Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Hansen is a CFP®-designated financial advisor with Edward Jones in Bonita Springs, FL, with 31 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gary Young is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Longo is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding a Series 66 designation and 15 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2026, he spent 15 years at Guardian Life. Outside of his advisory work, he is involved in restaurant ownership and franchise operations, including ownership interests in multiple dining establishments and related business entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Vivek Kaul is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and five years of industry experience. His career includes multiple periods at Ameriprise and its affiliated entities, interspersed with full-time education roles and a position at eCapital Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable and its predecessor entity AXA Equitable since 2013. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment platforms.

Robert Bosch is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at McDermott Investment Advisors, LLC, McDermott Investment Services, LLC, Yabba Inc., and Horizon Business Services. Bosch has also operated as a self-employed advisor. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, with implementation options through various brokerage and advisory programs.

Anthony Dagati is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following prior roles at FG Companies and RealtyShares. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Mundell Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Edward Jones. Mundell serves as a finance committee member for Trinity Bible Church in Cedar Falls, IA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Michael Lynch is a financial advisor with RBC Capital Markets in Estero, Florida, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with RBC Capital Markets since 2008 and also with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to implement strategies aligned with clients' risk profiles.

Ana Rincon Diaz is a financial advisor with Merrill in Bonita Springs, FL, holding a Series 66 designation and six years of industry experience. She has been with Bank of America and Merrill since 2006, totaling 20 years in those organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Botham is a Wealth Management Advisor and First Vice President with the Duddingston Sylvester Group at Merrill Lynch Wealth Management. Based in Minneapolis, he is a partner in a 13-member team that provides personalized financial advice and investment guidance for families at various stages of their financial journeys. Justin works closely with corporate executives and former business owners, particularly at significant financial inflection points such as managing company stock concentrations, planning for retirement within five years, and preparing for business sales to sustain income and cash flow in retirement. Justin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) designation. He also carries credentials as a Personal Investment Advisor (PIA) and Senior Retirement Benefits Consultant (SRBC). Since beginning his career in wealth management in 2008, including five years as a Financial Advisor at Morgan Stanley, Justin has developed expertise in wealth planning, employee benefits planning, executive and equity compensation, and retirement benefits consulting. He helps clients construct detailed financial roadmaps aligning with their objectives, risk tolerance, timeframes, and lifestyle considerations. Justin earned his bachelor's degree in Finance from Iowa State University. Outside of his professional responsibilities, he lives in Orono, Minnesota, with his wife Megan and their two children. His personal interests include boating, cooking, gardening, racquetball, and spending summer weekends at the family cabin on Lake Minnetonka.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Charles Krahmer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Additionally, he is an insurance agent involved in individual and group life and health insurance brokerage. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers ongoing, collaborative financial planning utilizing firm-approved tools and offers specialized services including event-driven planning and educational seminars.

Victor Mazzella is a Series 63 licensed financial advisor with 29 years of industry experience, currently affiliated with Cetera since 2004. He also operates Victor J. Mazzella, CPA, PA, an accounting and tax practice where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary portfolio management and access to third-party money managers.

Gabrielle Clemens is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at UBS Financial Services Inc, RBC Capital Markets, and City National Bank. Clemens is the author of a book titled *Marriage Is About Love, Divorce is About Money* and contributes monthly articles on divorce-related financial topics to Investment News magazine. She also teaches a freshman Business Law class at Babson College as a part-time visiting instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies that incorporate both in-house and third-party managers, along with services such as financial planning, custody, and brokerage.

Ronald Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Michael Sawyer is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2005, previously serving at Axa Advisors and Mony Securities Corporation. Outside of his advisory role, he operates an outside insurance brokerage business under the name Educated Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.