Marvin Mcintyre is a financial advisor at Morgan Stanley with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is an author who has written investment-related and non-investment-related books. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 registrations and has worked at several firms including TD Bank N.A., PNC Investments, and TD Ameritrade. He is currently based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

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.

Sebastian Brinkerhoff is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has worked at Wells Fargo Advisors since 2020. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Golf Club in Naples, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo research and tools.

Denise Williams is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 66 credentials and nine years of industry experience. She previously worked at HBKS Wealth Advisors and Park Shore Partners for eight years and served at Gulfside Elevator for two years. Denise is a board member of Baby Basic, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager research, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative due diligence and includes a range of eligible strategies incorporating ESG criteria.

Robert Rood is a financial advisor with LPL Financial in Naples, Florida, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cheryl Krebs is a financial advisor at Raymond James Financial in Naples, FL, holding a Series 66 designation with four years of industry experience. Her career includes roles at Raymond James Financial Services, UBS Financial Services, and Charles Bradley. She is also involved as an associate employee in a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations, supporting clients through various advisory programs.

Philip Watson is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate firms since 1993. Watson serves on the Board of Directors for Maxinkuckee Country Club. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to deliver tailored, tax-efficient income strategies. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of 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 strategies to client goals.

George Kondracke is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2011. Kondracke is involved with the Kondracke Family Foundation, a charitable organization focused on donations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Jake Amons is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has one year of industry experience, including prior roles at Karr Barth Associates and Haddonfield Financial Planning. Outside of financial services, he has worked with Auburn University Libraries and served as a beach patrol officer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Haley Jones is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked in diverse fields including floral design and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm has a large national presence, managing approximately $1.01 trillion in assets and offering tax-efficient and fiduciary-standard services.

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Richard Walker Sr. is a financial advisor with Raymond James Financial in Naples, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including over a decade at Raymond James Financial and affiliated entities. Outside of his primary advisory role, he provides tax preparation services as an independent contractor and serves as an acting trustee for a trust account. 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, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Jeffrey Walker is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is listed as an officer of a geological and geospatial services company, though he has no active involvement in the business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

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.