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.

Darrell Brown is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including SunTrust Advisory Services and Pinnacle Bank. He is based in Naples, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of advisory work, she has ownership interests in a metal finishing company and agricultural land, and manages estate planning and trust funds through her own firm and trustee roles. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm uses proprietary research and tools to develop recommendations, with clients choosing whether to implement them through various brokerage or advisory programs.

Nancy Gillespie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James since 2022, following 13 years at Morgan Stanley and two years at Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

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 financial advisor with Osaic Wealth, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Osaic in 2025, he spent 27 years at Lincoln Financial Advisors Corporation. He serves on the Wilderness Country Club Strategic Planning Committee, a volunteer role involving community planning for his local golf club. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization with a range of customizable investment strategies.

Philip Ardelean is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Citigroup, Thrivent Financial, and LaSalle Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

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.

Robert Leverte III is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading the Leverte Group which comprises multiple advisors and operations professionals. The team is structured to support clients across different generations, assisting them during their careers, throughout retirement, and with family wealth management strategies. With over thirty years of industry experience, Robert initially worked for twelve years as a mechanical engineer before transitioning to financial advisory roles. He joined Merrill Lynch Wealth Management in 2006 after fourteen years at Smith Barney. His expertise includes college education planning, liquidity management, philanthropic planning, tax minimization, and retirement income planning. Robert holds a Bachelor of Science degree in Mechanical Engineering from Villanova University and an MBA in Finance from Pepperdine University. He has earned the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® designation from the Investments & Wealth Institute at the Wharton School of Business Management. He also holds designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Robert enjoys boating, cooking, golfing, woodworking, and yoga. He contributes to the community by coaching junior high boys basketball teams and volunteering with various charities, including donating and captaining his boat for events on the lake.

Deborah Bohn is a financial advisor with Robert W. Baird & Co. Inc. in Naples, Florida, holding a Series 63 designation and 31 years of industry experience. She has been with Robert W. Baird & Co. since 2003. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers tailored financial planning and portfolio management services using a variety of strategies, including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside investment banking and trust capabilities.

Fred Scheller is a financial advisor with OSAIC in Estero, Florida, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and his own Scheller Financial Services. Outside of advisory work, he co-owns an online retail business and manages a grape vineyard with his wife. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with comprehensive financial planning and various managed portfolio options, emphasizing model-based asset allocation and portfolio optimization.

Jose Alvarez is a financial advisor with LPL Financial based in Naples, FL, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Suncoast Credit Union, Northwestern Mutual, Morgan Stanley, and Israel Discount Bank. He is also an adjunct professor at Ave Maria University, teaching investment-related courses. 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 advisory and brokerage services, including financial planning, managed portfolios, third-party asset management, and institutional platforms.

Michele Kief is a financial advisor at Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and is a manager of Millennium Executives LLC, an investment-related business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions through a large network of advisors and extensive assets under management.

Ryane Kavanagh is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Outside of advising, she is involved in rental property ownership alongside Christopher Kavanagh. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Barbara Doyne is a financial advisor with MML Investors Services, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has previously worked at MassMutual Life Insurance Company, LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, and First Command Advisory Services. Outside of advising, she serves as secretary on the board of Hudson Creek Canines. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers services including educational seminars and specialized planning programs.