Jeffrey Zeiler is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated his own advisory firm, Jeffrey P. Zeiler PA, and was involved in entrepreneurial activities including roles with God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services and maintaining approximately $1.01 trillion in assets under management. The firm is notable for its extensive national network of advisors and branches, alongside affiliated capabilities such as a trust company and proprietary investment products.

Michael Goethals is a financial advisor at Edward Jones with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Shoaf Jr. is a CFP® with 30 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Clearing and held multiple positions at Morgan Stanley over a 16-year period. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Michael Gallagher is a financial advisor with Cetera in Naples, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Cetera and related entities since 2004 and has been involved with Cornerstone Advisers, LLC since 2012. He serves as a board member of the Four Colonies Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of discretionary and non-discretionary portfolio solutions.

Perry Wein is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is an investor in Cold Bore Capital Fund II, a private equity fund based in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a large nationwide network of advisors and branch offices.

James Blake is a financial advisor with Morgan Stanley in Naples, Florida, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2010. In addition to his advisory work, Blake is involved in real estate through his membership and officer roles in local investment entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Pappas is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a nonprofit organization where he oversees the collection and disbursement of funds. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Deegan is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following seven years at Ameriprise. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

William Obrien is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has worked at Cetera Advisors LLC since 2015 and joined Cetera Investment Advisers in 2024. Outside of his advisory work, he is a character actor and runs a website related to his acting career. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Julie Mcfalls is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has spent fifteen years in the financial industry, beginning her career in banking and lending before transitioning to investments in 2008. Her primary focus is on wealth planning and assisting clients through life transitions. Julie holds Series 7, 65, and 63 FINRA registrations, along with Variable Annuities, Life, and Health licenses. She also holds the Personal Investment Advisor (PIA) designation. Born and raised in Naples, Florida, Julie earned a Bachelor's Degree in Business Administration and Economics from Hodges University. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, retirement income, socially responsible and ESG investing, small business strategies, and women and wealth. Julie is involved in her community through activities such as the Estates Show Series, Off the Track Thoroughbred Rehab and Training, special needs equestrian therapy, and teen mentorship programs. Outside of work, she enjoys fishing, horseback riding, traveling, yoga, and spending time with her family.

Dennis Scharf is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 34 years of industry experience. His prior experience includes roles at Fiduciary Trust and Avantax Advisory Services. He is also involved in tax preparation and accounting through his business, Scharf Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Dalia Marshall is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018. Her prior experience includes roles at JP Morgan Chase and Fifth Third Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with a broad offering of retail and institutional investment services.

Richard Cella is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has held roles at multiple firms, including United Planners Financial Services and Advantage Publishing Group, and has authored works under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory approaches that include strategic and tactical allocations as well as alternative exposures.

James Hemenway is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a co-manager and partner of a rental real estate LLC. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Joel Mc Koan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to that, he was founder and Chief Investment Officer of Royal Harbour Capital LLC, a private investment company that is currently being wound down. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Lillard III is a CFP® with 36 years of industry experience, currently advising at Merrill. He has been with Merrill and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a successor trustee and holds several fiduciary responsibilities, including powers of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Gerald Ferrante is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach uses structured discovery conversations and approved tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

Quentin Woolf is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and having one year of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A., and has prior experience at Roht Marine. He has also been affiliated with the University of Alabama since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Michael Busick is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Merrill, Bank of America, and City National Bank. Outside of his advisory work, he is involved as a trustee and owner in several family trusts and LLCs, including owning hunting and farm land. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Natalee Berman is a Series 66-registered financial advisor at Merrill with experience beginning in 2023. Her prior roles include positions at Campiello, CLD Public Relations, and educational institutions such as UCLA and Irvine Valley College. Merrill, along 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.