Jennifer Conner is a Senior Financial Advisor with the Callari Group Wealth Management Team at Merrill Lynch Wealth Management, based in Fort Myers, Florida. She leads a client-focused wealth management practice dedicated to helping individuals, families, and business owners navigate complex financial decisions through thoughtful guidance, disciplined planning, and personal service. Jennifer works alongside her daughter, Ashley Ogilvie, and son, Christopher Gosling, continuing a multigenerational family tradition in wealth management. Jennifer's approach centers on building lasting relationships by understanding what matters most to the families she serves. She takes the time to learn each client's story, including family priorities, personal values, risk tolerance, and goals, to create tailored financial strategies supported by Merrill's investment insights and the banking services of Bank of America. Her expertise includes areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income. A long-time resident of Fort Myers since 1975, Jennifer's passion for financial advising was inspired by her mother, who also worked in the profession. She holds a High School Diploma from Riverdale High School, an Associate's Degree from Edison State College, and an Accredited Certificate from Southwest Florida College. Jennifer also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, she is involved in the community as a Guardian ad Litem. Her personal interests include boating, camping, drawing, interior decorating, painting, spending time with family, traveling, watching movies, and woodworking.

Ryan Wahler is a financial advisor at Charles Schwab in Fort Myers, FL, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2023, having previously been with TD Ameritrade and briefly engaged in real estate and other business activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of capital markets and research resources.

Robin Hanover is a financial advisor with Charles Schwab in Fort Myers, FL, holding a ChFC® designation and Series 66 and Series 63 licenses. Hanover has 15 years of industry experience, including roles at Naples Asset Management Co., LLC and Waddell and Reed, Inc., before joining Schwab. Charles Schwab & Co., Inc. serves a large client base primarily comprised 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 offers both non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

Kevin Hoops is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances, and includes a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with high net worth individuals and families, delivering integrated financial strategies aimed at pursuing personally meaningful goals. His approach includes personalized service combined with a disciplined wealth management process, encompassing custom asset allocation, wealth preservation and transfer, and financial risk management. Kevin's expertise spans liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from Florida International University. Born and raised in Fort Myers, Florida, Kevin remains actively involved in his local community. He participates with organizations such as United Way of Lee County, Guardian ad Litem, and The Community Foundation. Outside of work, he enjoys boating, fishing, football, golfing, hunting, reading, skiing, soccer, and spending time with his family.

Cameron Green is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and IUPUI. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Wendy Evans is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 1996. Outside of her advisory role, she is the owner and president of Individualized Investment Solutions, Inc., a support company related to her work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses various analytical tools to guide client decisions, supporting implementation through its advisory programs or other providers.

Anthony Panarello is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services, Foresters Advisory Services, and Monsignor Farrell High School. His prior roles include both advisory and non-financial positions, including a year at Carrabba's Italian Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Sean Toggweiler is a Series 66-licensed financial advisor with Morgan Stanley in Fort Myers, FL, with two years of industry experience. He has held various roles within Morgan Stanley since 2023, including at Morgan Stanley Private Bank, N.A. He also has prior experience in staffing, technical services, and financial recruitment. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

William Valenti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Valenti serves as a committee member for The Florida Bar’s Twentieth Judicial Circuit Grievance Committee A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through various financial and estate planning strategies.

Michael Stryker is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012 and is also a part-time musician and songwriter. Outside of finance, he owns Spindrift Guitars Inc., a retail business specializing in guitar sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Gail Bivens Rose is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she serves on the board and investment finance committee of Sunrise Retirement Community. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients, offering a range of portfolio management and consulting solutions that include traditional and complex investment strategies.

Jordan Roth is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Outside of his advisory role, Roth serves as Vice President and a board member of Farmer's Mutual Insurance Company of Clinton County and is a board member of Community Courtyard in Plattsburg, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William King Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 14 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC, where he was employed for over a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance services.

Steven Fried is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 24 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also the owner of Making Magic Destinations, a travel agency specializing in theme park, cruise, and group travel bookings. Additionally, he is affiliated with WAYT Nutrition, promoting nutritional supplements through social media and assisting with brand strategy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations through a non-discretionary program.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hagewood is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Melissa Kadrmas is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent since 2018. Prior to her advisory role, she held positions at Remis Power Systems, Inc. and Prepaid Legal Services, Inc. Outside of finance, Kadrmas volunteers with the U.S. Coast Guard Auxiliary, conducting safety classes and participating in boater safety patrols. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Stephanie Negip is a financial advisor at Edward Jones with seven years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Allstate Construction & Roofing and Distinctive Renovations. She serves as a trustee for the Paul N & Marsha Robinson Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.