Steven Porter is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on building solid, long-term relationships by being fundamentally involved in his clients' financial lives, understanding their needs, and seeking efficient and timely solutions. His approach to wealth management emphasizes long-term perspectives, encouraging clients to concentrate on controllable factors such as investment quality, holding periods, and portfolio diversity. Steven believes that wealth strategies should be tailored to the unique goals and circumstances of each individual. Steven's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor℠ (CRPC) designation and the Personal Investment Advisor (PIA) credential. He completed an Accredited Certificate Program from the College for Financial Planning and continually engages in professional development courses to stay current with evolving financial trends and strategies. In addition to his professional focus, Steven enjoys biking, golfing, spending time with his family, traveling, and watching movies. His background also includes experience as a frequent speaker for Merrill, training fellow advisors on retirement planning topics. He has been recognized in Forbes' 2017 "America's Top Wealth Advisors," Forbes' 2018 "Best-in-State Wealth Advisors," and Barron's 2018 "America's Top 1,200 Financial Advisors: State-by-State" lists.

Michael Leverton is a CFP® with 18 years of industry experience, currently serving at Morgan Stanley in Naples, FL. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He serves on the finance committee of the Hoogland Center for the Arts in Springfield, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Cody Hartley is a Senior Financial Advisor with extensive experience in wealth management, primarily serving affluent families with multi-generational wealth planning needs. His clients come from diverse backgrounds, including entrepreneurs, multi-generational business owners, doctors, and philanthropists. In his role, Cody focuses on understanding client goals and designing plans that leverage the resources of Bank of America and Merrill Lynch Wealth Management to address complex financial planning needs. He is also a co-owner of ZH Wealth, where he oversees daily team operations and co-leads the Wealth Planning and Investment Committees. With over 18 years in the financial industry, including significant tenure at Merrill and experience with a large regional bank, Cody applies direct and transparent planning methods to provide clear services and solutions that anticipate client needs. He holds multiple professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree in Economics and History from Oberlin College. Cody resides in Naples, Florida, with his wife Jacqueline, son Otto, and their pug, Hodor. His personal interests include golfing, pickleball, boating, and well-planned travel. Additionally, he and his wife are involved with various local and national charitable organizations.

Gary Crisci is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as president of the Banyan Woods Master Homeowners Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory work with other financial products and referral channels.

David Schneeweiss is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Chair of the Board of Directors for the Masonic Medical Research Institute in Utica, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Katherine Carman is a financial advisor at Merrill with Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at Merrill since 1984 and has been affiliated with Bank of America, N.A. since 2011. 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, pension plans, corporations, and charitable organizations.

Katherine Herrlich is a Wealth Management Advisor with The Gursoy Group at Merrill Lynch Wealth Management in Naples, Florida. Since joining the team in 2014, she has worked alongside her father, Dave, and sister, Jennifer, as part of a multigenerational family advisory team. Katherine specializes in serving business owners, corporate executives, and multigenerational families, providing a range of family wealth services including legacy planning, retirement income strategies, and family education through investment meetings and financial workshops. With a background in mathematics from the University of Florida, Katherine utilizes her analytical skills to develop customized financial strategies tailored to her clients' unique goals. She holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Investment Management Analyst® (CIMA®). In her role, she also manages discretionary portfolio strategies incorporating various investment vehicles and oversees insurance-related wealth transfer and protection plans. Katherine resides in her hometown of Naples with her husband, Tom. Outside of her professional work, she is involved in community organizations supporting animals, such as the Naples Therapeutic Riding Center and the Humane Society of Naples. She enjoys spending time with family and friends, as well as outdoor activities like biking, skiing, and going to the beach.

Richard Grows is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2007. He serves on the Board of Directors for St. Matthew's House, an organization providing shelter, food, and rehabilitation services to individuals in need. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Stephanie Nilsen is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through Corporate Financial Planning agreements.

Mandy Goins is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been active in the financial services industry since 2003, bringing over a decade of experience to her current position. Prior to joining Fidelity Investments, Mandy served as a Senior Client Associate at Merrill Lynch from 2003 to 2018. Her approach to financial advising emphasizes process, planning, and discipline, which she applies daily to deepen client relationships and support business growth. Mandy focuses on maintaining organization in her workflow and strives to exceed expectations, particularly under pressure. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Edward Klarman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following a 14-year tenure at Sagepoint Financial, Inc. Additionally, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and investment platforms.

Robert Edwards is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Prudential Equity Group and Wells Fargo Clearing. He is also co-trustee for the Peter Edwards Family IR Trust and owns Edwards Asset Management LLC, where he dedicates significant time managing investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. Advisors use firm research and tools to develop tailored recommendations, providing clients with planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Jenna Pezzano is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Charles Schwab Bank, Charles Schwab Premier Bank, Prosperity Advisors, and several years in education and the restaurant industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Martin Goldenbaum is a financial advisor with Wells Fargo Clearing in Naples, Florida, holding Series 63, 65, and 66 licenses and five years of industry experience. He has worked at Wells Fargo Bank since 2015 and joined Wells Fargo Clearing in 2026. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Paul Saad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior firms include Bank of America, Merrill, Morgan Stanley, and BB&T. He is based in Naples, FL. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeanpierre Holland is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corporation prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Richard Weisberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 15 years and is currently the owner of Weisberg Wealth Management, LLC. Weisberg serves as a committee member for several nonprofit organizations focused on mental health and behavioral health funding and community engagement. 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 institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a broad advisor network.

Dominic Manziano is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked in educational roles at Florida State University, Gulf Coast High School, and Oakridge Middle School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial product offerings.

Remington Bartlett is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including scenario modeling by the Global Investment Committee, and generally acts in an advisory role without providing specific security recommendations.

Denine Bergeland is a Certified Financial Planner (CFP®) with 38 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, previously holding roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.