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 with OSAIC, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has worked at Legacy Financial Services since 2001 and joined OSAIC in 2024. In addition to his advisory role, Minor is actively involved in several organizations including serving as President and Senior Partner of Legacy Investment Services, Inc., and CEO of Advisor Controls and Advisor Nation, which provide technology solutions and coaching services for financial advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager options.

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.

Scott Leo is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Thrivent Financial and Lake Michigan Credit Union, and spent 14 years with Kettering City Schools. Outside of his advisory role, he is involved in managing and acquiring real estate through his ownership positions in H2I Properties LLC and H2I Acquisitions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research technologies.

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 Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at UBS since 2010 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Chase Schroeder is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and is currently associated with Oley Kinser Concierge Wealth, LLC, an independent practice within Raymond James. Prior to his advisory roles, Schroeder worked in various capacities including at Miromar Lakes Golf Club and Doordash. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through various advisory programs.

Maureen Mcpeek is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She previously worked at Morgan Stanley for four years and Citigroup Global Markets for twelve years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

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 financial advisor at J.P. Morgan Securities holding a Series 66 designation with two years of industry experience. His prior work includes roles at BMO Financial Group, JP Morgan & Chase Co, and Elias Brothers Group. He is based in Naples, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Timothy Farrell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. The firm, Wells Fargo Advisors, is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. It manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Iarussi is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017, respectively. His previous experience includes roles at Metlife Securities Inc., MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. Outside of his advisory work, Iarussi owns Commonwealth, LLC, a business he has operated since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative planning relationships and event-driven planning services.

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 positions at Cetera Wealth Services, Strategic Investment Partners, and Berthel, Fisher & Company Financial Services. Outside of advising, he co-hosts a weekly financial radio show and holds leadership roles in several business and association partnerships related to insurance and office property management. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment strategies and program structures, managing over $256 billion in assets across more than 10,000 advisors.

Elliott Ellis is a CFP® with three years of industry experience, currently serving at Osaic Wealth. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Ellis is involved with the Financial Planning Association Southwest Florida Chapter’s NexGen Development group, engaging with young financial planners and students. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Brian Cooke is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning, portfolio management, and institutional services supported by a network of over 22,000 advisors.

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.

Anthony Leopizzi is a financial advisor with Ameriprise in Naples, FL, holding the CFP®, ChFC®, and Series 63 designations and has 39 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1989 and Ameriprise Financial Services, Inc. from 2005 to 2020. Leopizzi serves as Treasurer for Project Help Naples, Inc., a local nonprofit organization, and is also Treasurer for the Knights of Columbus Naples Association 4357. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and annual retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.