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 based in Naples, FL. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including seven years with Wells Fargo Bank N.A. prior to joining his current firm. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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 financial advisor with Wells Fargo Clearing in Naples, FL, holding CFP®, Series 63, and Series 65 credentials and 37 years of industry experience. Her career includes prior roles at Fidelity, Northwestern Mutual Investment Management, Money Strategies, LLC, and USI Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing, FIFTH THIRD SECURITIES, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Naples, FL. 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 range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

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, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining J.P. Morgan, he worked at Jefferies LLC and Credit Suisse Securities. He serves as an adjunct professor at Miami Dade College and Barry University, teaching courses related to business and wealth management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 bringing 33 years of industry experience. She has worked at Wells Fargo Clearing since 2003 with a four-year period at Morgan Keegan & Company, LLC from 2008 to 2012, and two years at Prudential Equity Group, LLC prior to that. 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 offers a range of brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

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 the Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Joseph Paiva Jr. is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities for 10 years. Outside of his advisory role, he is involved with IncredibleSpeed, LLC, a recreation-related business, and serves as an investor and officer at RecruitFlo, LLC, which focuses on marketing and app development. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment analysis methods such as Monte Carlo simulations to support its financial planning services.

William Slepcevich is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is involved in life, disability, and long-term care insurance sales through his own insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and various investment platforms to construct portfolios tailored to clients' risk tolerances and investment preferences.