Kenneth Patterson is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

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.

Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. 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, utilizing research and analytics to support investment decisions.

Anastasia Ray is a financial advisor with Equitable Advisors in Cape Coral, FL, holding the Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

James Perry is a CFP® with 20 years of industry experience, currently advising clients at Edward Jones since 2014. He serves as Chairman of the Rotary International Cape Coral Foundation, overseeing the allocation of funds for local volunteer activities. 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 options supported by a network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Marc Irion II is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including 11 years at UBS Financial Services and six years at Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in Pretzel Logic UK Limited, LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Thomas Bucklin is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously at Capital Investment Advisors, Inc. and Fortress Financial. Outside of his advisory role, he serves as a U.S. Coast Guard charter captain. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of custody platforms and proprietary as well as third-party investment strategies.

John Evans is a CFP® professional with 17 years of industry experience, currently serving at Osaic Wealth, Inc. He previously worked at Edward Jones for 14 years and has been affiliated with Four Pillars Investment Management since 2023. In addition to his advisory role, Evans spends part of his time involved in fixed insurance sales and monitors assets for clients through Four Pillars Investment Management. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment solutions, utilizing various tools and third-party platforms to construct customized portfolios.

Hector Gomez Jr. is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Good Shepherd Lutheran School and Lithko Contracting, LLC. Outside of his advisory role, he coaches middle school boys’ soccer at Evangelical Christian School in Fort 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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.