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.

John Dovich is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently Regional President at MAI Capital Management, LLC, overseeing the Cincinnati office since 2019. His prior experience includes roles at Integrity Alliance, LLC and Lion Street Financial, LLC, as well as running his own firm, John D. Dovich & Associates, LLC. Outside of his advisory work, he serves as a trustee at Xavier University and volunteers on the Cincinnati Zoo Foundation board. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers a range of customized portfolio strategies and integrates comprehensive financial planning, tax, and administrative services across its client relationships.

Brad Cherkin is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with various entities within the Truist organization since 2010, including BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platform agreements and an AI-enabled Equity Research team.

Robert Steingold is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill since 2012. Outside of his advisory role, he participates in his homeowners association committee in Bonita Springs, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ashley Karstens is a Planning Consultant at Fidelity Investments. In this role, Ashley partners with clients and their families to co-create financial plans tailored to their unique goals, utilizing Fidelity's resources to support their financial decision-making process. Ashley has been with Fidelity Investments since 2020, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. This experience has provided Ashley with a foundation in client relationship management and financial planning. Outside of work, Ashley's personal interests include spending time at the beach, gardening, kayaking, enjoying food, and engaging in puzzles.

Brian Mazgaj is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, M&I Trust Company, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he maintains a real estate rental business in Bonita Springs, Florida. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jenifer Williams is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of her advisory role, she is a co-owner of several auto parts businesses, though she does not have management responsibilities in these enterprises. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies, with investment advice supported by internal research and advanced tools.

David Betz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he is a partner in a residential construction capital firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Stephen Dauer is a financial advisor at Morgan Stanley with 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Dauer holds a Series 66 designation. Outside of his advisory role, he is a member of an LLC involved in transferring ownership of a condominium unit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Reimann is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Capitol Securities Management and has diverse experience including roles at the City of Louisville Parks and Recreation and Virginia Military Institute. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Andrew Kampf is a financial advisor at Merrill with 50 years of industry experience. He has held roles at Merrill since 1976 and has been with Bank of America, N.A. since 2011. Kampf holds Series 63 and Series 65 designations and is based in Naples, FL. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with portfolio implementation tailored to various levels of tax sensitivity and investment restrictions.

Noah Veliz is a financial advisor with J.P. Morgan Securities in Naples, FL, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at JPMorgan Chase Bank, N.A., and time spent at Florida Gulf Coast University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Kula is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. He has worked with Cetera since 1988 and also operates Joseph L. Kula, CPA, offering accounting and tax services including tax planning and business valuation. Additionally, he is involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options with both discretionary and non-discretionary authorities.

Russell Roth is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Larmon Parker is a financial advisor with Cetera in Naples, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been affiliated with Cetera since 2004 and also operates Parker & Associates Financial Services, LLC. Outside of advising, he is president of Parkintex, Inc., a tax accounting firm specializing in tax preparation and commercial real estate, and he is involved in a wellness business focused on light therapy. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Donald Cox is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2004. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Peter Opp is a financial advisor with RBC Capital Markets in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Merrill (28 years), Bank of America (10 years), and City National Bank. Outside of finance, he serves as a committee member for Full Swing Consulting, a golf event consulting organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services through a range of programs utilizing in-house and third-party investment managers, with options for tax management and responsible investing.

Robert Edwards is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Edwards also owns RTE Wealth LLC, a single-member investment-related business based in Naples, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services, and delivers tailored recommendations supported by Wells Fargo research and planning tools.

Justin Holsen is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Erin Coakley is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. outside of Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.