Alyssa Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles in the hospitality sector and spent ten years associated with Florida Gulf Coast University. Outside of her advisory role, she works as a bartender at PopStroke, a mini golf, restaurant, and bar venue in Fort Myers, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios and fund advisory services.

Matthew Cole is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third for over a decade. 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.

Adam English is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 credential and 20 years of industry experience. He has worked at Bank of America, N.A. since 2009 and Merrill since 2007. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Walter May III is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of advising, May also works as an insurance agent, focusing on individual and group life and health insurance. MassMutual Investors Services 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 and a range of investment and educational programs.

Kurtus Thompson is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He worked at Proequities, Inc. for 25 years before joining Edward Jones in 2017. Outside of advisory work, he manages an LLC focused on real estate in North Bend, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Rodriguez is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and a brief tenure at Boom Media Global in 2019, as well as periods of full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Parker is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include work with Ic Advisory Services, The Investment Center Inc, Alesia Strategies, Ashton Stewart & Co, and Voya Financial. Parker is involved in multiple business entities related to third-party administration and trading activities outside his advisory role. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party research, and a range of investment strategies.

Donald Grassi is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 33 years of industry experience. He was previously with Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Grassi is also the owner of Oak Tree 100, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Reiko Powderly is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes advising professional athletes and entertainers through Masters ProSports & Entertainment. She is also the owner of RJ Global Solutions LLC, a business focused on bookkeeping and expenses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm with over 10,000 advisors serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers across various program structures.

Matthew Marra is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Marra serves as an advisory board member for Seapointe Village VII Condo Association, overseeing the association's operations and finances. 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 plans, corporations, and charitable organizations.

Michael Rutkowski is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Parsons is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at MetLife Securities for 18 years before joining MassMutual Life Insurance and MassMutual Investors Services. Outside of his advisory role, Parsons serves as an announcer for varsity football games at Aubrey Rogers High School. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and provides a range of tools including Monte Carlo simulations and automated asset-allocation software.

William Lopresti is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, he receives royalties from a prior acting role with Mesquite Productions. 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 like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Joseph Lambrecht is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and utilizes both in-house and third-party managers to implement portfolios.

Joel Spitz is a financial advisor with Morgan Stanley based in Naples, FL, holding a Series 63 designation and 41 years of industry experience. His prior work includes tenures at Bank of America and Merrill. Outside of his advisory role, he is associated with Jamsage LLC, a for-profit business located in Naples. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling methods as part of its advisory process.

Katheryn Compitello is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 66 credentials with 12 years of industry experience. She previously worked at FSC Securities Corporation from 2013 to 2020 and has been with Morgan Stanley since 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Mclendon is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in advising affluent clients on investment and wealth management strategies, including portfolio management, retirement planning, life insurance analysis and funding, stock option analysis, philanthropic planning, and wealth preservation and transfer services. Using proprietary analysis, historical data, and BofA Global Research, he creates customized portfolio strategies aimed at meeting client expectations and long-term goals. He collaborates with clients' other advisors, such as attorneys and accountants, to coordinate estate, wealth transfer, and tax minimization planning. Robert holds a Bachelor's Degree in Finance from the University of Georgia. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His community involvement includes participation in Trinity By The Cove Episcopal Church and Habitat for Humanity. Outside of work, Robert enjoys boating, hiking, music, traveling, and spending time with his family.

Brett Oley is a Series 66-credentialed financial advisor with 20 years of industry experience, currently serving at Raymond James Financial Services Advisors Inc. since 2017. Prior to joining Raymond James, he worked at UBS Financial Services Inc. from 2006 to 2017. He is co-author of two books on financial planning and Florida residency, including *Sunshine State Strategy: Your Essential Guide to Becoming a Florida Resident*. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using a range of analytical tools and supports its clients through various advisory programs and institutional consulting services.

Thomas Smith is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is an owner of 2030 Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides structured planning tools supported by its Global Investment Committee.

Nicholas Steinbach is a CFP® with 20 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes seven years at Stifel Nicolaus & Co Inc and several years across various Wells Fargo entities. Outside of his advisory role, he is the majority owner of Bach Motorsports LLC, a personal auto racing business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s IPS-driven approach utilizes modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.