Dan McNICHOLAS is a Financial Consultant currently working at Fidelity Investments. He has been with the firm since 2023, initially serving as an Investment Consultant before advancing to his current role in 2025. Prior to joining Fidelity Investments, Dan held the position of Consultant at Wolver Hill Advisors, a family office, from 2022 to 2023. Dan's professional experience includes leadership roles in the financial sector, such as Global Head of Capital Introductions at Nomura International (Hong Kong) Limited from 2016 to 2021, and Managing Director & Head of Alternative Sales Asia Pacific at State Street Asia Limited in Hong Kong from 2012 to 2016. His career reflects a focus on investment consulting and capital introductions within the Asia Pacific region. Outside of his professional work, Dan has personal interests in food, golf, and traveling.

Kyle Stanutz is a Financial Advisor with Merrill Lynch Wealth Management, serving the Naples and Marco Island community for over 10 years. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Kyle's practice focuses on estate planning services, comprehensive retirement planning, and managing wealth across various client life stages. He specializes in college education planning, legacy planning, personal retirement planning, portfolio management, and tax minimization strategies. Kyle works closely with clients to develop personalized financial strategies that reflect their individual perspectives and long-term goals. Kyle earned a Bachelor's Degree from the University of Iowa and is involved in local organizations, including the Marco Island Iowa Club and the Marco Island Rotary Club. Originally from Chicago, Illinois, he resides in Naples, Florida with his wife and three children. Outside of work, Kyle enjoys golfing, tennis, baseball, basketball, football, and traveling.

Eric Benson is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at JP Morgan Securities LLC for nine years. Benson is based in Naples, FL. 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. The firm uses structured planning tools and investment modeling techniques to support its financial planning process.

Preston Came is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Naples, FL. His career includes roles at MBSC Securities Corporation and BNY Mellon, among others. Outside of his advisory work, he is a co-owner and officer of Sunstate Getaways, Inc., a travel business owned by his spouse. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework in its investment approach.

David Sheppard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than four decades of experience managing portfolios and providing wealth management guidance to high-net-worth individuals and families. David focuses on developing financial strategies and providing tax-efficient portfolio management to meet the complex needs of his clients across the United States. David holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations, both granted by the Investments & Wealth Institute™. He earned his bachelor's degree in Finance and Economics from the University of Illinois. Outside of his professional work, David is involved with the Boy Scouts of America National Foundation. He enjoys spending time with his wife Linda, golfing, biking, photography, running, and family activities. David resides in Naples, Florida, and Palatine, Illinois with his family.

Ilona Box is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Raymond James & Associates since 1997. Outside of her advisory role, she is a co-owner of Roaring Dusk Investments - Business Lane LLC, a commercial real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Adam Kent is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning emphasizes structured discovery and firm-approved tools, supporting a range of advisory and institutional offerings.

Kodie Fridley is a financial advisor with Morgan Stanley in Naples, FL, holding CFP® and Series 66 credentials and totaling 10 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advising, he is the owner of Fish 239 LLC, a recreation business based in Naples. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in assets and offers services through both direct client relationships and corporate agreements.

Dino Capitani is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he owns and manages farmland rental properties in Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and analysis from its Global Investment Committee.

George Camberis is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at LPL Financial since 2012 and operates as a consultant under his own name since 1984. Additionally, he owns a CPA practice offering tax preparation and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm provides a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Glen Schwesinger is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2019, following an 11-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies based on client risk profiles.

Keith Albert is a Series 66 licensed financial advisor with Ameriprise in Bonita Springs, FL, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Hudacek is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with complex financial situations, focusing on education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Stephen works closely with individuals, families, business owners, and institutional clients to craft retirement, estate, and investment plans tailored to their unique needs. Stephen holds a Bachelor of Science degree from Saint Joseph's University and a Master's degree from the University of Scranton. He also holds the Personal Investment Advisor (PIA) designation, which supports his comprehensive knowledge in wealth management, including trusts, banking, and alternative investments. His approach emphasizes listening and understanding client priorities to develop integrated strategies that align business revenues and personal wealth. Outside of his professional role, Stephen is engaged in community activities. He is involved with the Cody Barrasse Foundation and Volunteers in Medicine and is a member of several professional organizations including The Pennsylvania Society, The Philadelphia Cricket Club, and The Union League of Philadelphia. His personal interests include cooking, golfing, music, and traveling.

John Awe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning over a decade before his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to develop tailored recommendations.

Mark Sears is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked with The Prudential Insurance Company of America and Pruco Securities LLC over the past decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third‑party asset management programs through an integrated platform.

Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, and Northwestern Mutual Investment Management. He also worked at McKendree University and Ace Hardware. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries.

Anthony Lombardi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Cambridge in 2019, he worked for H. Beck, Inc. for 21 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Collin Maris is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles including positions at Taylor University, Blue Trust, Chorus, Inc., Kanakuk Kamps, and operated a self-employed business for 16 years. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Thomas Burton III is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2024 and Cetera Advisors LLC since 2019, in addition to roles at Megent Financial and prior self-employment dating back to 1972. Burton is also the owner of Burton Financial Group LLC and engages in fixed insurance sales involving life, health, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Jodi Amos is a financial advisor with Cambridge Investment Research Advisors in Bonita Springs, FL, holding 10 years of industry experience. She has worked at Cambridge since 2026 and previously was with Commonwealth Financial Network and Commonwealth Advisory Group, Ltd. Jodi is also co-owner of 4Rivers Wealth Management, a private entity involved in securities, advisory, and insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.