Kevin Johnson is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including 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 financial planning process supported by firm-approved tools and analysis methods.

Jason Perry is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Janney Montgomery Scott, and Edward Jones. Perry is a founder and owner of SymboliQ Wealth Management and serves on the advisory council for the nonprofit Christy's Cause, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools supported by various managed account programs and third-party strategies.

Peter Maloney is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes over a decade at UBS Financial Services and various roles within Morgan Stanley entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and structured processes.

Patrice Kaufman is a Senior Financial Advisor with over 20 years of experience in the financial industry. She has developed her career through roles at Merrill, PNC Bank, and JP Morgan, working extensively with ultra-high net worth clients. Patrice returned to Merrill after gaining a breadth of experience and focuses on providing comprehensive wealth management services that align with clients' needs and market conditions. She utilizes investment insights from Merrill Lynch Wealth Management alongside banking solutions from Bank of America to support clients in diverse financial matters. Her expertise spans areas including college and education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies tailored for women and small business owners. Patrice is dedicated to helping clients gain clarity and confidence in their financial futures, particularly supporting women navigating significant life transitions. Patrice holds a Bachelor's degree in Economics and Business from Montclair State University and holds the Personal Investment Advisor (PIA) designation. Beyond her professional work, she is involved in several community organizations such as Fostering Success, Harry Chapin Food Bank, Meals of Hope, and Toys For Tots. Patrice also participates in professional and social organizations including the Naples Ladies Power Lunch and the Naples Woman's Club. Her personal interests include cooking, tennis, yoga, Pilates, and traveling.

William Slepcevich is a financial advisor with OSAIC based in Naples, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has worked at firms including Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, Fortitude Advisory Group, and Eagle Strategies. Outside of his advisory work, he is involved with SlePcevich Financial Group, where he discusses and sells life and disability insurance. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a platform offering brokerage and advisory services, financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization supported by various risk management tools.

Kimberly Mazziotti is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo Clearing since 2017, following a one-year tenure at ARG, Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notably broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Wayne Achey is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in portfolio management services, individual and corporate investment strategies, and retirement income planning. Wayne is a Portfolio Manager who constructs and manages personalized investment strategies, incorporating individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. Clients may grant him discretion to adjust portfolios to meet their evolving financial goals. Wayne's approach begins with interviewing clients to understand their needs and goals, allowing him to custom design portfolios tailored to each individual's situation. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from Syracuse University in 1985 and a Master of Business Administration from Lehigh University in 1990. Outside his professional work, Wayne enjoys biking, camping, and skiing. He lives in Naples, Florida, with his wife, Karen, and they have three grown children.

Peter Sorensen is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and various securities licenses, and has worked at firms including Sagepoint Financial, Inc. and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and manages multiple financial and employee benefits businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

John O’Brien is a financial advisor with Charles Schwab in Naples, FL, holding a Series 63 designation and 24 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2002 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and multi-asset model portfolio approach.

Andrew Willis is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been working with high net worth individuals, select families, and businesses since 2001, focusing on developing long-term planning strategies to help clients manage their personal and business finances effectively. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, employee financial health, personal retirement planning, philanthropic planning, tax minimization, and retirement income. Andrew has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor (CPFA), and Certified Private Wealth Advisor (CPWA). He holds Series 7 and Series 66 FINRA registrations and is licensed as an agent for Life, Accident, and Health Insurance. He holds a Bachelor's degree from Villanova University and a Master's degree in Finance and Marketing from Saint Joseph's University. Andrew has been named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 through 2026. Outside of his professional career, Andrew enjoys gardening, golfing, and traveling. He is involved with The Academy of Notre Dame de Namur.

John Arena is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2022. In his role, he focuses on helping clients and their families grow and protect their wealth, make investment decisions, and simplify their financial lives. Prior to joining Fidelity Investments, John worked as a Regional Sales Consultant at Prudential from 2018 to 2022. He began his career in financial services as a Financial Advisor at Merrill Lynch from 2016 to 2018. Outside of his professional work, John engages in board games, family activities, movies, parenthood, reading, and volunteering.

Shamrock Munoz is a Financial Advisor at Merrill Lynch Wealth Management. He serves high-net-worth individuals, business owners, and professionals, helping them navigate complex financial decisions such as investment management, tax-efficient wealth strategies, and business liquidity events. Shamrock's approach focuses on portfolio optimization, risk management, and behavioral finance to support clients through market cycles. With a decade of experience in the financial services industry, Shamrock began his career in banking before joining Merrill in 2023. He holds a Personal Investment Advisor (PIA) designation and an Associate's Degree from Palm Beach State College. He is bilingual in English and Spanish and emphasizes financial education, frequently working with local families and small businesses to improve financial literacy. Outside of his professional role, Shamrock enjoys boxing, cooking, music, reading, and spending time with his family. His client-centered philosophy is to uncover what matters to clients and their families to create strategies that pursue their financial goals.

Connor Johnson is a financial advisor at Stifel with five years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Creative Planning, Lockton Companies, and Bank of Prairie Village. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Daniel Hawley is a financial advisor with Raymond James & Associates in Naples, FL. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Hodges University for several years and was a partner and owner of a business sourcing and selling products via Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 in Naples, FL, with 43 years of industry experience. His prior firms include UBS Financial Services, Citigroup Global Markets, and Wells Fargo Clearing. He serves as a co-trustee of a family trust in Fort Lauderdale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and tools.

Alton Davis Jr. is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked at Morgan Stanley since 2016, including Morgan Stanley Private Bank, and previously spent 16 years at UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools in its process.