Brian Youngs is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities, and he has operated as an independent advisor for over 20 years. Outside of his advisory work, he is owner of YOUNGS2020, LLC, a holding company, and serves as a registered agent for Midwest Commercial Properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers services such as portfolio management, financial planning, and access to various program platforms, operating a multi-manager structure with over $256 billion in assets under management and a network of more than 10,000 advisors.

Jeffrey Bassett is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has spent 27 years affiliated with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies prior to joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Jeffrey Fournace is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan advisory solutions.

Fabian Gil is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. He is based in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kevin McMichael is a financial advisor with LPL Financial based in Fort Myers, FL, holding a Series 63 designation and 29 years of industry experience. Prior to joining LPL in 2020, he spent over two decades at Avantax Advisory Services and Avantax Investment Services. He is also an owner of a tax preparation business, Worden, Cook & McMichael, and serves on the board of the nonprofit Whisper Mountain Ministries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Gabriela Sandoval is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Lang is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Todd Vucenich is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 credentials with 36 years of industry experience. He has been with Wells Fargo entities since 2011, including five years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 through more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Charles Woodford is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1994. 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, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Dan Suciu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2011 and provides personalized wealth management planning, estate planning services, and strategic advisory support. His team offers expertise in capital markets, mergers and acquisitions, and crafting strategies aligned with clients’ investment objectives. Dan holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ in partnership with The University of Chicago Booth School of Business. He also holds the Accredited Wealth Management Advisor™ (AWMA™) designation awarded by The College for Financial Planning Institutes Corp. Dan earned a Bachelor of Science in Finance from Babes-Bolyai University in Cluj-Napoca, Romania, and a Master’s degree from Florida International University in Miami, Florida. Fluent in English and Romanian, he brings a global perspective shaped by his upbringing in Europe. He focuses on client areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Dan also provides access to Bank of America N.A.’s comprehensive banking capabilities to ensure a balanced approach to clients’ financial needs. Outside of work, he engages in activities including cooking, fishing, soccer, tennis, and yoga.

Ann Kaplan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked for Rent a Genius for 29 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and sports & entertainment planning.

Thomas Bottone Jr. is a CFP® and ChFC® with 39 years of experience, currently with Mass Mutual Investors Services. He has held positions at Mass Mutual Life Insurance Company and MetLife Securities Inc., and is co-owner of Pioneer Heavy Duty Parts, a truck part retail distributor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, delivering collaborative, goal-based recommendations without discretionary authority.

Christopher Wolf is a CFA® charterholder with 15 years of industry experience. He is currently with Wells Fargo Advisors and joined the firm in 2024 after six years at Goldman Sachs & Co. LLC and Goldman Sachs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Charles Russ III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes extensive roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he writes fiction and music and serves on the Finance Commission of the Village of Hinsdale, Illinois. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools for goal analysis and offers a range of planning services, including a recent standalone Divorce Planning program.

Terry Schnare is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. His prior work includes five years at Private Advisor Group, LLC, and five years at Advantage Investment Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Linda Olson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a recent transition within the firm in 2025 after nine years at Edward Jones. Outside of her advisory role, Olson has ownership interests in farmland and rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors develop tailored recommendations using firm-provided research and planning tools, with implementation options available through various brokerage and advisory programs.

Stephen Martin is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 credential and 19 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as Vice President of Malliebu Inc., a family-owned S-corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing a range of financial planning and advisory services with a primarily non-discretionary investment approach.

Martin Hare is a financial advisor with RBC Capital Markets in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes seven years with UBS Financial Services. Outside of his advisory work, he serves as an elected official for a political action committee and holds a board position at the Lizzadro Museum of Lapidary Art; he is also a partner and owner in a homecare business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment solutions through various advisory programs, employing a mix of in-house and third-party managers, with a notable capital-markets presence and integrated lending services.

Hitesh Ghangus is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016 and holds Series 63 and Series 66 credentials. 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 an ESG eligibility framework in their investment process.

Jeffrey Brady is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Arthrex from 2013 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.