Travis Kraker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 11 years before joining Ameriprise Financial Advisors Inc. and later Ameriprise. Outside of his advisory role, he is a co-owner of Freppert Outdoor Solutions, a landscaping business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Els Bunkens is a CFP® and holds a Series 66 license with seven years of industry experience, all with Edward Jones since 2019. She is based in Fort Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon Holland is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James & Associates. She has worked at Raymond James & Associates since 2013 and has also been involved with Collier County Public Schools since 2017. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a range of portfolio management styles and emphasizes non-discretionary planning and consulting relationships.

Wilfred Brockman Jr. is a CFP® professional with 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His prior experience includes roles at B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of advisory work, he is an independent insurance agent and owns BrockmanWealth and Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Alexander Getsinger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2008, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, Alexander worked as a Financial Advisor at Morgan Stanley from 2004 to 2008. With over 20 years of investment experience, Alexander applies his expertise to assist clients in optimizing their relationships with Fidelity. His professional background spans multiple roles in financial consulting and advising, demonstrating a sustained focus on investment strategies and client service. No additional information regarding Alexander's education, credentials, personal interests, or community involvement has been provided.

Sandeep Hamilton is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2022. In this position, he leads and coaches Wealth Management Financial Professionals who assist clients in planning their financial goals. Prior to his current role, Hamilton served as Vice President and Market Leader at Merrill Lynch from 2016 to 2022. His experience also includes positions as Regional Sales Director at Capital One Investing from 2013 to 2016 and Senior Vice President, District Investment Sales Leader at Key Investment Services from 2012 to 2013. Throughout his career, Hamilton has gained extensive experience in financial services, leadership, and wealth management. Outside of his professional responsibilities, he enjoys camping, family activities, hiking, outdoor adventures, and traveling.

Jennifer Waller is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for UBS Financial Services Inc. from 2012 to 2020 before joining Merrill in 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ethan Stern is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Wealth Management prior to joining LPL. Ethan participates as a study participant providing feedback through user interviews. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Andrew Winnick is a financial advisor at Morgan Stanley in Naples, FL, holding Series 66 and Series 63 licenses with six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques.

Juan Serrano Pineda is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 14 years of experience with the firm. He manages a small car rental business through an application named TURO as a general partner of MAJ INVESTMENTS LLC. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Dreon is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Ameriprise since 2020, and with prior tenure at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for the Johnson Manor Homeowner Association and is involved with the Angel Foundation’s FCC Program development. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Payne Speicher is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Delta Sonic Car Wash, Rochester Institute of Technology, and Lockheed Martin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved planning tools without offering individual security recommendations as part of standalone plans.

Paige Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management headquartered in Poughkeepsie, New York. She joined the firm in 2018 and focuses on serving multi-generational families and organizations. Paige specializes in wealth transfer, wealth preservation, philanthropic planning, and services for endowments, foundations, and non-profits. She holds the CERTIFIED FINANCIAL PLANNER™ certification, is an Accredited Wealth Management Advisor™, and has the Personal Investment Advisor designation. Paige graduated Cum Laude from Southern Connecticut State University with a B.S. in Business Administration concentrating in Finance. While attending university, she was a four-year member of the Women's Basketball Team. Paige is on the Board of Directors for New Horizons Inc. and volunteers frequently for Angels of Light, a non-profit founded by her family. She also serves as a coach for St. Martin de Porres CYO. In her free time, Paige enjoys skiing, golfing, and spending time with her family.

Ashley Begley is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Begley worked at Dorcey Law Firm for three years. She holds a Series 66 designation and is based in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Whitmer is a financial advisor with Primerica Advisors, holding Series 65, Series 66, and Series 63 licenses and three years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2023 and has prior experience outside the financial industry, including roles at Spica Up English School and WAC Tile & Marble Inc. Whitmer also receives compensation from affiliated companies for mortgage product sales and referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodian services, managing approximately $15.5 billion in assets through about 3,698 financial advisors.

Lance Fraser is a financial advisor with Merrill in Naples, Florida, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Merrill since 2004. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Zielinski is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015. 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 provides both brokerage and advisory solutions.

Julie Maurizi is a financial advisor at Morgan Stanley in Naples, FL, with 11 years at the firm and two years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Stacy Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Anna Mckinnon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at 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 tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.