Daniel Machnik is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has worked at several firms including Avantax Advisory Services and Blue Cross Blue Shield of Michigan. Machnik serves on the board of the Phil and Pat Willis Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Christopher Childs is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with individuals, families, and business owners to develop comprehensive wealth management strategies aimed at helping them achieve their financial goals. His approach integrates investment management, retirement planning, estate planning services, and tax-efficient strategies tailored to each client's unique priorities. He holds a Bachelor's Degree from the University of Florida and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Christopher's expertise encompasses family wealth management strategies, legacy planning, and managing new wealth. Outside of his professional work, Christopher is involved with the Gulfshore Playhouse and enjoys activities such as basketball, football, golfing, pickleball, running, skiing, skydiving, tennis, and traveling, as well as spending time with his family.

Jake Amons is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has one year of industry experience, including prior roles at Karr Barth Associates and Haddonfield Financial Planning. Outside of financial services, he has worked with Auburn University Libraries and served as a beach patrol officer. 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 integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

John Eyerman Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Thomas Pignatelli III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base, including individuals, corporations, and institutional investors. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

Timothy Skelton is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved as a partner in a real estate partnership that manages rental properties and has ownership in a lakehouse held in an LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management based on proprietary research and market analysis.

Haley Jones is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with three years of industry experience. Prior to her current role, she worked in diverse fields including floral design and agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm has a large national presence, managing approximately $1.01 trillion in assets and offering tax-efficient and fiduciary-standard services.

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Andrew Strong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at UBS Financial Services for 14 years and Merrill for two years. Outside of his advisory role, he serves as a trustee overseeing a charitable trust and manages several LLCs involved in directing private investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kevin Hildenbrand is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Peter Renaghan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63, 65, and 66 designations and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of the Fiddlers Cove Association, a recreational organization in North Falmouth, Massachusetts, and supports the National Guard Association of the United States. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, including scenario modeling, to provide financial advice without recommending individual securities as part of standalone planning.

Richard Walker Sr. is a financial advisor with Raymond James Financial in Naples, FL, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including over a decade at Raymond James Financial and affiliated entities. Outside of his primary advisory role, he provides tax preparation services as an independent contractor and serves as an acting trustee for a trust account. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and employer SIMPLE IRA consulting.

Morgan Manierre is a Financial Advisor with Merrill Lynch Wealth Management who partners with successful individuals, families, and retirees to develop customized wealth strategies. His focus areas include retirement planning, portfolio management, wealth transfer, and preserving clients' lifestyles. Morgan utilizes a goals-based approach to help clients make informed financial decisions. A native of Naples, Florida, Morgan graduated from Southern Methodist University in 2022 and holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. He draws on his deep understanding of Southwest Florida to address the specific opportunities and challenges faced by retirees and affluent families in the area. Outside of his professional work, Morgan enjoys fitness, writing music, and staying active in the Naples community. His personal interests include adventure sports, biking, cooking, hiking, music, rock climbing, skiing, skydiving, surfing, and spending time with his family.

Jeffrey Walker is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of finance, he is listed as an officer of a geological and geospatial services company, though he has no active involvement in the business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment offerings.

Alexander Dall is a Senior Financial Advisor at Merrill Lynch Wealth Management who specializes in retirement plan consulting for corporate and nonprofit retirement plans, including 401(k) and 403(b) plans. He works with plan trustees to help them meet their fiduciary responsibilities by leveraging his experience in investment consulting, plan design, and participant engagement. Alexander provides goals-based wealth management services to affluent families, executives, and business owners through the Cate Brunton Luc Group. His areas of focus include family wealth management strategies, portfolio management, socially responsible and ESG investing, special needs planning, corporate investment strategy, tax minimization, and retirement income. He holds a bachelor's degree from Indiana University Bloomington's Kelley School of Business and earned the Chartered Retirement Plan Counselor (CRPC) professional designation. Alexander is an active member of the Penrod Society and the Riley Advisors Council. He is involved with community organizations such as Our Lady of Grace Monastery and Third Phase, Inc. Outside of his professional work, he enjoys basketball, biking, boating, cooking, fishing, golfing, hiking, traveling, and spending time with family.

Scott Erickson is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2020, following roles at Wells Fargo Clearing and Merrill. He owns and manages Shadowstone Wealth Management LLC, an investment-related business based in Lawrenceville, NJ. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning and investment services tailored to clients who meet specific net-worth thresholds.

Lisa Kautz is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 1998. She supports clients through a defined discovery process to develop strategic plans tailored to their short-term, mid-term, and long-range financial goals. Lisa and her team provide services including investment guidance, retirement income planning, education funding strategies, generational wealth transfer consulting, and support through significant life events such as divorce or job transitions. Her expertise covers areas such as college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Lisa holds professional designations including Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Lisa earned a Master's Degree from Simmons Graduate School of Management and a Bachelor's Degree from the University of Massachusetts. She also draws on her background as a small business owner and trained educator to work effectively with clients. Outside of work, Lisa enjoys boating, music, reading, spending time with her family, and watching movies.

Collin Minor is a financial advisor at OSAIC in Bonita Springs, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Legacy Investment Services. In addition to his advisory role, Minor serves as Director of Business Development at Advisor Controls, focusing on growing and retaining client relationships. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining multiple custodial and legacy program arrangements.

Christina Zalewski is a Financial Advisor with Merrill, specializing in assisting successful individuals, families, executives, and business owners in making informed financial decisions throughout various stages of life. She focuses on creating holistic wealth plans that support clients' personal, family, and charitable goals. Christina's approach to wealth management goes beyond investment management to include retirement planning, tax-efficient strategies, liquidity planning, estate considerations, and long-term legacy objectives. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor (CEPA®) designee, Christina is particularly dedicated to helping business owners with growth, succession planning, retirement readiness, and the transition of their businesses. She helps entrepreneurs understand how their business value fits into their broader financial picture, ensuring thoughtful planning tailored to each client's unique priorities. Christina holds a Bachelor's Degree in Psychology from Northeastern University and an MBA in Finance and Organizational Leadership from Chatham University. She is also designated as a Personal Investment Advisor (PIA). Beyond her professional work, Christina supports organizations such as Food for the Hungry, the Kaitlyn Eckelberry Memorial Foundation, and the Pittsburgh Children's Foundation. Her personal interests include golfing, ice hockey, spending time with family, traveling, and yoga.