Mark Alibrandi is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Grant Scullin is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Scotlynn and operated a self-employed business. His background includes experience in various industries prior to entering financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured processes and firm-approved tools.

Andreea Ionescu is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2015, including a brief period at Bravo Restaurant in 2018. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional accounts.

Jeffrey Brockway is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Terry Dean is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a 50% partner in HD Ranch LLC, a hunting property venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Kenneth Wingerter is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and UBS Financial Services. Outside of finance, he is involved in business development for Junk Kings, a company in the automotive and construction sectors, and holds a position with Moorings Park-Unidine Corporation, a restaurant and nightlife business in Naples, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, utilizing firm‑approved planning tools and global market insights to support tailored strategies.

Eric Levin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support a range of brokerage and advisory solutions.

Philip Winn is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he serves as an independent contractor and branch manager for North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Stefan Andrews is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns and manages an automotive service business and provides business coaching to owners. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

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.