Jeffrey Baker is a financial advisor with Wells Fargo Advisors in Estero, Florida, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns a rental property in Shoreline, Washington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special-needs, and divorce, supported by proprietary research and planning tools.

William Sullivan is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Hunter Financial Advisors. He is based in Bonita Springs, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Brice Pelliccioni is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial. Outside of his advisory role, he serves as Vice President of VP Health Group, Inc., a business entity not related to investments. 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 financial planning and portfolio management services through a large network of investment adviser representatives, combining advisory platforms with a broad array of non-advisory financial activities.

Steven Opdahl is a financial advisor with LPL Financial in Bonita Springs, FL, holding the PFS™ and Series 63 designations and possessing 22 years of industry experience. His prior roles include positions at H. Beck, Inc. and Grove Point Investments, LLC. 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 financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

Ralph Mckee is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads The McKee Group, a wealth management team with over 70 years of investment experience. The group focuses on developing customized financial strategies for high net worth individuals, families, businesses, and non-profit organizations, emphasizing wealth creation, preservation, and transfer while providing personal service. Mckee holds a Master's degree from Babson's Olin School of Management and a Bachelor's degree in Economics from Trinity College. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch in 1994, he founded and operated Atlantic Sportswear for seven years. Within The McKee Group, Mckee focuses on macroeconomic trends, risk management, retirement planning, and wealth transfer strategies. He resides in Falmouth, MA and Marco Island, FL with his wife and business partner, Kate. His community involvement includes serving as Vice Commodore of the Menauhant Yacht Club, and he is a member of the Dedham Country and Polo Club and the Trinity College Alumni Admissions Volunteer group.

Jacob Funkhouser is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank NA from 2011 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

Miles Pure is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers various financial planning and consulting services with a focus on non-discretionary advice supported by firm research and multiple portfolio management styles.

Edward Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides custom financial strategies aimed at assisting affluent families and businesses in achieving their financial goals. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Edward earned his bachelor's degree from Brown University and a master's degree from the University of Miami. Edward is involved with the Winged Foot Scholarship Foundation.

Brooks Green is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank and Fifth Third Bank, as well as involvement with several clubs and educational institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Larry Leppo is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing for nine years and A. G. Edwards & Sons, Inc. for fourteen years. He is also the owner of Leppo Wealth Management, LLC, a wealth management business based in Naples, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients choosing how to implement services through brokerage or advisory programs.

Christopher Mckenna is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS Financial Services Inc. since 2006. He holds the Series 66 designation and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research, capital markets services, and affiliated banking programs.

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, Florida, holding Series 63 and Series 65 designations and with 32 years of industry experience. He previously worked for 27 years at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Fournace is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016. His prior experience includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and 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 worked at both J.P. Morgan and Bank of America, including Merrill, across multiple roles since 2015. He is based in Naples, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin McMichael is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades and has been associated with the CPA firm Worden And Associates PA for more than 30 years. McMichael serves as a board member of Whisper Mountain Ministries, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary strategies and utilizing machine-learning tools for operational support.

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 designations and 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2005 to 2011. 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 and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Marilynn Katatsky is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Katatsky serves as a board member of the South River Federation, a nonprofit organization focused on investment oversight. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning informed by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment-related activities.