Karen Szczepkowski is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and 33 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she is also a demonstrator for Stampin' Up!, providing home workshop product demonstrations related to rubber stamps. 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 and integrates advisory services with other financial products and referral channels.

Andres Macias is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 13 years of industry experience. He has been affiliated with various J.P. Morgan entities since 2011. Outside of his advisory work, he also works as a disk jockey at a local restaurant/lounge. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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® and holds a Series 63 license with 39 years of industry experience. He is currently with OSAIC and has prior experience at Woodbury Financial Services, National Planning Corporation, and founding Feucht Financial Group, LLC. Outside of advisory roles, he is involved in multiple business ventures including an aircraft sales and leasing business, a pickleball court rental facility, and serves as Vice President of the St. Croix Club. OSAIC serves a diverse client base including individual and institutional investors, offering integrated advisory, brokerage, and financial planning services supported by extensive technology and third-party platforms.

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.

Thomas Inslee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He co-founded Inslee Wealth Management, where he focuses on providing family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He also serves clients in the sports and entertainment sector and specializes in retirement income planning. Thomas Inslee holds a Bachelor's Degree from Fairleigh Dickinson University and has earned the designation of Personal Investment Advisor (PIA). His experience includes developing customized investment strategies that align with clients’ goals, risk tolerance, and financial objectives. He and his team aim to offer attentive service and tailored portfolio management with an emphasis on trust and client advocacy.

Daniel Mendoza is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling without offering individual security recommendations in standalone financial plans.

Ryan Kinser is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and bringing 12 years of industry experience. He previously worked at UBS Financial Services and has co-authored two finance-related books, including one on Florida residency and another on general financial planning principles. Kinser is also a joint owner of an independent advisory practice affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad network through specialized programs including municipal advisory and SIMPLE IRA consulting services.

Alexander Bolshem is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 11 years. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Littlehale III is a financial advisor with J.P. Morgan Securities who holds a Series 63 designation and has 50 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also works with JPMorgan Chase Bank, N.A. since 2010, offering a range of banking products alongside his advisory services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s process incorporates an ESG eligibility framework and focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Veronica Jolliff is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. In this role, she provides personalized service to multiple generations of families, serving as the main point of contact to address individual and family financial needs. She facilitates discussions with Wealth Management Advisers when deeper wealth planning is required. Veronica has extensive experience in wealth management and relationship management, having held various positions since 2001. Her previous roles at Fidelity Investments include Planning Consultant, Relationship Manager, and Service Trader. Prior to her tenure at Fidelity, she held leadership and managerial roles at Regal Advisory Services, Regal Securities, and Westport Resources. Outside of her professional career, Veronica enjoys attending concerts, gardening, caring for pets, reading, traveling, and volunteering.

Allison Krider is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Hibernian Insights, Passim Consulting, and NCH Healthcare System. She serves on the board of directors for the nonprofit Collier Resource Center and is a passive owner of two aquaculture-related businesses. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Timothy Moore is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1988 and is also associated with Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet client goals and risk tolerances.

Kevin Bush II 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 affiliates since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, primarily for clients with assets managed by Ameriprise.

Salvatore Giacalone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has concurrent experience at Bank of America, N.A. and Merrill dating back to 2008. He also serves as co-trustee for his father's investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan sponsors with tailored solutions grounded in modern portfolio theory.

Sean McVey is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors, Laidlaw & Company (UK) LTD., and American Global Wealth Management. McVey also manages a non-investment business entity, McVey LLC, in Naples, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Paola Luque is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with two years of industry experience. Her prior work history includes roles at Merrill and RBC Capital Markets. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning through structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Richard Bernstein is a financial advisor with Cetera, holding a Series 63 designation and 46 years of industry experience. He has worked at Cetera since 2025, previously serving at LPL Financial and Raymond James & Associates. Bernstein is also involved with Totus Wealth Management as a financial advisor and serves as managing director at Harbor Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment advisory and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm provides access to multiple investment platforms, including model portfolios, third-party managers, and customized strategies, supported by a nationwide network of over 10,000 advisors.

Jason Zapalski is a financial advisor with Morgan Stanley, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the advisory board of the American Cancer Society. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment analysis methods to support its financial planning process.