Paul Mazziotti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Edward Inbusch is a financial advisor at Ameriprise in Columbus, Ohio, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he coaches boys’ tennis at Hastings Middle School and participates in service and humanitarian projects with the Rotary Club of Dublin/Worthington. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mark Matos is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 15 years of industry experience. Prior to joining LPL in 2025, he worked at several firms including HBKS Wealth Advisors and Moran Wealth Management. He is also involved with Medley Advisory LLC, where he allocates time to non-variable insurance related work. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services. The firm offers discretionary and non-discretionary management, utilizing model portfolios, third-party research, and various investment technologies.

Michell Medeiros is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Aviance Capital Partners, LLC for two years and was involved with Patinella's Chicken Grill LLC for eleven years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and modeling techniques.

Thomas Kane is a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management. He is a senior leader of the CKWM Group, which oversees approximately $13 billion of entrusted assets and liabilities as of January 2, 2026. Kane works primarily with private business owners and entrepreneurs, assisting them in capitalizing on unique opportunities and often guiding them in forming virtual family offices. He has over two decades of experience helping ultra-high-net-worth individuals and families in strategies related to building, preserving, and transferring wealth. Kane's career has focused on serving ultra-high-net-worth clients. Before joining Merrill in 2017, he served as Private Wealth Manager and Managing Director with UBS and held similar roles at Lehman Brothers, where he co-founded the CKWM Group. He also has experience in investment management with a Chicago-based family office. Kane holds a Bachelor's degree from Drake University and earned an MBA with concentrations in Finance and Accounting from the University of Chicago's Booth School of Business. He is a Personal Investment Advisor (PIA) and participates in professional organizations including FIDF, Evans Scholar programs, and the 100 Club of Chicago. Kane is involved in philanthropic activities such as the Western Golf Association, JUF, FIDF, and the Pilot Light Foundation. His personal interests include art and design, golf, travel, and exploring diverse cultures and cuisines.

Jeffrey Lofgren is a Senior Financial Advisor with Merrill Lynch Wealth Management in Naples, Florida, where he has worked since 1984. In his role, he serves clients by helping them navigate a broad range of products and services. He emphasizes understanding each client's goals, suitability, and risk tolerances to address the challenges presented by dynamic markets. Jeff holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Valparaiso University. He conducts annual reviews of portfolio performance and expenses to maintain transparency and foster trust in his client relationships. Additionally, Jeff upholds Merrill Lynch’s tradition of community involvement through volunteering with local organizations.

Laura Groves is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she collaborates with clients to develop retirement plans tailored to their individual needs and goals. Prior to her current position, Laura held roles including Senior Relationship Manager at Fidelity Investments from 2016 to 2020, and Senior Client Service Associate positions at Wells Fargo Advisors and UBS. With nearly 30 years of experience in the financial services industry, Laura has developed expertise in client relationship management and financial planning. Her career spans various roles at firms such as Fifth Third Securities, WNY Asset Management, Morgan Stanley, and Salomon Smith Barney. Outside of her professional life, Laura enjoys fitness and horseback riding.

Tammy Laurent is a financial advisor with Edward Jones in Naples, FL, holding a Series 63 designation and having 36 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1989. Outside of her advisory role, she is involved in book publishing through ownership of Trekker Enterprises LLC and Moonlight Press LLC and is a part-owner of two golf courses in Minnesota. She also participates as a motivational speaker for the agriculture industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

George Bryan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the investment committee of the First Presbyterian Church in Brentwood, Tennessee, where he contributes to asset allocation guidelines. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Yolanda Vasquez is a Series 63 licensed advisor with Wells Fargo Clearing, based in Naples, FL, and has 11 years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 1989. Outside of her advisory role, she is a notary public in Naples. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Saphia is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mark Wingerd is a CFP® professional with 34 years of experience in the financial services industry. He currently practices at LPL Financial and previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of his advisory work, Wingerd owns several business entities related to tax and investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Christopher Rossi is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Merrill since 1986 and Bank of America since 2009. Outside of his advisory work, he is involved in a family-held yoga franchise, Xponential Fitness, as a partner. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Christina Frerks Inslee is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She holds professional designations as a Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC). Christina has been assisting clients with determining their long-term financial goals and implementing strategies since 1982. Her expertise includes educating clients, creating, growing, and preserving wealth, as well as customizing plans for the accumulation and distribution of assets during their lifetime, retirement, and through their estate in tax advantageous ways. Christina works closely with clients' accountants and attorneys to ensure detailed and confidential service. Christina obtained a Bachelor's Degree from Marymount Manhattan College and has completed accredited certificate programs at The Wharton School, College for Financial Planning, and University of Chicago. She is also involved in community activities such as serving as PR Director for Naples Tables and being a member of The League Club in Naples, Florida.

Kim Hoffman is a financial advisor at Edward Jones in Bonita Springs, FL, holding the CFP® and ChFC® designations with 32 years of industry experience, all with Edward Jones since 1994. She serves as a board member of the Wilson Botanical Gardens in Wilson, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Vincent Suter is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the Wisconsin Chapter of the PGA of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Linda Natale is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and implements customized portfolios through a combination of in-house and third-party investment managers with options for tax management and responsible investing.

Jorge Calleja is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Calleja serves as a committee member with the Shelter for Abused Women and Children. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning and access to a wide range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Arthur Sconochia II is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel Nicolaus & Co. Inc. in 2021. Outside of his advisory role, he serves on the Endowment Board of St Mary High School in Monroe, MI. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, offering asset allocation and planning guidance intended as a basis for client decisions.

Richard Coppola is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 following a decade of experience in the financial services and banking industry. In his current role, Richard manages relationships and specializes in traditional and alternative investments as well as concentrated stock strategies. He holds the position of Global Institutional Consultant and Portfolio Manager at Merrill, where he manages personalized or defined investment strategies on a discretionary basis for clients. Richard's expertise encompasses corporate executive services, executive compensation, institutional consulting, services for endowments, foundations, and non-profits, defined benefit plans, managing new wealth, philanthropic planning, socially responsible and ESG investing, and tax minimization. His educational background includes a Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Harvard Business School. He has earned the Chartered Financial Analyst (CFA) designation and is also qualified as a Certified Public Accountant (CPA). Outside of his professional responsibilities, Richard enjoys football, reading, spending time with his family, traveling, and watching movies.