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.

Edward Bell III is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2020 and previously worked at SSN Advisory, Inc. and Securities Service Network, Inc. Bell also owns Edward Bell Tax Services, a tax preparation and accounting business based in Fort Myers, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment 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.

Mark Thorndyke is the founder and leader of the Thorndyke Wealth Management Group at Merrill Lynch Wealth Management, overseeing a team of 27 professionals who deliver customized financial planning strategies to families, individuals, and corporations. He began his career with Merrill Lynch in 1986 after earning his undergraduate degree from Illinois State University. Mark holds the CERTIFIED FINANCIAL PLANNER® designation along with the Certified Exit Planning Advisor (CEPA®) and Certified Investment Management Analyst® (CIMA®) certifications. He has completed executive programs at Harvard University, the London School of Economics, and The Wharton Business School. Mark has contributed to the industry as a member of Merrill's National Teaching Faculty for the Optimal Practice Model and as a lecturer at Barron's and Forbes conferences. He divides his time between Chicago and Naples, Florida, with his wife and four children. Mark serves on the Illinois State University College of Business Advisory Council and has held leadership roles including President of The Chicago Farmers. He supports various charitable organizations such as Marwen, Liv For A Cure, and the Lincoln Park Zoo. His personal interests include spending time with family and engaging in outdoor activities.

Jerome King is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a managing member of KING FAMILY WYOMING, LLC, an investment-related business he owns jointly with his spouse. 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 advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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 having 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 advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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, previously serving six years at Wells Fargo Clearing and one year at Connor and Gaskins Unlimited. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with other financial products and referral channels.

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.

Elvis Medica is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He provides services through Porte Brown Wealth Management, LLC, and is also the founder and CEO of G&M Legacy Ventures, LLC, an e-commerce business specializing in shoes and apparel sold on Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Gambino is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes four years at Merrill and roles at Florida Gulf Coast University and the Bonita Springs Community Pool. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Stefco Marenoski is a financial advisor at Charles Schwab with 20 years of industry experience and a Series 66 designation. He has worked primarily at Charles Schwab, including Charles Schwab Bank, and had a brief tenure at Fidelity Investments. Outside of his advisory role, he is a member of Lulemar LLC, where he assists in overall operations. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Stephanie Drew is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Myers, FL, where she has worked since 2016. She has 11 years of industry experience and has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines broker-dealer and advisory solutions supported by research from the Wells Fargo Investment Institute.

Douglas Conroy is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Brian Copeland is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he was employed at CrossCountry Mortgage and spent ten years with Colorado Springs Amateur Hockey. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Samuel Blanchette is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Naples, FL since 2026. Prior to this, he worked at Fidelity Investments for four years and held roles at North Peak Wealth Advisors and Target. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.