Darryl Young is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as the 2nd Vice-President on the board of the Waterways Home Owner Association. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and a network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kyle Kennedy is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Equitable Advisors LLC, and Fsc. Outside of finance, he has worked in the restaurant industry, including a long-term role at Jimmy P's Burgers & More. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with access to a variety of investment strategies and third-party money managers.

Tate Haire is a CFP®-certified financial advisor with 21 years of industry experience, currently with Morgan Stanley in Naples, FL. His career includes prior roles at Boston Private Wealth LLC, Steelebridge Private Wealth Advisors LLC, BakerAvenue, Wells Fargo Clearing, and Truist Investment Services. Outside of his advisory work, he is the sole proprietor of several family-owned land and property entities in North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies without providing individual security recommendations through standalone planning.

Nicholas Maurillo is a Series 66-licensed financial advisor with UBS Financial Services in Naples, FL, where he has worked since 2013. He has 13 years of industry experience. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and distribution of various investment products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

De Andre Wells is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. He has been with Merrill since 2021 and previously worked at Bank of America, N.A. for 15 years. Outside of his advisory role, he serves as a power of attorney for an unrelated fiduciary entity in Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Geelan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved with Mud Lake LLC, a personal investment in cabin ownership. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, employing structured financial planning tools and investment strategies to manage client assets.

Michael Okeefe is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds the Series 63 and Series 65 licenses. Okeefe serves as a trustee for a non-family trust. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional investors, and charitable organizations, using a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Jeffrey Zeiler is a financial advisor at Edward Jones in Naples, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated his own advisory firm, Jeffrey P. Zeiler PA, and was involved in entrepreneurial activities including roles with God's Nutrition, LLC and Lifestyle Genetics, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory services and maintaining approximately $1.01 trillion in assets under management. The firm is notable for its extensive national network of advisors and branches, alongside affiliated capabilities such as a trust company and proprietary investment products.

Michael Goethals is a financial advisor at Edward Jones with 35 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Shoaf Jr. is a CFP® with 30 years of industry experience, currently affiliated with Wells Fargo Advisors. He has worked at Wells Fargo Clearing and held multiple positions at Morgan Stanley over a 16-year period. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Michael Gallagher is a financial advisor with Cetera in Naples, FL, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Cetera and related entities since 2004 and has been involved with Cornerstone Advisers, LLC since 2012. He serves as a board member of the Four Colonies Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment management and financial planning services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a range of discretionary and non-discretionary portfolio solutions.

Perry Wein is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is an investor in Cold Bore Capital Fund II, a private equity fund based in Chicago. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated capabilities through a large nationwide network of advisors and branch offices.

James Blake is a financial advisor with Morgan Stanley in Naples, Florida, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2010. In addition to his advisory work, Blake is involved in real estate through his membership and officer roles in local investment entities. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

David Pappas is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in a nonprofit organization where he oversees the collection and disbursement of funds. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

George Deegan is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2016, following seven years at Ameriprise. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

William Obrien is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has worked at Cetera Advisors LLC since 2015 and joined Cetera Investment Advisers in 2024. Outside of his advisory work, he is a character actor and runs a website related to his acting career. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Julie Mcfalls is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has spent fifteen years in the financial industry, beginning her career in banking and lending before transitioning to investments in 2008. Her primary focus is on wealth planning and assisting clients through life transitions. Julie holds Series 7, 65, and 63 FINRA registrations, along with Variable Annuities, Life, and Health licenses. She also holds the Personal Investment Advisor (PIA) designation. Born and raised in Naples, Florida, Julie earned a Bachelor's Degree in Business Administration and Economics from Hodges University. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, retirement income, socially responsible and ESG investing, small business strategies, and women and wealth. Julie is involved in her community through activities such as the Estates Show Series, Off the Track Thoroughbred Rehab and Training, special needs equestrian therapy, and teen mentorship programs. Outside of work, she enjoys fishing, horseback riding, traveling, yoga, and spending time with her family.

Dennis Scharf is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 34 years of industry experience. His prior experience includes roles at Fiduciary Trust and Avantax Advisory Services. He is also involved in tax preparation and accounting through his business, Scharf Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Dalia Marshall is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2018. Her prior experience includes roles at JP Morgan Chase and Fifth Third Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with a broad offering of retail and institutional investment services.

Richard Cella is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has held roles at multiple firms, including United Planners Financial Services and Advantage Publishing Group, and has authored works under his own name. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory approaches that include strategic and tactical allocations as well as alternative exposures.