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 a Wealth Management Advisor and founder of the Thorndyke Wealth Management Group at Merrill Lynch Wealth Management. He leads a team of over 27 professionals dedicated to providing families, individuals, and corporations with customized financial planning strategies through a family-office-like experience. Under his leadership, the group offers integrated wealth management services including investment management, advanced planning, business succession, executive compensation, estate and legacy planning, and philanthropic advisory. Mark began his career with Merrill Lynch Wealth Management in 1986 after earning his undergraduate degree from Illinois State University. He has completed executive education programs at Harvard University, the London School of Economics, and The Wharton School. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®), and Personal Investment Advisor (PIA). In addition to his professional work, Mark has served on Merrill's National Teaching Faculty for the Optimal Practice Model and has been a lecturer at Barron's and Forbes conferences. He previously served as President of The Chicago Farmers, is a board member of the Illinois State University College of Business Advisory Council, and is a member of Illinois State University's 1857 Society. He supports several charitable organizations including Marwen, Liv For a Cure, and the Lincoln Park Zoo. Mark splits his time between Chicago, Illinois and Naples, Florida with his wife Susan and their four children, and enjoys spending time with his family and participating in outdoor activities.

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 bringing 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates under a fiduciary standard and features a large network of advisors and branch offices nationwide.

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, following six years at Wells Fargo Clearing. Prior to that, he spent time at Connor and Gaskins Unlimited and Gartner Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, and special-needs analysis, utilizing proprietary research and planning tools.

Thomas Wilson is a Senior Financial Advisor at Merrill Lynch Wealth Management and senior partner of The Wilson Group. With over 40 years of experience in wealth management, he develops goals-based financial strategies and manages investment portfolios tailored to clients with complex needs. His client focus includes areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and supporting women and wealth. Thomas holds a High School Diploma from Lake Forest Academy and attended both the University of Wisconsin System and Loyola University Chicago without degree conferral. He is a Personal Investment Advisor (PIA) and has been a member of the NASD Board of Arbitrators since 1990. Recognized in multiple Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" lists from 2023 through 2026, Thomas leads his team with a mission to provide clear and thoughtful financial guidance grounded in integrity, professionalism, and a disciplined process. Outside of his professional role, Thomas volunteers with charitable organizations including 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. His personal interests include golfing, music, and spending time with his family.

Mark Laviola is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 18 years with The Prudential Insurance Company of America and Pruco Securities LLC. He is involved with Montville Group Insurance & Financial Services, a business related to his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

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.

Elvis Medica is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He provides services through Porte Brown Wealth Management, LLC, and is also the founder and CEO of G&M Legacy Ventures, LLC, an e-commerce business specializing in shoes and apparel sold on Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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 at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools, and manages approximately $2.74 trillion in client assets.

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 at Wells Fargo Advisors in Naples, FL, with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Advisors and its related entities since 2009. Outside of his role at Wells Fargo, he has ownership interests in two investment-related firms and serves as a trustee for a family trust. 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 tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Matthew Diedrich is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 12 years of industry experience. He has worked at Fidelity since 2012 in various roles, including positions with Fidelity Personal and Workplace Advisors and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles uncommon among large institutional peers.

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.