Keith Philippi is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously worked at Fifth Third Securities and Fifth Third from 2010 to 2021. Outside of his financial advisory work, he is a co-owner of Brooks Burgers, a restaurant in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to both individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and proprietary tools, managing approximately $2.74 trillion in client assets.

Jennifer Gebeau is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, and she has also worked at Veritable LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analyses.

Ezra Schaffer is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked with J.P. Morgan Securities since 2019 and has additional experience with JPMorgan Chase Bank, N.A., and the City of Naples Airport Authority. Outside of his advisory role, he oversees financial aspects of a residential and commercial cleaning business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG considerations in its recommendations.

Shraig Zisman is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2008. Outside of his advisory role, Zisman operates a sole proprietorship focused on office and operations management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and ongoing manager oversight.

Angela Wright is a Series 66 licensed financial advisor with Morgan Stanley in Naples, FL, with 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Andrew Torto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at Stifel Nicolaus & Company, Inc. for 11 years. He is also the managing partner of Waypoint Wealth Management Group and owner of both TWL Wealth Advisory Group and Ten55 WMG. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through unique affiliations.

Eric Berman is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 license and 12 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as Bank of America and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by the firm’s approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Kenneth Wise is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he spent 15 years at UBS Financial Services. Outside of his advisory work, he is involved in managing a car restoration business and serves on the investment committee for the Bonita Bay Community Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers customized recommendations based on Wells Fargo research and planning tools, with planning engagements typically discrete and tailored to client needs.

Amanda Blair is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a wide range of investment and planning services.

Joseph Reap is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves as managing partner of Cosmo Ventures LLC, a Florida investment property business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Raimondo Saunders is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, TD Bank, and Wells Fargo. Prior to his advisory career, Saunders held positions at La Quinta Inn and Suites and Florida Southwester State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process and a broad range of advisory programs.

Richard Spencer is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley entities since 2009, currently serving at Morgan Stanley Private Bank. Outside of his advisory role, he serves as a board member at Bishop Kearney High School in Rochester, NY, where he is involved in fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning services supported by firm-approved tools and models, serving clients directly and through corporate agreements.

Kevin Birch is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo in 2016. Birch serves as a trustee and distribution adviser for several unit investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research and analytics from Wells Fargo Investment Institute along with third-party databases to evaluate investment options.

Paul Mazziotti is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions supported by research and analytics.

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 CFP® and ChFC® with 15 years of experience in financial advisory. He currently works with LPL Financial and has prior experience at HBKS Wealth Advisors, Global Wealth Consultants, and several other firms. Outside of advisory work, he is involved with Medley Advisory LLC in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining large-scale advisory platforms with various non-advisory financial products.

John Porter is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,700 advisors.

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 financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill since 1999 and has been associated with Bank of America since 2009. Outside of his advisory role, he is involved with Chelca, LLC, a family-held limited liability company originally established for estate planning purposes. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering services such as managed account programs, discretionary portfolio management, brokerage execution, and custody. The firm emphasizes tax-efficient investment strategies and leverages its affiliation with Bank of America to provide integrated capital-markets and banking solutions.

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.