Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). ABOUT HMFP High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow. Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning. WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with: • Folks near or at retirement • Outdoor Enthusiasts • Gen X If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner! Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation HOW I HELP • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps CERTIFICATIONS & QUALIFICATIONS • I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary NEXT STEPS • Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - dfowler@highmountainfinancial.com

Shelli Green is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been practicing since 2001. She specializes in developing goals-based strategies tailored for retirees and their families, focusing on helping clients pursue both their short- and long-term financial objectives. Shelli and her team employ a Goals Based Wealth Management approach that considers clients' experiences with wealth alongside their personal situations and aspirations, aiming to craft financial strategies that support meaningful outcomes and help clients stay on track over time. Shelli holds the Chartered Retirement Planning Counselor (CRPC™) designation and serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies drawn from a broad selection of Merrill model and third-party portfolios. She earned her bachelor's degree from the University of Florida with a concentration in finance and economics. Committed to her community, Shelli volunteers with organizations including the Peace River Botanical & Sculpture Gardens and the United Way chapters in Charlotte and Lee Counties.

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 Lynch Wealth Management. She joined Merrill Lynch in 2011 and contributes to servicing existing clients while cultivating new relationships. Jennifer takes a personalized approach to financial advising, working closely with clients to understand their priorities and tailor strategies that reflect their unique financial goals and needs. Her expertise includes family wealth management, legacy planning, college education planning, retirement income, and tax minimization, among other areas. Jennifer collaborates with her team to create customized financial plans by assessing clients' risk tolerance, time horizon, liquidity requirements, and both short- and long-term objectives. She leverages the combined experience of her team, Merrill's investment insights, and the banking services of Bank of America to provide ongoing support through life transitions and changing market conditions. Jennifer has lived in the Fort Myers area since 1975 and has strong community ties. Inspired by her mother, who was also a financial advisor, Jennifer followed in her footsteps and has developed a multigenerational family team that includes her daughter Ashley Ogilvie and son Christopher Gosling. She holds a Personal Investment Advisor (PIA) designation and has completed education at Riverdale High School, Edison State College, and Southwest Florida College. Jennifer is involved in her community as a Guardian ad Litem. Her personal interests include boating, camping, drawing and sketching, interior decorating, painting, spending time with family, traveling, watching movies, and woodworking.