Carmen Mendez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of the Legates Carr Wealth Management Team. She has been with Merrill since early 2020 and serves as a Financial Advisor, Portfolio Advisor, and relationship manager. Carmen brings over 20 years of experience in the financial industry, having held roles in banking, portfolio management for a NYSE-traded fund, mergers and acquisitions, fund administration for an angel fund, family wealth management firms, insurance, and financial advising. She uses a Goals-Based Wealth Management approach to develop personalized financial strategies tailored to the priorities, risk attitudes, and goals of her clients. Carmen completed her high school education at Lee's Summit High School. Originally from Kansas City, Missouri, she moved to Naples, Florida in 2008. Outside of work, Carmen spends time with her two sons, Jackson and Isaiah, enjoying activities such as going to the beach, playing golf, attending St. Agnes Catholic Church, and supporting the Kansas City Chiefs.

Kyle Schafer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including TD Bank, PNC Investments, and TD Ameritrade. He is based in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sam Dracos is an Investment Consultant at Fidelity Investments. In this role, he focuses on providing financial advice and developing investment strategies for clients. Prior to this position, he has held several roles at Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Sam worked as a Universal Banker at First Horizon Bank. Sam emphasizes building strong, trusting relationships with clients through active listening and understanding their unique circumstances and goals. His approach is collaborative, aiming to empower clients in making informed financial decisions. Outside of his professional work, Sam's interests include the beach, social events with friends, military service, and traveling.

Sebastian Brinkerhoff is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has worked at Wells Fargo Advisors since 2020. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Golf Club in Naples, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo research and tools.

John Stollmeyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, including the Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Denise Williams is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2025, she worked at HBKS Wealth Advisors and Park Shore Partners for eight years each. She serves as a board member for Baby Basic, a nonprofit organization in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Rood is a financial advisor at LPL Financial in Naples, FL, with 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. His credentials include the Series 63 designation. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cheryl Krebs is a financial advisor at Raymond James Financial in Naples, FL, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at UBS Financial Services, Inc. and Charles Bradley, as well as a decade-long involvement with The Dentistry in Naples. Krebs is also an associate at Weisberg Wealth Management, where she provides administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools to support investment decisions.

Sana Itayem is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, she worked at J.P. Morgan Securities and SunTrust Advisory Services. Outside of her advisory role, she is a partner in 5Diamond Events, an event planning company based in Naples, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research models.

Philip Watson is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate firms since 1993. Watson serves on the Board of Directors for Maxinkuckee Country Club. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to deliver tailored, tax-efficient income strategies. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

George Kondracke is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2011. Kondracke is involved with the Kondracke Family Foundation, a charitable organization focused on donations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Stack is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on the Private Equity, Debt, and Real Estate platform. He has been a financial advisor since 1999 and joined Merrill Lynch in 2004. Michael develops wealth management strategies that align clients’ portfolios with their goals and objectives, specializing in areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as Series 7 and Series 66 FINRA registrations. He also holds the personal investment advisor (PIA) designation. His educational background includes a bachelor's degree from Gettysburg College and attendance at Loyola College, with a high school diploma from Overlea Senior High School. Michael lives in the Hunt Valley area and recently became an empty nester as his two daughters attend the University of Maryland. Outside of his professional role, he is involved with Best Buddies International and Leadership Greater Washington. His personal interests include billiards, golfing, music, reading, spending time with family, table tennis, and watching movies.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Adamo Calistri is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Christopher Childs is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management strategies for individuals, families, and business owners. He focuses on providing personalized financial strategies that align with each client's unique goals, including family wealth management, legacy planning, and managing new wealth. Christopher is committed to connecting all aspects of his clients' financial lives to help prioritize and pursue their most important objectives. With a client-first approach, Christopher offers solutions encompassing investment management, retirement planning, estate planning services, and tax-efficient strategies. He leverages Merrill's advanced resources and a team-based approach to deliver clarity and confidence in financial decision-making. His professional designations include Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Christopher holds a Bachelor's Degree from the University of Florida. Outside of his professional work, he enjoys basketball, football, golf, pickleball, running, skiing, skydiving, tennis, traveling, and spending time with his family.

Jake Amons is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and one year of industry experience. His prior roles include positions at Karr Barth Associates and Haddonfield Financial Planning. Outside of finance, he has worked at Auburn University Libraries and served with the Stone Harbor Beach Patrol. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach incorporates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

Haley Jones is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked in diverse fields including floral design and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm has a large national presence, managing approximately $1.01 trillion in assets and offering tax-efficient and fiduciary-standard services.

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Andrew Strong is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with UBS since 2012. Outside of his advisory work, he serves as a trustee overseeing a charitable trust focused on perpetual distributions to designated beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad array of products and services backed by proprietary research and market resources.