Matthew Glenn is a financial advisor with Edward Jones in Clarendon Hills, IL, holding Series 63 and Series 66 designations. He has 32 years of industry experience, all with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and maintains affiliated services including a trust company and proprietary mutual funds.

Kristen Harty is a financial advisor at Morgan Stanley with eight years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2018. Prior to that, she was with Ameriprise Financial Services and also worked for Lilly Pulitzer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

John Gatewood is a CFP® professional with 42 years of experience in financial advisory roles. He currently works at LPL Financial, where he has been since 2019, following a long tenure at Northwestern Mutual from 1981 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services that include discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Saralyn Coupe is a financial advisor with Morgan Stanley in Naples, FL, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of her advisory work, she serves on the finance and investment committees for nonprofit organizations including the St. Cecilia Music Center and the Frederik Meijer Gardens & Sculpture Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services as well as institutional solutions.

Margaret Lutz is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc., among others. She has been involved in business entities related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Joseph Evelo is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Merrill Lynch since 2002 and Bank of America, N.A. since 2011. Outside of his advisory role, Evelo serves on several nonprofit boards, including the Sancerre Condominium Association advisory board and investment committees for the Indiana State University Foundation and Cincinnati Parks Foundation. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Einstein is a financial advisor at UBS Financial Services with 45 years of industry experience. He has worked with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, 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.

Gregory Brown is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, demonstrating his specialization in retirement planning. Gregory earned his Bachelor's Degree from Florida Gulf Coast University. His role involves providing financial advice and planning services to clients, focusing on retirement strategies and wealth management.

Terrence Judge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience from a prior decade-long career in corporate finance and investment consulting at Citibank before joining Merrill Lynch in 2000. His advisory expertise encompasses legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Terrence holds a Bachelor of Science degree in Accounting from Guilford College. He earned his Certified Public Accountancy designation in 1988 and later acquired the CERTIFIED FINANCIAL PLANNER® certification in 2003 and the Certified Investment Management Analyst® designation in 2004, completing coursework at the Wharton School of Business. Additionally, he holds FINRA Series 7 and 66 registrations, the Maryland Life and Health Insurance License, and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Terrence enjoys adventure sports including triathlons, biking, boating, running, swimming, and spending time with his family.

Joseph Ruzycki is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial in Naples, FL. He has been with LPL Financial since 2009 and has also worked at the Center For Wealth Planning Advisors, Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

Joseph Matina is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2006. Matina is involved with Albright College, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and leveraging proprietary research and model-based asset allocations.

Richard Morris is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Invest Financial Corporation for 31 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management options, model portfolios, and retirement plan consulting.

Michael Boyer is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of experience, currently affiliated with LPL Financial since 2006. He is based in Naples, FL, and holds Series 63 and Series 65 licenses. His prior work includes underwriting insurance directly through various companies in connection with underwriting brokerage services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with research and model portfolios from internal and third-party sources.

John Hudspeth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2006 while attending Babson College, where he also played varsity baseball. John continues a family legacy, having joined his father in the profession, and offers clients insights that encompass their financial needs, concerns, and goals. John's expertise includes corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He has received professional recognition such as inclusion in Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" multiple times and was named among "Financial Planning's 40 Brokers Under 40" in 2023. Additionally, he holds numerous professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He maintains FINRA Series 7 and 66 registrations. John earned a bachelor's degree in business administration from Babson College and completed high school at Bishop Eustace Prep School. He is bilingual in English and Spanish. Outside of his professional duties, John is involved with the Optimist Club of Marco Island and enjoys spending time with his wife, Kimberly, and their three children. He is also engaged in volunteering for his children's activities and spends summers vacationing in Ocean City and Avalon, New Jersey.

Nicholas Amatulle is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 credential and has prior experience at Guardian Life Insurance Company and Park Avenue Securities. He was also involved in Pint and Pistols LLC in 2023. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, providing both discretionary and non-discretionary management options.

Cory Dickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 14 years of industry experience. He has been with Raymond James since 2012 and also served in a non-variable insurance role with Guardian Life for five years. Outside his advisory work, he is the CEO of CDickson, Inc., a support company based in Estero, FL. 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, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Caitlin Smith is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her recent work history includes roles at Fidelity Investments and Treviso Bay. Prior to her career in financial advising, she held various positions in different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a disciplined investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Linda Knott is a CFP® professional with 39 years of industry experience, currently serving at LPL Financial since 2005. She holds Series 63 and Series 65 registrations. Outside of her advisory role, she is involved with McKnott LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various financial planning and advisory services, utilizing both discretionary and non-discretionary management supported by research and third-party strategies.

Nicholas Gianascoli is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Towne Bank. Outside his advisory role, he is an owner and shadow investor in Five Gee's Land Company, LLC, a real estate holding company. 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 applying an ESG eligibility framework in its recommendations.

Adam Yakubec is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services utilizing Wells Fargo’s research and tools, with advisory services integrated alongside other financial products and referral channels.