Sergio Decurtis is a financial advisor at Edelman Financial Engines with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New England Investment Consultants, Ltd., N.E. Private Client Advisors, and New England Pension Plan Systems. Outside of his advisory work, he owns and manages a solar farm development project. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Douglas Lockwood is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Wells Fargo Advisors and Harbor Lights Financial Group, Inc. Lockwood is the sole owner of Lockwood Financial Group, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Harland Jacobs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jacobs serves as treasurer for Naples Ventures, Inc., a men’s social club involved in local charity activities, and is a board member of the Orchards Community Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Nicholas Pepe is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009. He holds the Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

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.

Timothy Herbert is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked for Centaurus Financial, Inc. for 22 years before joining LPL Financial in 2019. He is also involved in T.G.H. Financial, a business entity related to tax and investment matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.

Daniel Sandlin is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has served the financial needs of prosperous families in the metropolitan Chicago area and beyond for over fifteen years. Prior to joining Merrill Lynch in 2012, Daniel was a financial advisor with Morgan Stanley since 2000. He applies seven distinct wealth management disciplines in his practice to help preserve and grow clients' wealth in line with their goals and objectives. Daniel graduated from the University of Colorado at Boulder with a B.S. degree in Finance and attended Semester at Sea, a ship-board program for global study abroad sponsored by the University of Virginia. He received his CERTIFIED FINANCIAL PLANNER (CFP) certification in 2015. His approach emphasizes open communication and clarity of goals, focusing on personalized advice tailored to each client’s unique situation. He currently resides in Chicago and is an active member of the Union League Club. In his free time, Daniel enjoys golfing and spending time in Lake Geneva, Wisconsin.

Roger F. Vierra Jr. is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

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.

Franklin Scudder is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as vice president of the Naples Bay Yacht Stowage Condo Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Rodica Richichi is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on creating a collaborative environment where clients can engage in meaningful conversations about their financial futures. Prior to this, she served as an Investment Solutions Representative II and a Financial Representative at Fidelity Investments, gaining experience from 2022 through 2024. Before joining Fidelity, Rodica worked as a Personal Banker at Fifth Third Bank from 2021 to 2022. Rodica's professional journey reflects her commitment to building relationships based on shared goals and mutual respect. She approaches financial planning as a process centered on understanding and empowering clients, emphasizing the importance of informed decision-making. Outside of her professional work, Rodica enjoys bowling, comedy, hiking, photography, swimming, and traveling.

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.

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 with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Naples, FL. His career includes roles at MBSC Securities Corporation and BNY Mellon, among others. Outside of his advisory work, he is a co-owner and officer of Sunstate Getaways, Inc., a travel business owned by his spouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment approach.

David Sheppard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than four decades of experience managing portfolios and providing wealth management guidance to high-net-worth individuals and families. David focuses on developing financial strategies and providing tax-efficient portfolio management to meet the complex needs of his clients across the United States. David holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations, both granted by the Investments & Wealth Institute™. He earned his bachelor's degree in Finance and Economics from the University of Illinois. Outside of his professional work, David is involved with the Boy Scouts of America National Foundation. He enjoys spending time with his wife Linda, golfing, biking, photography, running, and family activities. David resides in Naples, Florida, and Palatine, Illinois with his family.

Ilona Box is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Raymond James & Associates since 1997. Outside of her advisory role, she is a co-owner of Roaring Dusk Investments - Business Lane LLC, a commercial real estate investment. 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, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Adam Kent is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning emphasizes structured discovery and firm-approved tools, supporting a range of advisory and institutional offerings.

Kodie Fridley is a financial advisor with Morgan Stanley in Naples, FL, holding CFP® and Series 66 credentials and totaling 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advising, he is the owner of Fish 239 LLC, a recreation business based in Naples. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate agreements.