Jonathan Sewell is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2011, including roles at PNC Investments and Empower Financial Services. Sewell is based in Naples, Florida. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by an integrated operational and custody platform.

Dean Packard is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes 16 years at Merrill and 12 years at Bank of America. In addition to his advisory role, he owns Whiskey Pickle LLC, a pickleball league franchise. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Eduardo Sosa is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022, following roles at Wells Fargo Clearing and WELLS FARGO Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios through systematic methodologies.

Jason Kyle is a financial advisor with LPL Enterprise in Naples, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Prudential Insurance Company of America, Mutual of Omaha, Forethought LLC, and Haberstroh Insurance Agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing LPL’s research, model portfolios, and third-party portfolio managers to deliver investment advice.

Timothy Harley is a financial advisor with OSAIC based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes roles at Royal Alliance Associates, American Portfolios Financial Services, and United Marketing Group Ltd. He is also the owner of TJH Group Ltd., a life insurance business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include a broad set of investment products.

Lena Morimanno is a CFP® with 27 years of experience in the financial industry. She is currently with Fidelity Investments and previously worked at TIAA-CREF. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research and quantitative methods, including algorithmic portfolio construction, to manage a broad range of portfolios and advisory mandates.

John Nardone is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2007 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored plans that incorporate firm-approved tools and modeling techniques.

Michael Maggiore is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he is a partner in two real estate development ventures and serves as an officer and treasurer of a homeowner's association in Naples, Florida. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor client services.

Steven Hiorns is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and risk modeling techniques.

Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Karen Neptune is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following roles at IberiaBank and Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Jo Harper is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 1988. She leads a team focused on providing clients with intellectual rigor, customized strategies, and attentive service. Mary Jo applies a highly developed sense of care and integrity to her work, aiming to help clients optimize their wealth and simplify their financial lives through listening, educating, and inspiring. Throughout her career, Mary Jo has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded by the Investments & Wealth Institute™ in partnership with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor® (CRPC®). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and holds a Bachelor's degree from San Diego State University. Mary Jo has also been a panelist and speaker at Merrill's National Symposium Conferences and has served on the Merrill Faculty since 1995, training financial advisors across the country. In addition to her professional work, Mary Jo is involved in community service, volunteering with organizations such as the Ronald McDonald House's Guest Chef Program in Philadelphia, LBBC Living Beyond Breast Cancer, Night Ministry Homeless, Open Hearth Homeless Shelter, and PACS Food Pantry. She has held board positions at St. Matthews Church and Montgomery School. Mary Jo and her family reside in Chester Springs, Pennsylvania, where they enjoy spending time together and hosting family and friends.

Richard Block is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent eight years with BMO Harris Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Prinya Sommala is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at J.P. Morgan Securities from 2015 to 2022. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Allison Stultz is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Based in Naples, FL, she joined Merrill in 2022. 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.

Thomas Harty is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he serves as a primary point of contact for clients, providing personalized service tailored to individual needs and preferences. He facilitates discussions with Wealth Management Advisers when deeper wealth planning is required, ensuring clients and their families receive comprehensive support. Thomas has been with Fidelity Investments since 2010, progressing through roles including Financial Representative and Branch Service Manager before his current position. His experience spans over a decade within the company, focusing on assisting multiple generations of families with their financial needs.

James Shaw is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at Avantax Advisory Services and Davie Kaplan, CPA, P.C., among others. Outside of advising, he serves on the advisory board of a software development company and participates in various trustee and managerial roles for family trusts and other entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary program options.

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, First Republic Investment Management, and City National Bank. He serves as Vice President for the local Naples chapter of Legatus, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services tailored to client risk profiles.

Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.