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® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Naples, FL. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Northern Trust Securities. Outside of his advisory work, he is an owner and partner of Saddle Hill Management LLC, an entity holding real estate assets, and serves as an officer and co-owner of a travel business operated by his spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes unique regulatory registrations related to derivatives and commodities.

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.

Dino Capitani is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he owns and manages farmland rental properties in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and analysis from its Global Investment Committee.

George Camberis is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with LPL Financial since 2012 and operates his own consulting and CPA business, providing tax preparation and planning services. 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.

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.

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.

Mark Sears is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, New England Securities, Equitable Advisors, and Thrivent Investment Management. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily implements investment strategies through model-driven portfolios developed by LPL’s Research Department and third-party portfolio strategists, offering financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Patrick Lampe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, Northwestern Mutual Investment Management, and a position at McKendree University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations utilizing proprietary research and tools, with clients having flexibility in implementing those recommendations.

Collin Maris is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles including positions at Taylor University, Blue Trust, Chorus, Inc., Kanakuk Kamps, and operated a self-employed business for 16 years. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Thomas Burton III is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2024 and Cetera Advisors LLC since 2019, in addition to roles at Megent Financial and prior self-employment dating back to 1972. Burton is also the owner of Burton Financial Group LLC and engages in fixed insurance sales involving life, health, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Grant Buster is a financial advisor with Mass Mutual Investors Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory work, he owns and operates multiple Five Guys franchise locations through his holding companies and also owns a hamburger restaurant and bar. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on client goals and written recommendations.

Russell Smith is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo Clearing in 2025, he worked for UBS Financial Services from 2011 to 2025. 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 advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sanford Family is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Capital Broadcasting. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Manuel Benitez is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Bank of America and Merrill from 2017 to 2025 and spent a year with the Children's Home Society of Florida. Outside of his advisory role, he is the CEO of Driven Athletics, a business providing online personal training programs. Raymond James & Associates 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, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Caroline Chahalis is a CFP® with 33 years of industry experience, currently advising clients at UBS Financial Services since 2013. She holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including financial planning, portfolio management, and access to proprietary research and capital markets solutions.