Austin Woody is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he has been involved with a real estate rental business in Ooltewah, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Thomas Bulloch is a Series 63 registered financial advisor with 36 years of industry experience. He has been with Osaic Wealth, Inc. since 2025 and previously worked for Lincoln Financial Advisors Corporation for 27 years. Bulloch serves as a trustee agent for his wife's revocable trust and participates as a member of the Wilderness Country Club Strategic Planning Committee in Naples, FL. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and access to third-party money managers.

Philip Ardelean is a financial advisor with J.P. Morgan Securities in Naples, Florida, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His prior roles include positions at Citigroup, Thrivent Financial, and LaSalle Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Teri Conklin is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with UBS since 1981 and has also served as a swim coach at New Trier High School since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Robert Roe is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at BMO Harris for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Robert Leverte III is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Leverte Group which comprises multiple advisors and operations professionals. The team is structured to support clients across different generations, assisting them during their careers, throughout retirement, and with family wealth management strategies. With over thirty years of industry experience, Robert initially worked for twelve years as a mechanical engineer before transitioning to financial advisory roles. He joined Merrill Lynch Wealth Management in 2006 after fourteen years at Smith Barney. His expertise includes college education planning, liquidity management, philanthropic planning, tax minimization, and retirement income planning. Robert holds a Bachelor of Science degree in Mechanical Engineering from Villanova University and an MBA in Finance from Pepperdine University. He has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation from the Investments & Wealth Institute at the Wharton School of Business Management. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Robert enjoys boating, cooking, golfing, woodworking, and yoga. He contributes to the community by coaching junior high boys basketball teams and volunteering with various charities, including donating and captaining his boat for events on the lake.

Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.

Jose Alvarez is a financial advisor with LPL Financial based in Naples, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Northwestern Mutual, and New York Life, as well as self-employment with Private Wealth Advisory. Alvarez is an adjunct professor at Ave Maria University, teaching investment-related courses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services, leveraging model portfolios, third-party research, and technology-driven strategies.

Michele Kief is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages Millennium Executives LLC, an investment-related business. 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 grounded in modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Barbara Doyne is a financial advisor with MML Investors Services, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has previously worked at MassMutual Life Insurance Company, LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, and First Command Advisory Services. Outside of advising, she serves as secretary on the board of Hudson Creek Canines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers services including educational seminars and specialized planning programs.

James Belknap is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been with UBS since 2009. Belknap also serves as a trustee for multiple family-related trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Stephen Braun Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Naples, FL, Braun has extensive experience within the firm’s wealth management divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity without providing individual security recommendations.

Hc Willenbrock III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013 and serves as an arbitrator on the NYSE Arbitration Panel, including roles with FINRA and the NYSE. Additionally, he chairs the Junior Golf Committee for the Colorado Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocations.

Robert Cunningham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings close to 50 years of experience in financial advising, having transitioned from a career as a chemical engineer to finance after earning his MBA. Robert began his financial advisory career with an investment banking firm in Detroit and has since specialized in delivering personalized wealth management strategies tailored to each client’s unique needs. His areas of expertise include college education planning, corporate benefits, divorce transition planning, retirement income, tax minimization, portfolio management services, and consulting for defined contribution plans. Robert holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from Adrian College and a Master of Business Administration from Wayne State University. In addition to his professional commitments, Robert serves on the Board of Trustees for Adrian College and is involved with Leader Dogs for the Blind. His personal interests include football, golfing, spending time with his family, traveling, and watching movies.

Christina Linares is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2022 and previously held positions at Bank of America, Florida Southwestern State College, and various retail and hospitality firms. Linares serves as a board member for The Together Project Corp., a nonprofit supporting low-income families in Southwest Florida. 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, and institutions.

David Scharf is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, with plans utilizing various modeling techniques to project outcomes.

Frank Palulis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he owns Merriweather Money Management. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through advisory programs or other providers.

James Shelden Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets and Morgan Stanley Smith Barney before joining Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as treasurer for the 19th Fairway Homeowners Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and access to extensive investment resources. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates, to support clients' financial goals.

Ana Munro is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Morgan Stanley. Her prior work includes over a decade at Fifth Third Securities before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Outside of her advisory role, she manages several rental properties in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs backed by structured planning tools and the Global Investment Committee’s analyses.

Brian Strachan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 38 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide 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 structured planning tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.