William Meador is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Todd Stepniewski is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a personal service corporation used for processing payroll and office expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

Guy Steele is a CFP® and ChFC® with 37 years of industry experience, all at Edward Jones since 1988. He is based in Naples, FL. Outside of his advisory role, he produces a weekly public Sinatra radio show that airs on purejazzradio.org. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Rickard Martin is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2016 and previously held positions at FSC Securities Corporation, LPL Financial, and Osaic FA, Inc. Martin is also an independent insurance agent and president of RSM Advisors Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Robert Moskwa is a financial advisor with Cambridge Investment Research Advisors in Naples, FL. He holds Series 65 and Series 63 designations and has 19 years of industry experience. Prior to his current role, he spent ten years at IBN Financial Services, Inc. He is also the owner of M&D Financial Agency, Inc., which operates in insurance and benefits. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers services through various platforms and third-party advisers.

Mark Schenkel is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior work includes roles at Edward Jones and various trucking companies. He is also president and owner of Schenkel Acres Inc, a private family farm corporation. 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, model portfolio programs, third-party asset management, and institutional platforms.

Connor Gurt is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His previous roles include positions at FineMark National Bank & Trust, Venture Visionary Partners, and the Federal Reserve Bank of Philadelphia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG eligibility considerations.

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.