Darryl Metzger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, he was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. from 1999 to 2019. Outside of his advisory role, he participates annually in portfolio discussions for AH Investments. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and tools, including artificial intelligence, to support client advice.

Jonathan Linares is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Bank of America, N.A. and Merrill from 2012 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within an ESG eligibility framework.

Alan Luttman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Cetera Wealth Services, Strategic Investment Partners, and Berthel, Fisher & Company Financial Services. Outside of advising, he co-hosts a weekly financial radio show and holds leadership roles in several business and association partnerships related to insurance and office property management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment strategies and program structures, managing over $256 billion in assets across more than 10,000 advisors.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of advisory work, he is involved in employee benefits insurance sales through his own firm, Griggs and Griggs, and supervises the Barrington Bowling Center, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through Investment Adviser Representatives using both firm-offered and third-party asset management programs.

John Lazzaro is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing 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 with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anthony Civitillo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015, following four years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored 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 planning process using firm-approved tools and scenario modeling.

Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Bartler is a financial advisor with Osaic, holding the ChFC® designation and over 49 years of industry experience. He has worked at Osaic since 2024 and previously spent 18 years at Securities America, Inc., alongside running his own Bartler Wealth Management Group since 1976. He is also involved in life insurance sales as a writing agent. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation, portfolio optimization, and a range of managed account programs.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Wealth Management and Morgan Stanley. His background also includes roles in public education with Collier County Public Schools. 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 a range of advisory and brokerage services utilizing a variety of investment strategies and tools across a large network of advisors.

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 with Thrivent Investment Management in Fort Myers, FL. She holds the Series 66 designation and has two years of industry experience. Her career includes multiple roles at Thrivent Financial and Thrivent Investment Management since 2024, as well as a period of self-employment and prior work outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning separately from managed-account services, with a focus on a broad range of planning topics and periodic reviews without discretionary trading authority.

Omar Mandes is a financial advisor at Merrill based in Cape Coral, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked for Communications International for 16 years. 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 model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Andrew Carlson is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Conifer Health Solutions from 2015 to 2017. Outside of advising, he owns a rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Patterson is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

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.

Michael Clancy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes 13 years at LPL Financial and time with CIA Financial Group, Inc. He is also the owner of Provision Financial and works as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management approaches through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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.