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.

Lawrence Crouse is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Bank of America, Merrill, and Ameriprise Financial Services. Based in Naples, FL, he has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, with a notable emphasis on assets held in Ameriprise-managed accounts.

Kenneth Patterson is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Edward Bayarski Jr. is a financial advisor with LPL Financial in Bonita Springs, FL, holding the CFP® and ChFC® designations and possessing 51 years of industry experience. His career includes roles at Strategic Wealth Planning, Commonwealth Financial Network, Ameriprise, Raymond James Financial Services, and 1717 Capital Management Company. He is also involved in tax preparation and accounting through Strategic Tax Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms and operational tools while managing over $819 billion in discretionary assets.

Randolph Ziffren is a financial advisor at Raymond James Financial with 43 years of industry experience. He has been with Raymond James Financial since 1991 and also serves as an independent contractor supporting services at Elevon Wealth Management as part of a succession agreement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports a range of advisory programs and institutional consulting services.

Scott Flinn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Bank of America and Merrill for eleven years. Outside of finance, he performs as a drummer with a local band called The Night Owls. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates nationally with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Watts is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Watts volunteers to teach free guitar lessons in his neighborhood and occasionally offers private lessons, which has also introduced him to potential clients. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a variety of asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Shayla Vieira is a financial advisor at Wells Fargo Clearing in Fort Myers, FL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, she worked at Wells Fargo Bank and has experience in event management and the hospitality industry. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. 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, utilizing research and analytics to support investment decisions.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Anthony Viola is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 registrations and four years of industry experience. He previously worked at Merrill and JP Morgan Securities LLC. Outside of advisory work, he has ongoing involvement with multiple business ventures including Deadhorse, LLC, M & M Realty Solutions, LLC, and Vienna Contracting, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of Investment Adviser Representatives and leverages third-party asset managers, offering a range of investment programs and fiduciary services.

Matthew Welborn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to joining Stifel, he worked at UBS Financial Services Inc for 11 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Bohanon is a financial advisor with Mass Mutual Investors Services located in Bonita Springs, FL. He holds the Series 66 credential and has six years of industry experience. Prior to his current role, he worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and has professional ties to the Green Bay Packers and Jacksonville Jaguars. Outside of advising, he serves as president of the Tommy Bohanon Foundation Inc., where he organizes events and outreach programs, and is also involved in managing several small businesses including a bartending service and event coordination company. 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 offers structured, annual financial planning engagements supported by firm-approved analytical tools, emphasizing collaborative goal analysis and recommended investment strategies without discretion over client assets.

Matthew Cole is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third for over a decade. 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.

Walter May III is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of advising, May also works as an insurance agent, focusing on individual and group life and health insurance. MassMutual 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 offers collaborative, annual planning engagements and a range of investment and educational programs.

Mark Cangiano is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Lincoln Securities Corporation from 2013 to 2017. From 2011 to 2017, he was affiliated with Florida Gulf Coast University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anastasia Ray is a financial advisor with Equitable Advisors in Cape Coral, FL, holding the Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Caroline Bauer is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisor and branch network and affiliated capabilities that extend beyond traditional advisory services.

Thomas Smith is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is an owner of 2030 Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides structured planning tools supported by its Global Investment Committee.