Paul Kimm is a Financial Consultant at Fidelity Investments, a position he has held since 2014. Prior to this role, he served as a Fixed Income Consultant at Fidelity Investments from 2007 to 2014. His approach centers around partnering with clients to develop comprehensive financial plans aimed at providing financial peace of mind. Paul's professional experience spans over a decade at Fidelity Investments, where he has focused on financial consulting and fixed income advisory. His work involves creating tailored financial strategies to meet the needs and goals of his clients.

Todd Cunningham is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T from 2014 to 2020 before joining Merrill and Bank of America in 2020. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Dawson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Based in Naples, FL, he serves clients through these affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and modeling techniques as part of its structured financial planning process.

Samantha Somers is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for nine years and had brief tenures at Raymond James Financial Services and Weinstein Wilkes Financial Group. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carin Thomas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is an author and creator of specialized financial workbooks, including one focused on financial guidance for individuals going through divorce, and she has held leadership roles in community organizations such as the MN Super Bowl Host Committee and The Colony Foundation in Bonita Springs, FL. UBS Financial Services operates as both a broker-dealer and investment adviser, serving individual, corporate, and institutional clients with a range of financial planning and portfolio management services. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based strategies to tailor investment solutions.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Securities, INC. and Brunette & Associates, LLC. Since 2026, he has operated Artistic Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Christopher Scanlan is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Sports CLUB of Naples and Hotwire Communications. Outside of his advisory role, he is involved in maintaining a rental property with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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, where he focuses on providing consulting services to pensions, foundations, endowments, and high net-worth families. He employs a consultative and collaborative approach to wealth management, which includes listening to client financial situations, recommending asset allocations aligned with their goals and risk tolerance, discussing a range of financial opportunities, and ongoing portfolio performance reviews. Jim 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, along with the Chartered Retirement Planning Counselor certification from the College for Financial Planning Institutes Corp. He resides in Grand Rapids, Michigan with his wife Mary. Jim is a member of the board of the Grand Rapids Sports Hall of Fame and enjoys golfing, exercising, playing cribbage, watching NFL football, and spending time with his 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 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 at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Lake Michigan Credit Union. Outside of his advisory role, he is a managing member of H2I Properties LLC and H2I Acquisitions LLC, where he is involved in real estate property management and property acquisitions. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Dane Abbott is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds the Series 66 designation and has 16 years of industry experience, all with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad suite of capital markets services.

Chase Schroeder is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Oley Kinser Concierge Wealth, LLC and has experience outside the financial industry including roles at Miromar Lakes Golf Club and DoorDash. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored financial planning and investment consulting, employing analytical tools to model potential outcomes and supports a broad network of advisors with customized advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, she is a majority owner and trustee of Lynch Mcpeak Wealth Management, a separate financial practice based in Glenview, IL. 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, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients through a large network of advisors.

Bradley Jessen is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the ChFC® and Series 66 designations and previously spent 11 years at Edward Jones before joining Raymond James in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Diego Menendez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Naples, FL, with two years of industry experience. His prior work includes roles at BMO Financial Group and Elias Brothers Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Timothy Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.