Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by the firm’s Investment Strategy Group.

Eric Tibbs is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates Tibbs and Associates, a business focused on teaching clients how to build their own e-commerce portals. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Paul Greene is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as vice president of Boston Ledge S Corp, a management company for a franchise financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Mercedes Padin is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on integrating wealth management planning and simplifying the complexities of clients' wealth. Mercedes works with a limited number of affluent families, emphasizing strong relationships and personalized attention to help pursue unique financial goals. Mercedes holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and is a Personal Investment Advisor (PIA). She earned an Associate's Degree from Thomas Edison State College. Mercedes is fluent in English and Spanish. A Miami native, Mercedes has lived in Naples since 1992 with her husband, Landi. Her daughter, Beatrice, and son, Junior, are math teachers at Lely High School. Mercedes enjoys cooking, dancing, football, gardening, music, scrapbooking, and spending time with her family.

Joseph Stepanek is a financial advisor with Thrivent Investment Management in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he also works as a property casualty agent, providing home and auto insurance services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without providing portfolio management for institutional clients. Their approach includes holistic analyses and annual reviews, combining planning with managed-account programs while keeping these services separate.

Dana Gillette is Vice President and Branch Leader at Fidelity Investments, a role held since 2022. In this position, Dana leads a team that partners with clients to help them pursue what matters most to them. Prior to this, Dana served as Market Manager - Dual Registered at Charles Schwab in 2022 and as Market Manager at TD Ameritrade from 2018 to 2022. Dana's professional experience includes leadership roles focused on managing teams and supporting client financial goals.

Andrew Gusho is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1986 and has accumulated over 37 years of experience in the financial advisory field. His practice emphasizes a disciplined, goals-based wealth management approach that considers clients' whole lives, including their financial goals, values, history, and attitudes towards investing. Andrew's areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He and his team, the Gusho Wallace Group, work to establish customized financial objectives and solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and investment goals. Regular reviews are conducted to track progress and adjust strategies in response to life or business changes. He holds a Bachelor of Arts degree in Economics from the University of Utah and has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. Andrew resides in Whitefish Bay, Wisconsin with his wife and is active in the community, including involvement with the House of Peace.

Karen Szczepkowski is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2023, after seven years with Wells Fargo Clearing and two years at A. G. Edwards & Sons, Inc. Outside of finance, she is a demonstrator for Stampin' Up!, providing product demonstrations at home workshops. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Andres Macias is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 13 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2011. In addition to his advisory work, he works as a disk jockey on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Sydney Mcmurray is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Sydney worked as an independent consultant and held positions at Dimensional Fund Advisors and KPMG. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Christopher D'andrea Jr. is a financial advisor with Ameriprise in Saint James City, FL, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns a business, El Pescado Grande, LLC, which holds real estate properties. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Mendoza is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling without offering individual security recommendations in standalone financial plans.

Ryan Kinser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 12 years of industry experience. He previously worked at UBS Financial Services and has co-authored two finance-related books, including one on Florida residency and another on general financial planning principles. Kinser is also a joint owner of an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad network through specialized programs including municipal advisory and SIMPLE IRA consulting services.

Robert Littlehale III is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks where applicable.

Allison Krider is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Hibernian Insights, Passim Consulting, and NCH Healthcare System. She serves on the board of directors for the nonprofit Collier Resource Center and is a passive owner of two aquaculture-related businesses. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Timothy Moore is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1988 and is also associated with Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet client goals and risk tolerances.

Kevin Bush II is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, primarily for clients with assets managed by Ameriprise.

Salvatore Giacalone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Merrill and Bank of America. He also serves as a co-trustee for his father's investment trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a combination of brokerage and advisory solutions.

Sean McVey is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has previously worked at firms including American Global Wealth Management, Laidlaw & Company (UK) LTD., and Wells Fargo Advisors. Outside of his advisory role, he is involved in a non-investment business entity, McVey LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a variety of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Erica Crawford is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as experience in various other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening with qualitative research and includes broader derivatives and commodities capabilities.