Christopher Hardt is a CFP®-designated financial advisor with Edward Jones, based in Westlake Village, CA, and has 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns an airplane use business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products through a nationwide network of more than 23,000 advisors.

Katherine Behrens is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update comprehensive financial plans tailored to their individual needs and investment preferences. She aims to build long-lasting client relationships focused on creating peace of mind and helping clients confidently achieve their financial goals, including those related to family and charitable activities. Her professional experience includes roles at Fidelity Investments since 2018, progressing from Financial Representative to Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she held positions such as Business Development Analyst at Reinsurance Group of America, Client Relations Coordinator and Client Experience Manager at Northwestern Mutual, and Marketing Manager at Wells Fargo Advisors Financial Network. Outside of her professional career, Katherine has interests in art, food, golf, and traveling.

Paul Poletti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

John Mawson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Leveraging the investment resources of Merrill and the banking and lending solutions of Bank of America, he works closely with clients to help pursue their long-term objectives. John holds a Bachelor's Degree from the United States Naval Academy and a Master's Degree from the Naval Postgraduate School. He holds the Personal Investment Advisor (PIA) designation. Committed to community engagement, John volunteers with local organizations, reflecting the Merrill tradition of service in the communities served.

Kristi Austin is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Madison, Wisconsin. She has more than 27 years of professional experience in the financial services industry, specializing in disciplines such as divorce transition planning, education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Kristi holds a bachelor's degree in Finance and Marketing from the University of Wisconsin at Madison. She approaches financial advising through a disciplined, plan-based process that involves understanding each client's financial situation, goals, objectives, and risk tolerance. She collaborates with clients to develop personalized strategies tailored to their individual needs and objectives, with the goal of helping them achieve financial success. Kristi also holds the professional designation of Personal Investment Advisor (PIA). Beyond her professional career, Kristi's commitment to respect, integrity, trust, and service is influenced by her parents, both military personnel. She has remained active in her community through involvement with organizations such as the Friends of University Hospital and Clinics, the National W Club, and the American Family Insurance Championship. Kristi played four years of collegiate basketball at the University of Wisconsin, served as president of the National W Club in 2012, and continues to participate competitively in golf. She and her husband Steve live in Middleton and are parents to their son Derek, a police officer at the University of Wisconsin.

Janet Olson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 38 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Joel Gravina Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, Gravina is involved in managing real estate investments and serves on the finance and investment committee for Covenant Church of Naples. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supporting clients with a range of portfolio management styles and affiliated research resources.

Paola De Aza is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and over eight years of industry experience. Her previous roles include positions at Rogers Wood Hill Starman & Gustason and Advocate Consulting Legal Group PLLC. Cambridge Investment Research Advisors serves a diverse client base that includes individual, pension, and charitable organization clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Audeidra Jones is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. Her prior experience includes roles at Morgan Stanley and LPL Financial. She is president of a nonprofit family legacy summer camp aimed at providing arts exposure to underprivileged children and serves as a subject matter expert reviewing educational exam preparation materials for licensing exams. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment advisory models, supported by centralized supervision, custody, and order-routing functions.

Kevin Walker is a CFP® with 37 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Walker serves on the Board of Directors and Finance Committee for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services to low-income, uninsured workers in Collier County, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Timothy Woods is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include UBS Financial Services and City National Bank. Outside of his advisory role, he is a committee member of the Father John Foundation and has ownership interests in a hunting farm and thoroughbred horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Katherine Golden is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. She previously worked at UBS Financial Services and has experience in educational roles at the Community School of Naples and Nativity School of Worcester. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Criselda Lozano is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, with brief roles in property management and consulting. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Eugene Hunziker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1991 across different entities and operated Hunziker and Associates, Inc. for a brief period in 2023. He serves on the Finance and Investment Committee of Saints Cyril & Methodius Catholic Church, advising on the parish’s financial affairs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Ballard is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliates since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutions, including tailored financial planning services supported by firm-approved tools and models.

Philip Park is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Prior to joining Baird in 2022, he spent 33 years at Wayne Hummer Investments L.L.C. He serves as a board member and on the investment committee of the Park Family Foundation. Philip Park is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional strategies.

Marshall Mc Lean is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior experience includes roles at TD Ameritrade, The Vanguard Group, and Charles Schwab Bank. He also has experience in construction and worked at Grand Canyon University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment process.

Martin Hegarty is a financial advisor with Morgan Stanley in Naples, Florida, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at BlackRock Financial Management and Garda Capital Partners. He also serves as a trustee for a trust based in Naples. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, combining tailored financial planning with access to extensive investment products and firm‑approved analytical tools.

Fred Carrolli is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been affiliated with UBS in various capacities since 1996. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody services.

Mark Thorndyke is the founder and leader of the Thorndyke Wealth Management Group at Merrill Lynch Wealth Management, overseeing a team of 27 professionals who deliver customized financial planning strategies to families, individuals, and corporations. He began his career with Merrill Lynch in 1986 after earning his undergraduate degree from Illinois State University. Mark holds the CERTIFIED FINANCIAL PLANNER® designation along with the Certified Exit Planning Advisor (CEPA®) and Certified Investment Management Analyst® (CIMA®) certifications. He has completed executive programs at Harvard University, the London School of Economics, and The Wharton Business School. Mark has contributed to the industry as a member of Merrill's National Teaching Faculty for the Optimal Practice Model and as a lecturer at Barron's and Forbes conferences. He divides his time between Chicago and Naples, Florida, with his wife and four children. Mark serves on the Illinois State University College of Business Advisory Council and has held leadership roles including President of The Chicago Farmers. He supports various charitable organizations such as Marwen, Liv For A Cure, and the Lincoln Park Zoo. His personal interests include spending time with family and engaging in outdoor activities.