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.

John Peluso is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns Jack Peluso Lighthouse Advisors Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

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.

James Belknap is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has been with UBS since 2009. Belknap also serves as a trustee for multiple family-related trusts. 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 client plans.

Stephen Braun Jr. is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Based in Naples, FL, Braun has extensive experience within the firm’s wealth management divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to assist clients, while generally acting in an advisory capacity without providing individual security recommendations.

Hc Willenbrock III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 42 years of industry experience. He has been with UBS since 2013 and serves as an arbitrator on the NYSE Arbitration Panel, including roles with FINRA and the NYSE. Additionally, he chairs the Junior Golf Committee for the Colorado Golf Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers advisory services supported by proprietary research and model-based asset allocations.

Robert Cunningham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings close to 50 years of experience in financial advising, having transitioned from a career as a chemical engineer to finance after earning his MBA. Robert began his financial advisory career with an investment banking firm in Detroit and has since specialized in delivering personalized wealth management strategies tailored to each client’s unique needs. His areas of expertise include college education planning, corporate benefits, divorce transition planning, retirement income, tax minimization, portfolio management services, and consulting for defined contribution plans. Robert holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from Adrian College and a Master of Business Administration from Wayne State University. In addition to his professional commitments, Robert serves on the Board of Trustees for Adrian College and is involved with Leader Dogs for the Blind. His personal interests include football, golfing, spending time with his family, traveling, and watching movies.

David Retkowski is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with Edward Jones since 2009. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christina Linares is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. She has worked at Merrill since 2022 and previously held positions at Bank of America, Florida Southwestern State College, and various retail and hospitality firms. Linares serves as a board member for The Together Project Corp., a nonprofit supporting low-income families in Southwest Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Scharf is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm’s approach involves structured discovery conversations and firm-approved planning tools, with plans utilizing various modeling techniques to project outcomes.

Frank Palulis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also the owner of Merriweather Money Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

James Shelden Jr. is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he spent 26 years at Citigroup Global Markets. He serves as treasurer for the 19th Fairway Homeowners Association. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process.