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.

Jacob Shelton is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior work experience includes roles at Elbin, Inc. and Towne Park Ltd. Shelton is based in Naples, FL. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services. The firm is notable for its integrated custodial and advisory capabilities and a multi-asset, model-based investment approach with access to alternative investments.

Kevin Shamblin is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association 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, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Derek Ashcraft is a Private Wealth Advisor at Merrill Private Wealth Management. He has been an investment professional in the financial services industry since 1995, providing a wide array of financial and investment services to a select group of clients. His expertise includes retirement planning, investment planning, estate planning services, alternative investments, risk management, liquidity management, portfolio management services, and personal retirement planning. Derek holds the Certified Investment Management Analyst (CIMA) designation, the Chartered Retirement Planning Counselor (CRPC), and the Personal Investment Advisor (PIA) certifications. He also holds the title of Senior Portfolio Manager, which enables him to manage personalized or defined investment strategies on a discretionary basis, incorporating individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Additionally, Derek served as the Sales Manager for the Bloomfield Hills Merrill branch for ten years, delivering ideas, insights, and commentary to over 300 employees. Born and raised in Michigan, Derek earned a Bachelor's Degree from Western Michigan University and a Master's in Management from Harvard University. He is affiliated with professional organizations such as the Baldwin Society for Older Adults, the Harvard Alumni Association for Michigan and Florida, and the Harvard Club of New York. Derek is involved in the Baldwin Society and lives in Bloomfield Hills, MI, with his wife Melissa and their two children, Abigayle and Henry. Outside of his professional activities, Derek enjoys cooking, golfing, spending time with his family, traveling, and fitness.

John Kellar is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns Adaptive Investors, LLC, which he is transitioning for use in his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Paul Murray is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary research in its advisory process.

Rondi Albrecht is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously spent 30 years with Commonwealth Financial Network before joining Raymond James in 2025. Albrecht also owns two support companies, Rondi K. Albrecht & Assoc. PA and Albrecht Wealth Management LLC, both based in Bangor, Maine. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Marvin Mcintyre is a financial advisor at Morgan Stanley with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is an author who has written investment-related and non-investment-related books. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Kelly Herradon is a financial advisor at Morgan Stanley in Naples, FL, with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill. Her background also includes roles in education and with the Miami Marlins. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Bradley Wheelock is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

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 with LPL Financial in Naples, Florida, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.