Juan Ocanas is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley Wealth Management since 2014 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools with firm-approved methodologies to help clients develop financial plans.

Laura Ross is a financial advisor with Wells Fargo Advisors in Naples, FL, holding the CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 and uses proprietary research and tools to develop tailored client recommendations.

John Hudspeth is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, he owns several LLCs involved in real estate investment and rental property management. 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 alongside tax-focused investment solutions.

Mark Anastasoff is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc. He has been an independent insurance agent at the Curry Agency since 2001. Outside of his advisory work, he refers property and casualty insurance clients to Noyce, Hall & Allen Insurance and serves as executor for multiple family wills. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporates. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Timothy Agne is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been working in the financial services industry since 2017, gaining experience in various capacities including Financial Consultant at TD Ameritrade from 2020 to 2023, National Support Consultant from 2018 to 2020, and Investor Services Representative from 2017 to 2018. Timothy partners with individuals and families to understand their life and retirement goals, collaboratively creating financial plans and implementing strategies to help improve or maintain their financial trajectory. He focuses on reducing the stresses associated with managing finances and aims to help clients spend less time managing portfolios so they can focus on activities they enjoy. Outside of his professional work, Timothy has interests that include baseball, bowling, golf, movies, table tennis, and traveling.

Jeffrey Anderson is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and alternative investment due diligence.

Jennifer Bankar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has previously worked at Truist Investment Services, Bank of America, and Chase. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with tax-efficiency analysis and uses algorithmic automation overseen by a dedicated team to generate tailored retirement income recommendations.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2004. Wells is also the owner of WCI Capital Corporation, a support company. 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 investors. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with unique offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Juliane Werner is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and various Wells Fargo entities since 2013. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Brian Chilton is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in managing several real estate investment entities in Massachusetts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services primarily in an advisory capacity.

Pasquale Evangelista is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he volunteers as a baseball coach at Bishop Verot Catholic High School. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management options supported by research and affiliated advisers.

Joyce Wickham is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 37 years of industry experience, including prior roles at Finet and Wells Fargo. She is also the owner of Joy Wealth Services. 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, pension and profit-sharing plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephen Poll is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Osaic. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp. Outside of his advisory work, he owns a home inspection business and a related mobile app for home inspectors. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a broad range of advisory and brokerage services using model-based asset allocation and portfolio optimization techniques.

Matthew Glenn is a financial advisor with Edward Jones in Clarendon Hills, IL, holding Series 63 and Series 66 designations. He has 32 years of industry experience, all with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and maintains affiliated services including a trust company and proprietary mutual funds.

Margaret Lutz is a CFP® professional affiliated with LPL Financial, with 26 years of industry experience. Her prior roles include positions at Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc. She has experience managing business entities related to investment activities in Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services supported by technology and a broad network of advisors.

William Einstein is a financial advisor at UBS Financial Services with 45 years of industry experience. He has worked with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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.