Linda Chamberlain is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 and Series 65 credentials. Her prior experience includes eight years at Wells Fargo Clearing and a brief tenure at Wells Fargo Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Betty Lamb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2006, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Scott Shear is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2009. Shear also owns and operates the Shear Investment Group Inc., a separate investment-related business based in Parkland, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and brokerage or advisory programs.

Timothy Mclaughlin is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has a long tenure at Prudential Insurance Company of America dating back to 1987. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, combining advisory programs with brokerage and insurance products through an integrated platform.

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 at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2007. He serves on the Board of Directors for St. Matthew's House, an organization providing shelter, food, and rehabilitation services to individuals in need. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

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 a 14-year tenure at Sagepoint Financial, Inc. Additionally, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and investment platforms.

Robert Edwards is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he co-trustees a family investment trust and owns Edwards Asset Management LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions including retirement, education, and specialized areas such as business-owner transition and special-needs planning. The firm combines advisory services with other financial product offerings, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Jenna Pezzano is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Prosperity Advisors. Prior to her advisory career, she spent several years in full-time education and worked at Joey Ds Italian Restaurant. Charles Schwab 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 and discretionary investment guidance supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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 in Naples, FL, holding Series 65 and Series 63 licenses. He has seven years of prior experience managing his own firm, Matthew Brook Limited, and two years at Rhodes Brook Financial before joining Edward Jones in 2025. 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 solutions through a nationwide network of more than 23,000 financial advisors.

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.