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.

Bruce Legates is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He works as part of the Legates Carr Wealth Management Group, which was established in February 2011 alongside his business partner, Nick Carr. The group concentrates on delivering personalized financial strategies and advice that emphasize long-term relationships with a select number of clients and their families. Bruce holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP) and Personal Investment Advisor (PIA). He completed the Financial Planning Specialist Education Program through Ernst & Young and earned a bachelor's degree from North Carolina State University. His approach to financial advising encompasses a broad range of financial matters, setting him apart by addressing multiple aspects of a client’s financial life.

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.

Gary Medley is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial in Bonita Springs, FL. He has held roles at Medley Advisory, LLC, IC Advisory Services Inc, and The Investment Center Inc, among others. Medley also serves as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

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.

Carin Thomas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she is an author and creator of specialized financial workbooks, including one focused on financial guidance for individuals going through divorce, and she has held leadership roles in community organizations such as the MN Super Bowl Host Committee and The Colony Foundation in Bonita Springs, FL. UBS Financial Services operates as both a broker-dealer and investment adviser, serving individual, corporate, and institutional clients with a range of financial planning and portfolio management services. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based strategies to tailor investment solutions.

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.