Lynn Brandenburg is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management and lending solutions. She serves a select group of successful individuals, including business executives and professionals in medical, dental, legal, and accounting fields, offering customized growth and income strategies for retirement. Lynn leverages a team of financial experts to support clients with investment banking, commercial and business banking, finance, and lending services through Bank of America, N.A. With over 32 years of experience, Lynn focuses on providing tailored financial plans that address the unique goals of each client, including multi-generational legacy and foundation building. Her expertise extends to assisting closely held business owners in achieving their financial objectives, utilizing the resources of Merrill’s Chief Investment Office and a wide range of investment products and services. Lynn holds the Personal Investment Advisor (PIA) designation. She attended Weber State University without obtaining a degree and completed high school at Ben Lomond High School. Committed to community involvement, she dedicates time to volunteering with local organizations.

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Affiliates since 2009. He is a trustee of his spouse's trust and owns Shear Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them.

Maria Sikora is a financial advisor with LPL Financial based in Naples, FL, holding a Series 63 designation and bringing 38 years of industry experience. She has worked with LPL Financial since 2005 and established Tyler-Stone Wealth Management, LLC in 2015. Sikora is also involved in non-variable insurance offerings, including life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Steven Rogers is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Fredric Gesten is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves as a co-trustee for his son and works as a substitute teacher for the Broward School System. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Alanna Morey is a financial advisor with Ameriprise in Naples, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she owns a consulting business and consults with a coaching firm on practice operations and marketing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Richard Knapp is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 1993 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Vincent Magee is a financial advisor at Ameriprise in Marco Island, FL, holding a Series 63 designation with 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Gary Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 14 years before joining Raymond James in 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

William Slepcevich is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Questar Asset Management. He is also involved with Slepcevich Financial Group, where he discusses life and disability insurance with clients and prospects. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kimberly Mazziotti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2017, following a one-year tenure at ARG, Inc. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notably broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Wayne Achey is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, specializing in wealth management strategies tailored for high net worth individuals and families. Wayne’s expertise includes portfolio management services, individual and corporate investment strategy, and retirement income planning. As a Portfolio Manager, he develops and manages personalized investment strategies that may involve individual stocks, bonds, Merrill model portfolios, and third-party investment solutions, often managing client portfolios on a discretionary basis. Wayne holds a Bachelor of Science degree in Finance from Syracuse University and a Master of Business Administration from Lehigh University. He has earned several professional designations, including the Chartered Retirement Planning Counselor (CRPC®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). His process begins with an in-depth client interview to assess individual needs and goals, enabling him to custom design portfolios that align with each client’s tolerance, time horizon, liquidity requirements, and overall objectives. Outside of his professional role, Wayne resides in Naples, Florida, with his wife, Karen, and their three grown children. His personal interests include biking, camping, and skiing. Wayne’s approach is focused on connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them.

John O’Brien is a financial advisor with Charles Schwab in Naples, FL, holding a Series 63 designation and 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and multi-asset model portfolio approach.

Manuel Diaz Rodriguez Jr is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC for two years and has held roles in various other industries, including automotive sales and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, employing a research-driven approach and specialized tools to provide tailored recommendations within a defined investment ecosystem.

John Arena is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. In his role, he focuses on helping clients and their families grow and protect their wealth, make investment decisions, and simplify their financial lives. Prior to joining Fidelity Investments, John worked as a Regional Sales Consultant at Prudential from 2018 to 2022. He began his career in financial services as a Financial Advisor at Merrill Lynch from 2016 to 2018. Outside of his professional work, John engages in board games, family activities, movies, parenthood, reading, and volunteering.

Shamrock Munoz is a Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions such as investment management, tax-efficient wealth strategies, and business liquidity events. Shamrock's approach focuses on portfolio optimization, risk management, and behavioral finance to support clients through market cycles. With a decade of experience in the financial services industry, Shamrock began his career in banking before joining Merrill in 2023. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from Palm Beach State College. He is bilingual in English and Spanish and emphasizes financial education, frequently working with local families and small businesses to improve financial literacy. Outside of his professional role, Shamrock enjoys boxing, cooking, music, reading, and spending time with his family. His client-centered philosophy is to uncover what matters to clients and their families to create strategies that pursue their financial goals.

Edward Lynch is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years before joining Morgan Stanley in 2021. Outside of advising, he is a partner in Barron Enterprises LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm’s planning process includes structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Connor Johnson is a financial advisor at Stifel with 5 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Creative Planning, Lockton Companies, and Bank of Prairie Village. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Hawley is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has prior work experience with Hodges University and the United States Air Force. Outside of his advisory role, he is a partner and owner of a business that sources and sells products through Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Mark Zeller is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as a board member and secretary for the Jack Martin Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.