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.

Edward Titcomb is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at U.S. Bank, U.S. Bancorp Investments Inc., Bank of America, and Merrill. Outside of his advisory role, he serves on the boards of Rock Island Company and The Boat Company, organizations focused on family connections and conservation, respectively. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Thomas Walters II is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Walters has worked across several Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative and algorithmic methods, and serves as an advisor to multiple registered investment companies while employing formal governance and proxy-voting procedures.

Charles Salup is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Frank Sakowski is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked for Morgan Stanley Private Bank, Morgan Stanley, and New Era from 2015 to 2025. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver customized retirement recommendations.

Ryan Gruber is a financial advisor with Charles Schwab, holding the CFP® designation and Series 63 and 66 licenses, with 11 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Outside of advisory work, he is a member of Jays Farm LLC, an entity unrelated to investment activities. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with an established alternative-investment program.

Kevin Briggs is a financial advisor with Ameriprise in Bowling Green, KY, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Business Administration Team for Hillvue Heights Church. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Eric Furlotte is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors of the Yankee Air Museum and manages Furlotte Consulting Group LLC, which supports his practice operations. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with the client’s financial advisor.

James Rosebrook is an advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 65 registrations. He joined Charles Schwab and Charles Schwab Bank in 2025 and has prior experience in various roles, including positions at Portland Golf Club, Fairwood Construction, and Wright Way Emergency Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Freddy Mantilla is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and possessing 11 years of industry experience. He has worked at Merrill and Bank of America since 2013. Mantilla serves on the technology committee at Bishop Verot Catholic High School, contributing to oversight of the campus’s existing technology and future improvements. 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 both model-based and discretionary investment strategies and supports a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Pierce is a CFP® credentialed financial advisor with 33 years of industry experience. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2021. Prior to joining Morgan Stanley, he spent nine years at UBS Financial Services. Pierce serves as an officer for the Tri-County Scholarship Foundation, a nonprofit focused on education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of its standalone planning services.

Andrew Garner is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Outside of his advisory role, he operates a car detailing business. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alex Orillac is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Geneva Asset Management and has experience in academia, including positions at Virginia Tech and Academia Interamericana de Panama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Mariam Ibrahim is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2003. Outside of her advisory role, she assists with administrative duties for her husband’s business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Paul Kassolis is a financial advisor with Wells Fargo Clearing based in Naples, FL. He holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Wells Fargo Advisors, LLC, and Wells Fargo Bank N.A., where he has worked for over two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. 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 analytics.

Christopher Hutcherson is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. His previous roles include positions at Kimery Wealth Management, LLC and Silver Oak Securities Inc. He also worked at MTD Products Inc. and served at the University of Tennessee at Martin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Eric Peterson is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2009. Peterson serves as trustee for multiple trusts, including several fiduciary roles overseeing settlement, reinvestment, and investment portfolios. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services to deliver tailored solutions based on proprietary research and model-based asset allocations.

Tyler Dean is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at PricewaterhouseCoopers, LLP for three years. Outside of his advisory role, Tyler has appeared on an episode of the television show House Hunters on HGTV. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, employing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Salwa Ameen is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC, and has been with Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Emma Crampton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity in 2025, she worked at Giovannis Ristorante Italiano and Everything Equine, and spent seven years with Oxford Community Schools. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversee investments across multiple fund structures.