Gregory Brown is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, demonstrating his specialization in retirement planning. Gregory earned his Bachelor's Degree from Florida Gulf Coast University. His role involves providing financial advice and planning services to clients, focusing on retirement strategies and wealth management.

Terrence Judge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience from a prior decade-long career in corporate finance and investment consulting at Citibank before joining Merrill Lynch in 2000. His advisory expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Terrence holds a Bachelor of Science degree in Accounting from Guilford College. He earned his Certified Public Accountancy designation in 1988 and later acquired the CERTIFIED FINANCIAL PLANNER® certification in 2003 and the Certified Investment Management Analyst® designation in 2004, completing coursework at the Wharton School of Business. Additionally, he holds FINRA Series 7 and 66 registrations, the Maryland Life and Health Insurance License, and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Terrence enjoys adventure sports including triathlons, biking, boating, running, swimming, and spending time with his family.

Joseph Ruzycki is a financial advisor with LPL Financial in Naples, FL, holding CFP®, Series 63, and Series 65 credentials and having 27 years of industry experience. He has worked at LPL Financial since 2009 and has been affiliated with the Center For Wealth Planning Advisors, Inc. since 2015. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of portfolio strategies.

Joseph Matina is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2006. Matina is involved with Albright College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Richard Morris is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 40 years of industry experience. He worked at Invest Financial Corporation for 31 years before joining LPL Financial in 2018. Morris operates under the Naples Family Wealth Management DBA as part of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Boyer is a CFP® with 34 years of industry experience, currently affiliated with LPL Financial since 2006. Prior to this, he worked for Raymond James Financial Services for seven years. Boyer underwrites non-variable insurance products directly through various insurance companies and coordinates with underwriting brokers. 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 portfolios, third-party asset management, and institutional platforms.

John Hudspeth is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Merrill since 1979 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in family real estate investing through Rosewood Equities LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by extensive platform oversight.

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®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial since 2005. Prior to joining LPL, she worked at Citizens Securities, Inc. and MetLife Investment Fund Services LLC. Outside of her advisory role, she is involved with McKnott LLC, a real estate subleasing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a large network of advisors.

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 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. Prior to that, he was with Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment programs.

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.