Oliver Hohermuth is a financial advisor at Capview Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Rising Star Financial Advisers, LLC and International Union Bank, LLC. Hohermuth is involved in several investment-related business activities across the United States and Panama. Capview Advisors, LLC is a fee-only investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs fundamental analysis combined with strategic, tactical, and dynamic asset-allocation, managing portfolios through qualified custodians and offering both discretionary and non-discretionary asset management.

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. in Alva, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Parsonex Securities Inc. since 2011 and has operated A&P Business Services, Inc. since 2004. Outside of advisory work, he engages in tax preparation services from January to April and holds insurance agent responsibilities related to non-investment products. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach with discretionary authority and sponsors a pooled vehicle, the Sterling Fund, which emphasizes conservative, long-term stock selection.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Mark Medina is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Fifth Third Bank for six years and was employed at Carrabba's Italian Grill for four years. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supporting a range of investment strategies and risk profiles.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account management. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jaymi Dragonetti is a financial advisor with LPL Financial in Fort Myers, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial, she worked at First Citizens Investor Services and First Command Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and provides services through a large network of investment adviser representatives.

Ryan Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services, and Wells Fargo Advisors. 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 supported by research from Wells Fargo Investment Institute and third-party data.

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.

Roland Fannin is a financial advisor with Edward Jones in Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved as a general partner and owner in several business ventures, including cabinetry manufacturing, agriculture, hospitality, and real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

William Mac Donald is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has a long career including roles at Avantax Advisory Services and operates his own CPA practice since 1985. Mac Donald is a member and Treasurer of the Board of Directors for the Japan-America Society of New Hampshire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and investment strategies under discretionary and non-discretionary authorities.

Ronald Teller Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Planning Corporation, M&T Securities, Inc., and Uvest Financial Services Group, Inc. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advisor-facing technology and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Joseph Falcone is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at RBC Capital Markets and Drexel Hamilton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sean O'Hara is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016, as well as Wachovia Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by research and analytics.

Timothy Betts is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, LPL Financial, and Lincoln Investment. Outside of his advisory role, he owns Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. It offers portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Joseph Timm is a financial advisor with Edward Jones in La Belle, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he serves as an off-ice official for the East Coast Hockey League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national presence with more than 23,000 advisors and 15,000 branch offices.

Mc Faddin Moise III is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career history includes roles at Bank of America, First Allied Advisory Services, First Allied Securities, and Moise Financial Group. 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 offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Ruhmel is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1995. Outside of financial advising, he has operated Steve Ruhmel Photography since 1985. He is also an independent insurance agent specializing in fixed products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Steven Spence is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Invest Financial Corporation for eight years before joining LPL Financial in 2018. Outside of his financial advisory work, Spence owns a cattle farm and practices law as an attorney. 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Brian Sumwalt is a financial advisor with Edward Jones in Punta Gorda, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. 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 strategies supported by a large nationwide network of advisors and branches.

Shirley Willis is a Series 66-credentialed financial advisor with nine years of industry experience. She has worked at Edward Jones for 17 years before joining LPL Financial, where she has been since 2026. 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 portfolio programs, third-party asset management, and institutional platforms.

Adam Hromiak is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Presley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at Fsc Securities Corp for eight years. He is the owner and senior advisor of MDPresley Financial Services, where he focuses on retirement planning and wealth management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various managed account solutions across discretionary and non-discretionary platforms.

Jeffrey Kline is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he owns a commercial real estate business. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Dan Fairchild is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and 2009, respectively. Fairchild owns FAIRKOR, Inc., a legal entity formed for Primerica business purposes, and he also receives compensation related to mortgage and home service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Daniel Rossi is a Series 66-licensed financial advisor with Edward Jones in St James City, FL, where he has worked since 2021. He has five years of industry experience and previously held roles at Best Home Services, JE Thomas Inc, and Enterprise Holdings Inc. Outside of his advisory work, Rossi is involved in several business activities, including co-owning a car rental service and licensing HVAC, plumbing, electrical, and general contracting businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Richard Smidt is a financial advisor at Edward Jones in Glenwood Springs, Colorado, with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Christopher Maxwell is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after working in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group from 2016 to 2025. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Zachary Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2018. His prior work experience includes roles at Fine Designs and BJ’s Wholesale Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in constructing investment recommendations.

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.