Laurie Von Dollen is a financial advisor at Merrill with 41 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2000. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Veldheer is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on providing consulting services to pensions, foundations, endowments, and high net-worth families. He employs a consultative and collaborative approach to wealth management, which includes listening to client financial situations, recommending asset allocations aligned with their goals and risk tolerance, discussing a range of financial opportunities, and ongoing portfolio performance reviews. Jim holds a bachelor's degree from Aquinas College and an associate's degree from Grand Rapids Community College. He has earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School, along with the Chartered Retirement Planning Counselor certification from the College for Financial Planning Institutes Corp. He resides in Grand Rapids, Michigan with his wife Mary. Jim is a member of the board of the Grand Rapids Sports Hall of Fame and enjoys golfing, exercising, playing cribbage, watching NFL football, and spending time with his seven grandchildren.

William White is a CFP® with 39 years of industry experience, currently advising at Stifel since 2023. He previously worked at Bank of America for 14 years and Merrill for 37 years. White serves as a trustee and finance committee member for The Community House in Hinsdale, IL, a nonprofit focused on recreational, cultural, counseling, and educational services. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Minor is a financial advisor at Osaic with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Legacy Financial Services since 2001. Outside of his advisory role, he serves as President and Senior Partner of Legacy Investment Services, Inc., and is CEO of Advisor Controls and Advisor Nation, firms that provide fee-based technology and compliance services to financial advisors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Matthew Bellucci is a financial advisor with Morgan Stanley in Naples, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Timothy Watson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2020, following roles at Bb&T Securities and Bb&T Investment Services from 2009 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Timothy Chapin is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to support client goals.

Dane Abbott is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds the Series 66 designation and has 16 years of industry experience, all with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad suite of capital markets services.

Chase Schroeder is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Oley Kinser Concierge Wealth, LLC and has experience outside the financial industry including roles at Miromar Lakes Golf Club and DoorDash. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored financial planning and investment consulting, employing analytical tools to model potential outcomes and supports a broad network of advisors with customized advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, she is a majority owner and trustee of Lynch Mcpeak Wealth Management, a separate financial practice based in Glenview, IL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients through a large network of advisors.

Kenneth Simon Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Diego Menendez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Naples, FL, with two years of industry experience. His prior work includes roles at BMO Financial Group and Elias Brothers Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Timothy Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

John Iarussi is a CFP® professional with 40 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, having previously worked at MetLife Securities Inc. Iarussi is the owner of Commonwealth, LLC, operating as Iarussi Commonwealth, and serves as trustee of the Iarussi Family Trust. MassMutual Investors Services, LLC 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 offers collaborative, annual planning engagements utilizing firm-approved software and delivers written recommendations focused on investment categories and strategies.

Michael Davis is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for 10 years each before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alan Luttman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Berthel Fisher & Company Financial Services, Strategic Investment Partners, and Cetera Wealth Services. Outside of advisory work, he co-hosts a weekly financial radio show called "Money Matters with Al and Mike." Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Elliott Ellis is a CFP® professional with three years of industry experience, currently affiliated with Osaic. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. He participates in the Financial Planning Association SWFL Chapter NexGen Development program, engaging with early-career financial planners and students. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brian Cooke is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2009. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches alongside research and model portfolio options.

Dh Wolf is a financial advisor at Edward Jones in Bonita Springs, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Wolf was self-employed for 12 years. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 advisors.

David Luebke is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2022 and also maintains roles with CUNA Brokerage Services, Inc. and Suncoast Credit Union. Outside of advisory work, he serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.