Manuel Diaz Rodriguez Jr is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors, LLC for two years and has held roles in various other industries, including automotive sales and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, employing a research-driven approach and specialized tools to provide tailored recommendations within a defined investment ecosystem.

Edward Lynch is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for seven years before joining Morgan Stanley in 2021. Outside of advising, he is a partner in Barron Enterprises LLC, a property management business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm’s planning process includes structured discovery and modeling tools, managing approximately $2.74 trillion in client assets.

Terrence Mccreanor is a financial advisor at Ameriprise with 52 years of industry experience and holds a Series 63 designation. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He is also the owner of a nonprofit charitable entity, Caxambas Miracles Forum, based in Marco Island, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Fazio is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith, Incorporated since 2014. He is based in Marco Island, FL. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Craig Joseph is a financial advisor at Osaic with 30 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors, Inc. for 19 years. In addition to his advisory work, he is president of a retail beverage store and a managing member of a family-owned business that oversees various non-investment ventures. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and risk assessment methodologies to manage portfolios across multiple asset classes, supporting both discretionary and non-discretionary accounts.

James Rocco is a financial advisor with Wells Fargo Clearing in Marco Island, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services informed by research from Wells Fargo Investment Institute.

Jonathan Lombardi is a financial advisor with Morgan Stanley in Marco Island, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2009. Outside of his advisory work, Lombardi owns Gulf Coast Sports Cards, a retail and online business selling sports cards. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with tailored financial planning and wealth management services. The firm employs a structured planning process and offers a broad range of advisory programs alongside institutional investment capabilities.

Donald Hershberger Jr. is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. He is also an author with a published book available on Amazon. Hershberger holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, and institutional clients. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Christopher Mercer is a financial advisor at Raymond James & Associates with 24 years of industry experience. He has been with Raymond James & Associates since 2012. Mercer holds the Series 66 designation and is based in Marco Island, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Tuttie Fusco is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. Since 2012, she has been with Raymond James Financial, where she serves clients from Marco Island, FL. Fusco is a member of the advisory boards for Boumi Shriners and Maryland Masonic Home, where she provides oversight on investment-related matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advice utilizing risk profiling and analytical tools, and supports a broad advisor network with programs including municipal and employer retirement plan consulting.

Fredrick Nadeau is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Nadeau also serves as an agent for a fixed annuity insurance carrier. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Joel Mitchell is a financial advisor at J.P. Morgan Securities in Naples, FL, holding a Series 66 designation with eight years of industry experience. His prior work history includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. 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.

Anna Gionet is a financial advisor with Wells Fargo Clearing in Marco Island, Florida, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo in various capacities since 2013. Outside of her advisory role, she owns a vacation rental property in Stowe, Vermont. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Peter Dutcher is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill Lynch Pierce Fenner & Smith Inc. since 2012, as well as Bank of America, N.A. since 2022. Outside of his advisory role, he works part-time as a rideshare driver for Uber and Lyft. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Matthew Taylor is a financial advisor with Morgan Stanley in Marco Island, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2025, and previously worked at Morningstar Inc. from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and quantitative models.

Steven Mielke is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary portfolio management, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Bradley Sova is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 29 years of industry experience. He has worked at CUSO Financial Services, L.P. and DFCU Financial Federal Credit Union since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Edward Van Itallie is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 65 and Series 63 licenses and having 37 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Richard Griessmeyer is a CFP® with 37 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. for over three decades. In addition to his advisory role, he is the managing member of CAVU Aviation LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

John Yarnell III is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning agreements.