Rickard Martin is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at FSC Securities Corporation for ten years. Outside of his advisory role, he is also involved as an independent insurance agent and holds leadership responsibilities in related insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior work includes a decade at IBN Financial Services, Inc. and ongoing ownership of M&D Financial Agency, Inc., which operates in the insurance, benefits, and human resources sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Mark Schenkel is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked in the trucking industry and at Huntington University. Outside of his advisory role, he is president and owner of a private family farm corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies supported by LPL Research and third-party subadvisors.

Connor Gurt is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at FineMark National Bank & Trust, Venture Visionary Partners, and the Federal Reserve Bank of Philadelphia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Thomas Bishop is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Wells Fargo Clearing in 2024. Outside of his advisory role, he serves on the board of directors for the Kinnelon Ice Hockey Club, where he also coaches and organizes a summer camp. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Maurillo is a Series 66-licensed financial advisor with UBS Financial Services in Naples, FL, where he has worked since 2013. He has 13 years of industry experience. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of various investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

John Geelan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Mud Lake LLC, a personal investment in cabin ownership. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, employing structured financial planning tools and investment strategies to manage client assets.

Michael Okeefe is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 and Series 65 licenses. Okeefe serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional investors, and charitable organizations, using a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Jeffrey Zeiler is a financial advisor at Edward Jones in Naples, FL, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in his own advisory practice and held roles in independent laboratory sales and entrepreneurial ventures, including leadership positions at God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of more than 23,000 financial advisors and offers a variety of investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Michael Goethals is a financial advisor at Edward Jones with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Shoaf Jr. is a CFP® professional with 30 years of industry experience, currently serving with Wells Fargo Advisors since 2024. He has spent over a decade in various roles within Wells Fargo’s affiliated entities, including Wells Fargo Clearing. Outside of his advisor work, he owns and manages Shoaf Wealth Management, operating as both an S corporation and an LLC. 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 planning menu tailored to clients meeting net-worth thresholds, using proprietary research and tools to develop customized recommendations.

Michael Gallagher is a financial advisor with Cetera in Naples, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Cetera and related entities since 2004 and has been involved with Cornerstone Advisers, LLC since 2012. He serves as a board member of the Four Colonies Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of discretionary and non-discretionary portfolio solutions.

Perry Wein is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is an investor in Cold Bore Capital Fund II, a private equity fund based in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a large nationwide network of advisors and branch offices.

James Blake is a financial advisor with Morgan Stanley in Naples, Florida, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2010. In addition to his advisory work, Blake is involved in real estate through his membership and officer roles in local investment entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Julie Mcfalls is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has spent fifteen years in the financial industry, beginning her career in banking and lending before transitioning to investments in 2008. Her primary focus is on wealth planning and assisting clients through life transitions. Julie holds Series 7, 65, and 63 FINRA registrations, along with Variable Annuities, Life, and Health licenses. She also holds the Personal Investment Advisor (PIA) designation. Born and raised in Naples, Florida, Julie earned a Bachelor's Degree in Business Administration and Economics from Hodges University. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, retirement income, socially responsible and ESG investing, small business strategies, and women and wealth. Julie is involved in her community through activities such as the Estates Show Series, Off the Track Thoroughbred Rehab and Training, special needs equestrian therapy, and teen mentorship programs. Outside of work, she enjoys fishing, horseback riding, traveling, yoga, and spending time with her family.

Dennis Scharf is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His prior roles include positions at Fiduciary Trust and Avantax Advisory Services, among others. In addition to advising, he operates Scharf Tax Service, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by proprietary and third-party research and diverse investment strategies.

Richard Cella is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and 42 years of industry experience. His prior roles include positions at United Planners Financial Services and Advantage Publishing Group, and he has worked as an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from multiple sources.

Thomas Lillard III is a CFP® with 36 years of industry experience, currently advising at Merrill. He has been with Merrill and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a successor trustee and holds several fiduciary responsibilities, including powers of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Gerald Ferrante is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently serves at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-sponsored financial planning agreements.

Michael Busick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and City National Bank. Outside of his advisory work, he is involved as a trustee and owner in several family trusts and LLCs, including owning hunting and farm land. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.