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.

Michael Olson is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory work, Olson is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution arrangements with Pershing and BNY Mellon Advisors.

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 with Wells Fargo Advisors in Naples, FL, holding Series 66 and Series 63 credentials and having 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, RiverGlades Family Offices, and Antonetti Capital Management. He also owns RTE WEALTH LLC, a single-member financial entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

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.

Jennifer Monty is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes a role at UBS Financial Services and operating The Monty Agency, where she provides proofreading and editing services for legal transcripts. 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 financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Donald Devitto is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, he manages short-term rental properties in Florida and New York. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Peter Haack Jr. is a CFP® with 32 years of industry experience, currently affiliated with Morgan Stanley in Estero, FL. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages a real estate rental business jointly with his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Harland Jacobs is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Lanark Financial, Inc. and UBS Financial Services. He serves as treasurer for the Naples Ventures men's social club and is a board member of the Orchards Community Homeowners Association in Naples, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.

James Macdonald is a CFP®-designated financial advisor with UBS Financial Services in Estero, FL, where he has worked since 1985, accumulating 41 years of industry experience. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations.

Rachelle Davis is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Prior to joining Morgan Stanley, she was affiliated with Madison Avenue Securities, AE Wealth Management, SPC, and Parkland Securities, and she has experience with other business activities including ownership of land through BRD Holdings LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools, with assets under management totaling approximately $2.74 trillion.

Bruce Mccaw is a financial advisor at Stifel with Series 63 and Series 65 licenses and 54 years of industry experience. He previously worked at Merrill for 45 years and Bank of America, NA for 14 years. Outside of his advisory role, he serves on the Board of Directors and Finance and Development Committees of the Indianapolis Symphony Orchestra and is President of the McCaw Family Foundation. Stifel serves a broad range of clients including individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mike Hauser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1995 to 2003 before joining LPL Financial, where he has been since 2003. Outside of his advisory role, he is involved with The Hauser Group, a small family-owned public relations, tax preparation, and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive operational and research tools.

Franklin Scudder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Banc of America Investment Services, Inc. for eight years before joining Wells Fargo in 2016. Outside of his advisory role, he serves as Vice President of the Naples Bay Yacht Stowage Condo Association and acts as co-trustee and executor for several family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven investment approaches and offers both brokerage and advisory solutions across a large platform of financial advisors.

Dan McNICHOLAS is a Financial Consultant currently working at Fidelity Investments. He has been with the firm since 2023, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity Investments, Dan held the position of Consultant at Wolver Hill Advisors, a family office, from 2022 to 2023. Dan's professional experience includes leadership roles in the financial sector, such as Global Head of Capital Introductions at Nomura International (Hong Kong) Limited from 2016 to 2021, and Managing Director & Head of Alternative Sales Asia Pacific at State Street Asia Limited in Hong Kong from 2012 to 2016. His career reflects a focus on investment consulting and capital introductions within the Asia Pacific region. Outside of his professional work, Dan has personal interests in food, golf, and traveling.

Luis Barriera Garay is a financial advisor with Primerica Advisors in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Primerica Financial Services since 2011 and PFS Investments Inc since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and over $15 billion in assets under management.

Kyle Stanutz is a Financial Advisor with Merrill Lynch Wealth Management, serving the Naples and Marco Island community for over 10 years. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Kyle's practice focuses on estate planning services, comprehensive retirement planning, and managing wealth across various client life stages. He specializes in college education planning, legacy planning, personal retirement planning, portfolio management, and tax minimization strategies. Kyle works closely with clients to develop personalized financial strategies that reflect their individual perspectives and long-term goals. Kyle earned a Bachelor's Degree from the University of Iowa and is involved in local organizations, including the Marco Island Iowa Club and the Marco Island Rotary Club. Originally from Chicago, Illinois, he resides in Naples, Florida with his wife and three children. Outside of work, Kyle enjoys golfing, tennis, baseball, basketball, football, and traveling.

Eric Benson is a financial advisor at Morgan Stanley with 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JP Morgan Securities LLC, and Northern Trust Investments, Incorporated. He holds Series 65 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using tools like Monte Carlo simulations and Secular Return Estimates.

Preston Came is a CFP® professional affiliated with J.P. Morgan Securities, with 17 years of experience in the financial industry. He has held roles at multiple firms, including MBSC Securities Corporation, BNY Mellon, and Northern Trust Securities, and is a co-owner and officer of Sunstate Getaways, Inc., a travel business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering non-discretionary asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies and ESG considerations.