Juan Serrano Pineda is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 14 years of experience with the firm. He manages a small car rental business through an application named TURO as a general partner of MAJ INVESTMENTS LLC. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Helton is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, as well as prior positions at firms such as Freudenberg Medical LLC and Modern Woodmen of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Brett Vance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in September 2005 and brings experience from leading corporate business divisions, including serving as division President of a multi-billion dollar organization with both domestic and international responsibilities. Brett holds a bachelor's degree in Economics from the University of Western Ontario and an MBA from Miami University. He has earned the Chartered Retirement Planning Counselor™ designation and is recognized as a Personal Investment Advisor (PIA). He was previously the President of the Cincinnati Chapter of the Miami University Alumni Association and served as a Vestry member at Christ Church Glendale. Brett pursues a disciplined and customized approach to wealth management, focusing on understanding each client's full financial picture and what matters most to them. He regularly conducts reviews to monitor progress toward personalized financial goals. Additionally, he engages in community service through volunteer work with local organizations.

Benjamin Dreon is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Ameriprise since 2020, and with prior tenure at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for the Johnson Manor Homeowner Association and is involved with the Angel Foundation’s FCC Program development. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Bruce McConnell is a financial advisor with Merrill based in Naples, FL, holding Series 65 and Series 66 credentials. He has 29 years of industry experience and has worked at Merrill since 1997, concurrently affiliated with Bank of America, NA since 2009. Merrill, in partnership with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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, 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.