Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.

Fred Scheller is a financial advisor with OSAIC in Estero, Florida, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and his own Scheller Financial Services. Outside of advisory work, he co-owns an online retail business and manages a grape vineyard with his wife. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with comprehensive financial planning and various managed portfolio options, emphasizing model-based asset allocation and portfolio optimization.

Jose Alvarez is a financial advisor with LPL Financial based in Naples, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Suncoast Credit Union, Northwestern Mutual, Morgan Stanley, and Israel Discount Bank. He is also an adjunct professor at Ave Maria University, teaching investment-related courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolios, third-party asset management, and institutional platforms.

Michele Kief is a financial advisor at Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and is a manager of Millennium Executives LLC, an investment-related business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions through a large network of advisors and extensive assets under management.

Ryane Kavanagh is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she is involved in rental property ownership alongside Christopher Kavanagh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Barbara Doyne is a financial advisor with MML Investors Services, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has previously worked at MassMutual Life Insurance Company, LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, and First Command Advisory Services. Outside of advising, she serves as secretary on the board of Hudson Creek Canines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers services including educational seminars and specialized planning programs.

David Retkowski is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christina Linares is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2022 and previously held positions at Bank of America, Florida Southwestern State College, and various retail and hospitality firms. Linares serves as a board member for The Together Project Corp., a nonprofit supporting low-income families in Southwest Florida. 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 investment strategies for individuals, high-net-worth clients, and institutions.

David Scharf is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, with plans utilizing various modeling techniques to project outcomes.

Timothy Murphy is a financial advisor with J.P. Morgan Securities in Sanibel, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked at multiple firms including Merrill, Wells Fargo Clearing, and Bolton Securities Corporation prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, with implementation support from affiliated investment-management entities.

Ana Munro is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior work includes over a decade at Fifth Third Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she manages several rental properties in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs backed by structured planning tools and the Global Investment Committee’s analyses.

Brian Strachan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 38 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Susan Erb is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wesley Gallegos is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James and managing Gallegos Wealth Management since 2022. Outside of advising, he is a partner responsible for managing his branch office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Leila Gestwicki is a financial advisor at Merrill with 19 years at the firm and nine years of industry experience. She holds a Series 66 designation and is based in Naples, FL. 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.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Sheri Warfield is an Investment Consultant who works with individuals and families to navigate the complexities of investing. She collaborates with clients to explore their foundational key values and co-create investment plans aimed at addressing family needs, preserving wealth, and maintaining desired lifestyles in retirement. Sheri seeks to develop relationships of trust with her clients. Sheri's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2021 to 2025. Prior to that, she held the positions of Senior Relationship Manager from 2018 to 2021 and Relationship Manager from 2012 to 2018, both at Fidelity Investments. She also worked as a Client Service Associate at Morgan Stanley from 2008 to 2012. Her personal interests include gardening, visiting museums, and attending theater.

Andrew Devito is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through dedicated advisors and specialized estate planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Kimberley Claussen is a financial professional with two years of industry experience, currently affiliated with Cetera in Naples, FL. She holds a Series 66 credential and has worked at Cetera Advisors and Prosperity Advisors LLC, where she is also engaged in financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Fred Maschmidt is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63, 65, and 66 credentials and with 29 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he is the founder and director of KGM Memorial, an annual charity golf event, and serves as a board member for Childcare of Southwest Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.