Neil Blitz is a financial advisor with Cambridge Investment Research Advisors in Naples, Florida. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Blitz has been with Cambridge Investment Research Advisors since 2015 and also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Brian Francis is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2024, previously holding roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that range from direct client advising to corporate financial planning arrangements.

Matthew Hembling is a Series 66 licensed financial advisor with Edward Jones, based in Naples, FL. He has one year of experience at Edward Jones and previously worked for TRAKAmerica, Best Buy, and Market Source Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

James Hickey is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He is based in Punta Gorda, Florida. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Howard is a CFP® professional with seven years of industry experience. He is currently with Raymond James & Associates and has previous experience at Valic Financial Advisors, Fidelity Brokerage Services, and Michael Howard, LLC. Outside of his advisory work, he assists his father with household and health-related coordination. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, emphasizing non-discretionary, customized financial planning and notable municipal and public finance services.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Raymond James since 2012. Outside of his advisory role, he serves on several nonprofit boards and investment committees, including the Austin Peay State University Foundation, Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., and acts as a co-trustee of a family trust. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional clients. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations, and supports clients through various account structures and advisory services.

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 Series 66-licensed financial advisor with Merrill in Naples, FL, and has six years of industry experience. She has been with Merrill and Bank of America since 2019 and previously worked briefly for Bravo Restaurant. Merrill provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients.

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 with Raymond James Financial Services Advisors Inc. in Chelmsford, MA, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he is an independent contractor and branch manager at North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing client-tailored plans developed through comprehensive risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.

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.