized financial planning and consulting, integrating insurance and employee benefits services.