Richard Childress is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Childress is the owner of a shoe repair business in Fort Myers, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services that include retirement, education, risk, and wealth-transfer planning, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Steven Stolz is a financial advisor with Edward Jones in Naples, FL, holding Series 66 and Series 63 credentials and having 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Eric Schultz is a financial advisor with Ameriprise in Potomac, MD, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at LPL Financial, HD Vest Advisory Services, and Doyle & Schultz, LLP, where he worked for over two decades. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, utilizing a centralized consulting team that employs research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of a large institutional firm.

Alex Mccain is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2023, previously serving six years at Wells Fargo Clearing and one year at Connor and Gaskins Unlimited. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized areas and integrates advisory services with other financial products and referral channels.

Thomas Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and serves as the senior partner of The Wilson Group. With over 40 years of wealth management experience, he creates goals-based financial strategies and helps manage investment portfolios for clients with complex needs. His client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. Thomas holds a High School Diploma from Lake Forest Academy and has attended the University of Wisconsin System and Loyola University Chicago without degree conferment. He holds the Personal Investment Advisor (PIA) designation and was a member of the NASD Board of Arbitrators in 1990. His professional philosophy emphasizes clear, thoughtful financial guidance grounded in integrity, professionalism, and disciplined process, aiming to build lasting relationships based on trust and transparent communication. In addition to his professional work, Thomas is actively involved in community service, volunteering with organizations such as Florida Baptist Disaster Relief, Harry Chapin Food Pantry in Naples, Northern Illinois Food Pantry, Our Daily Bread Food Pantry in Marco Island, and St. Matthews House in Naples. He enjoys golfing, music, and spending time with his family.

Mark Laviola is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2004 to 2022 before joining LPL Enterprise in 2024. He is involved with Montville Group Insurance & Financial Services, a DBA related to his LPL business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Riley Smith is a financial advisor at Wells Fargo Advisors with Series 66 credentials and has been in the industry since 2023. Prior to his advisory role, he has 19 years of experience in primary, secondary, collegiate, and graduate education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas including retirement, education, and niche planning needs. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through various brokerage and advisory programs.

Jeremy Darstek is a CFP® with 16 years of experience in financial services, currently affiliated with Cetera. His prior work includes roles at Ameriprise Financial Services and LPL Financial. Outside of advisory work, he serves as treasurer for the Collier County Medical Society Foundation and is CEO of a company involved in real estate holdings, as well as leading a concierge medical practice operated by his spouse. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services utilizing both affiliated and third-party managers across various program structures.

Victor Dupuis is a CFP® professional with 42 years of industry experience, currently affiliated with MassMutual Investors Services. He has worked with MML Investors Services, Inc. since 1991. In addition to his advisory role, he maintains a position as a life and health insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a focus on collaborative, goal-oriented planning.

Michael Gambino is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior experience includes four years at Merrill and roles at Florida Gulf Coast University and the Bonita Springs Community Pool. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services.

Daren Epley 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 career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Stefco Marenoski is a financial advisor at Charles Schwab with 20 years of industry experience and a Series 66 designation. He has worked primarily at Charles Schwab, including Charles Schwab Bank, and had a brief tenure at Fidelity Investments. Outside of his advisory role, he is a member of Lulemar LLC, where he assists in overall operations. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative-investment offering.

Thomas Burke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages investment-related businesses, including majority ownership of Tarpon Capital Inc. and partial ownership of 853 Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with tailored recommendations delivered through discrete planning engagements.

Matthew Diedrich is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio solutions that combine fundamental research with quantitative and algorithmic methods.

Steven Bernstein is a financial advisor with Cetera based in Naples, FL. He holds the Series 66 designation and has 21 years of industry experience, all with Cetera and its affiliate Cetera Financial Specialists LLC since 2004. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and access to third-party managers, and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Douglas Conroy is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Jesse Radabaugh is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. He holds ownership interests in two financial advisory businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that incorporate Wells Fargo research and tools.

Samuel Blanchette is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Naples, FL since 2026. Prior to this, he worked at Fidelity Investments for four years and held roles at North Peak Wealth Advisors and Target. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Jacob Shelton is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Naples, FL. His prior experience includes roles at Charles Schwab Bank, Elbin, Inc., Towne Park Ltd., and Indiana University-Purdue. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.