Thomas Bulloch is a financial advisor with Osaic Wealth, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He serves on the Wilderness Country Club Strategic Planning Committee, a volunteer role involving community planning for his local golf club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of customizable investment strategies.

Philip Ardelean is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Citigroup, Thrivent Financial, and LaSalle Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

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 in Naples, FL, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Suncoast Credit Union, Northwestern Mutual, Morgan Stanley, and Israel Discount Bank. He serves as an adjunct professor at Ave Maria University, teaching investment-related courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and access to various investment strategies, supported by a large network of advisors and extensive operational resources.

Michele Kief is a financial advisor at Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and is a manager of Millennium Executives LLC, an investment-related business. 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, offering both brokerage and advisory solutions through a large network of advisors and extensive assets under management.

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 Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also the owner of Merriweather Money Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

James Shelden Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he spent 26 years at Citigroup Global Markets. He serves as treasurer for the 19th Fairway Homeowners Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

Kimberlee Clark is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., Royal Alliance Associates, Inc., and NWF Advisory. She is also the owner of a support company for her Raymond James practice. 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, employing a non-discretionary approach tailored to client goals through analytical modeling and risk profiling.