Curt Edwards is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Wilmington Trust, JPMorgan Securities, and UBS Financial Services. Edwards is based in Naples, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Peter Dutcher is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2012, as well as Bank of America, N.A. since 2022. Outside of his advisory role, he works part-time as a rideshare driver for Uber and Lyft. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Daniel Lampe is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at PGIM Investments LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved in several investment-related business ventures, including majority ownership in DSL Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing its own research and planning tools to develop customized recommendations.

Matthew Taylor is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and eight years of industry experience. Prior to joining Morgan Stanley, he worked at Morningstar Inc. from 2015 to 2017. He has been with Morgan Stanley since 2017, including a recent role with Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured tools and supports a broad range of investment programs.

Gregory Skrabonja III is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His career includes roles at Invest Financial Corp. and Investment Concepts, which he has been involved with for over three decades. 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 advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Jonathan Shaw is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Truist and Morgan Stanley. He serves as a director of the Abantika & Piyush Shah Foundation, which focuses on education and care for the needy in India. 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 plans, corporations, and institutions. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Hunter Hudson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held positions at Gartner, the University of Florida, Kehe Distributors, Publix Supermarkets, and Duval Charter High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Steven Mielke is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Henry is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Michael Loftus is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 66, Series 65, and Series 63 licenses and has five years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Metolius Capital LLC. He is also involved in a non-variable insurance business activity based in Downers Grove, IL. 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, utilizing research from its investment institute and third-party sources to inform its investment approach.

James Konuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has worked at LPL Financial since 2005 and previously spent seven years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a variety of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Clinton Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2010 and has additional roles within affiliated entities dating back to 2000. Outside of his advisory work, Wilson serves as president of Smart Assets Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting client implementation through various advisory programs and maintaining a broad network of advisors.

Jennifer Wilfong is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and manages rental properties through LLCs in Indiana and Florida, including short-term rentals. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

John Williams is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Finance Committee of The Metropolitan Club of Washington, DC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, with a broad range of retail and institutional offerings.

Frederick Cyprys is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors for 21 years. Outside of his advisory role, he serves on the board of directors for EnhancedCare, Inc. and is involved with Evergreen Consulting and Cypress Financial Consultants, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and a range of investment vehicles, including mutual funds, ETFs, and alternative investments.

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 with Merrill Lynch Wealth Management and a founding partner of the Strategic Wealth Group. He co-manages the day-to-day oversight of his team and co-heads the group’s wealth planning and investment committees. Sam collaborates closely with business owners, assisting them through corporate and strategic services, particularly around exit planning and comprehensive post-sale financial strategies. With a professional background beginning in 2007, Sam has experience in both investment banking and private equity. He was responsible for all aspects of merger and acquisition transactions for middle market private companies and sourced and analyzed potential acquisition opportunities in private equity. His expertise focuses on connecting wealth creation with tax exposure and liability management, emphasizing the importance of early planning to preserve and protect wealth through changes such as business sales or liquidity events. Sam holds a B.S. in Neuroscience with a minor in Business and an MBA in Finance, both from the University of Miami. He has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Sam is actively involved in his community in Naples, sitting on the Advisory Council for Bascom Palmer Eye Institute and founding the Cedar Club of Naples, where he serves as President. He is also associated with organizations such as the Finance Executives Roundtable, International Men's Club, The James Madison Institute, and the University of Miami. His personal interests include basketball, gardening, golfing, 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.