Peter Maloney 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 work history includes over a decade at UBS Financial Services and various roles within Morgan Stanley entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and structured processes.

Patrice Kaufman is a Senior Financial Advisor with over 20 years of experience in the financial industry. She has developed her career through roles at Merrill, PNC Bank, and JP Morgan, working extensively with ultra-high net worth clients. Patrice returned to Merrill after gaining a breadth of experience and focuses on providing comprehensive wealth management services that align with clients' needs and market conditions. She utilizes investment insights from Merrill Lynch Wealth Management alongside banking solutions from Bank of America to support clients in diverse financial matters. Her expertise spans areas including college and education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies tailored for women and small business owners. Patrice is dedicated to helping clients gain clarity and confidence in their financial futures, particularly supporting women navigating significant life transitions. Patrice holds a Bachelor's degree in Economics and Business from Montclair State University and holds the Personal Investment Advisor (PIA) designation. Beyond her professional work, she is involved in several community organizations such as Fostering Success, Harry Chapin Food Bank, Meals of Hope, and Toys For Tots. Patrice also participates in professional and social organizations including the Naples Ladies Power Lunch and the Naples Woman's Club. Her personal interests include cooking, tennis, yoga, Pilates, and traveling.

Gary Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He worked at Morgan Stanley Smith Barney for 14 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diverse portfolio management styles and extensive affiliated research.

William Slepcevich is a financial advisor at OSAIC with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services, Inc. and Questar Asset Management. He is also involved with Slepcevich Financial Group, where he discusses life and disability insurance with clients and prospects. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Kimberly Mazziotti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2017, following a one-year tenure at ARG, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notably broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Wayne Achey is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. Wayne is a Portfolio Manager who constructs and manages personalized investment strategies, incorporating individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Clients may grant him discretion to adjust portfolios to meet their evolving financial goals. Wayne's approach begins with interviewing clients to understand their needs and goals, allowing him to custom design portfolios tailored to each individual's situation. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from Syracuse University in 1985 and a Master of Business Administration from Lehigh University in 1990. Outside his professional work, Wayne enjoys biking, camping, and skiing. He lives in Naples, Florida, with his wife, Karen, and they have three grown children.

John O’Brien is a financial advisor with Charles Schwab in Naples, FL, holding a Series 63 designation and 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and multi-asset model portfolio approach.

Andrew Willis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been working with high net worth individuals, select families, and businesses since 2001, focusing on developing long-term planning strategies to help clients manage their personal and business finances effectively. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, employee financial health, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Andrew has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), and Certified Private Wealth Advisor (CPWA). He holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health Insurance. He holds a Bachelor's degree from Villanova University and a Master's degree in Finance and Marketing from Saint Joseph's University. Andrew has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2026. Outside of his professional career, Andrew enjoys gardening, golfing, and traveling. He is involved with The Academy of Notre Dame de Namur.

Manuel Diaz Rodriguez Jr is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC for two years and has held roles in various other industries, including automotive sales and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, employing a research-driven approach and specialized tools to provide tailored recommendations within a defined investment ecosystem.

John Arena is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. In his role, he focuses on helping clients and their families grow and protect their wealth, make investment decisions, and simplify their financial lives. Prior to joining Fidelity Investments, John worked as a Regional Sales Consultant at Prudential from 2018 to 2022. He began his career in financial services as a Financial Advisor at Merrill Lynch from 2016 to 2018. Outside of his professional work, John engages in board games, family activities, movies, parenthood, reading, and volunteering.

Shamrock Munoz is a Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions such as investment management, tax-efficient wealth strategies, and business liquidity events. Shamrock's approach focuses on portfolio optimization, risk management, and behavioral finance to support clients through market cycles. With a decade of experience in the financial services industry, Shamrock began his career in banking before joining Merrill in 2023. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from Palm Beach State College. He is bilingual in English and Spanish and emphasizes financial education, frequently working with local families and small businesses to improve financial literacy. Outside of his professional role, Shamrock enjoys boxing, cooking, music, reading, and spending time with his family. His client-centered philosophy is to uncover what matters to clients and their families to create strategies that pursue their financial goals.

Edward Lynch is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years before joining Morgan Stanley in 2021. Outside of advising, he is a partner in Barron Enterprises LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm’s planning process includes structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Connor Johnson is a financial advisor at Stifel with 5 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Creative Planning, Lockton Companies, and Bank of Prairie Village. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Hawley is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has prior work experience with Hodges University and the United States Air Force. Outside of his advisory role, he is a partner and owner of a business that sources and sells products through Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Mark Zeller is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as a board member and secretary for the Jack Martin Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Christine Stefanides is a Planning Consultant with Fidelity Investments, where she works collaboratively with clients to develop financial plans aimed at supporting their financial goals. She has been with Fidelity Investments since 2024, progressing through roles from Financial Representative to Relationship Manager before assuming her current position in 2026. Her professional experience spans multiple roles within Fidelity Investments, providing her with a broad understanding of financial planning and client relationship management. Information about her education and credentials is not provided. Outside of work, Christine enjoys spending time at the beach, attending concerts, engaging in fitness activities, and participating in social events with friends.

Andrew Banks is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2010. He also serves as co-trustee of a family trust in Fort Lauderdale, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, and wealth-transfer planning. The firm supports advisors with proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Alton Davis Jr. is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Morgan Stanley since 2016, including Morgan Stanley Private Bank, and previously spent 16 years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools in its process.

Jeffrey Freeman is a CFP® with 23 years of industry experience, currently affiliated with Cetera. He has an extensive background in tax preparation and wealth management, having been an owner and operator of Craun Freeman Tax & Wealth Management since 2000. Freeman has also been involved in managing a charitable foundation and coordinating marketing efforts for a multi-advisor wealth management entity. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Anthony Horan Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked with Triad Advisors, Inc. and Gitterman Wealth Management since 2015. Horan maintains an active role as a financial advisor at Gitterman Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates proprietary capital market research, model-based asset allocations, and institutional trading capabilities to support customized financial planning and portfolio management.