Stephen Macko is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley and its affiliated entities since 2009. Macko is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Gerta Likrama is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Wells Fargo for five years and at Kilwin's of Naples for six years. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and investment research.

Harold Lauber is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. His prior roles include positions at Herbert J. Sims & Co. Inc. and Ameriprise Financial Services Inc. He has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Adam Boole is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at the University of Florida from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and models.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Angelo Amitsis 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 previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2025. He serves on the board of the Upper Montclair Country Club in Clifton, NJ. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses a structured discovery approach and advanced modeling tools to support client strategies.

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2004 to 2011. He serves as co-trustee for his spouse's revocable trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions through a large network of financial advisors.

Juan Ocanas is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley Wealth Management since 2014 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Naples, FL. 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 tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools with firm-approved methodologies to help clients develop financial plans.

Laura Ross is a financial advisor with Wells Fargo Advisors in Naples, FL, holding the CFP® designation and Series 63 and 65 licenses. She has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 uses proprietary research and tools to develop tailored client recommendations.

John Hudspeth is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008 and concurrently with Bank of America, N.A. since 2011. Outside of his advisory role, he owns several LLCs involved in real estate investment and rental property management. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities alongside tax-focused investment solutions.

Daniel Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. 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 a structured planning process supported by firm-approved tools and modeling techniques.

Timothy Agne is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been working in the financial services industry since 2017, gaining experience in various capacities including Financial Consultant at TD Ameritrade from 2020 to 2023, National Support Consultant from 2018 to 2020, and Investor Services Representative from 2017 to 2018. Timothy partners with individuals and families to understand their life and retirement goals, collaboratively creating financial plans and implementing strategies to help improve or maintain their financial trajectory. He focuses on reducing the stresses associated with managing finances and aims to help clients spend less time managing portfolios so they can focus on activities they enjoy. Outside of his professional work, Timothy has interests that include baseball, bowling, golf, movies, table tennis, and traveling.

Jeffrey Anderson is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and alternative investment due diligence.

Jennifer Bankar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has previously worked at Truist Investment Services, Bank of America, and Chase. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with tax-efficiency analysis and uses algorithmic automation overseen by a dedicated team to generate tailored retirement income recommendations.

William Tafel Jr. is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2004. Wells is also the owner of WCI Capital Corporation, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with unique offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Raymond Sullivan is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked in the industry since 2004, including prior roles at Merrill and Ameriprise. He is based in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through advisor meetings and client summary letters.

Juliane Werner is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and various Wells Fargo entities since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and offers both brokerage and advisory solutions.

Kenneth Chapin is a CFP® professional with 43 years of industry experience, currently associated with Stifel. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 14 years at UBS Financial Services Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Brian Chilton is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in managing several real estate investment entities in Massachusetts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services primarily in an advisory capacity.