Amy West is a Series 66 licensed financial advisor with six years of industry experience. She has worked at UBS Financial Services since 2022 and previously held roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, SunTrust Bank, and PNC Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

Thomas Mazziotti is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. He has experience working with Wells Fargo Home Mortgage Services and Big Think Capital. Mazziotti is based in Naples, FL. 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 provides both brokerage and advisory solutions.

Ann Hoen is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she manages an agricultural land business through Buck Farm LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that provides detailed recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily focusing on clients with significant investable assets managed within Ameriprise accounts.

Debra Stover is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates closely with Private Wealth Management Advisors and their teams to develop tailored and comprehensive financial plans for clients. She has been with Fidelity Investments since 1998, progressing through roles as a Financial Representative, Relationship Manager, and currently as a Wealth Management Planning Consultant. Her experience encompasses client relationship management and wealth planning. Debra focuses on understanding clients' wishes to formulate strategies aimed at growing, preserving, and transferring wealth.

Kurt Maurillo is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He has held various roles within Wells Fargo entities since 2009. Maurillo also serves as president of the Freedom Acres Homeowners Association in Cape Coral, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad range of specialized planning options.

Harry Keener is a financial advisor at Keener Investments with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keener Investments since 2001. Keener Investments is an independent firm based in Naples, FL.

James Waldo Jr. is a CFA® charterholder with 11 years of experience in financial advising. He is the sole advisor at Waldo Investment Advisors, LLC, an independent firm based in Naples, FL, where he has worked since 2014. Waldo Investment Advisors serves individual clients with a focus on personalized investment management.

Edrick Flewelling is the sole advisor at Capital Assets, an independent firm based in Naples, FL. He holds 36 years of industry experience, all of which has been with Capital Assets Investment Management, Inc. since 1990. Capital Assets serves clients with a long-standing presence in the investment management field.

Jamin Eastman is a financial advisor with PFO Investment Advisors, LLC in Naples, FL, holding a Series 65 designation and 10 years of industry experience. He also has a background at Chapman Insurance Group, where he has worked since 2017. Outside of his advisory role, Eastman owns Eastman Consulting, LLC, which focuses on research and development for a property and casualty insurance company, and serves as an officer for the charitable organizations AWEARS, LLC and New International. PFO Investment Advisors, LLC is a supported firm serving clients with personalized investment advisory services.