Joseph Reap is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as managing partner of Cosmo Ventures LLC, a Florida investment property business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Edward Inbusch is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he coaches boys’ tennis at Hastings Middle School and participates in service and humanitarian projects with the Rotary Club of Dublin/Worthington. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Kane is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a senior leader of the CKWM Group, which oversees approximately $13 billion of entrusted assets and liabilities as of January 2, 2026. Kane works primarily with private business owners and entrepreneurs, assisting them in capitalizing on unique opportunities and often guiding them in forming virtual family offices. He has over two decades of experience helping ultra-high-net-worth individuals and families in strategies related to building, preserving, and transferring wealth. Kane's career has focused on serving ultra-high-net-worth clients. Before joining Merrill in 2017, he served as Private Wealth Manager and Managing Director with UBS and held similar roles at Lehman Brothers, where he co-founded the CKWM Group. He also has experience in investment management with a Chicago-based family office. Kane holds a Bachelor's degree from Drake University and earned an MBA with concentrations in Finance and Accounting from the University of Chicago's Booth School of Business. He is a Personal Investment Advisor (PIA) and participates in professional organizations including FIDF, Evans Scholar programs, and the 100 Club of Chicago. Kane is involved in philanthropic activities such as the Western Golf Association, JUF, FIDF, and the Pilot Light Foundation. His personal interests include art and design, golf, travel, and exploring diverse cultures and cuisines.

Laura Groves is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she collaborates with clients to develop retirement plans tailored to their individual needs and goals. Prior to her current position, Laura held roles including Senior Relationship Manager at Fidelity Investments from 2016 to 2020, and Senior Client Service Associate positions at Wells Fargo Advisors and UBS. With nearly 30 years of experience in the financial services industry, Laura has developed expertise in client relationship management and financial planning. Her career spans various roles at firms such as Fifth Third Securities, WNY Asset Management, Morgan Stanley, and Salomon Smith Barney. Outside of her professional life, Laura enjoys fitness and horseback riding.

Tammy Laurent is a financial advisor with Edward Jones in Naples, FL, holding a Series 63 designation and having 36 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1989. Outside of her advisory role, she is involved in book publishing through ownership of Trekker Enterprises LLC and Moonlight Press LLC and is a part-owner of two golf courses in Minnesota. She also participates as a motivational speaker for the agriculture industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Wingerd is a CFP® professional with 34 years of experience in the financial services industry. He currently practices at LPL Financial and previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of his advisory work, Wingerd owns several business entities related to tax and investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Christopher Rossi is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Merrill since 1986 and Bank of America since 2009. Outside of his advisory work, he is involved in a family-held yoga franchise, Xponential Fitness, as a partner. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Christina Frerks Inslee is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She holds professional designations as a Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC). Christina has been assisting clients with determining their long-term financial goals and implementing strategies since 1982. Her expertise includes educating clients, creating, growing, and preserving wealth, as well as customizing plans for the accumulation and distribution of assets during their lifetime, retirement, and through their estate in tax advantageous ways. Christina works closely with clients' accountants and attorneys to ensure detailed and confidential service. Christina obtained a Bachelor's Degree from Marymount Manhattan College and has completed accredited certificate programs at The Wharton School, College for Financial Planning, and University of Chicago. She is also involved in community activities such as serving as PR Director for Naples Tables and being a member of The League Club in Naples, Florida.

Linda Natale is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and implements customized portfolios through a combination of in-house and third-party investment managers with options for tax management and responsible investing.

Arthur Sconochia II is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel Nicolaus & Co. Inc. in 2021. Outside of his advisory role, he serves on the Endowment Board of St Mary High School in Monroe, MI. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, offering asset allocation and planning guidance intended as a basis for client decisions.

Richard Coppola is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 following a decade of experience in the financial services and banking industry. In his current role, Richard manages relationships and specializes in traditional and alternative investments as well as concentrated stock strategies. He holds the position of Global Institutional Consultant and Portfolio Manager at Merrill, where he manages personalized or defined investment strategies on a discretionary basis for clients. Richard's expertise encompasses corporate executive services, executive compensation, institutional consulting, services for endowments, foundations, and non-profits, defined benefit plans, managing new wealth, philanthropic planning, socially responsible and ESG investing, and tax minimization. His educational background includes a Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Harvard Business School. He has earned the Chartered Financial Analyst (CFA) designation and is also qualified as a Certified Public Accountant (CPA). Outside of his professional responsibilities, Richard enjoys football, reading, spending time with his family, traveling, and watching movies.

Liz Berg is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In her position, she collaborates with Financial Consultants to understand clients' short- and long-term goals, helping to develop customized financial plans tailored to meet their unique needs. Prior to her current role, Liz served as a Relationship Manager at Fidelity Investments in 2024 and as a Financial Representative from 2021 to 2024. She holds the CFP® designation, reflecting her commitment to financial planning standards and ethics. Outside of her professional work, Liz has personal interests that include cooking and baking, hiking, playing musical instruments, music, reading, and tennis.

Loren Sydney is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.

Christopher Mercer is a financial advisor at Raymond James & Associates with 24 years of industry experience. He has been with Raymond James & Associates since 2012. Mercer holds the Series 66 designation and is based in Marco Island, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Rodric Mackay is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Szczepaniak is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Jefferies LLC and Credit Suisse Securities (USA) LLC. He also works as a part-time adjunct professor at Barry University and Miami Dade College, teaching finance-related courses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Tuttie Fusco is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. Since 2012, she has been with Raymond James Financial, where she serves clients from Marco Island, FL. Fusco is a member of the advisory boards for Boumi Shriners and Maryland Masonic Home, where she provides oversight on investment-related matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advice utilizing risk profiling and analytical tools, and supports a broad advisor network with programs including municipal and employer retirement plan consulting.

Seth Townsend is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Fredrick Nadeau is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Nadeau also serves as an agent for a fixed annuity insurance carrier. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Cornelius Kelleher is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. 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 fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.