Jacquelyn Gabona is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nomura Asset Management U.S.A., Aperture Investors, and Active Equity Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Howard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Valic Financial Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory work, he assists his father with household and health-related coordination under a part-time, compensated arrangement. Raymond James & Associates 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, providing financial planning and non-discretionary investment consulting supported by research and multiple portfolio management styles.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Raymond James since 2012. Peay serves as a board member or committee member for several nonprofit organizations, including the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., where he is involved in overseeing investment performance and finance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal and public finance.

Geral Smith is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 17 years and has been involved with Park Central LLC since 2013. In addition to his advisory role, he serves as Director of Administration for Ciccarelli Advisory Services, an investment-related firm, and also oversees administrative functions at Park Central LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors and offers various portfolio management options including discretionary and non-discretionary accounts.

Jason Nardella is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he owns JJN Holdings LLC, a business established to manage his office expenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Alibrandi is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include several positions within First Republic Investment Management and First Republic Securities Company, where he worked from 2012 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Grant Scullin is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Scotlynn and operated a self-employed business. His background includes experience in various industries prior to entering financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured processes and firm-approved tools.

Andreea Ionescu is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2015. Prior to her current role, she had a brief stint in the restaurant industry. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Terry Dean is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a 50% partner in HD Ranch LLC, a hunting property venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Kenneth Wingerter is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and UBS Financial Services. Outside of finance, he is involved in business development for Junk Kings, a company in the automotive and construction sectors, and holds a position with Moorings Park-Unidine Corporation, a restaurant and nightlife business in Naples, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, utilizing firm‑approved planning tools and global market insights to support tailored strategies.

Eric Levin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Philip Winn is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he serves as an independent contractor and branch manager for North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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.

Todd Stepniewski is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a personal service corporation used for processing payroll and office expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

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.

Rickard Martin is a CFP® professional with 25 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at FSC Securities Corporation for ten years. Outside of his advisory role, he is also involved as an independent insurance agent and holds leadership responsibilities in related insurance agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of proprietary and third-party strategies across multiple platform arrangements.

Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior work includes a decade at IBN Financial Services, Inc. and ongoing ownership of M&D Financial Agency, Inc., which operates in the insurance, benefits, and human resources sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Mark Schenkel is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked in the trucking industry and at Huntington University. Outside of his advisory role, he is president and owner of a private family farm corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies supported by LPL Research and third-party subadvisors.

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.