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.

Darrin Sanger is a financial advisor with Edward Jones in Naples, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and concurrently operates Sanger Consulting Group, LLC. Prior to this, he spent five years at Triple Canopy, Inc., a Constellis Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Desantis is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes 14 years at UBS Financial Services before joining Morgan Stanley in 2022. Outside of his advisory role, he is involved in an airplane leaseback business, a practice he has pursued for over 15 years. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering services that incorporate firm-approved planning tools and scenario modeling.

Bradford Marshall is a CFP® and securities professional with 27 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2008. He is based in Naples, FL. Outside of his advisory work, he serves as chairman of the Gene Doyle Adventure Scholarship committee and is a board member of Fostering Success, a nonprofit supporting youth impacted by the foster care system. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Mitchel Wise is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at UBS Financial Services, Citadel Securities Americas, and Goldman Sachs. He also teaches a financial education course on retirement strategies at Florida Gulf Coast University through their Continuing Education Program. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and specialized services informed by proprietary research and tools.

Mark Oechler is a CFP® professional with 37 years of experience in financial services. He is currently with Ameriprise Financial Services LLC and has previously worked at LPL Financial, Johnson Bank, and INVEST Financial Corporation. Outside of his advisory work, he has involvement with Johnson Insurance, LLC, referring insurance business to Johnson Bank’s insurance company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Byron Posadas is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. He is currently based in Naples, FL. Morgan Stanley Wealth Management serves individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Secular Return Estimates and Monte Carlo simulations.

Mark Sherwood is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory duties, he serves as a trustee and holds powers of attorney related to trust management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Tim Foster is a financial advisor with UBS Financial Services in Estero, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes ten years at UBS, seven years at Bank of America, and 26 years with Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor strategies. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Amy Charlson is a financial advisor with Edward Jones in Estero, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Mauricio Ramirez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Truist Investment Services, BB&T Securities, and JPMorgan Chase. Outside of his advisory work, he is also a freelance DJ. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Joe Grojean is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 40 years as a self-employed advisor and a decade with Cambridge Investment Research Advisors. Outside of his advisory work, he has engaged in acting and modeling activities. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of implementation options, including proprietary and third-party model strategies, discretionary and non-discretionary management, with various platform arrangements tailored to client objectives.

George Stanley is a Certified Financial Planner (CFP®) with 45 years of industry experience. He has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Naples, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs supported by structured planning tools and models.