Anthony Peracchia is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brookmont Capital Management and Sei Investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, using an open-architecture approach that integrates multiple third-party platforms and managers.

Samuel Diarbakerly is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Bank of America, and Merrill. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Brian Mazgaj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior positions include roles at BMO Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Wells Fargo Clearing, and Merrill. He is based in Marco Island, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of customizable investment strategies.

John Keeley is a financial advisor at Edward Jones with 37 years of industry experience, all of which has been spent at the firm. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Keeley owns and manages commercial properties in Naperville, Illinois. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Robert Lynch is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. 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 structured financial planning processes supported by proprietary tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Donna Jordan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. Located in Marco Island, FL, her career has been focused within the Morgan Stanley organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with advisory services.

Sander Ludeman VI is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience exclusively with the firm since 2002. Based in Marco Island, FL, Ludeman also owns a rental shed business and farmland in Minnesota. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Mary Hershberger is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. She also maintains a longstanding role at DVH Enterprises, Inc., where she handles bookkeeping. At The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc., she manages compliance, client meetings, client service, bookkeeping, and overall company management. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs tailored planning using risk profiling and analytical tools, and supports advisory programs alongside institutional consulting and portfolio management through a broad network of advisors.

Kevin O'Fee is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 2014. He holds the Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Troy Mailloux is a financial advisor with Charles Schwab, holding Series 66 and Series 63 designations and 19 years of industry experience. His prior roles include positions at TD Ameritrade and Fidelity. Mailloux is also a partner in Akwa Marina Yacht Club LLC, a non-investment-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory with access to affiliated discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational platform.

Christopher Seeley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 24 years of industry experience, including nine years at Ohanesian/Lecours, Inc. Outside of his advisory role, he serves as a board member for Shipps Landing Condominium in Marco Island, FL. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Austin Hicks is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he held positions in the hospitality sector. He serves as President of the FGCU Naples Alumni Chapter Board of Directors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Baller is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He worked at UBS Financial Services for 15 years before joining Wells Fargo Clearing in 2016. Outside of his advisory work, Baller serves as a board member for the Fort Sumter House HOA and is involved in songwriting and creative management through his ownership of John Galt Productions, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad product platform, supporting both brokerage and advisory solutions.

Kevin Kane is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Raymond James since 1999 and also owns a support company involved in a succession plan buyout for Greenwood Financial Services. Kane is active as a board member of a networking group and serves on a charity committee for a fraternal organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advice using various analytical tools and supports clients through advisory programs and institutional consulting, with specialized capabilities in municipal finance and SIMPLE IRA employer advisory services.

David Contessa is a financial advisor with Thrivent Investment Management in Naples, FL, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he served for 30 years with the Florida Highway Patrol. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad set of planning topics without including implementation. The firm combines planning with managed-account programs under a consolidated billing option while maintaining planning and asset management as separate services.

Jason Kyle is a financial advisor with LPL Enterprise based in Naples, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mutual of Omaha, Forethought LLC, and Haberstroh Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Shelley Schudlich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Oppenheimer & Co Inc for 19 years before joining Stifel Nicolaus & Co Inc in 2018. Outside of her advisory role, she is co-owner and involved in bookkeeping for a frozen custard business in St. Clair, Michigan, and serves as Sergeant-at-Arms for the Eagle Cay Condominium Association in Marco Island, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

James Shaw is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at Avantax Advisory Services and Davie Kaplan, CPA, P.C., among others. Outside of advising, he serves on the advisory board of a software development company and participates in various trustee and managerial roles for family trusts and other entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary program options.

Steven Rogers is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Richard Knapp is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.