Jeffrey Lofgren is a Senior Financial Advisor with Merrill Lynch Wealth Management in Naples, Florida, where he has worked since 1984. In his role, he serves clients by helping them navigate a broad range of products and services. He emphasizes understanding each client's goals, suitability, and risk tolerances to address the challenges presented by dynamic markets. Jeff holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Valparaiso University. He conducts annual reviews of portfolio performance and expenses to maintain transparency and foster trust in his client relationships. Additionally, Jeff upholds Merrill Lynch’s tradition of community involvement through volunteering with local organizations.

Laura Groves is a Planning Consultant at Fidelity Investments, where she has been working since 2020. In her role, she collaborates with clients to develop retirement plans tailored to their individual needs and goals. Prior to her current position, Laura held roles including Senior Relationship Manager at Fidelity Investments from 2016 to 2020, and Senior Client Service Associate positions at Wells Fargo Advisors and UBS. With nearly 30 years of experience in the financial services industry, Laura has developed expertise in client relationship management and financial planning. Her career spans various roles at firms such as Fifth Third Securities, WNY Asset Management, Morgan Stanley, and Salomon Smith Barney. Outside of her professional life, Laura enjoys fitness and horseback riding.

Tammy Laurent is a financial advisor with Edward Jones in Naples, FL, holding a Series 63 designation and having 36 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1989. Outside of her advisory role, she is involved in book publishing through ownership of Trekker Enterprises LLC and Moonlight Press LLC and is a part-owner of two golf courses in Minnesota. She also participates as a motivational speaker for the agriculture industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

George Bryan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the investment committee of the First Presbyterian Church in Brentwood, Tennessee, where he contributes to asset allocation guidelines. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Yolanda Vasquez is a Series 63 licensed advisor with Wells Fargo Clearing, based in Naples, FL, and has 11 years of industry experience. She has been with Wells Fargo Clearing Services, LLC since 1989. Outside of her advisory role, she is a notary public in Naples. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Joseph Saphia is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Mark Wingerd is a CFP® professional with 34 years of experience in the financial services industry. He currently practices at LPL Financial and previously spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of his advisory work, Wingerd owns several business entities related to tax and investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Christopher Rossi is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been associated with Merrill since 1986 and Bank of America since 2009. Outside of his advisory work, he is involved in a family-held yoga franchise, Xponential Fitness, as a partner. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Christina Frerks Inslee is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She holds professional designations as a Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC). Christina has been assisting clients with determining their long-term financial goals and implementing strategies since 1982. Her expertise includes educating clients, creating, growing, and preserving wealth, as well as customizing plans for the accumulation and distribution of assets during their lifetime, retirement, and through their estate in tax advantageous ways. Christina works closely with clients' accountants and attorneys to ensure detailed and confidential service. Christina obtained a Bachelor's Degree from Marymount Manhattan College and has completed accredited certificate programs at The Wharton School, College for Financial Planning, and University of Chicago. She is also involved in community activities such as serving as PR Director for Naples Tables and being a member of The League Club in Naples, Florida.

James Cassa is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he provides continuing professional education credits to CPAs through licensed training events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kim Hoffman is a financial advisor at Edward Jones in Bonita Springs, FL, holding the CFP® and ChFC® designations with 32 years of industry experience, all with Edward Jones since 1994. She serves as a board member of the Wilson Botanical Gardens in Wilson, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Rachel Wood is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Virtus Wealth Solutions, Commonwealth Financial Network, Massmutual, and MSI Financial Services. Outside of her advisory role, Wood is the president and founder of a dyslexia awareness nonprofit and serves on the board of Your Community Foundation, participating in the finance and animal welfare committees. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managed accounts. The firm uses a variety of tools and platforms to construct diversified portfolios and supports legacy program transitions and third-party solutions.

Vincent Suter is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the Wisconsin Chapter of the PGA of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Linda Natale is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and implements customized portfolios through a combination of in-house and third-party investment managers with options for tax management and responsible investing.

Jorge Calleja is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Calleja serves as a committee member with the Shelter for Abused Women and Children. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning and access to a wide range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Arthur Sconochia II is a financial advisor at Stifel with Series 63 and Series 65 licenses and 31 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Stifel Nicolaus & Co. Inc. in 2021. Outside of his advisory role, he serves on the Endowment Board of St Mary High School in Monroe, MI. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis developed by its Investment Strategy Group, offering asset allocation and planning guidance intended as a basis for client decisions.

Michael Gluski Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Woodbury Financial Services Inc. Gluski is owner of Advize Planning Partners, a business consulting LLC that helps owners assess the value of their companies using Biz Equity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

Richard Coppola is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2004 following a decade of experience in the financial services and banking industry. In his current role, Richard manages relationships and specializes in traditional and alternative investments as well as concentrated stock strategies. He holds the position of Global Institutional Consultant and Portfolio Manager at Merrill, where he manages personalized or defined investment strategies on a discretionary basis for clients. Richard's expertise encompasses corporate executive services, executive compensation, institutional consulting, services for endowments, foundations, and non-profits, defined benefit plans, managing new wealth, philanthropic planning, socially responsible and ESG investing, and tax minimization. His educational background includes a Bachelor of Business Administration in Accounting from the University of Notre Dame and a Master of Business Administration from Harvard Business School. He has earned the Chartered Financial Analyst (CFA) designation and is also qualified as a Certified Public Accountant (CPA). Outside of his professional responsibilities, Richard enjoys football, reading, spending time with his family, traveling, and watching movies.

Martin Gregor is a Private Wealth Advisor with Merrill Private Wealth Management and the founder of the only Private Wealth Management team located in Indiana. He specializes in serving successful families, entrepreneurs, athletes, and coaches, delivering customized strategies to address their complex financial needs. With a disciplined approach, he and his team focus on preserving multigenerational wealth, pre-liquidity event planning, tax minimization, lifestyle income generation, family governance, and legacy planning. Mr. Gregor began his financial services career in 1985 and has more than 41 years of experience. Before joining Merrill in 2006, he served as Managing Director for McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. His professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's as one of the nation's leading advisors every year since 2009 and was named to the Financial Times Top 400 Advisors list from 2015 to 2018. Since 2018, he has been included in Forbes' "Best-in-Wealth Advisors" list. Mr. Gregor serves on the board of the V Foundation for Cancer Research and has held board positions with Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, among others. He resides in Carmel with his family and enjoys baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with his family, and traveling.

Liz Berg is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In her position, she collaborates with Financial Consultants to understand clients' short- and long-term goals, helping to develop customized financial plans tailored to meet their unique needs. Prior to her current role, Liz served as a Relationship Manager at Fidelity Investments in 2024 and as a Financial Representative from 2021 to 2024. She holds the CFP® designation, reflecting her commitment to financial planning standards and ethics. Outside of her professional work, Liz has personal interests that include cooking and baking, hiking, playing musical instruments, music, reading, and tennis.