Christopher Scanlan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at the Sports CLUB of Naples for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services under a fiduciary standard.

David Markmann is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Laurie Von Dollen is a financial advisor at Merrill with 41 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Veldheer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves institutional clients such as pensions, foundations, endowments, and high net-worth families, providing investment consulting and portfolio management services. His approach to wealth management is consultative and collaborative, following a continuous four-step process involving listening to client goals, recommending asset allocations, discussing a broad range of financial opportunities, and regularly reviewing portfolio performance and objectives. James holds a Bachelor's degree from Aquinas College and an Associate's degree from Grand Rapids Community College. He has earned the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute® at the Wharton School and the Chartered Retirement Planning Counselor™ (CRPC™) certification issued by the College for Financial Planning Institutes Corp. James is also a member of the Grand Rapids Sports Hall of Fame board. Residing in Grand Rapids, Michigan, James enjoys golfing, exercising, playing cribbage, watching NFL football, and spending time with his wife Mary and their seven grandchildren.

William White is a CFP® with 39 years of industry experience, currently advising at Stifel since 2023. He previously worked at Bank of America for 14 years and Merrill for 37 years. White serves as a trustee and finance committee member for The Community House in Hinsdale, IL, a nonprofit focused on recreational, cultural, counseling, and educational services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Jaquiss is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank NA and Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Bellucci is a financial advisor with Morgan Stanley in Naples, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Timothy Watson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2020, following roles at Bb&T Securities and Bb&T Investment Services from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Scott Leo is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Thrivent Financial and Lake Michigan Credit Union, and spent 14 years with Kettering City Schools. Outside of his advisory role, he is involved in managing and acquiring real estate through his ownership positions in H2I Properties LLC and H2I Acquisitions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research technologies.

Dane Abbott is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at UBS since 2010 and previously held positions at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Chase Schroeder is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and is currently associated with Oley Kinser Concierge Wealth, LLC, an independent practice within Raymond James. Prior to his advisory roles, Schroeder worked in various capacities including at Miromar Lakes Golf Club and Doordash. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through various advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She previously worked at Morgan Stanley for four years and Citigroup Global Markets for twelve years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers 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 analysis, using proprietary research and tools to develop tailored recommendations.

Bradley Jessen is a financial advisor with Raymond James & Associates in Fort Myers, FL. He holds the ChFC® designation and Series 66 license and has 13 years of industry experience, including 11 years at Edward Jones before joining Raymond James in 2024. 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, institutions, and charitable organizations—and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Diego Menendez is a financial advisor at J.P. Morgan Securities holding a Series 66 designation with two years of industry experience. His prior work includes roles at BMO Financial Group, JP Morgan & Chase Co, and Elias Brothers Group. He is based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Timothy Farrell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. The 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. It manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Davis is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for 10 years each before joining Raymond James in 2025. 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, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alan Luttman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes positions at Cetera Wealth Services, Strategic Investment Partners, and Berthel, Fisher & Company Financial Services. Outside of advising, he co-hosts a weekly financial radio show and holds leadership roles in several business and association partnerships related to insurance and office property management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment strategies and program structures, managing over $256 billion in assets across more than 10,000 advisors.

Elliott Ellis is a CFP® with three years of industry experience, currently serving at Osaic Wealth. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Ellis is involved with the Financial Planning Association Southwest Florida Chapter’s NexGen Development group, engaging with young financial planners and students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

John Lazzaro is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dh Wolf is a financial advisor at Edward Jones in Bonita Springs, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Wolf was self-employed for 12 years. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 advisors.