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.

Alexondra Brouwer is a financial advisor with LPL Financial, holding a Series 66 designation and over 11 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Ameriprise Financial Services, Lincoln Investment Planning, and Suncoast Credit Union. Brouwer is also involved with Suncoast Investment Services, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Streeter Holden is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, Holden is an artist with a personal business based in Naples, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through discrete planning engagements.

Norman Killop III is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individuals and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through employer corporate agreements.

Amy West is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at SunTrust Investment Services, BB&T Securities, SunTrust Advisory Services, and PNC Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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 designations and possessing 33 years of industry experience. She has been with Ameriprise since 2005, including 6 years in her current role. Outside of advisory services, she owns and manages non-investment related agricultural property through Buck Farm LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides personalized, annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Bauman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His career includes 15 years at Cetera Financial Specialists LLC and ongoing work since 1997 with Rossi, Schlotter & Company. Bauman is based in Estero, FL. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a range of strategic investment options.