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 with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles within Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, supported by a structured discovery process and firm-approved planning tools.

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. He worked at Merrill for 15 years before joining UBS in 2016. UBS Financial Services Inc. 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 and utilizes proprietary research and model-based asset allocations to tailor client plans.

Amy Charlson is a financial advisor with Edward Jones in Estero, FL, holding Series 65 and Series 63 licenses and totaling 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, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Scott Mc Ewen is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Edward Jones for 19 years before joining LPL Financial in 2018. Mc Ewen also operates SCM Financial LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Joe Grojean is a ChFC® with 54 years of experience in the financial industry. He has been affiliated with Cambridge Investment Research Advisors since 2016 and has also maintained a self-employed advisory practice since 1982. Outside of his advisory work, he has involvement in acting and modeling. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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.

James Oplt is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 63 designation and bringing 49 years of industry experience. He has been with UBS since 1989. Outside of his advisory role, he is part owner of a convenience store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Paul Lauster is a Series 66-registered financial advisor with J.P. Morgan Securities in Naples, Florida, and has three years of industry experience. His background includes roles at various J.P. Morgan entities, as well as experience with Northwestern Mutual and the U.S. Marine Corps. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supporting recommendations that may include ESG considerations and broader derivatives capabilities.

Richard Hans is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1979 following his graduation from the University of Maryland with a Bachelor's degree in Finance. In his role as team strategist, Richard manages high-net-worth and corporate client relationships, focusing on tax minimization strategies, executive compensation, family wealth management, retirement planning, and the management of concentrated stock positions for senior executives. Richard holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation. He is also a member of the Certified Board of Standards, Inc. and the Investments & Wealth Institute. Outside of his professional work, Richard is involved with the Lustgarten Foundation for Pancreatic Cancer Research. He resides in Annapolis, Maryland, with his wife, Judi.

George Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since April 2007. He specializes in wealth management and financial strategies tailored for high net worth individuals, families, and business owners. George has particular expertise in assisting officers and directors of public companies with concentrated stock positions, including 144/restricted stock transactions, stock option strategies, and the implementation and design of 10b5-1 plans. He also collaborates with businesses to design and implement 401(k) plans. Prior to joining Merrill Lynch, George spent nine years at a regional broker-dealer, holding roles as an institutional sales trader and Vice President of Corporate and Venture Services. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). George holds a Bachelor of Science degree in Business Economics from SUNY Oneonta and an MBA from Russell Sage College. George’s client focus areas encompass corporate executive services, executive compensation, retirement income, family wealth management strategies, and services for endowments, foundations, and non-profits. He has been recognized on Forbes’s "Best-in-State Wealth Advisors" list in both 2022 and 2023. Outside of his professional work, George participates in community volunteer activities and enjoys baseball, golfing, and spending time with his family.

Bryan Filson is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Mutual of Omaha Investor Services. Outside of his advisory role, he serves as treasurer and board member of The Heights Foundation and is a board member of Epilepsy Florida Inc. He is also the managing member of Advanced Capital Strategies LLC, where he applies his CEPA designation to assist clients in business exit planning and due diligence. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach emphasizing portfolio optimization and risk management, offering advisory and brokerage services through a broad multi-advisor platform.

Anthony Lea is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following an 11-year tenure at METLIFE Securities Inc. He also works as an independent insurance agent selling Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning engagements.

Dennis Oliva is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Ameriprise, and Wells Fargo Clearing. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational tools.

John Borreggine is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and is also affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process incorporating approved tools such as Monte Carlo simulations and Secular Return Estimates.

Nicholas Megaloudis is a financial advisor at Merrill with the Series 66 designation and five years of industry experience. His career includes roles at Merrill since 2020 and Bank of America, N.A. since 2024. He has also worked in other fields including positions at Five Star Valet Inc and Scanlon Imports. 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, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Brian Birnbaum is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Birnbaum serves on the finance committee of the Oak Park River Forest Infant Welfare Society, a charitable nonprofit organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by structured planning tools and a comprehensive investment research process.

Karla Mott is a Series 66-registered financial advisor with Morgan Stanley in Naples, FL, with seven years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018, with prior roles at Granite Associates, LP and Merrill Lynch. Outside of her advisory work, she is involved in personal fitness training and group classes as an independent contractor with Body Crafters Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery processes and advanced planning tools to support client financial goals.