Michael Morin is a financial advisor at Charles Schwab in Fort Myers, FL, holding a Series 66 credential with four years of industry experience. His prior positions include roles at Merrill Lynch, Bank of America, and TigerDirect. Outside of financial services, he is the sole owner and manager of an LLC involved in a rental investment property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, and custody services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and research-backed alternative investments.

Danielle Gates is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Her prior roles include positions at FSC Securities Corporation, MSI Financial Services, Ameriprise, and Merrill. Outside of her advisory work, she is involved in event planning through her business, Businesses Supporting Communities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Jeffrey Mcglone is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Merrill from 1998 to 2019, Bank of America from 2009 to 2019, and Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery without individual security recommendations as part of standalone programs.

Steven Ehrman is a financial advisor with LPL Financial in Cape Coral, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Piper Sandler & Co. from 1999 to 2005. 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, including financial planning and access to third-party asset management, supporting a large network of investment adviser representatives.

Jonathan Cabrera is a financial advisor with LPL Financial in Cape Coral, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Morgan Stanley, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Outside of advisory work, he is a partner in Four Hands Properties LLC, a real estate and construction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by a large network of investment adviser representatives.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and The Prudential Insurance Company of America. Feldstein is active as a volunteer committee member on a school governance council and serves as president of a consulting and coaching firm, Boomer Concierge. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Brawley Adams is a financial advisor with Charles Schwab in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisor Networks. Outside of his advisory work, he is involved with Business Success Advisors, LLC and Engage Estero Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Caroline Peters is a financial advisor at Morgan Stanley in Fort Myers, FL, holding Series 65 and Series 63 licenses with 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Charles Schwab. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Eli Sank is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is a tax preparer and owner of a related business since 1991 and serves as a trustee for the Rose Helen Howard Trust. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports execution and custody through Pershing and BNY Mellon Advisors.

Corey Wilson is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He previously worked at Mills-Price & Associates, Inc. for six years. Outside of his advisory role, Wilson manages an Etsy shop called The Girl With the Blueprint. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Winstel Jr. is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2014. Outside of advisory work, he is involved as an agent in life, fixed annuities, disability, long-term care insurance, and life settlements referral services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support its collaborative, goal-focused planning process.

James Lowe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial, where he has been since 2016. He has a business interest in Meridian Asset Partners, a non-variable insurance firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Devin Reich is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel since 2023 and is the President and CEO of Calibir Inc., an online learning company focused on market research. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Laurie Moore is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Angela Walton is a financial advisor with Raymond James & Associates in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Raymond James since 2010 and has prior experience with Optavia and Weight Watchers. Outside of her financial advisory role, Walton owns Life 2 Love Coaching, where she provides personal and relationship coaching. 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.

Kristin Peters is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, TD Ameritrade, and Scottrade. Peters is based in Fort Myers, Florida. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jairo Sotomayor is a financial advisor with J.P. Morgan Securities in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Michael Longo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and ongoing tax services leadership with Jackson Hewitt. In addition to advisory work, he oversees tax offices with Jackson Hewitt Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced advisor tools and a broad platform including insurance and banking partnerships.

Thaddeus Obecny is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. He is also a partner in a notary public service and serves as an executor of an estate, overseeing its operations. Additionally, he assists with financial management for his son's professional golf business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Taylor Schenone is a CFP® with 12 years of industry experience and has been with Edward Jones since 2014. He is based in Ft Myers, FL. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.