James Cassa is a financial advisor with LPL Financial in Estero, Florida, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets for five years. He is also involved in providing continuing professional education credits to CPAs through licensed training programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, combining advisory services with broad non-advisory financial products and oversight of significant discretionary assets.

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 with Osaic, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and MSI Financial Services. Outside of advising, she is the president and founder of Bonnie Bailey Dyslexia Awareness, a nonprofit organization, and serves on the board of Your Community Foundation, participating in its finance and animal welfare committees. She is also a general partner in a completed film project called Summer. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm utilizes a model-based investment process incorporating asset allocation, portfolio optimization, and risk assessments, and provides discretionary management, third-party manager options, and proprietary investment models.

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 in Estero, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Ameriprise Financial Services, Inc. He is also the owner of Advize Planning Partners, an LLC that provides business consulting to business owners using Biz Equity to assess business value. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies across multiple custodial and legacy program arrangements.

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 has 41 years of experience serving successful families, entrepreneurs, athletes, and coaches by delivering customized strategies to simplify complex financial lives. He leads a team of private wealth advisors and is part of Merrill's Sports and Entertainment Program. Gregor's career began in 1985 as a Financial Advisor with Thomson McKinnon Securities, Inc., and prior to Merrill, he served as Managing Director at McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and completed the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. Professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's, Financial Times, and Forbes for his advisory work. Gregor has served on the boards of the Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, and the V Foundation for Cancer Research. He resides in Carmel with his family and enjoys activities such as baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with 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.

Loren Sydney is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by extensive research and portfolio management resources.

Ashley Chouinard is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, she worked at UBS Financial Services, Edward Jones, Raymond James, and Midland Trust. Before her career in finance, she held roles in the hospitality industry and education. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Sanborn is a financial advisor with Wells Fargo Clearing based in Naples, FL. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including seven years with Wells Fargo Bank N.A. prior to joining his current firm. 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 and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Steven Karlik is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is involved in other business activities including life and health insurance sales and life settlements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative and goal-oriented planning engagements.

Janice Charles is a financial advisor with Wells Fargo Clearing in Naples, FL, holding CFP®, Series 63, and Series 65 credentials and 37 years of industry experience. Her career includes prior roles at Fidelity, Northwestern Mutual Investment Management, Money Strategies, LLC, and USI Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm operates on a large scale with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Jared Smith is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role beginning in 2023, he worked at Carnegie Mellon University from 2019 to 2023 and taught at the junior high and high school levels from 2013 to 2019. He is also involved with Clarity Wealth Insurance Solutions LLC as a wealth advisor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, covering areas from retirement and education planning to niche services like business-owner transition and special-needs analysis.

Algis Strikas is a Private Wealth Advisor at Merrill Private Wealth Management, where he leads a team advising some of the wealthiest families, business owners, corporate executives, and foundations across North America. His focus is on constructing investment strategies that address clients' short-term liquidity needs while maximizing long-term financial goals. His client focus areas include family wealth management strategies, managing new wealth, portfolio management services, and tax minimization. With over thirty years of experience, Algis has offered customized advice on a broad range of wealth management issues. He joined Merrill Private Wealth Management in September 2000, after spending 15 years in the Private Client Services Group at Goldman Sachs. He began his career at Unocal. Algis holds a Bachelor of Science degree in Engineering from the University of Illinois and a Master of Business Administration in Finance from the University of Chicago. He also holds several FINRA registrations and the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Algis is involved with the Boy Scouts and enjoys basketball, biking, chess, football, and golfing.

Robert Snyder is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Wells Fargo Clearing, FIFTH THIRD SECURITIES, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Naples, FL. 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 range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Rodric Mackay is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates, Inc. since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.