Bruce McConnell is a financial advisor with Merrill in Naples, FL, holding Series 65 and Series 66 designations and bringing 28 years of industry experience. He has worked at Merrill since 1997 and also has a tenure with Bank of America, NA beginning in 2009. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Payne Speicher is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 credential with less than one year of industry experience. Prior to joining Morgan Stanley, he held roles at Delta Sonic Car Wash, Rochester Institute of Technology, and Lockheed Martin. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved planning tools without offering individual security recommendations as part of standalone plans.

Frederick Driscoll is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 48 years of experience in the financial services industry, with prior roles at VOYA Financial Advisors and ownership of Driscoll Financial Group. Driscoll also operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with access to various portfolio management strategies and third-party money managers.

Gregory Glyman is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with UBS since 1995. Outside of his advisory role, he is involved in researching equity investments through his sole proprietorship, Green Dolphin LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Paige Decker is a Senior Financial Advisor at Merrill Lynch Wealth Management headquartered in Poughkeepsie, New York. She joined the firm in 2018 and focuses on serving multi-generational families and organizations. Paige specializes in wealth transfer, wealth preservation, philanthropic planning, and services for endowments, foundations, and non-profits. She holds the CERTIFIED FINANCIAL PLANNER™ certification, is an Accredited Wealth Management Advisor™, and has the Personal Investment Advisor designation. Paige graduated Cum Laude from Southern Connecticut State University with a B.S. in Business Administration concentrating in Finance. While attending university, she was a four-year member of the Women's Basketball Team. Paige is on the Board of Directors for New Horizons Inc. and volunteers frequently for Angels of Light, a non-profit founded by her family. She also serves as a coach for St. Martin de Porres CYO. In her free time, Paige enjoys skiing, golfing, and spending time with her family.

Ashley Begley is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Begley worked at Dorcey Law Firm for three years. She holds a Series 66 designation and is based in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandra Whitmer is a financial advisor with Primerica Advisors based in Bonita Springs, FL, holding Series 63, Series 65, and Series 66 licenses, with three years of industry experience. Prior to her current role, she worked at Spica Up English School and WAC Tile & Marble Inc. She has additional involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services at scale through model-driven investment strategies supported by third-party asset managers and custodians.

Lance Fraser is a financial advisor with Merrill in Naples, Florida, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with Merrill since 2004. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Zielinski is a financial advisor with Wells Fargo Clearing in Estero, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes over a decade at Wells Fargo Bank NA and a brief tenure at Wells Fargo Advisors, LLC. 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 mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Maurizi is a financial advisor at Morgan Stanley with over 11 years of experience in the industry. She holds the Series 66 designation and has been with Morgan Stanley since 2015. 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 supported by structured discovery conversations and advanced modeling tools.

Anna Mckinnon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Steven Boff is a CFA® charterholder affiliated with Stifel in Naples, FL, with 42 years of industry experience. He has worked at Stifel, Nicolaus & Co., Inc. since 2000 and with Stifel Independent Advisors from 2007 to 2026. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by the firm’s Investment Strategy Group.

Scott Metzger is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Wells Fargo entities since 2009. Metzger also has ownership interests in two investment-related firms based in Fort Myers, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria. The firm provides comprehensive planning across various specialized areas, utilizing proprietary research and planning tools to develop customized recommendations.

Eric Tibbs is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates Tibbs and Associates, a business focused on teaching clients how to build their own e-commerce portals. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Greene is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves as vice president of Boston Ledge S Corp, a management company for a franchise financial planning practice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored Recommendation Reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice through a centralized consulting team.

Mercedes Padin is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on integrating wealth management planning and simplifying the complexities of clients' wealth. Mercedes works with a limited number of affluent families, emphasizing strong relationships and personalized attention to help pursue unique financial goals. Mercedes holds the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services and is a Personal Investment Advisor (PIA). She earned an Associate's Degree from Thomas Edison State College. Mercedes is fluent in English and Spanish. A Miami native, Mercedes has lived in Naples since 1992 with her husband, Landi. Her daughter, Beatrice, and son, Junior, are math teachers at Lely High School. Mercedes enjoys cooking, dancing, football, gardening, music, scrapbooking, and spending time with her family.

Joseph Stepanek is a financial advisor with Thrivent Investment Management in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he also works as a property casualty agent, providing home and auto insurance services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without providing portfolio management for institutional clients. Their approach includes holistic analyses and annual reviews, combining planning with managed-account programs while keeping these services separate.

Todd Nichol is a financial advisor at Robert W. Baird & Co. with 38 years of industry experience. He has been with Robert W. Baird since 2002 and holds Series 63 and Series 66 credentials. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Dana Gillette is Vice President and Branch Leader at Fidelity Investments, a role held since 2022. In this position, Dana leads a team that partners with clients to help them pursue what matters most to them. Prior to this, Dana served as Market Manager - Dual Registered at Charles Schwab in 2022 and as Market Manager at TD Ameritrade from 2018 to 2022. Dana's professional experience includes leadership roles focused on managing teams and supporting client financial goals.

Andrew Gusho is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 37 years of experience to his role. He and his team, the Gusho Wallace Group, focus on delivering a disciplined, goals-based wealth management process that emphasizes understanding clients’ financial goals, values, and attitudes toward investing. Their approach includes developing customized financial plans, with a particular emphasis on equities for long-term investors, and regularly reviewing progress to adapt strategies in response to life or business changes. Andrew’s areas of expertise include executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor of Arts degree in Economics from the University of Utah and has earned the Chartered Retirement Planning Counselor™ designation awarded by The College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Residing in Mequon, Wisconsin, Andrew lives with his wife and four children and maintains active involvement in his community, including participation with the House of Peace. Outside of his professional work, Andrew’s personal interests include baseball, golf, reading, skiing, tennis, and spending time with his family.