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 with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of his advisory work, he owns and manages investment-related businesses, including majority ownership of Tarpon Capital Inc. and partial ownership of 853 Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with tailored recommendations delivered through discrete planning engagements.

Matthew Diedrich is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity in various capacities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, offering discretionary portfolio management, fund advisory, and model portfolio solutions that combine fundamental research with quantitative and algorithmic methods.

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.

Douglas Conroy is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Jesse Radabaugh is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2025. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. He holds ownership interests in two financial advisory businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that incorporate Wells Fargo research and tools.

Samuel Blanchette is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Naples, FL since 2026. Prior to this, he worked at Fidelity Investments for four years and held roles at North Peak Wealth Advisors and Target. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Sarah Reif Beck is a financial advisor at Robert W. Baird & Co. with 18 years at the firm and 12 years of industry experience. She holds a Series 66 designation and is based in Naples, Florida. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and ongoing manager monitoring.

Jacob Shelton is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Naples, FL. His prior experience includes roles at Charles Schwab Bank, Elbin, Inc., Towne Park Ltd., and Indiana University-Purdue. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Martin Schlissberg is a CFP® professional with over 51 years of experience in the financial industry. He has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other 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 investment adviser representatives.

Kevin Shamblin is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including customized financial planning supported by structured discovery conversations and advanced modeling tools.

Derek Ashcraft is a Private Wealth Advisor at Merrill Private Wealth Management. He has been an investment professional in the financial services industry since 1995, providing a wide array of financial and investment services to a select group of clients. His expertise includes retirement planning, investment planning, estate planning services, alternative investments, risk management, liquidity management, portfolio management services, and personal retirement planning. Derek holds the Certified Investment Management Analyst (CIMA) designation, the Chartered Retirement Planning Counselor (CRPC), and the Personal Investment Advisor (PIA) certifications. He also holds the title of Senior Portfolio Manager, which enables him to manage personalized or defined investment strategies on a discretionary basis, incorporating individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Additionally, Derek served as the Sales Manager for the Bloomfield Hills Merrill branch for ten years, delivering ideas, insights, and commentary to over 300 employees. Born and raised in Michigan, Derek earned a Bachelor's Degree from Western Michigan University and a Master's in Management from Harvard University. He is affiliated with professional organizations such as the Baldwin Society for Older Adults, the Harvard Alumni Association for Michigan and Florida, and the Harvard Club of New York. Derek is involved in the Baldwin Society and lives in Bloomfield Hills, MI, with his wife Melissa and their two children, Abigayle and Henry. Outside of his professional activities, Derek enjoys cooking, golfing, spending time with his family, traveling, and fitness.

John Kellar is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He is the owner of Adaptive Investors, LLC, an investment-related business based in Fort Lauderdale, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with planning engagements typically being discrete and optional for clients to implement through the firm’s brokerage or advisory programs.

Paul Murray is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and access to various investment strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary research in its advisory process.

Rondi Albrecht is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously spent 30 years with Commonwealth Financial Network before joining Raymond James in 2025. Albrecht also owns two support companies, Rondi K. Albrecht & Assoc. PA and Albrecht Wealth Management LLC, both based in Bangor, Maine. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Marvin Mcintyre is a financial advisor at Morgan Stanley with 58 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is an author who has written investment-related and non-investment-related books. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.