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.

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.

Grant Gunder is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and also manages bookkeeping services through his ownership of Gunder Services, LLC. Additionally, he has experience as a bookkeeper at Architectural Builders of Southwest Florida, INC. and has worked at Florida Gulf Coast University. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Glen Schwesinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following an 11-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies based on client risk profiles.

Keith Albert is a Series 66 licensed financial advisor with Ameriprise in Bonita Springs, FL, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Hudacek is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Merrill since 1998 and with Bank of America, N.A. since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates investment management through various program strategies and leverages its affiliation with Bank of America to provide capital-markets and trading support.

John Awe is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

John Hill is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008, based in Estero, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.