Q Orlando is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Treasurer and Finance Chair for the Boys and Girls Club of Erie. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lorenzo Morales is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Charles Schwab Bank, Wells Fargo Bank, Wells Fargo Clearing, Equitable Advisors, and prior experience with Amazon and Florida Southwestern State College. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing operations.

Richard Tarantino is a financial advisor at Merrill with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1974, also holding a position at Bank of America, N.A. since 2011. He is involved with Aviation Partners LLC, a family-held LLC managing family assets. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Grimes is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the McCarthy-Grimes Wealth Management Group. He has a decade of experience in the financial services industry, previously working at Merrill and Bank of America. Sean specializes in working with families and high net-worth individuals, focusing on areas such as legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Sean holds a Bachelor's Degree from Coastal Carolina University and carries the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes building trust-based relationships with clients and aims to provide strategies that enhance both present and future lifestyles. Sean is committed to simplifying complex financial topics and helping clients enjoy their current lives while preparing for the future. Based in Naples, Florida, Sean relocated from Boston in 2014 with his wife Stacy and their two children, Michael and Mila. He and his family have been actively involved in youth sports organizations throughout Naples and participate in community activities including First Tee of Naples/Collier and the Harry Chapin Food Bank.

Breeanna Szittai is a financial advisor with Morgan Stanley in Naples, FL, holding the Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in real estate, automotive sales, and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Harrison Buxton III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves as chairman of the finance council at St. Michael the Archangel Catholic Church and is treasurer and board member of the Cuckolds Fog Signal and Light Station, which rescues and rehabilitates a historic lighthouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors use proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

John Morris is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Merrill, and UBS Financial Services, as well as involvement with Tressons Properties LLC. He also worked at Our Lady of Mercy School for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Katherine Lacher Demaris is a financial advisor at Merrill with 27 years of industry experience. She has held her current position at Merrill since 2009 and holds the Series 63 and Series 65 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Schwanenberger is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Bank of America from 2020 to 2022 and has held positions at Williams Lea, West Liberty University, West Virginia Northern Community College, and GameStop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Pelkey is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and models within its advisory process.

Claudia Munoz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in training and presentations for a skincare and nutritional supplements business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research to tailor investment strategies.

Nicholas Wetherby is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Tommy Bahama for four years and Pacific Sunwear for five years. He is based in Naples, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model portfolio delivery while maintaining oversight controls and engaging in formal advisory roles for registered investment companies.

Martha Mercier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. Since beginning her financial services career in 1993 after studying at the University of Detroit Mercy, she has developed expertise in offering customized wealth management strategies. She works with retirees, high net-worth families, professionals, and institutions, focusing on long-term relationships and consistent dialogue to align financial strategies with clients' goals. Martha attended the University of Detroit Mercy without earning a degree and holds a high school diploma from Holy Redeemer High School. She is involved in professional organizations such as the Estate Planning Council of Naples, Inc. In her community, she participates in the Council of Catholic Women, reflecting her engagement with local initiatives. Martha is bilingual, speaking both English and Spanish.

Edward Viola is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes positions at Bank of America, Merrill, Citigroup Global Markets, and multiple divisions of Morgan Stanley dating back to 2002. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Stephen Bien is a ChFC® with 25 years of industry experience. He is currently with Ameriprise in Naples, FL, where he has worked since 2026. Prior to Ameriprise, he spent 22 years with CliftonLarsonAllen Wealth Advisors, LLC and CliftonLarsonAllen LLP. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware planning.

Paul Tedeschi is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the events committee and Young Friends Board of the Ronald McDonald House of Southern New Jersey and participates in Cycle for Survival, raising funds and awareness for ovarian cancer research. 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, and offers a range of financial planning and advisory services supported by research and multiple portfolio management strategies.

Thomas Henry is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2014 to 2019. He has ownership interests in several small businesses related to property maintenance and rental investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools, with implementation optional through brokerage or advisory programs.

Alexander Meredith is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Charles Schwab Bank, TD Ameritrade, Bryant Bank, Lifeway, and CVS Health. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Marc Fischer is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including over a decade at Morgan Stanley Private Bank. Outside of his advisory role, he serves on the Investment Management Committee of the International Foundation of Employee Benefit Plans and is involved as a director and partner in F.P.USA LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, combining financial planning with investment strategies supported by tools like Monte Carlo simulations and guidance from its Global Investment Committee.

Salvatore Ferrito is a financial advisor at OSAIC with over 42 years of industry experience. He holds the ChFC® designation and the Series 63 license. Prior to joining OSAIC in 2024, Ferrito worked for 18 years at Woodbury Financial Services. He is also a business owner of Ferrito & O’Gorman Financial Group, where he engages in the sale of financial products and insurance. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios.