David Donabedian is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, offering tailored financial planning and consulting services alongside a range of portfolio management strategies and municipal advisory services.

Stephen Lawler is a financial advisor with Cetera, holding the ChFC® designation and over 42 years of industry experience. He has been affiliated with Cetera since 2020 and has also owned and operated his own financial services businesses, including Stephen Lawler & Associates and Lawler Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large nationwide network of independent advisors.

Frank Nicholas Constantino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with JPMorgan Securities LLC and affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Christopher Hardt is a CFP®-designated financial advisor with Edward Jones, based in Westlake Village, CA, and has 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns an airplane use business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,000 advisors.

Katherine Behrens is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update comprehensive financial plans tailored to their individual needs and investment preferences. She aims to build long-lasting client relationships focused on creating peace of mind and helping clients confidently achieve their financial goals, including those related to family and charitable activities. Her professional experience includes roles at Fidelity Investments since 2018, progressing from Financial Representative to Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she held positions such as Business Development Analyst at Reinsurance Group of America, Client Relations Coordinator and Client Experience Manager at Northwestern Mutual, and Marketing Manager at Wells Fargo Advisors Financial Network. Outside of her professional career, Katherine has interests in art, food, golf, and traveling.

Paul Poletti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Mawson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Leveraging the investment resources of Merrill and the banking and lending solutions of Bank of America, he works closely with clients to help pursue their long-term objectives. John holds a Bachelor's Degree from the United States Naval Academy and a Master's Degree from the Naval Postgraduate School. He holds the Personal Investment Advisor (PIA) designation. Committed to community engagement, John volunteers with local organizations, reflecting the Merrill tradition of service in the communities served.

Troy Mailloux is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at TD Ameritrade and Platinum Wealth Partners. He is a partner at Akwa Marina Yacht Club LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and a distinctive operational approach that includes a formal alternative investment platform.

Joel Gravina Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, Gravina is involved in managing real estate investments and serves on the finance and investment committee for Covenant Church of Naples. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supporting clients with a range of portfolio management styles and affiliated research resources.

Paola De Aza is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential. She has experience at several firms, including Rogers Wood Hill Starman & Gustason and Advocate Consulting Legal Group PLLC. Based in Naples, FL, she began her tenure with Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various portfolio management strategies and custody arrangements.

Audeidra Jones is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. She is president of a nonprofit family legacy summer camp aimed at providing arts exposure to underprivileged children and serves as a subject matter expert reviewing educational exam preparation materials for licensing exams. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary and discretionary investment advisory models, supported by centralized supervision, custody, and order-routing functions.

Kevin Walker is a CFP® with 37 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Walker serves on the Board of Directors and Finance Committee for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services to low-income, uninsured workers in Collier County, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Eugene Hunziker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1991 across different entities and operated Hunziker and Associates, Inc. for a brief period in 2023. He serves on the Finance and Investment Committee of Saints Cyril & Methodius Catholic Church, advising on the parish’s financial affairs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Ballard is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and models.

Philip Park is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Baird in 2022, he spent 33 years at Wayne Hummer Investments L.L.C. He serves as a board member and on the investment committee of the Park Family Foundation. Philip Park is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Marshall Mc Lean is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior experience includes roles at TD Ameritrade, The Vanguard Group, and Charles Schwab Bank. He also has experience in construction and worked at Grand Canyon University. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Fred Carrolli is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been affiliated with UBS in various capacities since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Richard Childress is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Childress is the owner of a shoe repair business in Fort Myers, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Eric Schultz is a financial advisor with Ameriprise in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, HD Vest Advisory Services, and Doyle & Schultz, LLP, where he worked for over two decades. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that employs research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of a large institutional firm.

Thomas Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and senior partner of The Wilson Group. With over 40 years of experience in wealth management, he develops goals-based financial strategies and manages investment portfolios tailored to clients with complex needs. His client focus includes areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and supporting women and wealth. Thomas holds a High School Diploma from Lake Forest Academy and attended both the University of Wisconsin System and Loyola University Chicago without degree conferral. He is a Personal Investment Advisor (PIA) and has been a member of the NASD Board of Arbitrators since 1990. Recognized in multiple Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists from 2023 through 2026, Thomas leads his team with a mission to provide clear and thoughtful financial guidance grounded in integrity, professionalism, and a disciplined process. Outside of his professional role, Thomas volunteers with charitable organizations including Florida Baptist Disaster Relief, Harry Chapin Food Pantry in Naples, Northern Illinois Food Pantry, Our Daily Bread Food Pantry in Marco Island, and St. Matthews House in Naples. His personal interests include golfing, music, and spending time with his family.