Salwa Ameen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and has been with Wells Fargo Bank, N.A. since 2012. 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 solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emma Crampton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, she worked at Giovannis Ristorante Italiano and Everything Equine, and spent seven years with Oxford Community Schools. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee investments across multiple fund structures.

Royal Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Raymond James since 2014 and also owns Financial Legacy Wealth Advisors, a support company serving clients. 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 clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling.

Alexander Siedow is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, LLC and the University of Minnesota. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Lacagnina is a financial advisor with Charles Schwab, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2005, based in Naples, Florida. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. Schwab combines non-discretionary guidance with access to discretionary separately managed accounts, providing multi-asset model portfolios and a range of integrated brokerage, custody, and advisory services.

Jessica Cassetty is a financial advisor at Morgan Stanley with 16 years of industry experience. She has held positions at Merrill Lynch from 2008 to 2019 before joining Morgan Stanley in 2019. She holds Series 63 and Series 66 designations and is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

John Oconnor Jr. is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018, with prior experience at Key Bank. Wells Fargo Advisors is a national securities firm that serves 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Thuecks is a financial advisor with MassMutual Investors Services in Naples, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2014 and with MML Investors Services since 2013. Outside of his advisory role, Thuecks serves as president of Rescue Cats Rock Inc., a pet rescue organization. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using a structured, collaborative approach that includes tools such as Monte Carlo simulations and automated asset allocation.

Richard Coughlin is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, he serves as Race Director for the Saint Louis Ultrarunners Group, a nonprofit that organizes local ultramarathon races. 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, institutions, and charitable organizations.

Michael D'Ambrosio is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to this, he worked as a Private Banker at SunTrust Bank from 2013 to 2016 and as a Regional Bank Private Banker at Wells Fargo from 2006 to 2013. Michael works with a wide range of clients in Southwest Florida and focuses on understanding their unique situations and goals. He partners locally with a Wealth Planner to provide detailed financial planning, including trust and estate planning considerations. Together, they aim to build comprehensive plans to support clients in making informed financial decisions.

Andrew Montero is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Wells Fargo Clearing and Edward Jones. He is also involved in wealth management through ownership roles in two related firms based in Fort Myers, 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 supported by proprietary research and tools, allowing clients to receive tailored recommendations with optional implementation through various brokerage and advisory programs.

Catherine Reszel is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at UBS Financial Services as well as positions at Hoopschool, Ave Maria University, and Bishop Verot Catholic High School. Outside of her advisory work, she is an officer of Brick By Brick Holdings, LLC, a family-owned real estate entity established for estate planning purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Julie Garber is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Fidelity. She previously worked at BMO Private Bank for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Martin Kurtz is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2004, including a role at Charles Schwab Bank since 2011. Outside of his advisory work, he is involved with Naples Girls Softball, Inc. as a board member and sponsorship coordinator, and he participates in family cattle ranching activities through K-Square Ranch, LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through integrated wrap fee programs. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and alternative investment options.

Michael Chin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and has prior experience at Northwestern Mutual in various roles from 2017 to 2020. Outside of his advisory work, he is involved in a dog training and walking business as an administrative employee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG framework in its investment recommendations.

Douglas Knable is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, and has 46 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory work, he co-authored the book "Mastering Your Financial Success." OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by various investment platforms, using asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Bruce Legates is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works as part of the Legates Carr Wealth Management Group, which was established in February 2011 alongside his business partner, Nick Carr. The group concentrates on delivering personalized financial strategies and advice that emphasize long-term relationships with a select number of clients and their families. Bruce holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He completed the Financial Planning Specialist Education Program through Ernst & Young and earned a bachelor's degree from North Carolina State University. His approach to financial advising encompasses a broad range of financial matters, setting him apart by addressing multiple aspects of a client’s financial life.

Sean Sanders is a Financial Consultant currently working with Fidelity Investments since 2016. In this role, he partners with clients to provide personalized service, one-on-one guidance, and tailored financial planning. Sean has over 20 years of experience in the financial industry. His professional background includes positions as a Financial Advisor at Morgan Stanley from 2013 to 2016, Financial Advisor at Wells Fargo Advisors from 2006 to 2013, and Relationship Manager at Prudential Securities from 2004 to 2006. Outside of his professional work, Sean has interests in boating, food, football, skiing, and traveling.

Gary Medley is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial in Bonita Springs, FL. He has held roles at Medley Advisory, LLC, IC Advisory Services Inc, and The Investment Center Inc, among others. Medley also serves as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Charles Wolfe Jr. is a financial advisor with OSAIC in Naples, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and First Command Financial Services, among others. Outside of his advisory work, Wolfe is involved in executive coaching for business owners and operates a sole proprietorship focused on comprehensive financial planning for families. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolios managed on discretionary or non-discretionary bases.