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 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jason Kyle is a financial advisor with LPL Enterprise based in Naples, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mutual of Omaha, Forethought LLC, and Haberstroh Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Timothy Harley is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, he owns TJH Group Ltd., a life insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory models and provides ERISA fiduciary services while not sponsoring its own wrap fee program.

Lena Morimanno is a CFP® with 27 years of experience in the financial industry. She is currently with Fidelity Investments and previously worked at TIAA-CREF. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research and quantitative methods, including algorithmic portfolio construction, to manage a broad range of portfolios and advisory mandates.

John Nardone is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2007 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored plans that incorporate firm-approved tools and modeling techniques.

Michael Maggiore is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Maggiore is involved in real estate development as a partner in Green Street, LLC and Ascendancy Holdings LLC, and serves as an officer and treasurer for a local homeowner's association in Naples, FL. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Hiorns is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and risk modeling techniques.

Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Shelley Schudlich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Oppenheimer & Co Inc for 19 years before joining Stifel Nicolaus & Co Inc in 2018. Outside of her advisory role, she is co-owner and involved in bookkeeping for a frozen custard business in St. Clair, Michigan, and serves as Sergeant-at-Arms for the Eagle Cay Condominium Association in Marco Island, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mary Jo Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position she has held for over 35 years. She leads a team dedicated to delivering customized financial strategies and attentive service to her clients. Mary Jo's areas of expertise include family wealth management, retirement planning, tax minimization, socially responsible investing, and assisting clients through significant life transitions such as divorce and managing new wealth. Mary Jo holds multiple professional designations, including the Certified Investment Management Analyst (CIMA) awarded by the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and earned a bachelor's degree from San Diego State University. Committed to community involvement, Mary Jo has held board positions at St. Matthews Church and Montgomery School. Since 1995, she has volunteered with the Ronald McDonald House Guest Chef Program in Philadelphia and participates in several other charitable organizations. She also contributes to the professional development of financial advisors nationwide through her role on the Merrill Faculty.

Richard Block is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following eight years at BMO Harris Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

James Shaw is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at Avantax Advisory Services and Davie Kaplan, CPA, P.C., among others. Outside of advising, he serves on the advisory board of a software development company and participates in various trustee and managerial roles for family trusts and other entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary program options.

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, First Republic Investment Management, and City National Bank. He also serves as Vice President for the Naples chapter of Legatus, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers personalized portfolio management and advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.

Gordon Erikson Jr. is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Erikson serves on the boards of the Maine Children’s Cancer Program and Partners for World Health, and he is the treasurer for the Colonial Club in Naples, providing financial oversight and budgeting support. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and integrates capital markets capabilities to provide a broad range of investment solutions.

Francis Courtney is a financial advisor with RBC Capital Markets based in Naples, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management strategies implemented through a mix of in-house and third-party investment managers.

Paul Ewing is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Prosperity Advisory Group, Prosperity Network of Advisors, and multiple related entities. Outside of his advisory work, he is the founder and volunteer director of Living Waters Christian Canoe Ministry and serves on several nonprofit advisory boards. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Chesney is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and six years of industry experience. His background includes service in the U.S. Army and a brief tenure at Uber Technologies Inc. He is also involved as an associate in Chesney Sullivan Wealth Advisors and serves as president of NP Asset Management LLC, which he maintains for business operations under Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining notable municipal advisor affiliations and specialized retirement plan consulting services.