Dennis Oliva is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Ameriprise, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational tools.

Nicholas Megaloudis is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. His career includes roles at Merrill since 2020 and Bank of America, N.A. since 2024. He has also worked in other fields including positions at Five Star Valet Inc and Scanlon Imports. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Karla Mott is a Series 66-registered financial advisor with Morgan Stanley in Naples, FL, with seven years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior roles at Granite Associates, LP and Merrill Lynch. Outside of her advisory work, she is involved in personal fitness training and group classes as an independent contractor with Body Crafters Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and advanced planning tools to support client financial goals.

Streeter Holden is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, Holden is an artist with a personal business based in Naples, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

Joshua Garrett is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of advising, he is the owner of a business, JK JK LLC, which holds real estate land in Tennessee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Amy West is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, and PNC Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Thomas Mazziotti is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has experience working with Wells Fargo Home Mortgage Services and Big Think Capital. Mazziotti is based in Naples, FL. 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 provides both brokerage and advisory solutions.

Michael Bauman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes 15 years at Cetera Financial Specialists LLC and ongoing work since 1997 with Rossi, Schlotter & Company. Bauman is based in Estero, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a range of strategic investment options.

Debra Stover is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates closely with Private Wealth Management Advisors and their teams to develop tailored and comprehensive financial plans for clients. She has been with Fidelity Investments since 1998, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Wealth Management Planning Consultant. Her experience encompasses client relationship management and wealth planning. Debra focuses on understanding clients' wishes to formulate strategies aimed at growing, preserving, and transferring wealth.

Jamin Eastman is a financial advisor with PFO Investment Advisors, LLC in Naples, FL, holding a Series 65 designation and 10 years of industry experience. He also has a background at Chapman Insurance Group, where he has worked since 2017. Outside of his advisory role, Eastman owns Eastman Consulting, LLC, which focuses on research and development for a property and casualty insurance company, and serves as an officer for the charitable organizations AWEARS, LLC and New International. PFO Investment Advisors, LLC is a supported firm serving clients with personalized investment advisory services.