Timothy Mclaughlin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly four decades before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and non-securities products such as trust custody and insurance services.

Omar Alcazar is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. 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.

Wanda Jansen is a financial advisor with Ameriprise in Naples, FL, holding a Series 63 designation and 37 years of industry experience. She has been with Ameriprise and its predecessor firms since 1988. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets held in Ameriprise-managed accounts and using algorithmic automation overseen by a dedicated team.

Steven Porter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building solid, long-term relationships by being fundamentally involved in his clients' financial lives, understanding their needs, and seeking efficient and timely solutions. His approach to wealth management emphasizes long-term perspectives, encouraging clients to concentrate on controllable factors such as investment quality, holding periods, and portfolio diversity. Steven believes that wealth strategies should be tailored to the unique goals and circumstances of each individual. Steven's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor℠ (CRPC) designation and the Personal Investment Advisor (PIA) credential. He completed an Accredited Certificate Program from the College for Financial Planning and continually engages in professional development courses to stay current with evolving financial trends and strategies. In addition to his professional focus, Steven enjoys biking, golfing, spending time with his family, traveling, and watching movies. His background also includes experience as a frequent speaker for Merrill, training fellow advisors on retirement planning topics. He has been recognized in Forbes' 2017 "America's Top Wealth Advisors," Forbes' 2018 "Best-in-State Wealth Advisors," and Barron's 2018 "America's Top 1,200 Financial Advisors: State-by-State" lists.

Michael Leverton is a CFP® with 18 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves on the finance committee of the Hoogland Center for the Arts in Springfield, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Gary Crisci is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as president of the Banyan Woods Master Homeowners Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory work with other financial products and referral channels.

Richard Grows is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 66 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of his advisory role, he serves on the Board of Directors for St. Matthew's House, an organization providing shelter, food, rehabilitation, and vocational opportunities for individuals in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Mandy Goins is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been active in the financial services industry since 2003, bringing over a decade of experience to her current position. Prior to joining Fidelity Investments, Mandy served as a Senior Client Associate at Merrill Lynch from 2003 to 2018. Her approach to financial advising emphasizes process, planning, and discipline, which she applies daily to deepen client relationships and support business growth. Mandy focuses on maintaining organization in her workflow and strives to exceed expectations, particularly under pressure. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Edward Klarman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, INC. In addition to his advisory role, he owns a sole proprietorship providing accounting and tax services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various managed portfolio options and is known for its scale, complex affiliate network, and recent consolidation activity.

Robert Edwards is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Prudential Equity Group and Wells Fargo Clearing. He is also co-trustee for the Peter Edwards Family IR Trust and owns Edwards Asset Management LLC, where he dedicates significant time managing investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. Advisors use firm research and tools to develop tailored recommendations, providing clients with planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Jenna Pezzano is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Charles Schwab Bank, Charles Schwab Premier Bank, Prosperity Advisors, and several years in education and the restaurant industry. 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 integrated custody, brokerage, and advisory services.

Richard Weisberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 15 years and is currently the owner of Weisberg Wealth Management, LLC. Weisberg serves as a committee member for several nonprofit organizations focused on mental health and behavioral health funding and community engagement. 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, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a broad advisor network.

Denine Bergeland is a Certified Financial Planner (CFP®) with 38 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, previously holding roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Brandon Martin is a Financial Consultant at Fidelity Investments, where he has worked since 2021. He collaborates closely with clients to develop personalized financial plans that align with their individual goals and priorities. Brandon focuses on areas such as retirement income, tax-sensitive investing, wealth transfer, and estate planning to assist clients in making informed financial decisions. He has been with Fidelity Investments since 2017, progressing through several roles including Investment Consultant, Investment Solutions Representative, Customer Relationship Advocate, and Customer Service Representative. This experience has provided Brandon with a comprehensive understanding of various aspects of financial consulting and client relationships. Outside of his professional responsibilities, Brandon enjoys activities such as beach outings, boating, fishing, golf, and family activities.

David Gray is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. Outside of his work at Wells Fargo, he wholly owns Ogden Donald Gray Investments, LLC, a financial practice based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Matthew Brook is a financial advisor at Edward Jones with one year of industry experience. He holds Series 65 and Series 63 credentials and previously operated his own firms, Matthew Brook Limited and Rhodes Brook Financial, for nine years combined. He is based in Naples, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Andri Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Gonzalez worked for Bank of America and Merrill from 2014 to 2021. Outside of advisory work, Gonzalez owns a rental property in Homestead, Florida. 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. 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 data.

Walter Twetten is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

Jeffrey Laine is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior roles at PFM Funds and Commonwealth Financial Group. Laine also serves as president of a condominium association in Naples, FL. Cambridge Investment Research Advisors serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and third-party sub-advisors, alongside proprietary model strategies under the Founders Gate Capital brand.

Lawrence Counen is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel since 2012 and previously worked at Robert Baird & Co. for 13 years. He holds Series 63 and Series 65 registrations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.