Paola De Aza is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential. She has experience at several firms, including Rogers Wood Hill Starman & Gustason and Advocate Consulting Legal Group PLLC. Based in Naples, FL, she began her tenure with Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various portfolio management strategies and custody arrangements.

Audeidra Jones is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. She is president of a nonprofit family legacy summer camp aimed at providing arts exposure to underprivileged children and serves as a subject matter expert reviewing educational exam preparation materials for licensing exams. Charles Schwab & Co., Inc. serves a large client base, 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 blend of non-discretionary and discretionary investment advisory models, supported by centralized supervision, custody, and order-routing functions.

Kevin Walker is a CFP® with 37 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Walker serves on the Board of Directors and Finance Committee for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services to low-income, uninsured workers in Collier County, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Katherine Golden is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at UBS Financial Services and has experience in educational roles at the Community School of Naples and Nativity School of Worcester. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Criselda Lozano is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, with brief roles in property management and consulting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Eugene Hunziker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1991 across different entities and operated Hunziker and Associates, Inc. for a brief period in 2023. He serves on the Finance and Investment Committee of Saints Cyril & Methodius Catholic Church, advising on the parish’s financial affairs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Ballard is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and models.

Philip Park is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Baird in 2022, he spent 33 years at Wayne Hummer Investments L.L.C. He serves as a board member and on the investment committee of the Park Family Foundation. Philip Park is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Marshall Mc Lean is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior experience includes roles at TD Ameritrade, The Vanguard Group, and Charles Schwab Bank. He also has experience in construction and worked at Grand Canyon University. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Martin Hegarty is a financial advisor with Morgan Stanley in Naples, Florida, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at BlackRock Financial Management and Garda Capital Partners. He also serves as a trustee for a trust based in Naples. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with access to extensive investment products and firm‑approved analytical tools.

Fred Carrolli is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been affiliated with UBS in various capacities since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Mark Thorndyke is a Wealth Management Advisor and founder of the Thorndyke Wealth Management Group at Merrill Lynch Wealth Management. He leads a team of over 27 professionals dedicated to providing families, individuals, and corporations with customized financial planning strategies through a family-office-like experience. Under his leadership, the group offers integrated wealth management services including investment management, advanced planning, business succession, executive compensation, estate and legacy planning, and philanthropic advisory. Mark began his career with Merrill Lynch Wealth Management in 1986 after earning his undergraduate degree from Illinois State University. He has completed executive education programs at Harvard University, the London School of Economics, and The Wharton School. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®), and Personal Investment Advisor (PIA). In addition to his professional work, Mark has served on Merrill's National Teaching Faculty for the Optimal Practice Model and has been a lecturer at Barron's and Forbes conferences. He previously served as President of The Chicago Farmers, is a board member of the Illinois State University College of Business Advisory Council, and is a member of Illinois State University's 1857 Society. He supports several charitable organizations including Marwen, Liv For a Cure, and the Lincoln Park Zoo. Mark splits his time between Chicago, Illinois and Naples, Florida with his wife Susan and their four children, and enjoys spending time with his family and participating in outdoor activities.

Richard Childress is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Childress is the owner of a shoe repair business in Fort Myers, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Steven Stolz is a financial advisor with Edward Jones in Naples, FL, holding Series 66 and Series 63 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and features a large network of advisors and branch offices nationwide.

Eric Schultz is a financial advisor with Ameriprise in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, HD Vest Advisory Services, and Doyle & Schultz, LLP, where he worked for over two decades. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that employs research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of a large institutional firm.

Alex Mccain is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, following six years at Wells Fargo Clearing. Prior to that, he spent time at Connor and Gaskins Unlimited and Gartner Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis, utilizing proprietary research and planning tools.

Thomas Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and senior partner of The Wilson Group. With over 40 years of experience in wealth management, he develops goals-based financial strategies and manages investment portfolios tailored to clients with complex needs. His client focus includes areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and supporting women and wealth. Thomas holds a High School Diploma from Lake Forest Academy and attended both the University of Wisconsin System and Loyola University Chicago without degree conferral. He is a Personal Investment Advisor (PIA) and has been a member of the NASD Board of Arbitrators since 1990. Recognized in multiple Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists from 2023 through 2026, Thomas leads his team with a mission to provide clear and thoughtful financial guidance grounded in integrity, professionalism, and a disciplined process. Outside of his professional role, Thomas volunteers with charitable organizations including Florida Baptist Disaster Relief, Harry Chapin Food Pantry in Naples, Northern Illinois Food Pantry, Our Daily Bread Food Pantry in Marco Island, and St. Matthews House in Naples. His personal interests include golfing, music, and spending time with his family.

Mark Laviola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 18 years with The Prudential Insurance Company of America and Pruco Securities LLC. He is involved with Montville Group Insurance & Financial Services, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Riley Smith is a financial advisor at Wells Fargo Advisors with Series 66 credentials and has been in the industry since 2023. Prior to his advisory role, he has 19 years of experience in primary, secondary, collegiate, and graduate education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning needs. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through various brokerage and advisory programs.

Jeremy Darstek is a CFP® with 16 years of experience in financial services, currently affiliated with Cetera. His prior work includes roles at Ameriprise Financial Services and LPL Financial. Outside of advisory work, he serves as treasurer for the Collier County Medical Society Foundation and is CEO of a company involved in real estate holdings, as well as leading a concierge medical practice operated by his spouse. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services utilizing both affiliated and third-party managers across various program structures.