Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL. He holds Series 65 and Series 63 designations and has 19 years of industry experience. Prior to his current role, he spent ten years at IBN Financial Services, Inc. He is also the owner of M&D Financial Agency, Inc., which operates in insurance and benefits. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisers.

Mark Schenkel is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior work includes roles at Edward Jones and various trucking companies. He is also president and owner of Schenkel Acres Inc, a private family farm corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Connor Gurt is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His previous roles include positions at FineMark National Bank & Trust, Venture Visionary Partners, and the Federal Reserve Bank of Philadelphia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG eligibility considerations.

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 a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated his own advisory firm, Jeffrey P. Zeiler PA, and was involved in entrepreneurial activities including roles with God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services and maintaining approximately $1.01 trillion in assets under management. The firm is notable for its extensive national network of advisors and branches, alongside affiliated capabilities such as a trust company and proprietary investment products.

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® with 30 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Clearing and held multiple positions at Morgan Stanley over a 16-year period. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

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 in Naples, FL, holding a Series 63 designation and 34 years of industry experience. His prior experience includes roles at Fiduciary Trust and Avantax Advisory Services. He is also involved in tax preparation and accounting through his business, Scharf Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Cella is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has held roles at multiple firms, including United Planners Financial Services and Advantage Publishing Group, and has authored works under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory approaches that include strategic and tactical allocations as well as alternative exposures.

James Hemenway is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a co-manager and partner of a rental real estate LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

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 in Naples, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

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.