Mark Putbrese is a CFP® with 30 years of experience in the financial industry. He has been with Edward Jones since 1995, serving clients from Marco Island, FL. 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 strategies, including managed solutions and separately managed accounts, while operating under a fiduciary standard.

John Borreggine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and is also affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools such as Monte Carlo simulations and Secular Return Estimates.

Brian Birnbaum is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Birnbaum serves on the finance committee of the Oak Park River Forest Infant Welfare Society, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and a comprehensive investment research process.

Alexondra Brouwer is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment Planning, Ameriprise Financial Services, Morgan Stanley Private Bank, and other firms. Brouwer is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Amy West is a Series 66 licensed financial advisor with six years of industry experience. She has worked at UBS Financial Services since 2022 and previously held roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, SunTrust Bank, and PNC Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

Ann Hoen is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she manages an agricultural land business through Buck Farm LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides detailed recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily focusing on clients with significant investable assets managed within Ameriprise accounts.

Debra Stover is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates closely with Private Wealth Management Advisors and their teams to develop tailored and comprehensive financial plans for clients. She has been with Fidelity Investments since 1998, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Wealth Management Planning Consultant. Her experience encompasses client relationship management and wealth planning. Debra focuses on understanding clients' wishes to formulate strategies aimed at growing, preserving, and transferring wealth.

Harry Keener is a financial advisor at Keener Investments with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keener Investments since 2001. Keener Investments is an independent firm based in Naples, FL.

James Waldo Jr. is a CFA® charterholder with 11 years of experience in financial advising. He is the sole advisor at Waldo Investment Advisors, LLC, an independent firm based in Naples, FL, where he has worked since 2014. Waldo Investment Advisors serves individual clients with a focus on personalized investment management.

Edrick Flewelling is the sole advisor at Capital Assets, an independent firm based in Naples, FL. He holds 36 years of industry experience, all of which has been with Capital Assets Investment Management, Inc. since 1990. Capital Assets serves clients with a long-standing presence in the investment management field.