Connor Johnson is a financial advisor at Stifel with 5 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Creative Planning, Lockton Companies, and Bank of Prairie Village. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Daniel Hawley is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has prior work experience with Hodges University and the United States Air Force. Outside of his advisory role, he is a partner and owner of a business that sources and sells products through Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Mark Zeller is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as a board member and secretary for the Jack Martin Fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Christine Stefanides is a Planning Consultant with Fidelity Investments, where she works collaboratively with clients to develop financial plans aimed at supporting their financial goals. She has been with Fidelity Investments since 2024, progressing through roles from Financial Representative to Relationship Manager before assuming her current position in 2026. Her professional experience spans multiple roles within Fidelity Investments, providing her with a broad understanding of financial planning and client relationship management. Information about her education and credentials is not provided. Outside of work, Christine enjoys spending time at the beach, attending concerts, engaging in fitness activities, and participating in social events with friends.

Danielle Osborn is a Series 66 licensed financial advisor with UBS Financial Services in Bonita Springs, FL, where she has worked since 2013. She has nine years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Halie Stewart is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has held roles at Merrill since 2021 and is currently based in Bonita Springs, FL. Outside of finance, her background includes experience in various service and hospitality positions, including work at Kava Culture Kava Bar and Barra Rossa Ristorante. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Andrew Banks is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2010. He also serves as co-trustee of a family trust in Fort Lauderdale, Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk, and wealth-transfer planning. The firm supports advisors with proprietary research and tools, delivering tailored recommendations through discrete planning engagements.

Alton Davis Jr. is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials. He has 38 years of industry experience, including 16 years at UBS Financial Services and 10 years at Morgan Stanley and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jeffrey Freeman is a CFP® with 23 years of industry experience, currently affiliated with Cetera. He has an extensive background in tax preparation and wealth management, having been an owner and operator of Craun Freeman Tax & Wealth Management since 2000. Freeman has also been involved in managing a charitable foundation and coordinating marketing efforts for a multi-advisor wealth management entity. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Carl Piacelli is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques to develop financial plans.

Anthony Horan Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has worked with Triad Advisors, Inc. and Gitterman Wealth Management since 2015. Horan maintains an active role as a financial advisor at Gitterman Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates proprietary capital market research, model-based asset allocations, and institutional trading capabilities to support customized financial planning and portfolio management.

John Ferry is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He has worked with several firms, including First Allied Advisory Services and Cetera Advisors. Outside of his advisory role, Ferry volunteers with a nonprofit organization and serves as treasurer for a homeowners association. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kimberly Larson Collins is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has been affiliated with Wells Fargo entities since 2009. Outside of her advisory role, she has ownership interests in businesses related to agriculture land and metal finishing, and she manages estate planning and trust funds through Kal Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Nancy Gillespie is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley since 2009 and joined Raymond James & Associates in 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Michelle Mayer is a Private Wealth Advisor affiliated with Merrill Private Wealth Management. She leads MBA Private Wealth, a wealth management team with offices in Naples, Boston, Washington, D.C., and Atlanta, serving ultra-affluent individuals and families with a comprehensive approach to managing their financial affairs. Michelle focuses on integrating multiple aspects of her clients' financial lives to assist families in thoughtful financial planning. Michelle's professional experience spans retirement strategy, asset allocation, asset location, multi-generational trust and estate planning, business succession planning, and tax-sensitive investment management and wealth transfer strategies. Before joining Merrill Private Wealth Management, she was a Director at Barclays Wealth and a Principal with Alliance Bernstein LP. She began her career in 1997 practicing tax and trust & estate law at DLA Piper US LLP in Baltimore, Maryland. She holds a Bachelor of Arts degree, Summa Cum Laude, in German and Politics from Wake Forest University and a Juris Doctor degree from Georgetown University Law Center, where she served as an Editor of The Tax Lawyer publication focusing on tax and business law. Michelle is also a Personal Investment Advisor (PIA). In her personal time, she enjoys adventure sports, cooking, football, running marathons, skiing, swimming, traveling, watching movies, and spending time with her family. She resides in Naples, Florida.

Austin Woody is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he has been involved with a real estate rental business in Ooltewah, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Thomas Bulloch is a Series 63 registered financial advisor with 36 years of industry experience. He has been with Osaic Wealth, Inc. since 2025 and previously worked for Lincoln Financial Advisors Corporation for 27 years. Bulloch serves as a trustee agent for his wife's revocable trust and participates as a member of the Wilderness Country Club Strategic Planning Committee in Naples, FL. OSAIC Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various portfolio construction tools and access to third-party money managers.

Philip Ardelean is a financial advisor with J.P. Morgan Securities in Naples, Florida, holding Series 63 and Series 65 credentials and having 12 years of industry experience. His prior roles include positions at Citigroup, Thrivent Financial, and LaSalle Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Teri Conklin is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with UBS since 1981 and has also served as a swim coach at New Trier High School since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Robert Roe is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at BMO Harris for five years. 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 fee-based financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.