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, holding Series 65, Series 66, and Series 63 licenses and three years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2023 and has prior experience outside the financial industry, including roles at Spica Up English School and WAC Tile & Marble Inc. Whitmer also receives compensation from affiliated companies for mortgage product sales and referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodian services, managing approximately $15.5 billion in assets through about 3,698 financial advisors.

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 at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2015. 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 provides both brokerage and advisory solutions.

Julie Maurizi is a financial advisor at Morgan Stanley in Naples, FL, with 11 years at the firm and two years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.

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 at Merrill Lynch Wealth Management. He joined Merrill in 1986 and has accumulated over 37 years of experience in the financial advisory field. His practice emphasizes a disciplined, goals-based wealth management approach that considers clients' whole lives, including their financial goals, values, history, and attitudes towards investing. 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 and his team, the Gusho Wallace Group, work to establish customized financial objectives and solutions tailored to clients' risk tolerance, time horizons, liquidity needs, and investment goals. Regular reviews are conducted to track progress and adjust strategies in response to life or business changes. He holds a Bachelor of Arts degree in Economics from the University of Utah and has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. Andrew resides in Whitefish Bay, Wisconsin with his wife and is active in the community, including involvement with the House of Peace.

Karen Szczepkowski is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors since 2023, after seven years with Wells Fargo Clearing and two years at A. G. Edwards & Sons, Inc. Outside of finance, she is a demonstrator for Stampin' Up!, providing product demonstrations at home workshops. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm’s approach includes tailored recommendations supported by proprietary research and tools, with services spanning cash-flow, retirement, education, and specialized planning areas.

Andres Macias is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 13 years of industry experience. His career includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2011. In addition to his advisory work, he works as a disk jockey on a part-time basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Sydney Mcmurray is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Sydney worked as an independent consultant and held positions at Dimensional Fund Advisors and KPMG. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Mark Feucht is a CFP® professional with 39 years of experience in financial advising. He is currently with Osaic Wealth and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Outside of his advisory role, he owns and operates several small businesses, including an aircraft sales and leasing company and a pickleball court rental enterprise. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management.

Michael Alioto is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Robert Di Padua is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at PlanMember Securities Corporation, Pallas Capital Advisors, New York Life, Lincoln Financial, and Prudential. He also operates Robert J. DiPadua Insurance Services. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized written recommendations. The firm delivers these services through a centralized team alongside client advisors and offers a broad range of advisory, brokerage, and insurance solutions.