Anna Dean is a Series 66 licensed financial advisor with UBS Financial Services in Naples, FL, where she has worked since 2018. She has six years of industry experience and previously worked at Dell from 2012 to 2018. Outside of her advisory role, Dean has involvement with DoorDash in the food delivery sector. UBS Financial Services 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 offers research and capital markets products through a large network of financial advisors.

Thomas Willingham is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with Edward Jones since 1988. He also owns and serves as president of a commercial condominium suite used for his branch office in Kennewick, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Stephen Eller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Raymond James since 2001 and is also the owner of King Eller, LLC. He serves as Vice President on the board of the nonprofit Healthy Start in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools, and supports municipal and public finance through a unique municipal advisor affiliation.

Brian Isroff is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and advanced modeling tools, serving clients directly and through corporate financial planning arrangements.

Cheryl Tucker Refregier is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2025. Outside of her advisory role, she is a notary. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Edward Mccormick Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney since 2021, and UBS Financial Services from 2001 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

John Joyce is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Outside of his advisory role, he is a partner in Private Capital Partners and a manager of ReJoyce4 LLC. Raymond James & Associates is a large firm serving individual, institutional, and municipal clients with financial planning and investment consulting services. The firm offers a range of portfolio management strategies and is notable for its municipal advisory services and extensive affiliate network.

Joseph Trotto is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated 12 years of industry experience, having held roles at Merrill Lynch and TD Ameritrade in various capacities including Financial Advisor, Senior Financial Consultant, Business Development Specialist, and Client Service Specialist. As a Certified Financial Planner™, Joseph partners with clients to provide clear and unbiased guidance, helping them make confident decisions across their full financial picture. He focuses on developing disciplined long-term plans, preparing for life's changes, and making investment decisions aligned with clients' goals. Outside of his professional work, Joseph has interests that include family activities, fitness, golf, hiking, pets, and running.

Ebdon Darling is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase, J.P. Morgan Securities, and Prudential-related firms. Outside of his advisory role, he owns Highland Property Solutions, LLC, a business providing home watch services in Naples, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm manages model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Bassett is a financial advisor at LPL Financial in Estero, FL with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked as a pickle ball instructor since 2025. Prior to his current role, he was affiliated with Florida Gulf Coast University for five years. 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, model portfolios, and retirement plan consulting.

Vivek Kaul is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Timberwolf Consulting LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Brian Hansen is a CFP®-designated financial advisor with Edward Jones in Bonita Springs, FL, with 31 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Timothy Evanson is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Waddell & Reed Inc. and associated insurance agencies from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diversified investment approaches.

Brian Parker is a CFP® with 18 years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at multiple firms including Dempsey Lord Smith, Premium 72 Capital, and Cabot Lodge Securities. Outside of his advisory work, Parker officiates high school football games and wrestling matches. Cambridge Investment Research Advisors serves a broad range of clients, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides tailored investment strategies across multiple custody platforms, including proprietary and third-party model solutions.

Gary Young is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ashlee Neptune is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings experience in serving clients with a focus on international wealth management and personalized investment strategies. Ashlee holds an Associate's Degree from University Jose Miguel Carrera in Chile. She is proficient in both English and Spanish, enabling effective communication with a diverse client base. No additional personal interests or community involvement information is provided.

Robert Long is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with UBS Financial Services since 2000. 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 combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Raj Bhatia is the founder of The Bhatia Group, a wealth management team within Merrill Private Wealth Management, where he serves as a Private Wealth Advisor. Over more than 40 years, he has helped a select group of high net worth clients acquire, grow, and preserve assets, assist in wealth transfer across generations, and create lasting legacies. His areas of expertise include wealth management plans, asset allocation, and portfolio management. Raj works with senior corporate executives, private company founders, individuals, families, family offices, endowments, and foundations. He earned a Bachelor's degree in Electrical Engineering from the Indian Institute of Technology, New Delhi, and a Master's degree from the Indian Institute of Management, Ahmedabad. Raj holds the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute and is a member of this institute. He also serves as a Merrill Institutional Consultant providing advice to endowments and foundations. Raj is involved in several professional and community organizations. He is a charter member of The Indus Entrepreneurs (TiE), a Silicon Valley–based organization mentoring entrepreneurs worldwide. In Chicago, he serves as a board member of The Adler Planetarium, participating in its Investment Committee, and is a board member of Chicago Scholars. Raj and his wife, Seema, are trustees of the American India Foundation, focusing on social and economic development in India. He resides in Lake Forest, Illinois, with his family.

Michael Longo is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding a Series 66 designation and 15 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2026, he spent 15 years at Guardian Life. Outside of his advisory work, he is involved in restaurant ownership and franchise operations, including ownership interests in multiple dining establishments and related business entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Mark D'annunzio is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. He is involved with Petersen Advisors in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs with access to model portfolios, research, and technology-driven investment solutions.