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 at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Charles Schwab, TD Ameritrade Investment Management, and Wells Fargo Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Affiliates since 2009. He is a trustee of his spouse's trust and owns Shear Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them.

Maria Sikora is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. She has worked at LPL Financial since 2005 and also operates Tyler-Stone Wealth Management, LLC, an independent investment advisory firm she has been involved with since 2015. Sikora’s prior experience includes five years at Osaic FA, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Steven Rogers is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Elizabeth Kinder is a financial advisor with Morgan Stanley in Naples, Florida, holding a Series 66 designation and having 10 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2019 and previously worked at Bank of America and Merrill from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Mark Lindee is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he is a passive investor with interests including a California yacht charter business and a minority stake in a pickleball company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Steven Lewis is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

Brian Wolf is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He has worked with various Wells Fargo entities since 2011. He also has ownership interests in two investment-related firms based in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, offering both brokerage and advisory program options.

Fredric Gesten is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves as a co-trustee for his son and works as a substitute teacher for 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 planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, delivered through tailored recommendations supported by Wells Fargo research and planning tools.

Alanna Morey is a financial advisor with Ameriprise in Naples, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she owns a consulting business and consults with a coaching firm on practice operations and marketing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.

Vincent Magee is a financial advisor at Ameriprise in Marco Island, FL, holding a Series 63 designation with 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

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.

William Slepcevich is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Questar Asset Management. He is also involved with Slepcevich Financial Group, where he discusses life and disability insurance with clients and prospects. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kimberly Mazziotti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2017, following a one-year tenure at ARG, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notably broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Wayne Achey is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. Wayne is a Portfolio Manager who constructs and manages personalized investment strategies, incorporating individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Clients may grant him discretion to adjust portfolios to meet their evolving financial goals. Wayne's approach begins with interviewing clients to understand their needs and goals, allowing him to custom design portfolios tailored to each individual's situation. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from Syracuse University in 1985 and a Master of Business Administration from Lehigh University in 1990. Outside his professional work, Wayne enjoys biking, camping, and skiing. He lives in Naples, Florida, with his wife, Karen, and they have three grown children.