Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by the firm’s Investment Strategy Group.

Todd Nichol is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2002 and holds Series 63 and Series 66 credentials. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Dana Gillette is Vice President and Branch Leader at Fidelity Investments, a role held since 2022. In this position, Dana leads a team that partners with clients to help them pursue what matters most to them. Prior to this, Dana served as Market Manager - Dual Registered at Charles Schwab in 2022 and as Market Manager at TD Ameritrade from 2018 to 2022. Dana's professional experience includes leadership roles focused on managing teams and supporting client financial goals.

Mark Feucht is a CFP® and holds a Series 63 license with 39 years of industry experience. He is currently with OSAIC and has prior experience at Woodbury Financial Services, National Planning Corporation, and founding Feucht Financial Group, LLC. Outside of advisory roles, he is involved in multiple business ventures including an aircraft sales and leasing business, a pickleball court rental facility, and serves as Vice President of the St. Croix Club. OSAIC serves a diverse client base including individual and institutional investors, offering integrated advisory, brokerage, and financial planning services supported by extensive technology and third-party platforms.

Michael Alioto is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Robert Di Padua is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at PlanMember Securities Corporation, Pallas Capital Advisors, New York Life, Lincoln Financial, and Prudential. He also operates Robert J. DiPadua Insurance Services. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized written recommendations. The firm delivers these services through a centralized team alongside client advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Thomas Inslee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded Inslee Wealth Management, where he focuses on providing family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He also serves clients in the sports and entertainment sector and specializes in retirement income planning. Thomas Inslee holds a Bachelor's Degree from Fairleigh Dickinson University and has earned the designation of Personal Investment Advisor (PIA). His experience includes developing customized investment strategies that align with clients’ goals, risk tolerance, and financial objectives. He and his team aim to offer attentive service and tailored portfolio management with an emphasis on trust and client advocacy.

Ryan Kinser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 12 years of industry experience. He previously worked at UBS Financial Services and has co-authored two finance-related books, including one on Florida residency and another on general financial planning principles. Kinser is also a joint owner of an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad network through specialized programs including municipal advisory and SIMPLE IRA consulting services.

Alexander Bolshem is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 11 years. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Veronica Jolliff is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she provides personalized service to multiple generations of families, serving as the main point of contact to address individual and family financial needs. She facilitates discussions with Wealth Management Advisers when deeper wealth planning is required. Veronica has extensive experience in wealth management and relationship management, having held various positions since 2001. Her previous roles at Fidelity Investments include Planning Consultant, Relationship Manager, and Service Trader. Prior to her tenure at Fidelity, she held leadership and managerial roles at Regal Advisory Services, Regal Securities, and Westport Resources. Outside of her professional career, Veronica enjoys attending concerts, gardening, caring for pets, reading, traveling, and volunteering.

Allison Krider is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Hibernian Insights, Passim Consulting, and NCH Healthcare System. She serves on the board of directors for the nonprofit Collier Resource Center and is a passive owner of two aquaculture-related businesses. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Kevin Bush II is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, primarily for clients with assets managed by Ameriprise.

Richard Bernstein is a financial advisor with Cetera, holding a Series 63 designation and 46 years of industry experience. He has worked at Cetera since 2025, previously serving at LPL Financial and Raymond James & Associates. Bernstein is also involved with Totus Wealth Management as a financial advisor and serves as managing director at Harbor Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm provides access to multiple investment platforms, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Peter Cina is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, he is involved in tutoring and teaching activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from both internal and third-party sources.

Brian Fanning is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2005. Fanning is also the owner of Fanning Investment Partners Inc., a support company based in Lake Geneva, Wisconsin. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Dmitriy Stepanov is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. He serves individuals, families, and businesses, guiding clients to achieve financial objectives across various areas including investment management, multi-generational wealth planning, life insurance analysis, asset preservation, and philanthropic planning. Since beginning his career in wealth management in 2012, Dmitriy joined Merrill in 2019 and has significant experience advising on family wealth strategies, endowments, foundations, nonprofit services, retirement planning, tax minimization, socially responsible investing, and retirement income solutions. Dmitriy earned his Bachelor's Degree in International Affairs from Northern Arizona University and attended the University of Alaska Southeast. He holds the Personal Investment Advisor (PIA) designation and is fluent in Russian and English. He adheres to Merrill’s tradition of community involvement and volunteers with organizations locally. Dmitriy lives in Naples with his wife and three children and enjoys a range of personal interests including philanthropy, traveling, fishing, hiking, hockey, mixed martial arts, chess, gardening, ice hockey, music, reading, scuba diving, tennis, and volleyball.

Malcolm Scott Bosse III is a financial advisor with MassMutual Investors Services and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and is also affiliated with Lenox Advisors, Inc. where he works in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap programs, and educational seminars.

Jonathan Sewell is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2011, including roles at PNC Investments and Empower Financial Services. Sewell is based in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by an integrated operational and custody platform.

Dean Packard is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes 16 years at Merrill and 12 years at Bank of America. In addition to his advisory role, he owns Whiskey Pickle LLC, a pickleball league franchise. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Eduardo Sosa is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022, following roles at Wells Fargo Clearing and WELLS FARGO Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios through systematic methodologies.