Mark Warnken is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Bessemer Trust for nine years before joining J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Keith Philippi is a Certified Financial Planner® affiliated with Morgan Stanley, with 18 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously spent 11 years at Fifth Third Securities. Outside of his financial advisory role, he is a co-owner of a restaurant called Brooks Burgers in Naples, Florida. Morgan Stanley Wealth Management offers a broad range of advisory programs serving both individual and institutional clients, providing tailored financial planning using firm-approved tools and methodologies.

Jennifer Gebeau is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2014 to 2023, before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering structured financial planning supported by firm-approved tools and investment committee analyses.

Ezra Schaffer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he oversees the finances and accounts payable for a residential and commercial cleaning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to support non-discretionary client decisions.

Angela Wright is a Series 66 licensed financial advisor with Morgan Stanley in Naples, FL, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at 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 range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Torto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at Stifel Nicolaus & Company, Inc. for 11 years. He is also the managing partner of Waypoint Wealth Management Group and owner of both TWL Wealth Advisory Group and Ten55 WMG. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through unique affiliations.

Eric Berman is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 license and 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as Bank of America and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by the firm’s approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Amanda Blair is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.

Joseph Reap is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as managing partner of Cosmo Ventures LLC, a Florida investment property business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Raimondo Saunders is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, TD Bank, and Wells Fargo. Prior to his advisory career, Saunders held positions at La Quinta Inn and Suites and Florida Southwester State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Richard Spencer is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member at Bishop Kearney High School in Rochester, NY, where he is involved in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services supported by firm-approved tools and models, serving clients directly and through corporate agreements.

Paul Mazziotti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Edward Inbusch is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he coaches boys’ tennis at Hastings Middle School and participates in service and humanitarian projects with the Rotary Club of Dublin/Worthington. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michell Medeiros is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Aviance Capital Partners, LLC for two years and was involved with Patinella's Chicken Grill LLC for eleven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Thomas Kane is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a senior leader of the CKWM Group, which oversees approximately $13 billion of entrusted assets and liabilities as of January 2, 2026. Kane works primarily with private business owners and entrepreneurs, assisting them in capitalizing on unique opportunities and often guiding them in forming virtual family offices. He has over two decades of experience helping ultra-high-net-worth individuals and families in strategies related to building, preserving, and transferring wealth. Kane's career has focused on serving ultra-high-net-worth clients. Before joining Merrill in 2017, he served as Private Wealth Manager and Managing Director with UBS and held similar roles at Lehman Brothers, where he co-founded the CKWM Group. He also has experience in investment management with a Chicago-based family office. Kane holds a Bachelor's degree from Drake University and earned an MBA with concentrations in Finance and Accounting from the University of Chicago's Booth School of Business. He is a Personal Investment Advisor (PIA) and participates in professional organizations including FIDF, Evans Scholar programs, and the 100 Club of Chicago. Kane is involved in philanthropic activities such as the Western Golf Association, JUF, FIDF, and the Pilot Light Foundation. His personal interests include art and design, golf, travel, and exploring diverse cultures and cuisines.

Jeffrey Lofgren is a Senior Financial Advisor with Merrill Lynch Wealth Management in Naples, Florida, where he has worked since 1984. In his role, he serves clients by helping them navigate a broad range of products and services. He emphasizes understanding each client's goals, suitability, and risk tolerances to address the challenges presented by dynamic markets. Jeff holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Valparaiso University. He conducts annual reviews of portfolio performance and expenses to maintain transparency and foster trust in his client relationships. Additionally, Jeff upholds Merrill Lynch’s tradition of community involvement through volunteering with local organizations.

Laura Groves is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she collaborates with clients to develop retirement plans tailored to their individual needs and goals. Prior to her current position, Laura held roles including Senior Relationship Manager at Fidelity Investments from 2016 to 2020, and Senior Client Service Associate positions at Wells Fargo Advisors and UBS. With nearly 30 years of experience in the financial services industry, Laura has developed expertise in client relationship management and financial planning. Her career spans various roles at firms such as Fifth Third Securities, WNY Asset Management, Morgan Stanley, and Salomon Smith Barney. Outside of her professional life, Laura enjoys fitness and horseback riding.

Tammy Laurent is a financial advisor with Edward Jones in Naples, FL, holding a Series 63 designation and having 36 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1989. Outside of her advisory role, she is involved in book publishing through ownership of Trekker Enterprises LLC and Moonlight Press LLC and is a part-owner of two golf courses in Minnesota. She also participates as a motivational speaker for the agriculture industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Yolanda Vasquez is a Series 63 licensed advisor with Wells Fargo Clearing, based in Naples, FL, and has 11 years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 1989. Outside of her advisory role, she is a notary public in Naples. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Saphia is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.