Charles Wolfe Jr. is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Lincoln Financial Advisors Corporation and First Command Financial Services. Outside of his advisory role, Wolfe engages in executive coaching for business owners through his consulting business. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization and provides access to various managed account programs and third-party investment managers.

Fred Nero is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His previous experience includes roles at Foresters Financial Services and a brief period of unemployment. Outside of his advisory work, he operates Nero Financial Services, a non-investment-related business based at his reported location. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, portfolio management, and access to third-party asset managers through a large network of advisors, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Gregory Pawlak is a financial advisor with RBC Capital Markets in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a committee member overseeing investment manager performance for the Community Foundation of the Fox Cities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

John Kirwan Jr. is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds a Series 66 registration and has worked at firms including Cambridge Investment Research, Cuso Financial Services, Empower Associated Services, and Morgan Stanley. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Paul Kimm is a Financial Consultant at Fidelity Investments, a position he has held since 2014. Prior to this role, he served as a Fixed Income Consultant at Fidelity Investments from 2007 to 2014. His approach centers around partnering with clients to develop comprehensive financial plans aimed at providing financial peace of mind. Paul's professional experience spans over a decade at Fidelity Investments, where he has focused on financial consulting and fixed income advisory. His work involves creating tailored financial strategies to meet the needs and goals of his clients.

Todd Cunningham is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T from 2014 to 2020 before joining Merrill and Bank of America in 2020. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Donald Dawson Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Based in Naples, FL, he serves clients through these affiliated entities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm‑approved planning tools and modeling techniques as part of its structured financial planning process.

Samantha Somers is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and 11 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for nine years and had brief tenures at Raymond James Financial Services and Weinstein Wilkes Financial Group. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Scanlan is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at the Sports CLUB of Naples for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated services under a fiduciary standard.

David Markmann is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials. He has 29 years of industry experience and has been with Wells Fargo Advisors since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Laurie Von Dollen is a financial advisor at Merrill with 41 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William White is a CFP® with 39 years of industry experience, currently advising at Stifel since 2023. He previously worked at Bank of America for 14 years and Merrill for 37 years. White serves as a trustee and finance committee member for The Community House in Hinsdale, IL, a nonprofit focused on recreational, cultural, counseling, and educational services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Minor is a financial advisor with OSAIC, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has worked at Legacy Financial Services since 2001 and joined OSAIC in 2024. In addition to his advisory role, Minor is actively involved in several organizations including serving as President and Senior Partner of Legacy Investment Services, Inc., and CEO of Advisor Controls and Advisor Nation, which provide technology solutions and coaching services for financial advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Matthew Bellucci is a financial advisor with Morgan Stanley in Naples, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Timothy Watson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2020, following roles at Bb&T Securities and Bb&T Investment Services from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Timothy Chapin is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to support client goals.

Dane Abbott is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at UBS since 2010 and previously held positions at Morgan Stanley and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Chase Schroeder is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and is currently associated with Oley Kinser Concierge Wealth, LLC, an independent practice within Raymond James. Prior to his advisory roles, Schroeder worked in various capacities including at Miromar Lakes Golf Club and Doordash. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through various advisory programs.

Kenneth Simon Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Diego Menendez is a financial advisor at J.P. Morgan Securities holding a Series 66 designation with two years of industry experience. His prior work includes roles at BMO Financial Group, JP Morgan & Chase Co, and Elias Brothers Group. He is based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.