Joe Grojean is a ChFC® with 54 years of experience in the financial industry. He has been affiliated with Cambridge Investment Research Advisors since 2016 and has also maintained a self-employed advisory practice since 1982. Outside of his advisory work, he has involvement in acting and modeling. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

George Stanley is a Certified Financial Planner (CFP®) with 45 years of industry experience. He has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and models.

James Oplt is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 49 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he is part owner of a convenience store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Paul Lauster is a Series 66-registered financial advisor with J.P. Morgan Securities in Naples, Florida, and has three years of industry experience. His background includes roles at various J.P. Morgan entities, as well as experience with Northwestern Mutual and the U.S. Marine Corps. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supporting recommendations that may include ESG considerations and broader derivatives capabilities.

Bryan Filson is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha Investor Services. Outside of his advisory role, he serves as treasurer and board member of The Heights Foundation and is a board member of Epilepsy Florida Inc. He is also the managing member of Advanced Capital Strategies LLC, where he applies his CEPA designation to assist clients in business exit planning and due diligence. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing portfolio optimization and risk management, offering advisory and brokerage services through a broad multi-advisor platform.

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 with LPL Financial, holding a Series 66 designation and over 11 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Ameriprise Financial Services, Lincoln Investment Planning, and Suncoast Credit Union. Brouwer is also involved with Suncoast Investment Services, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Amy West is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, and PNC Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Ann Hoen is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. She has been with Ameriprise since 2005, including 6 years in her current role. Outside of advisory services, she owns and manages non-investment related agricultural property through Buck Farm LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides personalized, annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.