Jacob Shelton is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Naples, FL. His prior experience includes roles at Charles Schwab Bank, Elbin, Inc., Towne Park Ltd., and Indiana University-Purdue. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

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 at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He is the owner of Adaptive Investors, LLC, an investment-related business based in Fort Lauderdale, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with planning engagements typically being discrete and optional for clients to implement through the firm’s brokerage or advisory programs.

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 registrations and has worked at several firms including TD Bank N.A., PNC Investments, and TD Ameritrade. He is currently based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

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 in Naples, FL, holding Series 65 and Series 66 credentials and nine years of industry experience. She previously worked at HBKS Wealth Advisors and Park Shore Partners for eight years and served at Gulfside Elevator for two years. Denise is a board member of Baby Basic, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager research, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative due diligence and includes a range of eligible strategies incorporating ESG criteria.

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 designation with four years of industry experience. Her career includes roles at Raymond James Financial Services, UBS Financial Services, and Charles Bradley. She is also involved as an associate employee in a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations, supporting clients through various advisory programs.

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.