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.

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.

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.

Vincent Magee is a financial advisor at Ameriprise in Marco Island, FL, holding a Series 63 designation with 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Gary Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He worked at Morgan Stanley Smith Barney for 14 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diverse portfolio management styles and extensive affiliated research.

Manuel Diaz Rodriguez Jr is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and a background in the automotive and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.

Edward Lynch is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years before joining Morgan Stanley in 2021. Outside of advising, he is a partner in Barron Enterprises LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm’s planning process includes structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Terrence Mccreanor is a financial advisor at Ameriprise with 52 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of a nonprofit charitable entity, Caxambas Miracles Forum, based in Marco Island, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Craig Joseph is a financial advisor with OSAIC in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years and has been associated with Union Central Life for over 30 years. Outside of his advisory work, he serves as president of a retail beverage center and is involved in real estate development and management through several LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools, supporting discretionary and advisor-managed strategies along with third-party manager options.

James Rocco is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., Citigroup Global Markets, and Banc of America Investment Services. 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.