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.

Jonathan Strong is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Merrill. He is based in Naples, Florida. 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 offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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 Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at UBS Financial Services for 14 years and Merrill for two years. Outside of his advisory role, he serves as a trustee overseeing a charitable trust and manages several LLCs involved in directing private investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. 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, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Richard Walker Sr. is a financial advisor with Raymond James Financial in Naples, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including over a decade at Raymond James Financial and affiliated entities. Outside of his primary advisory role, he provides tax preparation services as an independent contractor and serves as an acting trustee for a trust account. 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, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Morgan Manierre is a Financial Advisor with Merrill Lynch Wealth Management who partners with successful individuals, families, and retirees to develop customized wealth strategies. His focus areas include retirement planning, portfolio management, wealth transfer, and preserving clients' lifestyles. Morgan utilizes a goals-based approach to help clients make informed financial decisions. A native of Naples, Florida, Morgan graduated from Southern Methodist University in 2022 and holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He draws on his deep understanding of Southwest Florida to address the specific opportunities and challenges faced by retirees and affluent families in the area. Outside of his professional work, Morgan enjoys fitness, writing music, and staying active in the Naples community. His personal interests include adventure sports, biking, cooking, hiking, music, rock climbing, skiing, skydiving, surfing, and spending time with his family.

Scott Erickson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Erickson is also the owner and trustee of Shadowstone Wealth Management LLC, an investment-related business based in Lawrenceville, NJ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations for clients with net-worth thresholds.

Lisa Kautz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1998. She supports clients through a defined discovery process to develop strategic plans tailored to their short-term, mid-term, and long-range financial goals. Lisa and her team provide services including investment guidance, retirement income planning, education funding strategies, generational wealth transfer consulting, and support through significant life events such as divorce or job transitions. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Lisa holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa earned a Master's Degree from Simmons Graduate School of Management and a Bachelor's Degree from the University of Massachusetts. She also draws on her background as a small business owner and trained educator to work effectively with clients. Outside of work, Lisa enjoys boating, music, reading, spending time with her family, and watching movies.

Austin Hicks is a financial advisor with Ameriprise in Bonita Springs, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2020, he worked in the hospitality sector at several establishments including Andre's Steakhouse and Texas Tony's Rib and Brewhouse. He serves as President on the Board of Directors for the FGCU Naples Alumni Chapter. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christina Zalewski, CFP®, CEPA®, is a Financial Advisor with Merrill, specializing in helping successful individuals, families, executives, and business owners make informed financial decisions throughout their lives. She focuses on creating holistic wealth plans that support clients' personal, family, and charitable goals. Her expertise encompasses retirement planning, tax-efficient strategies, liquidity planning, estate considerations, and legacy objectives. Christina is particularly committed to assisting business owners with challenges related to building and transitioning their businesses, including growth, succession planning, and retirement readiness. Her planning process emphasizes understanding each client's unique priorities to develop confident and purposeful financial strategies. Christina holds a Bachelor's degree in Psychology from Northeastern University and an MBA in Finance and Organizational Leadership from Chatham University. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor (CEPA®). Outside of her professional work, she is involved with organizations such as Food for the Hungry, the Kaitlyn Eckelberry Memorial Foundation, and the Pittsburgh Children's Foundation. Her personal interests include golfing, ice hockey, spending time with family, traveling, and yoga.