David Contessa is a financial advisor with Thrivent Investment Management in Naples, FL, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he served for 30 years with the Florida Highway Patrol. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad set of planning topics without including implementation. The firm combines planning with managed-account programs under a consolidated billing option while maintaining planning and asset management as separate services.

Patrick Lampe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors since 2011 and previously worked at Wells Fargo Clearing from 2009 to 2011. Outside of his advisory role, he is a partial owner and trustee of Jones and Wilson Financial, LLC, an investment-related business based in Mount Vernon, IL, where he is actively involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services through a network of advisors, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Denise Gugliotta is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at both Bank of America and Merrill since 2015. Outside of her advisory role, she participates as a player in the Women's Professional Billiards Association, competing in local and national tournaments. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

John Barnes is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2015, progressing from Client Management Representative to his current position. Prior to joining Fidelity, John worked at Goldman Sachs & Co. from 2003 to 2012 in roles including Analyst and Associate. He also served as Vice President, Branch Manager, and Commercial Loan Officer at Barnes Banking Co. from 2005 to 2010. John is a Certified Financial Planner™ with over 20 years of experience in finance. His expertise includes crafting personalized investment strategies aimed at supporting clients' retirement living and optimizing wealth for long-term security and prosperity. He holds insurance licenses in Arkansas and California. Outside of his professional work, John enjoys baseball, golf, skiing, softball, and tennis.

Mervat Hassan is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Stifel in 2020. Outside of finance, she operates a design and decor company, Mervat Sabry Hassan Decor & Interior Design. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Charles Sleezer is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, Sleezer is involved in managing a practice-related business and holds powers of attorney for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

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.

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.

Scott Sarnoff is a financial advisor with Ameriprise in Naples, FL, holding a Series 63 designation and 28 years of industry experience. He has worked at Ameriprise and its affiliate since 1997. Outside of his advisory role, Sarnoff serves as president on a nonprofit board in Bradenton, FL. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

William Rust is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Naples, FL. His prior roles include positions at Strategic Financial Services and Pioneer Investment Management USA Inc. Rust holds Series 66 and Series 63 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery and firm-approved tools but does not provide individual security recommendations through standalone planning services.

Ethan Stern is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Wealth Management, and TD Bank. Outside of advising, he participates as a feedback provider for user interviews. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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. from 2019 to 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Joshua Helton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked extensively within J.P. Morgan Chase Bank and its securities arm since 2019, with prior roles at MWA Financial Services Inc, Modern Woodmen of America, and the University of Indianapolis. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of investment products through its affiliations within the larger J.P. Morgan organization.

Brett Vance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in September 2005 and brings experience from leading corporate business divisions, including serving as division President of a multi-billion dollar organization with both domestic and international responsibilities. Brett holds a bachelor's degree in Economics from the University of Western Ontario and an MBA from Miami University. He has earned the Chartered Retirement Planning Counselor™ designation and is recognized as a Personal Investment Advisor (PIA). He was previously the President of the Cincinnati Chapter of the Miami University Alumni Association and served as a Vestry member at Christ Church Glendale. Brett pursues a disciplined and customized approach to wealth management, focusing on understanding each client's full financial picture and what matters most to them. He regularly conducts reviews to monitor progress toward personalized financial goals. Additionally, he engages in community service through volunteer work with local organizations.

Bruce McConnell is a financial advisor with Merrill in Naples, FL, holding Series 65 and Series 66 designations and bringing 28 years of industry experience. He has worked at Merrill since 1997 and also has a tenure with Bank of America, NA beginning in 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Frederick Driscoll is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of experience in the financial services industry, with prior roles at VOYA Financial Advisors and ownership of Driscoll Financial Group. Driscoll also operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with access to various portfolio management strategies and third-party money managers.