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.

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 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.

Eben Eubanks is a financial advisor with Eubanks Financial in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, TD AMERITRADE, Berry Wealth Strategies, and LPL Financial. Eubanks Financial is an independent firm serving individual clients with personalized financial planning and investment management.

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.