Gregory Brown is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in goals-based wealth management, working with clients to develop personalized strategies that integrate investment and retirement planning, wealth management, and legacy planning. Gregory holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations, as well as being a Personal Investment Advisor (PIA). He earned his Bachelor of Science degree in Business Management from Florida Gulf Coast University, where he was named to the President's List. Born and raised in Naples, Florida, Gregory maintains strong community ties. Outside of work, he spends time with his wife, Karissa, and their two children, Lincoln and Ella, enjoying activities such as hiking, boating, fishing, tennis, and golf, and supports his children at their sporting events.

Terrence Judge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience from a prior decade-long career in corporate finance and investment consulting at Citibank before joining Merrill Lynch in 2000. His advisory expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Terrence holds a Bachelor of Science degree in Accounting from Guilford College. He earned his Certified Public Accountancy designation in 1988 and later acquired the CERTIFIED FINANCIAL PLANNER® certification in 2003 and the Certified Investment Management Analyst® designation in 2004, completing coursework at the Wharton School of Business. Additionally, he holds FINRA Series 7 and 66 registrations, the Maryland Life and Health Insurance License, and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Terrence enjoys adventure sports including triathlons, biking, boating, running, swimming, and spending time with his family.

Joseph Matina is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2006. Matina is involved with Albright College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

John Hudspeth is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Merrill since 1979 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in family real estate investing through Rosewood Equities LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by extensive platform oversight.

Nicholas Amatulle is a financial advisor with OSAIC in Naples, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he has been involved with Pint and Pistols LLC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides access to various managed account programs and third-party money managers.

Cory Dickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 14 years of industry experience. He has been with Raymond James since 2012 and also served in a non-variable insurance role with Guardian Life for five years. Outside his advisory work, he is the CEO of CDickson, Inc., a support company based in Estero, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Caitlin Smith is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Fidelity Investments and Treviso Bay. Prior to her career in financial advising, she held various positions in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a disciplined investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Adam Yakubec is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., LPL Financial, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Hina Sanghvi Cory is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Alexander Kehoe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with Merrill in 2011 and focuses on developing strategies for affluent individuals, families, and businesses to help them meet their short- and long-term financial goals. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Alex's approach to wealth management is client oriented and objective. He takes the time to review each client's unique financial situation, objectives, and goals, individually tailoring recommendations to accurately target growth and income expectations. He follows up with discussions covering a wide range of services, including investments, retirement planning, insurance needs, estate planning strategies, and philanthropy. He works with a team of specialists to design structured plans focused on clients' specific needs and believes that putting clients' interests first helps build lasting advisory relationships. Alex is a graduate of Stetson University with a Bachelor of Business Administration in finance and holds the Personal Investment Advisor (PIA) designation. He resides in Naples, Florida, with his wife and daughters, and enjoys golfing, fishing, spending time with family and friends, as well as soccer.

Lawrence Macy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding senior partner of Macy, Half & Associates. With over twenty years of experience, he specializes in serving affluent individuals, families, and organizations, focusing on areas such as personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and services for endowments, foundations, and non-profits. Macy employs a planning-based approach to investing, emphasizing the understanding of client needs and goals to structure effective portfolios. He manages discretionary personalized investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Macy holds several professional designations, including the Certified Financial Planner (CFP) certification, Certified Portfolio Manager (CPM) designation, and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Case Western Reserve University and his Master's degree from the University of Chicago. His team combines over 100 years of experience, providing clients with custom portfolio management, retirement and estate planning services, municipal bond portfolios, banking and lending services through Bank of America, and charitable giving strategies. In addition to his professional work, Macy has contributed to the community by serving 12 years as a board member for The Cradle, a 501(c)(3) human services and adoption agency. His personal interests include golfing, hiking, reading, and yoga.

Keith Jacoby is a CFP® professional with 31 years of industry experience. He is currently a financial advisor at Wells Fargo Advisors, where he has worked since 2023, following seven years at Wells Fargo Clearing and seven years at Prudential Equity Group. Jacoby has ownership interests in multiple investment-related ventures, including John Galt Holdings, LLC, and Clarity Wealth Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes Wells Fargo's research and planning tools to develop tailored recommendations, providing services that span from retirement and education planning to niche areas such as business-owner transition and special-needs analysis.

Carlos Isturiz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Regions Bank, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Stephen Falzone is a financial advisor with Raymond James & Associates in Estero, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2010. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management approaches.

Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.

Lisa Mason is a financial advisor at Edward Jones in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at the Lee County Board of Education and Primerica, as well as experience with Total Package Hockey and International Design Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Gillis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning services, utilizing structured discovery processes and approved planning tools to model financial outcomes.

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

Darren Moran is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of financial services, he is the executive producer and host for Garrison Media, LLC, a historical preservation media company. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients deciding how to implement strategies through brokerage or advisory programs.

Joseph Compitello II is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2022. Prior to joining Morgan Stanley, he spent nine years at JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.