Juan Ocanas is a financial advisor at Morgan Stanley with 15 years of industry experience. He has been with Morgan Stanley Wealth Management since 2014 and Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools with firm-approved methodologies to help clients develop financial plans.

Laura Ross is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements that are generally discrete and customizable to client needs.

John Hudspeth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch while attending Babson College, joining his father who is a career Merrill advisor. John provides clients with financial advice and guidance, particularly those navigating the retirement process, as well as assisting with wealth preservation and growth. John holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant® (ChFC), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). He has been recognized on Forbes/SHOOK's "America's Top Next-Generation Wealth Advisors" list from 2017 through 2022 and on the Forbes/SHOOK "Best-in-State Wealth Advisors" list in 2022 and 2023. In 2023, he was named one of "Financial Planning's 40 Brokers Under 40". John is registered with FINRA holding Series 7 and 66 licenses. John earned a bachelor's degree in business administration from Babson College, where he also played varsity baseball. He lives in Marco Island, Florida with his wife Kimberly and their three children. John is involved in the Optimist Club of Marco Island and enjoys spending time with his family.

Daniel Murphy is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mark Anastasoff is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc., along with extensive experience as an independent insurance agent. Outside of advising, he serves as an executor for family estates and is involved in insurance operations and seasonal rental real estate management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation and risk-assessment tools, with portfolios that can include a broad range of securities managed on discretionary or non-discretionary bases.

Timothy Agne is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been working in the financial services industry since 2017, gaining experience in various capacities including Financial Consultant at TD Ameritrade from 2020 to 2023, National Support Consultant from 2018 to 2020, and Investor Services Representative from 2017 to 2018. Timothy partners with individuals and families to understand their life and retirement goals, collaboratively creating financial plans and implementing strategies to help improve or maintain their financial trajectory. He focuses on reducing the stresses associated with managing finances and aims to help clients spend less time managing portfolios so they can focus on activities they enjoy. Outside of his professional work, Timothy has interests that include baseball, bowling, golf, movies, table tennis, and traveling.

Jeffrey Anderson is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 licenses and has 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations and alternative investment due diligence.

Jennifer Bankar is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. She has previously worked at Truist Investment Services, Bank of America, and Chase. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with tax-efficiency analysis and uses algorithmic automation overseen by a dedicated team to generate tailored retirement income recommendations.

William Tafel Jr. is a financial advisor with Wells Fargo Clearing, holding the Series 63 designation and bringing 46 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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 databases.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and was previously involved with Omni Telecom, Inc. for over three decades. Wells is also the owner of WCI Capital Corporation, a support company based in Bonita Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Raymond Sullivan is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, delivered through tailored recommendations supported by Wells Fargo research and tools.

Juliane Werner is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and various Wells Fargo entities since 2013. 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 through over 14,000 advisors and offers both brokerage and advisory solutions.

Paul Coyner is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Kenneth Chapin is a CFP® professional with 43 years of industry experience, currently associated with Stifel. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent 14 years at UBS Financial Services Inc. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and governmental entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, which supports asset allocation and financial planning analyses for its clients.

Brian Chilton is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in managing several real estate investment entities in Massachusetts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning services primarily in an advisory capacity.

Pasquale Evangelista is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he volunteers as a baseball coach at Bishop Verot Catholic High School. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management options supported by research and affiliated advisers.

Joyce Wickham is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses. She has 37 years of industry experience, including prior roles at Finet and Wells Fargo. She is also the owner of Joy Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephen Poll is a financial advisor with Osaic Wealth, Inc. based in Bonita Springs, FL. He holds the CFP® designation and a Series 66 license and has seven years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Investacorp. Outside of his advisory work, Poll owns a home inspection LLC and a mobile app company serving home inspectors. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Joseph Nienhaus is a financial advisor with OSAIC based in Naples, FL, holding Series 65 and Series 63 designations and bringing 33 years of industry experience. He previously worked for Woodbury Financial Services, Inc. for 23 years before joining OSAIC in 2024. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kenneth Silverman is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 licenses and operates a law office specializing in legal and tax planning, including real estate, trust and estates, and business law. Prior to Cetera, he worked at UBS Financial Services and manages his own investment and insurance advisory firm, Four Financial Group. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.