Stephen Hudacek is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting clients with complex financial situations, focusing on education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, and tax minimization. Stephen works closely with individuals, families, business owners, and institutional clients to craft retirement, estate, and investment plans tailored to their unique needs. Stephen holds a Bachelor of Science degree from Saint Joseph's University and a Master's degree from the University of Scranton. He also holds the Personal Investment Advisor (PIA) designation, which supports his comprehensive knowledge in wealth management, including trusts, banking, and alternative investments. His approach emphasizes listening and understanding client priorities to develop integrated strategies that align business revenues and personal wealth. Outside of his professional role, Stephen is engaged in community activities. He is involved with the Cody Barrasse Foundation and Volunteers in Medicine and is a member of several professional organizations including The Pennsylvania Society, The Philadelphia Cricket Club, and The Union League of Philadelphia. His personal interests include cooking, golfing, music, and traveling.

John Awe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, spanning over a decade before his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using Wells Fargo’s research and planning tools to develop tailored recommendations.

Mark Sears is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked with The Prudential Insurance Company of America and Pruco Securities LLC over the past decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third‑party asset management programs through an integrated platform.

John Hill is a Series 66 licensed financial advisor with Edward Jones in Estero, FL. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Patrick Lampe is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Alvarez and Marsal, and Northwestern Mutual Investment Management. He also worked at McKendree University and Ace Hardware. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and client summaries.

Anthony Lombardi is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Cambridge in 2019, he worked for H. Beck, Inc. for 21 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Collin Maris is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles including positions at Taylor University, Blue Trust, Chorus, Inc., Kanakuk Kamps, and operated a self-employed business for 16 years. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Thomas Burton III is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Cetera Investment Advisers LLC since 2024 and Cetera Advisors LLC since 2019, in addition to roles at Megent Financial and prior self-employment dating back to 1972. Burton is also the owner of Burton Financial Group LLC and engages in fixed insurance sales involving life, health, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting a network of over 10,000 advisors and managing more than $256 billion in assets.

Jodi Amos is a financial advisor with Cambridge Investment Research Advisors in Bonita Springs, FL, holding 10 years of industry experience. She has worked at Cambridge since 2026 and previously was with Commonwealth Financial Network and Commonwealth Advisory Group, Ltd. Jodi is also co-owner of 4Rivers Wealth Management, a private entity involved in securities, advisory, and insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Grant Buster is a financial advisor with Mass Mutual Investors Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory work, he owns and operates multiple Five Guys franchise locations through his holding companies and also owns a hamburger restaurant and bar. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on client goals and written recommendations.

Russell Smith is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo Clearing in 2025, he worked for UBS Financial Services from 2011 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Picone is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Picone also owns and operates Picone Financial Partners, where he manages client investments and oversees business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal finance work through a unique affiliated municipal advisor.

Sanford Family is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Capital Broadcasting. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Manuel Benitez is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James & Associates and previously held roles at Bank of America and Merrill. Outside of finance, he is the CEO of Driven Athletics, a business offering personal training programs online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting services through a range of portfolio management styles and supports clients with firm research and model manager options.

Caroline Chahalis is a CFP® with 33 years of industry experience, currently advising clients at UBS Financial Services since 2013. She holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 license and over 11 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He owns and partners in investment-related family office and wealth management ventures in Fort Myers, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Carroll Baker is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill since 2012 and affiliated with Bank of America since 2018. Baker serves as a trustee and power of attorney for family trusts, reflecting involvement in fiduciary roles outside his advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Fuller White is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. Her prior work includes roles at Raymond James & Associates and Pelican Wire Company. She is based in Naples, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Ne Camp is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and has been with Bank of America, N.A. since 2011. Outside of advising, he is involved in a Florida rental property business. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John P. Rocco is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody services through its platform.