Mark Laviola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 18 years with The Prudential Insurance Company of America and Pruco Securities LLC. He is involved with Montville Group Insurance & Financial Services, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Victor Dupuis is a CFP® professional with 42 years of industry experience, currently affiliated with MassMutual Investors Services. He has worked with MML Investors Services, Inc. since 1991. In addition to his advisory role, he maintains a position as a life and health insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented planning.

Michael Gambino is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes four years at Merrill and roles at Florida Gulf Coast University and the Bonita Springs Community Pool. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Daren Epley is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools, and manages approximately $2.74 trillion in client assets.

Stefco Marenoski is a financial advisor at Charles Schwab with 20 years of industry experience and a Series 66 designation. He has worked primarily at Charles Schwab, including Charles Schwab Bank, and had a brief tenure at Fidelity Investments. Outside of his advisory role, he is a member of Lulemar LLC, where he assists in overall operations. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Thomas Burke is a financial advisor at Wells Fargo Advisors in Naples, FL, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its related entities since 2009. Outside of his role at Wells Fargo, he has ownership interests in two investment-related firms and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Matthew Diedrich is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 12 years of industry experience. He has worked at Fidelity since 2012 in various roles, including positions with Fidelity Personal and Workplace Advisors and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles uncommon among large institutional peers.

Steven Bernstein is a financial advisor with Cetera based in Naples, FL. He holds the Series 66 designation and has 21 years of industry experience, all with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Douglas Conroy is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Jesse Radabaugh is a financial advisor with Wells Fargo Advisors in Naples, FL, holding the CFA® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC. He has ownership interests in two financial advisory businesses based in Coon Rapids, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to create tailored recommendations that clients may implement through various brokerage or advisory programs.

Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. in Fort Myers, FL, holding a Series 66 designation with 11 years of industry experience. She has been with Robert W. Baird & Co. since 2008. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies and both in-house and third-party managers.

Jacob Shelton is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior work experience includes roles at Elbin, Inc. and Towne Park Ltd. Shelton is based in Naples, FL. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm is notable for its integrated custodial and advisory capabilities and a multi-asset, model-based investment approach with access to alternative investments.

Kevin Shamblin is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

John Kellar is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns Adaptive Investors, LLC, which he is transitioning for use in his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Paul Murray is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary research in its advisory process.

Rondi Albrecht is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously spent 30 years with Commonwealth Financial Network before joining Raymond James in 2025. Albrecht also owns two support companies, Rondi K. Albrecht & Assoc. PA and Albrecht Wealth Management LLC, both based in Bangor, Maine. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Marvin Mcintyre is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is an author and managing director involved in writing both investment-related and fiction books during his non-trading hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and wealth management services, using structured planning tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Bradley Wheelock is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Kyle Schafer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including TD Bank, PNC Investments, and TD Ameritrade. He is based in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sam Dracos is an Investment Consultant at Fidelity Investments. In this role, he focuses on providing financial advice and developing investment strategies for clients. Prior to this position, he has held several roles at Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Sam worked as a Universal Banker at First Horizon Bank. Sam emphasizes building strong, trusting relationships with clients through active listening and understanding their unique circumstances and goals. His approach is collaborative, aiming to empower clients in making informed financial decisions. Outside of his professional work, Sam's interests include the beach, social events with friends, military service, and traveling.