Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves as an executor and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Sam Semaan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a founding partner of the Strategic Wealth Group and co-manages day-to-day team oversight as well as co-heading the Group's wealth planning and investment committees. Sam works closely with business owners, providing a wide range of corporate and strategic services, and focuses on helping clients manage the complexities of wealth following significant transactions such as business sales. Sam has been working in finance since 2007. He has experience as an investment banker responsible for all aspects of merger and acquisition transactions for middle market private companies and has also worked in private equity sourcing and analyzing potential acquisition opportunities. His professional designations include Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Sam holds a Bachelor of Science in Neuroscience with a minor in Business and an MBA in Finance, both from the University of Miami. He is actively involved in the Naples community and serves on the advisory council for the Bascom Palmer Eye Institute. Sam is also the founder and president of the Cedar Club of Naples, a past president of the Finance Executives Roundtable, and participates in organizations including the International Men's Club, Scotch Malt Whiskey Society of Naples, St. Ann School Foundation Board of Trustees, and The James Madison Institute. He lives in Naples with his wife Claudia and their children and enjoys activities such as basketball, gardening, golf, hunting, racquetball, table tennis, and tennis.

David Brown is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both advisory and brokerage capacities.

Anuradha Sarin is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously with the Hippocampus Reading Foundation and the Micrograam Peer to Peer lending platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Brett Zaczyk is a Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop and maintain financial plans tailored to their individual and family needs with the goal of creating and maintaining wealth. Brett has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning & Advice Consultant, Investment Consultant, and Financial Consultant. His experience spans various facets of financial consulting and planning within the firm.

Michal Szittai is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mason Weiler is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Sam's Club, Publix, Texas Roadhouse, and Culvers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Michael Beda is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Eden Global Capital, Idoru Capital Management, and HuaXia Finance. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Carr is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing holistic wealth management strategies tailored to families and family offices. His practice focuses on integrating a family office service model for corporate executives, retired executives, and clients experiencing liquidity events, coordinating resources to align with individual family ambitions and goals. With over 20 years of experience in financial services, Nicholas combines his practical expertise with academic research. He holds a Ph.D. in Personal Finance from Kansas State University, where his research centered on behavioral finance and financial risk assessment. This background informs his approach to understanding clients' financial and personal objectives, enabling a nuanced perspective on wealth management. He is also a Professor of Practice at Kansas State University, contributing to curriculum development and teaching in the areas of behavioral and personal finance. Nicholas earned his Bachelor's degree from Virginia Polytechnic Institute & State University and his Master's degree from Indiana University. He holds the Professional Investment Advisor (PIA) designation.

Denise Axt is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with seven years of industry experience. She worked at HSBC Securities USA Inc for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, leveraging structured discovery processes and advanced modeling tools in its planning services.

Jacob Hill is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TD Ameritrade, Northwestern Mutual, and Charles Schwab Bank. He has worked in both brokerage and banking aspects of the financial services industry. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Kara Thorn is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Bank of America and Merrill. Outside of her advisory role, she assists with managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Mireille Zappulla is a financial advisor at Morgan Stanley with seven years of industry experience. Her background includes roles at J.P. Morgan Securities, J.P. Morgan Chase Bank, and Wells Fargo Bank. She is the sole proprietor of Bluebill Advisors LLC, a real estate-related administrative and property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services supported by structured planning tools and investment research.

Alicia Register is a Wealth Management Planning Consultant at Fidelity Investments. She works with clients and their families to develop financial plans tailored to their individual goals, combining her experience with Fidelity's resources to support financial decision-making. Her career at Fidelity Investments began in 2016 as an Intern, and she has since held positions including Financial Representative, Relationship Manager, and Planning Consultant before advancing to her current role in 2026. Throughout her roles, she has gained experience in wealth management and client relationship management. Additional information about Alicia's education and personal interests has not been provided.

Stephen Macko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. Macko is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Gerta Likrama is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo for five years and at Kilwin's of Naples for six years. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and investment research.

Adam Boole is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at the University of Florida from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2004 to 2011. He serves as co-trustee for his spouse's revocable trust. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions through a large network of financial advisors.