Steven Mielke is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jason Henry is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Michael Loftus is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 66, Series 65, and Series 63 licenses and has five years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Metolius Capital LLC. He is also involved in a non-variable insurance business activity based in Downers Grove, IL. 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, utilizing research from its investment institute and third-party sources to inform its investment approach.

James Konuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has worked at LPL Financial since 2005 and previously spent seven years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a variety of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Clinton Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2010 and has additional roles within affiliated entities dating back to 2000. Outside of his advisory work, Wilson serves as president of Smart Assets Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting client implementation through various advisory programs and maintaining a broad network of advisors.

Jennifer Wilfong is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and manages rental properties through LLCs in Indiana and Florida, including short-term rentals. 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.

Joseph Miscia Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.

John Williams is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Finance Committee of The Metropolitan Club of Washington, DC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, with a broad range of retail and institutional offerings.

Frank Hujsa is a CFP® professional with 17 years of experience in the financial industry, currently associated with Raymond James Financial. He previously worked at Suntrust Investment Services, Inc. from 2010 to 2019. Hujsa also holds agent positions at multiple insurance-related businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Frederick Cyprys is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors for 21 years. Outside of his advisory role, he serves on the board of directors for EnhancedCare, Inc. and is involved with Evergreen Consulting and Cypress Financial Consultants, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and a range of investment vehicles, including mutual funds, ETFs, and alternative investments.

Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. He serves as an executor and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Sam Semaan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a founding partner of the Strategic Wealth Group and co-manages day-to-day team oversight as well as co-heading the Group's wealth planning and investment committees. Sam works closely with business owners, providing a wide range of corporate and strategic services, and focuses on helping clients manage the complexities of wealth following significant transactions such as business sales. Sam has been working in finance since 2007. He has experience as an investment banker responsible for all aspects of merger and acquisition transactions for middle market private companies and has also worked in private equity sourcing and analyzing potential acquisition opportunities. His professional designations include Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Sam holds a Bachelor of Science in Neuroscience with a minor in Business and an MBA in Finance, both from the University of Miami. He is actively involved in the Naples community and serves on the advisory council for the Bascom Palmer Eye Institute. Sam is also the founder and president of the Cedar Club of Naples, a past president of the Finance Executives Roundtable, and participates in organizations including the International Men's Club, Scotch Malt Whiskey Society of Naples, St. Ann School Foundation Board of Trustees, and The James Madison Institute. He lives in Naples with his wife Claudia and their children and enjoys activities such as basketball, gardening, golf, hunting, racquetball, table tennis, and tennis.

David Brown is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both advisory and brokerage capacities.

Anuradha Sarin is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously with the Hippocampus Reading Foundation and the Micrograam Peer to Peer lending platform. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Johnson is a financial advisor at Stifel with 42 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he is involved in cattle trading through a separate business. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

Brett Zaczyk is a Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop and maintain financial plans tailored to their individual and family needs with the goal of creating and maintaining wealth. Brett has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning & Advice Consultant, Investment Consultant, and Financial Consultant. His experience spans various facets of financial consulting and planning within the firm.

Michal Szittai is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Mason Weiler is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Sam's Club, Publix, Texas Roadhouse, and Culvers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Michael Beda is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Eden Global Capital, Idoru Capital Management, and HuaXia Finance. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Nicholas Boccella is a financial advisor at Wells Fargo Advisors with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as treasurer of the Fisherman Dunes Property Owners Association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.