Harrison Buxton III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves as chairman of the finance council at St. Michael the Archangel Catholic Church and is treasurer and board member of the Cuckolds Fog Signal and Light Station, which rescues and rehabilitates a historic lighthouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors use proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

John Morris is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Merrill, and UBS Financial Services, as well as involvement with Tressons Properties LLC. He also worked at Our Lady of Mercy School for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Pelkey is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and models within its advisory process.

Claudia Munoz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in training and presentations for a skincare and nutritional supplements business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research to tailor investment strategies.

Nicholas Wetherby is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Tommy Bahama for four years and Pacific Sunwear for five years. He is based in Naples, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model portfolio delivery while maintaining oversight controls and engaging in formal advisory roles for registered investment companies.

Stephen Bien is a ChFC® with 25 years of industry experience. He is currently with Ameriprise in Naples, FL, where he has worked since 2026. Prior to Ameriprise, he spent 22 years with CliftonLarsonAllen Wealth Advisors, LLC and CliftonLarsonAllen LLP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware planning.

Paul Tedeschi is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the events committee and Young Friends Board of the Ronald McDonald House of Southern New Jersey and participates in Cycle for Survival, raising funds and awareness for ovarian cancer research. 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 diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services supported by research and multiple portfolio management strategies.

Alexander Meredith is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Charles Schwab Bank, TD Ameritrade, Bryant Bank, Lifeway, and CVS Health. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

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.

Salvatore Ferrito is a ChFC® with 42 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He was previously with Woodbury Financial Services for 18 years. Ferrito is also the owner of Ferrito & O’Gorman Financial Group, a business involved in the sale of financial products and insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization techniques alongside a range of investment programs and third-party manager options.

Nazinina Azwoir is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has previously worked at Wintrust Investments LLC, PNC Investments, Wells Fargo Clearing, and Merrill. 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 broad range of advisory and brokerage services incorporating financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

Andrew Schrand is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016 and has held several roles including Investment Consultant, Planning Consultant, Relationship Manager, Investor Center Financial Representative, Investment Solutions Representative, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at Integrated Financial Network in 2015. Andrew is a CFP® professional with 10 years of experience in wealth management. His approach focuses on building relationships with clients to achieve financial peace of mind by understanding their unique financial situations and investing goals, leveraging the resources available at Fidelity. Outside of his professional work, Andrew enjoys cooking and baking, spending time on family activities, playing golf, engaging in parenthood, and caring for pets.

John Deves is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior roles include positions at SagePoint Financial and Next Financial Group, Inc. Outside of advisory work, he is involved in insurance sales and owns a business entity that manages various aspects of his financial services operations. OSAIC serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services such as comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and provides a wide range of investment options supported by advanced analytical tools.

Matthew Gainey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a board member for Colony at Hawksridge in Naples, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Michael Rubenstein is a financial advisor at UBS Financial Services with a Series 66 designation and two years of industry experience. He has held positions at several firms, including BMO Harris Wealth Management, BNY Mellon Wealth Management, Akerman LLP, and SunTrust Private Wealth Management. Rubenstein serves on the boards of the Estate Planning Council of Naples, the Rubenstein Family Foundation, and the Jewish Federation of Greater Naples. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions through a large 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.

Eric Robbins is a CFP® with 16 years of experience, currently serving as a financial advisor at Edward Jones since 2010. He is a board member of First Tee in Columbus, Indiana, and also serves on the board of the Columbus Indiana Hospital Foundation, where he assists in fund allocation decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its extensive advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Gordon Schnitzler is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Stifel Nicolaus and Wells Fargo Clearing. Schnitzler serves as Treasurer for Compass Bible Church Naples, a nonprofit organization, where he manages accounting and financial reporting. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored advice using risk profiling and modeling tools and supports clients through its extensive advisory network and specialized programs.

Wade Krempel is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Synovus Securities, Synovus Bank, and SunTrust Advisory Services. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on managing assets within Ameriprise accounts.

Jim Moutzalias is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1982, including a concurrent role at Bank of America since 2009. Outside of his advisory practice, he is the owner of RJN Condo LLC, a for-profit entity unrelated to investment advisory services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.