Dean Packard is a CFP® with over 41 years of experience in the financial services industry. He is currently affiliated with Cetera and has a background that includes 16 years at Merrill and 12 years at Bank of America. In addition to his advisory role, he owns Whiskey Pickle LLC, a pickleball league franchise. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Eduardo Sosa is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jason Kyle is a financial advisor with LPL Enterprise based in Naples, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Mutual of Omaha, Forethought LLC, and Haberstroh Insurance Agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning and consulting services.

Gerald Jack is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1981 and holds the designation of Personal Investment Advisor (PIA). Gerald is a graduate of Buffalo State College, where he earned a bachelor's degree in economics. He has extensive experience in fixed income investments, with a primary focus on tax-free municipal bonds. His education and professional background enable him to assist clients in determining and implementing their long-term financial goals and objectives.

Timothy Harley is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, he owns TJH Group Ltd., a life insurance business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory models and provides ERISA fiduciary services while not sponsoring its own wrap fee program.

Ryan Blauch is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Robert W. Baird & Co. for six years and Wells Fargo Clearing Services, LLC for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Lena Morimanno is a CFP® with 27 years of experience in the financial industry. She is currently with Fidelity Investments and previously worked at TIAA-CREF. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research and quantitative methods, including algorithmic portfolio construction, to manage a broad range of portfolios and advisory mandates.

John Nardone is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2007 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through tailored plans that incorporate firm-approved tools and modeling techniques.

Michael Maggiore is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Maggiore is involved in real estate development as a partner in Green Street, LLC and Ascendancy Holdings LLC, and serves as an officer and treasurer for a local homeowner's association in Naples, FL. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Hiorns is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and risk modeling techniques.

Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Karen Neptune is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following roles at IberiaBank and Bank of America. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Jo Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position she has held for over 35 years. She leads a team dedicated to delivering customized financial strategies and attentive service to her clients. Mary Jo's areas of expertise include family wealth management, retirement planning, tax minimization, socially responsible investing, and assisting clients through significant life transitions such as divorce and managing new wealth. Mary Jo holds multiple professional designations, including the Certified Investment Management Analyst (CIMA) awarded by the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and earned a bachelor's degree from San Diego State University. Committed to community involvement, Mary Jo has held board positions at St. Matthews Church and Montgomery School. Since 1995, she has volunteered with the Ronald McDonald House Guest Chef Program in Philadelphia and participates in several other charitable organizations. She also contributes to the professional development of financial advisors nationwide through her role on the Merrill Faculty.

Richard Block is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following eight years at BMO Harris Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Prinya Sommala is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Santander Securities LLC, and Citizens Securities, Inc. Since 2022, he has been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

James Kueper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a commercial rental property in Breese, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Allison Stultz is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Based in Naples, FL, she joined Merrill in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, First Republic Investment Management, and City National Bank. He also serves as Vice President for the Naples chapter of Legatus, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers personalized portfolio management and advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.