Fritzler Bernagene is a financial advisor with Primerica Advisors in Ft Myers, FL, holding a Series 65 designation and eight years of industry experience. He has been with Primerica Advisors since 2018 and concurrently serves at the Collier County Sheriff's Office, where he has worked since 2014. In addition to his advisory role, he also receives compensation related to sales of home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies from unaffiliated asset managers and offers a range of strategic and tactical portfolio approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jodi Tanner is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Ameriprise since 1999. Outside of her advisory role, she serves as a bookkeeper for her church and is a commissioned notary public in Florida. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Rebecca Durling is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Corporate Travel Management and Xanterra Travel. Outside of her advisory role, she is a co-owner of an online retail business called Sea Shell Coaster. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, supported by a large nationwide network of advisors and branch offices.

Kip Hopkins is a Series 66-licensed financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2018. He has seven years of industry experience and previously worked five years at Publix Supermarkets. Outside of his advisory role, Hopkins works part-time stocking shelves at Publix. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Mcfarland is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with firms including Suncoast Credit Union, CUNA Brokerage Services, and Lineweaver Wealth Advisors. Outside of his advisory role, Mcfarland owns a ride-sharing business. 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 financial planning and investment management solutions, leveraging advisory representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Christopher Andrews is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, FIFTH THIRD SECURITIES, Truist Investment Services, The Huntington Investment Company, PNC Wealth Management, and Natcity Investments. 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Sauls is a financial advisor with LPL Enterprise in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as President of the local business networking group LCBN and is a board member of the Biz Net Cares Foundation, a nonprofit supporting Southwest Florida charities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Jonathan Casimini is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2010. Outside of his advisory role, he was involved with Chops City Grill from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of offerings, supported by proprietary research and capital markets services.

Aaron White is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lizbeth Atkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent eleven years at Bank of America. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Paul Savona is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks and managing his own firm, Savona Financial Services. Ameriprise offers retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, delivering tailored written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Josh Wurtsbaugh is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at United Captain Services and Marinemax Fort Myers, among other positions in related industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Conitz is a financial advisor at UBS Financial Services in Fort Myers, FL. He holds a Series 66 designation and has been with UBS since 2025. Outside of finance, he has been involved in managing golf courses and country clubs since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Steven Sizemore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2004 as a Client Associate immediately after earning a Bachelor’s degree in Business Administration with a concentration in Finance from Elon University. He became a Financial Advisor in 2005 and focuses on wealth management planning, portfolio construction, and delivering responsive financial management through consistent communication with clients. Steven specializes in family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He works closely with clients to design and construct portfolios that balance participation in favorable markets with protection during downturns, ensuring that investment objectives align with client goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Beyond his advisory role, Steven is active in the Fort Myers community, serving on the Board of Directors for the Edison Festival of Light and South Fort Myers Youth Baseball. He has also been involved with various non-profit boards and coaches youth baseball. In 2008, he received the Leukemia & Lymphoma Society’s "Man of the Year" award. Steven resides in Fort Myers with his wife, Paula, and their three sons. His personal interests include fishing, golfing, boating, and spending time with his family.

Jennifer Conner is a Senior Financial Advisor with the Callari Group Wealth Management Team at Merrill. Based in Fort Myers, Florida, she leads a client-centered wealth management practice that focuses on providing tailored financial strategies and steady support. Jennifer works closely with clients to understand their personal risk tolerance, time horizon, liquidity needs, and financial goals, using this insight to develop customized portfolios that reflect both immediate priorities and long-term plans. Jennifer's experience in wealth management is rooted in a family tradition, having been inspired by her mother's career in the industry. She collaborates with her family members, including her daughter and son, to serve a multigenerational clientele. Jennifer holds a Personal Investment Advisor (PIA) designation and has completed an Associate's Degree from Edison State College, a High School Diploma from Riverdale High School, and an Accredited Certificate Program from Southwest Florida College. She is also involved in community service as a Guardian ad Litem. Outside of her professional work, Jennifer enjoys boating, camping, drawing, interior decorating, painting, woodworking, traveling, spending time with her family, and watching movies. Her approach aims to provide clients with clear guidance and confidence at every stage of life.

Ryan Wahler is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2023, following roles at TD Ameritrade and several other firms and businesses. He has been based in Fort Myers, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and 44 years of industry experience. He has worked at UBS since 2012 and previously spent over 20 years at Morgan Stanley in various capacities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Robin Hanover is a financial advisor with Charles Schwab in Fort Myers, FL, holding the ChFC® designation and Series 66 and Series 63 licenses. Hanover has 15 years of industry experience, including roles at Naples Asset Management Co, LLC, World Equity Group, Inc., and Moors & Cabot before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio approach supported by centralized operational and supervisory infrastructure.

Kevin Hoops is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.