Kelly Herradon is a financial advisor at Morgan Stanley in Naples, FL, with two years of industry experience. She holds the Series 66 designation and previously worked at Merrill. Her background also includes roles in education and with the Miami Marlins. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals 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 both direct and employer-sponsored planning services.

Bradley Wheelock is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that incorporate both in-house and third-party managers, providing comprehensive portfolio management, financial planning, and brokerage services.

Carmen Mendez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she is part of the Legates Carr Wealth Management Team. She has been with Merrill since early 2020 and serves as a Financial Advisor, Portfolio Advisor, and relationship manager. Carmen brings over 20 years of experience in the financial industry, having held roles in banking, portfolio management for a NYSE-traded fund, mergers and acquisitions, fund administration for an angel fund, family wealth management firms, insurance, and financial advising. She uses a Goals-Based Wealth Management approach to develop personalized financial strategies tailored to the priorities, risk attitudes, and goals of her clients. Carmen completed her high school education at Lee's Summit High School. Originally from Kansas City, Missouri, she moved to Naples, Florida in 2008. Outside of work, Carmen spends time with her two sons, Jackson and Isaiah, enjoying activities such as going to the beach, playing golf, attending St. Agnes Catholic Church, and supporting the Kansas City Chiefs.

Kyle Schafer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 registrations and has worked at several firms including TD Bank N.A., PNC Investments, and TD Ameritrade. He is currently based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Sam Dracos is an Investment Consultant at Fidelity Investments. In this role, he focuses on providing financial advice and developing investment strategies for clients. Prior to this position, he has held several roles at Fidelity, including Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Sam worked as a Universal Banker at First Horizon Bank. Sam emphasizes building strong, trusting relationships with clients through active listening and understanding their unique circumstances and goals. His approach is collaborative, aiming to empower clients in making informed financial decisions. Outside of his professional work, Sam's interests include the beach, social events with friends, military service, and traveling.

Sebastian Brinkerhoff is a financial advisor at Wells Fargo Advisors with five years of industry experience. He has worked at Wells Fargo Advisors since 2020. Outside of his advisory role, he serves on the finance committee of the Pelican Marsh Golf Club in Naples, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options supported by Wells Fargo research and tools.

John Stollmeyer is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, including the Morgan Stanley Private Bank 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 with a focus on tailored financial planning supported by structured discovery and firm-approved tools.

Luke Brignola is a financial advisor at Osaic with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Bankers Life. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and third-party money manager programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Denise Williams is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 66 credentials and nine years of industry experience. She previously worked at HBKS Wealth Advisors and Park Shore Partners for eight years and served at Gulfside Elevator for two years. Denise is a board member of Baby Basic, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager research, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative due diligence and includes a range of eligible strategies incorporating ESG criteria.

Robert Rood is a financial advisor with LPL Financial in Naples, Florida, holding a Series 63 designation and 44 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cheryl Krebs is a financial advisor at Raymond James Financial in Naples, FL, holding a Series 66 designation with four years of industry experience. Her career includes roles at Raymond James Financial Services, UBS Financial Services, and Charles Bradley. She is also involved as an associate employee in a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and uses risk profiling and analytical tools to tailor recommendations, supporting clients through various advisory programs.

Sana Itayem is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2026, she worked at J.P. Morgan Securities and SunTrust Advisory Services. Outside of her advisory role, she is a partner in 5Diamond Events, an event planning company based in Naples, Florida. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research models.

Philip Watson is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate firms since 1993. Watson serves on the Board of Directors for Maxinkuckee Country Club. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling techniques to deliver tailored, tax-efficient income strategies. The firm offers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Alexia Boyd is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

Jonathan Strong is a financial advisor with Wells Fargo Clearing in Naples, Florida, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions, offering both brokerage and advisory solutions.

Cord Iszler is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in transportation and held a role at Hodges University. Outside of advising, he is involved in non-variable insurance activities through a related insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, as well as institutional clients, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

George Kondracke is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Merrill since 2006 and has worked at Bank of America, N.A. since 2011. Kondracke is involved with the Kondracke Family Foundation, a charitable organization focused on donations. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Stack is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on the Private Equity, Debt, and Real Estate platform. He has been a financial advisor since 1999 and joined Merrill Lynch in 2004. Michael develops wealth management strategies that align clients’ portfolios with their goals and objectives, specializing in areas such as college education planning, liquidity management, managing new wealth, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as Series 7 and Series 66 FINRA registrations. He also holds the personal investment advisor (PIA) designation. His educational background includes a bachelor's degree from Gettysburg College and attendance at Loyola College, with a high school diploma from Overlea Senior High School. Michael lives in the Hunt Valley area and recently became an empty nester as his two daughters attend the University of Maryland. Outside of his professional role, he is involved with Best Buddies International and Leadership Greater Washington. His personal interests include billiards, golfing, music, reading, spending time with family, table tennis, and watching movies.

Dennis Hottel is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decisions.

Adamo Calistri is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following roles at Fifth Third Securities and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a broad range of brokerage and advisory solutions.