Sean Sanders is a Financial Consultant currently working with Fidelity Investments since 2016. In this role, he partners with clients to provide personalized service, one-on-one guidance, and tailored financial planning. Sean has over 20 years of experience in the financial industry. His professional background includes positions as a Financial Advisor at Morgan Stanley from 2013 to 2016, Financial Advisor at Wells Fargo Advisors from 2006 to 2013, and Relationship Manager at Prudential Securities from 2004 to 2006. Outside of his professional work, Sean has interests in boating, food, football, skiing, and traveling.

Charles Wolfe Jr. is a financial advisor with OSAIC in Naples, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and First Command Financial Services, among others. Outside of his advisory work, Wolfe is involved in executive coaching for business owners and operates a sole proprietorship focused on comprehensive financial planning for families. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and diversified portfolios managed on discretionary or non-discretionary bases.

Fred Nero is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. His career includes multiple years with Foresters Financial Services prior to joining LPL Financial in 2020. He also operates a non-investment related business, Nero Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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.

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® and holds a Series 66 license with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Sports CLUB of Naples and Hotwire Communications. Outside of his advisory role, he is involved in maintaining a rental property with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages a wide range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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 at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Financial Services since 2001. Outside of his advisory role, he serves as President and Senior Partner of Legacy Investment Services, Inc., and is CEO of Advisor Controls and Advisor Nation, firms that provide fee-based technology and compliance services to financial advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

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.

Chase Schroeder is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Oley Kinser Concierge Wealth, LLC and has experience outside the financial industry including roles at Miromar Lakes Golf Club and DoorDash. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored financial planning and investment consulting, employing analytical tools to model potential outcomes and supports a broad network of advisors with customized advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, she is a majority owner and trustee of Lynch Mcpeak Wealth Management, a separate financial practice based in Glenview, IL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients through a large network of advisors.

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 Series 66 licensed financial advisor with J.P. Morgan Securities in Naples, FL, with two years of industry experience. His prior work includes roles at BMO Financial Group and Elias Brothers Group. 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 team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.