Daniel Chesney is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and six years of industry experience. His background includes service in the U.S. Army and a brief tenure at Uber Technologies Inc. He is also involved as an associate in Chesney Sullivan Wealth Advisors and serves as president of NP Asset Management LLC, which he maintains for business operations under Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining notable municipal advisor affiliations and specialized retirement plan consulting services.

Denise Froehlich is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients' long-term goals by gaining a deep understanding of their priorities and financial circumstances. Denise works with clients to navigate complex financial matters, focusing on funding retirement, supporting education expenses, and providing care for aging loved ones. She leverages investment insights from Merrill and banking and lending services from Bank of America to deliver comprehensive wealth management solutions. Denise holds a Bachelor's Degree from the Minnesota State College & University System. She has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to her professional work, Denise is involved in community service and volunteers with organizations such as the Ronald McDonald House and Susan G. Komen for the Cure. Outside of her advisory role, she enjoys cooking, scuba diving, swimming, and practicing yoga.

Cody Webster is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has worked at Merrill since 2014 and has been affiliated with Bank of America, N.A. since 2024. Outside of his advisory role, he operates a small sole proprietorship focused on online sales of apparel and collectible items. Merrill, alongside 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Boyer is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012, concurrently affiliated with Bank of America since 2018. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Pilcher is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Wells Fargo Advisors, and JPMorgan Chase Bank, N.A. 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. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, with capabilities in derivatives and commodities through broader regulatory registrations.

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2016. Outside of his advisory work, he is a trustee of his spouse's trust and manages Shear Wealth Management Inc., a registered investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

Elizabeth Kinder is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously at Bank of America and Merrill from 2015 to 2019. Outside of her advisory role, Kinder is a managing member of two investment-related property management entities in Naples. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Keith Yoder is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011. Yoder serves as a board member of FLF Legacy Funds, a Christian non-profit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Mark Lindee is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing as well as positions at Barclays Capital Inc. and Citigroup Global Markets. Outside of his advisory work, he has partial ownership in a California-based yacht charter business and a minority stake in a pickleball company. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment solutions across brokerage and advisory platforms.

Charles Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partner in a real estate business based in Grandville, Michigan. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Steven Lewis is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He 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, managing approximately $671 billion in assets through a large network of financial advisors.

Betty Deboe is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS for 11 years before joining Wells Fargo. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Fredric Gesten is a financial advisor with Wells Fargo Advisors based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and Prudential Equity Group for six years. Outside of his advisory role, he serves as a co-trustee for his son and works as a substitute teacher in the Broward school system. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, supporting clients through tailored recommendations and a variety of implementation options.

Alanna Morey is a financial advisor with Ameriprise in Naples, FL, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns a consulting business and provides coaching on practice operations and marketing to Ameriprise advisors. Ameriprise Financial Services is a large and diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Kevin Johnson is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including 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 financial planning process supported by firm-approved tools and analysis methods.

Jason Perry is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Janney Montgomery Scott, and Edward Jones. Perry is a founder and owner of SymboliQ Wealth Management and serves on the advisory council for the nonprofit Christy's Cause, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools supported by various managed account programs and third-party strategies.

Peter Maloney is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes over a decade at UBS Financial Services and various roles within Morgan Stanley entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and structured processes.

Patrice Kaufman is a Senior Financial Advisor with over 20 years of experience in the financial industry. She has developed her career through roles at Merrill, PNC Bank, and JP Morgan, working extensively with ultra-high net worth clients. Patrice returned to Merrill after gaining a breadth of experience and focuses on providing comprehensive wealth management services that align with clients' needs and market conditions. She utilizes investment insights from Merrill Lynch Wealth Management alongside banking solutions from Bank of America to support clients in diverse financial matters. Her expertise spans areas including college and education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies tailored for women and small business owners. Patrice is dedicated to helping clients gain clarity and confidence in their financial futures, particularly supporting women navigating significant life transitions. Patrice holds a Bachelor's degree in Economics and Business from Montclair State University and holds the Personal Investment Advisor (PIA) designation. Beyond her professional work, she is involved in several community organizations such as Fostering Success, Harry Chapin Food Bank, Meals of Hope, and Toys For Tots. Patrice also participates in professional and social organizations including the Naples Ladies Power Lunch and the Naples Woman's Club. Her personal interests include cooking, tennis, yoga, Pilates, and traveling.

Peter Sorensen is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and various securities licenses, and has worked at firms including Sagepoint Financial, Inc. and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and manages multiple financial and employee benefits businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

John O’Brien is a financial advisor with Charles Schwab in Naples, FL, holding a Series 63 designation and 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and multi-asset model portfolio approach.