Daniel Mendoza is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling without offering individual security recommendations in standalone financial plans.

Ryan Kinser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 12 years of industry experience. He previously worked at UBS Financial Services and has co-authored two finance-related books, including one on Florida residency and another on general financial planning principles. Kinser is also a joint owner of an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad network through specialized programs including municipal advisory and SIMPLE IRA consulting services.

Alexander Bolshem is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 11 years. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Littlehale III is a financial advisor with J.P. Morgan Securities who holds a Series 63 designation and has 50 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank, N.A. since 2010, offering a range of banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s process incorporates an ESG eligibility framework and focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Veronica Jolliff is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she provides personalized service to multiple generations of families, serving as the main point of contact to address individual and family financial needs. She facilitates discussions with Wealth Management Advisers when deeper wealth planning is required. Veronica has extensive experience in wealth management and relationship management, having held various positions since 2001. Her previous roles at Fidelity Investments include Planning Consultant, Relationship Manager, and Service Trader. Prior to her tenure at Fidelity, she held leadership and managerial roles at Regal Advisory Services, Regal Securities, and Westport Resources. Outside of her professional career, Veronica enjoys attending concerts, gardening, caring for pets, reading, traveling, and volunteering.

Allison Krider is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Hibernian Insights, Passim Consulting, and NCH Healthcare System. She serves on the board of directors for the nonprofit Collier Resource Center and is a passive owner of two aquaculture-related businesses. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Timothy Moore is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1988 and is also associated with Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet client goals and risk tolerances.

Kevin Bush II is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, primarily for clients with assets managed by Ameriprise.

Salvatore Giacalone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has concurrent experience at Bank of America, N.A. and Merrill dating back to 2008. He also serves as co-trustee for his father's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan sponsors with tailored solutions grounded in modern portfolio theory.

Sean McVey is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors, Laidlaw & Company (UK) LTD., and American Global Wealth Management. McVey also manages a non-investment business entity, McVey LLC, in Naples, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Paola Luque is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with two years of industry experience. Her prior work history includes roles at Merrill and RBC Capital Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Bernstein is a financial advisor with Cetera, holding a Series 63 designation and 46 years of industry experience. He has worked at Cetera since 2025, previously serving at LPL Financial and Raymond James & Associates. Bernstein is also involved with Totus Wealth Management as a financial advisor and serves as managing director at Harbor Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm provides access to multiple investment platforms, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Jason Zapalski is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the American Cancer Society. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment analysis methods to support its financial planning process.

Sawyer Sutter is a financial advisor with Morgan Stanley in Naples, FL, holding Series 65 and Series 66 licenses and bringing four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked in the education sector from 2005 to 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Peter Cina is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, he is involved in tutoring and teaching activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from both internal and third-party sources.

Brian Fanning is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2005. Fanning is also the owner of Fanning Investment Partners Inc., a support company based in Lake Geneva, Wisconsin. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Dmitriy Stepanov is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. He serves individuals, families, and businesses, guiding clients to achieve financial objectives across various areas including investment management, multi-generational wealth planning, life insurance analysis, asset preservation, and philanthropic planning. Since beginning his career in wealth management in 2012, Dmitriy joined Merrill in 2019 and has significant experience advising on family wealth strategies, endowments, foundations, nonprofit services, retirement planning, tax minimization, socially responsible investing, and retirement income solutions. Dmitriy earned his Bachelor's Degree in International Affairs from Northern Arizona University and attended the University of Alaska Southeast. He holds the Personal Investment Advisor (PIA) designation and is fluent in Russian and English. He adheres to Merrill’s tradition of community involvement and volunteers with organizations locally. Dmitriy lives in Naples with his wife and three children and enjoys a range of personal interests including philanthropy, traveling, fishing, hiking, hockey, mixed martial arts, chess, gardening, ice hockey, music, reading, scuba diving, tennis, and volleyball.

Malcolm Scott Bosse III is a financial advisor with MassMutual Investors Services and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and is also affiliated with Lenox Advisors, Inc. where he works in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap programs, and educational seminars.

Jonathan Sewell is a financial advisor at Charles Schwab with 15 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2011, including roles at PNC Investments and Empower Financial Services. Sewell is based in Naples, Florida. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by an integrated operational and custody platform.

Dean Packard is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes 16 years at Merrill and 12 years at Bank of America. In addition to his advisory role, he owns Whiskey Pickle LLC, a pickleball league franchise. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.