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.

Susan Erb is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Merrill since 2008 and has been with Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

Leila Gestwicki is a financial advisor at Merrill with 19 years at the firm and nine years of industry experience. She holds a Series 66 designation and is based in Naples, FL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Spencer Gauta is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Northwestern Mutual Wealth Management Company and related entities from 2022 to 2024. Outside of his advisory role, he owns AI Secretary LLC, a company focused on developing real-time note-taking software for audio and video calls. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services that cover a broad range of needs including retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.

Sheri Warfield is an Investment Consultant who works with individuals and families to navigate the complexities of investing. She collaborates with clients to explore their foundational key values and co-create investment plans aimed at addressing family needs, preserving wealth, and maintaining desired lifestyles in retirement. Sheri seeks to develop relationships of trust with her clients. Sheri's professional experience includes serving as a Planning Consultant at Fidelity Investments from 2021 to 2025. Prior to that, she held the positions of Senior Relationship Manager from 2018 to 2021 and Relationship Manager from 2012 to 2018, both at Fidelity Investments. She also worked as a Client Service Associate at Morgan Stanley from 2008 to 2012. Her personal interests include gardening, visiting museums, and attending theater.

Douglas Wilson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 11 years with UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Uri Holmes III is a financial advisor with Wells Fargo Advisors in Dublin, OH, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Wachovia Securities Financial Network since 2009. Outside of his advisory role, he owns Eagle Wealth Advisors LLC, a practice he operates on a part-time basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, using proprietary research and tools, and integrates advisory services with various financial products and referral channels.

Sander Bleustein is Vice President Private Wealth Management Advisor, working with ultra-high net worth clients and their families to address their most important financial planning goals and objectives. He has held the position of Vice President in Advanced Planning at Fidelity Investments from 2015 to 2025 and served as Vice President and Regional Planning Consultant at Fidelity Investments from 2012 to 2015. Prior to that, he worked as a Financial Advisor, Executive Director, and Managing Director at various financial services firms, including Morgan Keegan & Company, UBS Financial Services Inc., Legg Mason Wood Walker, and others, accumulating extensive experience in financial planning and advisory roles since 1984. His career spans several decades, during which he has developed expertise in private wealth management and advanced financial planning. Outside of his professional work, Sander engages in family activities, fitness, golf, hiking, traveling, and volunteering.

Andrew Devito is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through dedicated advisors and specialized estate planning groups. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and economic modeling.

Kimberley Claussen is a financial professional with two years of industry experience, currently affiliated with Cetera in Naples, FL. She holds a Series 66 credential and has worked at Cetera Advisors and Prosperity Advisors LLC, where she is also engaged in financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Silas Wade is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. His recent career includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked in event management and the food service industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary advisory guidance and access to discretionary separately managed accounts.

Daniel Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has previously worked at Lincoln Financial Securities Corporation for 16 years and has been associated with Horizon Financial Advisors for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management alongside access to model portfolios and third-party research.

Katherine Patterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and 11 years of industry experience. She has been with Wells Fargo-related firms since 2015. Outside of her advisory role, she is also a notary public in Naples, FL. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jason Chambeau is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and methodologies.

Kathleen Estrem is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 credential and six years of industry experience. She has worked at CITY NATIONAL BANK and RBC Capital Markets since 2020. Outside of her advisory role, Estrem is a licensed real estate agent in Florida and an independent consultant for Arbonne International LLC, sharing health and wellness products on a limited basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies utilizing both in-house and third-party managers.

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.