Stefan Andrews is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns an automotive service business and works as a business coach for owners facing organizational challenges. OSAIC serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing various portfolio construction tools and multiple third-party partnerships to manage assets across a broad range of investment types.

William Meador is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

Guy Steele is a CFP® and ChFC® with 37 years of industry experience, all at Edward Jones since 1988. He is based in Naples, FL. Outside of his advisory role, he produces a weekly public Sinatra radio show that airs on purejazzradio.org. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Connor Gurt is a financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at FineMark National Bank & Trust, Venture Visionary Partners, and the Federal Reserve Bank of Philadelphia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Darryl Young is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as the 2nd Vice-President on the board of the Waterways Home Owner Association. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and a network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kyle Kennedy is a financial advisor with OSAIC in Naples, Florida, holding a Series 66 credential and four years of industry experience. Prior to joining OSAIC in 2023, he worked at Fidelity Investments, FSC, and Equitable Advisors LLC. Outside of finance, he has been involved in the restaurant industry as a server at Jimmy P's Burgers & More since 2018. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, institutional clients, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing a variety of portfolio construction tools and multiple third-party platforms.

Tate Haire is a CFP® professional with 21 years of industry experience, currently serving at Morgan Stanley since 2019. His prior experience includes roles at Boston Private Wealth LLC and Steelebridge Private Wealth Advisors LLC. Outside of advisory services, he owns and manages several family-owned entities related to land and property holdings in North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and a broad range of investment solutions.

Nicholas Maurillo is a Series 66-licensed financial advisor with UBS Financial Services in Naples, FL, where he has worked since 2013. He has 13 years of industry experience. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of various investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

De Andre Wells is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. for 15 years. Outside of his advisory role, he serves as a power of attorney for an unrelated fiduciary entity in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Zeiler is a financial advisor at Edward Jones in Naples, FL, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in his own advisory practice and held roles in independent laboratory sales and entrepreneurial ventures, including leadership positions at God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a network of more than 23,000 financial advisors and offers a variety of investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

William Shoaf Jr. is a CFP® professional with 30 years of industry experience, currently serving with Wells Fargo Advisors since 2024. He has spent over a decade in various roles within Wells Fargo’s affiliated entities, including Wells Fargo Clearing. Outside of his advisor work, he owns and manages Shoaf Wealth Management, operating as both an S corporation and an LLC. 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. The firm offers a broad planning menu tailored to clients meeting net-worth thresholds, using proprietary research and tools to develop customized recommendations.

David Pappas is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a nonprofit organization where he oversees the collection and disbursement of funds. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Deegan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Obrien is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has worked at Cetera Advisors LLC since 2015 and joined Cetera Investment Advisers in 2024. Outside of his advisory work, he is a character actor and runs a website related to his acting career. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Kerry Horne is a financial advisor with Raymond James Financial in Estero, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Raymond James since 2009 and also serves as a trustee since 2012. From 2010 to 2020, he operated a business called Kerry Horne House Of Feathers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and modeling tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Julie Mcfalls is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has spent fifteen years in the financial industry, beginning her career in banking and lending before transitioning to investments in 2008. Her primary focus is on wealth planning and assisting clients through life transitions. Julie holds Series 7, 65, and 63 FINRA registrations, along with Variable Annuities, Life, and Health licenses. She also holds the Personal Investment Advisor (PIA) designation. Born and raised in Naples, Florida, Julie earned a Bachelor's Degree in Business Administration and Economics from Hodges University. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, retirement income, socially responsible and ESG investing, small business strategies, and women and wealth. Julie is involved in her community through activities such as the Estates Show Series, Off the Track Thoroughbred Rehab and Training, special needs equestrian therapy, and teen mentorship programs. Outside of work, she enjoys fishing, horseback riding, traveling, yoga, and spending time with her family.

Logan Norris is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Retirement Advisors, Inc. and Cetera ADVISORS LLC, and has also worked outside finance as a server at Stir Crazy Restaurant. In addition to his advisory role, he is an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Dalia Marshall is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018. Her prior experience includes roles at JP Morgan Chase and Fifth Third Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with a broad offering of retail and institutional investment services.

James Hemenway is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates and its predecessor entity since 2005. Outside of his advisory role, he is a co-manager and partner of a rental real estate LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with various portfolio management styles and firm-supported research.

Joel Mc Koan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was founder and Chief Investment Officer of Royal Harbour Capital LLC, a private investment company that is currently being wound down. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.