Timothy Harley is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, he owns TJH Group Ltd., a life insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory models and provides ERISA fiduciary services while not sponsoring its own wrap fee program.

Lena Morimanno is a CFP® with 27 years of experience in the financial industry. She is currently with Fidelity Investments and previously worked at TIAA-CREF. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research and quantitative methods, including algorithmic portfolio construction, to manage a broad range of portfolios and advisory mandates.

John Nardone is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2007 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored plans that incorporate firm-approved tools and modeling techniques.

Michael Maggiore is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Maggiore is involved in real estate development as a partner in Green Street, LLC and Ascendancy Holdings LLC, and serves as an officer and treasurer for a local homeowner's association in Naples, FL. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Hiorns is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and risk modeling techniques.

Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Karen Neptune is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following roles at IberiaBank and Bank of America. 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.

Shelley Schudlich is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She previously worked at Oppenheimer & Co Inc for 19 years before joining Stifel Nicolaus & Co Inc in 2018. Outside of her advisory role, she is co-owner and involved in bookkeeping for a frozen custard business in St. Clair, Michigan, and serves as Sergeant-at-Arms for the Eagle Cay Condominium Association in Marco Island, Florida. Stifel serves a wide range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Mary Jo Harper is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 1988. She leads a team focused on providing clients with intellectual rigor, customized strategies, and attentive service. Mary Jo applies a highly developed sense of care and integrity to her work, aiming to help clients optimize their wealth and simplify their financial lives through listening, educating, and inspiring. Throughout her career, Mary Jo has earned several professional designations, including the Certified Investment Management Analyst® (CIMA®) awarded by the Investments & Wealth Institute™ in partnership with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor® (CRPC®). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and holds a Bachelor's degree from San Diego State University. Mary Jo has also been a panelist and speaker at Merrill's National Symposium Conferences and has served on the Merrill Faculty since 1995, training financial advisors across the country. In addition to her professional work, Mary Jo is involved in community service, volunteering with organizations such as the Ronald McDonald House's Guest Chef Program in Philadelphia, LBBC Living Beyond Breast Cancer, Night Ministry Homeless, Open Hearth Homeless Shelter, and PACS Food Pantry. She has held board positions at St. Matthews Church and Montgomery School. Mary Jo and her family reside in Chester Springs, Pennsylvania, where they enjoy spending time together and hosting family and friends.

Richard Block is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent eight years with BMO Harris Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Prinya Sommala is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at J.P. Morgan Securities from 2015 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Allison Stultz is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Based in Naples, FL, she joined Merrill in 2022. 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.

James Shaw is a financial advisor at Cetera with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at Avantax Advisory Services and Davie Kaplan, CPA, P.C., among others. Outside of advising, he serves on the advisory board of a software development company and participates in various trustee and managerial roles for family trusts and other entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary program options.

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch, Pierce, Fenner & Smith, First Republic Investment Management, and City National Bank. He serves as Vice President for the local Naples chapter of Legatus, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and planning services tailored to client risk profiles.

Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.

Gordon Erikson Jr. is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Erikson serves on the boards of the Maine Children’s Cancer Program and Partners for World Health, and he is the treasurer for the Colonial Club in Naples, providing financial oversight and budgeting support. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and integrates capital markets capabilities to provide a broad range of investment solutions.

Francis Courtney is a financial advisor with RBC Capital Markets based in Naples, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management strategies implemented through a mix of in-house and third-party investment managers.

Paul Ewing is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Prosperity Advisory Group, Prosperity Network of Advisors, and multiple related entities. Outside of his advisory work, he is the founder and volunteer director of Living Waters Christian Canoe Ministry and serves on several nonprofit advisory boards. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Eric Smith is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its approach.