Jose Sierra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A. and Merrill, and before entering the financial sector, he spent eight years at T-Mobile USA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management, including unique offerings like insurance-related investment vehicles and bank deposit sweep options.

Kelly Potter is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2017. Prior to that, she spent time at Lincoln Investment and Wexelbaum Financial. Outside of finance, she has been involved with LuLu B's Grill & Cafe for over 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Mark Carroll is a financial advisor at LPL Enterprise with over 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for three decades. LPL Enterprise serves a diverse client base, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of financial products through an integrated platform.

Curt Edwards is a financial advisor with LPL Financial in Naples, FL, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior roles include positions at Wilmington Trust, JPMorgan Securities LLC, JPMorgan Chase Bank NA, Infinex Investments Inc., Finemark National Bank & Trust, and Sabadell Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and both discretionary and non-discretionary management approaches.

Peter Dutcher is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2012, as well as Bank of America, N.A. since 2022. Outside of his advisory role, he works part-time as a rideshare driver for Uber and Lyft. Merrill, along 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 a range of individual and institutional clients.

Daniel Lampe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His career includes over a decade at Wells Fargo entities in various advisory and clearing roles. Outside of his advisory work, he has ownership interests in multiple wealth management and insurance-related businesses based in Naples, FL, as well as a partial ownership in a second home entity. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations delivered through discrete planning engagements.

Gregory Skrabonja III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with Invest Financial Corp. and over 30 years at Investment Concepts. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Mielke is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Henry is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

James Konuk is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Clinton Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2010 and has additional roles within affiliated entities dating back to 2000. Outside of his advisory work, Wilson serves as president of Smart Assets Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting client implementation through various advisory programs and maintaining a broad network of advisors.

Jennifer Wilfong is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and manages rental properties through LLCs in Indiana and Florida, including short-term rentals. 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, institutions, and charitable organizations.

John Williams is a financial advisor at Morgan Stanley with 41 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, National Association since 2015. He serves on the Finance Committee of The Metropolitan Club of Washington, DC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, with a broad range of retail and institutional offerings.

Frank Hujsa is a CFP® professional with 17 years of experience in the financial industry, currently associated with Raymond James Financial. He previously worked at Suntrust Investment Services, Inc. from 2010 to 2019. Hujsa also holds agent positions at multiple insurance-related businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Frederick Cyprys is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he is a consultant with Evergreen Consulting and serves on the board of directors for enhancedcare, inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining his current firm. He also serves as executor and trustee for his mother’s trust. 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, offering a broad range of planning solutions tailored to clients’ needs.

Sam Semaan is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he is a founding partner and co-manager of the Strategic Wealth Group. The group operates as a family-office style investment group focused on serving a limited number of successful families and businesses. Sam works closely with clients including families considering intergenerational wealth transfer strategies, business owners planning exit strategies, and family offices regarding structure and governance. Sam has been in finance since 2007 and has experience in private equity, investment banking, and commercial mortgage-backed securities underwriting. Prior to joining Merrill Lynch, he was responsible for all aspects of merger and acquisition transactions for middle market private companies and sourced and analyzed acquisition opportunities in private equity. He holds a B.S. in Neuroscience with a minor in Business and an MBA in Finance, both from the University of Miami. Sam holds several professional designations including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Sam grew up and currently resides in Naples, Florida, with his wife Claudia, a clinical pharmacist, and their three children. He is actively involved in the community and holds positions such as serving on the Advisory Council for the Bascom Palmer Eye Institute and founding the Cedar Club of Naples. He has also served as President of the Finance Executives Roundtable. His personal interests include spending time with family, pickle ball, padel, sporting clays, and church activities.

David Brown is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both advisory and brokerage capacities.

Anuradha Sarin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, she was involved with the Hippocampus Reading Foundation and the Micrograam Peer to Peer lending platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.