Matthew Chlopek is a financial advisor at Valley Oak Investment Strategies LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Fidelity Investments. He is also licensed as an insurance agent. Valley Oak Investment Strategies provides investment management, comprehensive financial planning, and consulting services primarily to business owners, families, and institutional retirement plans. The firm uses model portfolios, sub-advisers, and a model marketplace, and offers retirement plan consulting along with fiduciary services.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Realta Equities, Inc., Wells Fargo Advisors Financial Network, LLC, and David Lerner Associates, Inc. Outside of his advisory role, he holds a New Jersey real estate license and serves as an executor for his father's estate. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, developing client-specific investment policies and conducting ongoing portfolio monitoring.

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

James Szeszulski is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and over 21 years of industry experience. He has been with Money Concepts Capital Corp since 2004. Outside of his advisory role, he owns Guidance Strategic Partners Group, LLC, an investment-related business, and is involved in health insurance and group benefits through Medlink and Bryne Insurance Group. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to manage assets for approximately 14,700 clients.

Glenis Salazar is an advisor with FIFTH THIRD SECURITIES, Inc. and holds Series 63 and Series 65 credentials. She has been with the firm since 2025 and has prior work experience in banking, retail, and education. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Program and utilizing third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across more than 900 advisors.

Thomas Faber II is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has also been affiliated with LPL Financial since 2019. His prior experience includes two years at Ameriprise Financial Services, Inc. Faber maintains multiple business activities related to investment advisory services under Independent Advisor Alliance and its DBAs. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm delivers discretionary and non-discretionary portfolio management and utilizes various analytical techniques and technology platforms to support client services.

Steven West is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2017, he worked for the Tampa Bay Buccaneers from 2013 to 2017. 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 and offers a range of advisory strategies, including both discretionary and non-discretionary options, supported by a nationwide network of more than 23,700 financial advisors.

Sean Twombly is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He works with corporate executives to improve how their employer-sponsored retirement plans fit within a broader financial strategy, utilizing holistic planning and collaboration to support better-informed decisions. Sean has been with Fidelity Investments since 2021, initially serving as an Investment Solutions Representative before advancing to his current role in 2023. Prior to that, he worked as a Registered Administrative Assistant at Reliance Wealth Management in 2020. Outside of his professional work, Sean has interests that include art, cars, golf, hiking, movies, and pets.

Theodore Mulligan is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked previously at Financial Strategies Retirement Partners, Acorn Financial, and Commonwealth Financial Network. Outside of advisory work, he is involved in fixed insurance sales and owns a residential real estate management company in Durham, NH. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm focuses on non-discretionary planning tailored to client goals and supports its services with tools such as risk profiling and probability modeling.

John Peluso is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, he owns Jack Peluso Lighthouse Advisors Inc., a business related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Michael Beda is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Bank, Eden Global Capital, Idoru Capital Management, and HuaXia Finance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Christian Butler is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Hertz and was involved with Ignatius Bookfairs, as well as having experience with Ave Maria University and Outlook Farm and Eatery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Jose Noarbe Moliner is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Fabian Gil is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. He is based in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Matthew Lang is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Matthew Hembling is a Series 66 licensed financial advisor with Edward Jones, based in Naples, FL. He has one year of experience at Edward Jones and previously worked for TRAKAmerica, Best Buy, and Market Source Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

William Obrien is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 43 years of industry experience. He has worked at Cetera Advisors LLC since 2015 and joined Cetera Investment Advisers in 2024. Outside of his advisory work, he is a character actor and runs a website related to his acting career. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Keith Hower is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. His prior experience includes positions at Cetera Advisor Networks and VOYA Financial Advisors, as well as running Hower Financial, LLC since 2006. Outside of advising, he is an ambassador for Six Zero, an organization based in Naples, FL. 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Alex Orillac is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Geneva Asset Management and has experience in academia, including positions at Virginia Tech and Academia Interamericana de Panama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Mariam Ibrahim is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2003. Outside of her advisory role, she assists with administrative duties for her husband’s business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.