Arthur Sconochia II is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel Nicolaus & Co. Inc. in 2021. Outside of his advisory role, he serves on the Endowment Board of St Mary High School in Monroe, MI. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, offering asset allocation and planning guidance intended as a basis for client decisions.

Richard Coppola is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 following a decade of experience in the financial services and banking industry. In his current role, Richard manages relationships and specializes in traditional and alternative investments as well as concentrated stock strategies. He holds the position of Global Institutional Consultant and Portfolio Manager at Merrill, where he manages personalized or defined investment strategies on a discretionary basis for clients. Richard's expertise encompasses corporate executive services, executive compensation, institutional consulting, services for endowments, foundations, and non-profits, defined benefit plans, managing new wealth, philanthropic planning, socially responsible and ESG investing, and tax minimization. His educational background includes a Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Harvard Business School. He has earned the Chartered Financial Analyst (CFA) designation and is also qualified as a Certified Public Accountant (CPA). Outside of his professional responsibilities, Richard enjoys football, reading, spending time with his family, traveling, and watching movies.

Liz Berg is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In her position, she collaborates with Financial Consultants to understand clients' short- and long-term goals, helping to develop customized financial plans tailored to meet their unique needs. Prior to her current role, Liz served as a Relationship Manager at Fidelity Investments in 2024 and as a Financial Representative from 2021 to 2024. She holds the CFP® designation, reflecting her commitment to financial planning standards and ethics. Outside of her professional work, Liz has personal interests that include cooking and baking, hiking, playing musical instruments, music, reading, and tennis.

Loren Sydney is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2016. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.

Ashley Chouinard is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, she worked at UBS Financial Services, Edward Jones, Raymond James, and Midland Trust. Before her career in finance, she held roles in the hospitality industry and education. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Sanborn is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank N.A. from 2010 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Steven Karlik is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is involved in other business activities including life and health insurance sales and life settlements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative and goal-oriented planning engagements.

Janice Charles is a CFP® with 37 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

Jared Smith is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role beginning in 2023, he worked at Carnegie Mellon University from 2019 to 2023 and taught at the junior high and high school levels from 2013 to 2019. He is also involved with Clarity Wealth Insurance Solutions LLC as a wealth advisor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, covering areas from retirement and education planning to niche services like business-owner transition and special-needs analysis.

Algis Strikas is a Private Wealth Advisor at Merrill Private Wealth Management, where he leads a team advising some of the wealthiest families, business owners, corporate executives, and foundations across North America. His focus is on constructing investment strategies that address clients' short-term liquidity needs while maximizing long-term financial goals. His client focus areas include family wealth management strategies, managing new wealth, portfolio management services, and tax minimization. With over thirty years of experience, Algis has offered customized advice on a broad range of wealth management issues. He joined Merrill Private Wealth Management in September 2000, after spending 15 years in the Private Client Services Group at Goldman Sachs. He began his career at Unocal. Algis holds a Bachelor of Science degree in Engineering from the University of Illinois and a Master of Business Administration in Finance from the University of Chicago. He also holds several FINRA registrations and the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Algis is involved with the Boy Scouts and enjoys basketball, biking, chess, football, and golfing.

Robert Snyder is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013. He is based in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with discretionary implementation available through its brokerage or advisory programs.

Rodric Mackay is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maggie Ulrich is a Series 66-registered financial advisor with Morgan Stanley in Naples, Florida, bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved in property management through Ulrich Management LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm employs structured planning tools and modeling techniques to assist clients and manages approximately $2.74 trillion in assets.

Paul Szczepaniak is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Jefferies LLC and Credit Suisse Securities (USA) LLC. He also works as a part-time adjunct professor at Barry University and Miami Dade College, teaching finance-related courses. 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 group of Wealth Advisors.

Kate Mc Kee is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2007, bringing over a decade of professional experience in credit and lending as well as commercial real estate capital markets. At Merrill, Kate assists affluent clients by implementing strategies in investment, retirement, tax, trust, estate, and wealth transfer. She also collaborates with leadership teams of private foundations and non-profit organizations to develop and implement financial strategies aimed at furthering their missions. Kate earned a Bachelor of Arts degree in Economics from Trinity College. She holds the Certified Private Wealth Advisor® (CPWA®) designation and the Chartered Retirement Planning Counselor™ (CRPC™) designation. Additionally, she maintains the Series 7 and 66 FINRA registrations. Kate has served on the Parent Board at Noble & Greenough School and has been actively involved with her children's schools, including Fessenden and Tenacre Country Day School. She has served on the corporation board of Grace Memorial Chapel and participated in the "Champions for Children's" fundraising auction benefiting Boston Children's Hospital. Kate lives in Florida and Massachusetts with her husband and enjoys spending time with her three adult children and grandchildren. She has been involved in coaching field hockey, lacrosse, and tennis, and enjoys playing tennis and skiing.

Seth Townsend is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Carmelita Singh Mayer is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. 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 utilizes research from Wells Fargo Investment Institute along with third-party data to guide its investment approach.

Marc Berman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial industry for over 25 years, assisting clients in reaching their financial goals through tailored strategies that align with their individual goals and risk tolerance. In his role, Marc focuses on helping individuals grow their financial assets and realize their life priorities. His areas of expertise include employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma/GED from Boston House College. Marc follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, he enjoys cooking, ice skating, spending time with his family, swimming, playing table tennis, traveling, and watching movies.

Cornelius Kelleher is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Robert Bertog Jr. is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Advisors since 2016 and previously worked at Axa Advisors, LLC for one year. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as niche services such as business-owner transition and special-needs analysis.