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 financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked in various roles within JPMorgan Chase Bank, JP Morgan Private Bank, and other financial institutions. His background also includes service in the Marine Corps from 2013 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, offering a range of advisory and brokerage services.

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 with Osaic Wealth, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services and Mutual of Omaha Investor Services. He serves as a board member and treasurer for The Heights Foundation and is on the board of Epilepsy Florida, both nonprofit organizations. Filson is also the managing member of Advanced Capital Strategies LLC, where he provides consulting related to business exit planning using his CEPA designation. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits. The firm offers a range of investment advisory and brokerage services supported by various platforms, employing asset-allocation tools and third-party managers to build diversified portfolios tailored to client needs.

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 credential and 15 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to his roles at Ameriprise and LPL Financial. Oliva is involved with Trilith Wealth Management, where he engages in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Merrill in Naples, FL, holding a Series 66 designation and five years of industry experience. Prior to his current role at Merrill since 2020, he worked at Bank of America, N.A., and has held various positions at companies including Five Star Valet Inc and First Data Corp. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Alexondra Brouwer is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment Planning, Ameriprise Financial Services, Morgan Stanley Private Bank, and other firms. Brouwer is also involved with Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Streeter Holden is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo entities since 2009. Outside of his advisory role, he is an artist based in Naples, FL, dedicating time monthly to his art activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk management, and specialized planning areas.

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.

Michael Bauman is a financial advisor with LPL Financial in Estero, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Cetera Financial Specialists LLC and Cetera from 2004 to 2019. Bauman has been associated with Rossi, Schlotter & Company since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

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.