Richard Morris is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Invest Financial Corporation for 31 years before joining LPL Financial in 2018. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management options, model portfolios, and retirement plan consulting.

Michael Boyer is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of experience, currently affiliated with LPL Financial since 2006. He is based in Naples, FL, and holds Series 63 and Series 65 licenses. His prior work includes underwriting insurance directly through various companies in connection with underwriting brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with research and model portfolios from internal and third-party sources.

John Hudspeth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2006 while attending Babson College, where he also played varsity baseball. John continues a family legacy, having joined his father in the profession, and offers clients insights that encompass their financial needs, concerns, and goals. John's expertise includes corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He has received professional recognition such as inclusion in Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" multiple times and was named among "Financial Planning's 40 Brokers Under 40" in 2023. Additionally, he holds numerous professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He maintains FINRA Series 7 and 66 registrations. John earned a bachelor's degree in business administration from Babson College and completed high school at Bishop Eustace Prep School. He is bilingual in English and Spanish. Outside of his professional duties, John is involved with the Optimist Club of Marco Island and enjoys spending time with his wife, Kimberly, and their three children. He is also engaged in volunteering for his children's activities and spends summers vacationing in Ocean City and Avalon, New Jersey.

Nicholas Amatulle is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 credential and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. He was also involved in Pint and Pistols LLC in 2023. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, providing both discretionary and non-discretionary management options.

Caitlin Smith is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Fidelity Investments and Treviso Bay. Prior to her career in financial advising, she held various positions in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a disciplined investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Linda Knott is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2005. She holds Series 63 and Series 65 registrations. Outside of her advisory role, she is involved with McKnott LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various financial planning and advisory services, utilizing both discretionary and non-discretionary management supported by research and third-party strategies.

Nicholas Gianascoli is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Towne Bank. Outside his advisory role, he is an owner and shadow investor in Five Gee's Land Company, LLC, a real estate holding company. 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 applying an ESG eligibility framework in its recommendations.

Adam Yakubec is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo’s research and tools, with advisory services integrated alongside other financial products and referral channels.

Hina Sanghvi Cory is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Donald Clark is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following six years at JPMorgan Chase bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Heavey is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. He is based in Naples, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage activities.

Alexander Kehoe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with Merrill in 2011 and focuses on developing strategies for affluent individuals, families, and businesses to help them meet their short- and long-term financial goals. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Alex's approach to wealth management is client oriented and objective. He takes the time to review each client's unique financial situation, objectives, and goals, individually tailoring recommendations to accurately target growth and income expectations. He follows up with discussions covering a wide range of services, including investments, retirement planning, insurance needs, estate planning strategies, and philanthropy. He works with a team of specialists to design structured plans focused on clients' specific needs and believes that putting clients' interests first helps build lasting advisory relationships. Alex is a graduate of Stetson University with a Bachelor of Business Administration in finance and holds the Personal Investment Advisor (PIA) designation. He resides in Naples, Florida, with his wife and daughters, and enjoys golfing, fishing, spending time with family and friends, as well as soccer.

John Diemer is a CFP® with 36 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves as Chair of the Investment Committee for the Gesu Parish Endowment Fund in University Heights, Ohio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Michael Gieseke is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Lawrence Macy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding senior partner of Macy, Half & Associates. With over twenty years of experience, he specializes in serving affluent individuals, families, and organizations, focusing on areas such as personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and services for endowments, foundations, and non-profits. Macy employs a planning-based approach to investing, emphasizing the understanding of client needs and goals to structure effective portfolios. He manages discretionary personalized investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Macy holds several professional designations, including the Certified Financial Planner (CFP) certification, Certified Portfolio Manager (CPM) designation, and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Case Western Reserve University and his Master's degree from the University of Chicago. His team combines over 100 years of experience, providing clients with custom portfolio management, retirement and estate planning services, municipal bond portfolios, banking and lending services through Bank of America, and charitable giving strategies. In addition to his professional work, Macy has contributed to the community by serving 12 years as a board member for The Cradle, a 501(c)(3) human services and adoption agency. His personal interests include golfing, hiking, reading, and yoga.

Keith Jacoby is a CFP® credentialed financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. In addition to his advisory role, he holds ownership interests in several investment-related businesses based in Naples, FL, including John Galt Holdings, LLC and Clarity Wealth Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Carlos Isturiz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Regions Bank, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.

William Farber is a financial advisor with LPL Financial in Naples, Florida. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including prior roles at Nationwide Securities and Nationwide Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple providers.

Darren Moran is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory work, he is the executive producer and host of a historical preservation media project through Garrison Media, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs.