Alexander Siedow is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, LLC and the University of Minnesota. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Lacagnina is a financial advisor with Charles Schwab, holding a Series 63 designation and 26 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2005, based in Naples, Florida. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wealth advisory wrap fee programs and managed-account services. Schwab combines non-discretionary guidance with access to discretionary separately managed accounts, providing multi-asset model portfolios and a range of integrated brokerage, custody, and advisory services.

Jessica Cassetty is a financial advisor at Morgan Stanley with 16 years of industry experience. She has held positions at Merrill Lynch from 2008 to 2019 before joining Morgan Stanley in 2019. She holds Series 63 and Series 66 designations and is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Coleen Hodsdon is a financial advisor at Ameriprise with 10 years of industry experience and holds the Series 66 designation. She previously worked at Morgan Stanley Smith Barney LLC for 10 years before joining Ameriprise, where she has been since 2017. Hodsdon serves on the Board of Directors of Caxambas Miracles Forum in Marco Island, Florida. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies, using data-driven analysis and working within a defined investment universe.

Jo Ann Favia is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. She previously worked at Kestra Financial Services, Inc. and Crux Wealth Advisors, LLC. Outside of her advisory role, she is the owner and CEO of multiple consulting and support companies under the Favia Financial Group and Favia Group brands. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.

Petros Andreanidis is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He is a Series 66 credential holder and manages his Ameriprise business through Andreanidis Financial Group LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines centralized consulting, algorithmic automation, and research-driven methodologies to support its clients.

John Oconnor Jr. is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2018, with prior experience at Key Bank. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Thuecks is a financial advisor with MassMutual Investors Services in Naples, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2014 and with MML Investors Services since 2013. Outside of his advisory role, Thuecks serves as president of Rescue Cats Rock Inc., a pet rescue organization. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using a structured, collaborative approach that includes tools such as Monte Carlo simulations and automated asset allocation.

Richard Coughlin is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2015. Outside of his advisory role, he serves as Race Director for the Saint Louis Ultrarunners Group, a nonprofit that organizes local ultramarathon races. 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, institutions, and charitable organizations.

Michael D'Ambrosio is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He is also a CERTIFIED FINANCIAL PLANNER™. Prior to this, he worked as a Private Banker at SunTrust Bank from 2013 to 2016 and as a Regional Bank Private Banker at Wells Fargo from 2006 to 2013. Michael works with a wide range of clients in Southwest Florida and focuses on understanding their unique situations and goals. He partners locally with a Wealth Planner to provide detailed financial planning, including trust and estate planning considerations. Together, they aim to build comprehensive plans to support clients in making informed financial decisions.

Andrew Montero is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Wells Fargo Clearing and Edward Jones. He is also involved in wealth management through ownership roles in two related firms based in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to receive tailored recommendations with optional implementation through various brokerage and advisory programs.

Catherine Reszel is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at UBS Financial Services as well as positions at Hoopschool, Ave Maria University, and Bishop Verot Catholic High School. Outside of her advisory work, she is an officer of Brick By Brick Holdings, LLC, a family-owned real estate entity established for estate planning purposes. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Michael Poots is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research, diversified investment products, and capital markets services.

Eugene Richardson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he co-manages a real estate ownership business and holds ownership in a wealth management practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with banking, lending, and trustee services through a large network of financial advisors.

Jeffrey Labruzzy is a financial advisor with UBS Financial Services in Naples, FL, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he is involved with a family trust and recreational land management unrelated to his investment work. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with research from its Chief Investment Office and Global Research teams to tailor strategies. The firm integrates institutional trading capabilities with wealth management services, offering a broad platform that includes fiduciary financial planning and capital markets activities.

Julie Garber is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Fidelity. She previously worked at BMO Private Bank for seven years. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Martin Kurtz is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2004, including a role at Charles Schwab Bank since 2011. Outside of his advisory work, he is involved with Naples Girls Softball, Inc. as a board member and sponsorship coordinator, and he participates in family cattle ranching activities through K-Square Ranch, LLC. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through integrated wrap fee programs. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and provides investment guidance using multi-asset model portfolios and alternative investment options.

Michael Chin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and has prior experience at Northwestern Mutual in various roles from 2017 to 2020. Outside of his advisory work, he is involved in a dog training and walking business as an administrative employee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm delivers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG framework in its investment recommendations.

Douglas Knable is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 license, and has 46 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. In addition to his advisory work, he co-authored the book "Mastering Your Financial Success." OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by various investment platforms, using asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Peter Thompson is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2017. He has also been associated with National Planning Corporation since 2006. Thompson is involved in a related business focused on life, health, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.