Vincent Magee is a financial advisor at Ameriprise in Marco Island, FL, holding a Series 63 designation with 29 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He has been with Ameriprise since 2018. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans, primarily for clients maintaining assets in Ameriprise-managed accounts.

Gary Najarian is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He worked at Morgan Stanley Smith Barney for 14 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diverse portfolio management styles and extensive affiliated research.

Manuel Diaz Rodriguez Jr is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC and a background in the automotive and retail sectors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning using a written Recommendation Report and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.

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.

Craig Joseph is a financial advisor with OSAIC in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years and has been associated with Union Central Life for over 30 years. Outside of his advisory work, he serves as president of a retail beverage center and is involved in real estate development and management through several LLCs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, delivering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach that incorporates asset allocation, portfolio optimization, and risk management tools, supporting discretionary and advisor-managed strategies along with third-party manager options.

James Rocco is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., Citigroup Global Markets, and Banc of America Investment Services. 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 offers both brokerage and advisory solutions.

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 at LPL Enterprise with 15 years of industry experience. He has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. Nadeau holds Series 63 and Series 65 licenses and operates a financial services DBA, Nadeau Retirement Planning, through LPL. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers and various financial planning services.

Joel Mitchell is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023, and previously spent seven years with Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Anna Gionet is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Marco Island, FL. She has 14 years of industry experience, including roles at Wells Fargo Bank NA since 2013 and a brief tenure at Morgan Stanley in 2011. Outside of her advisory work, she has ownership of a vacation rental property in Stowe, Vermont. 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 offers both brokerage and advisory solutions.

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.

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 licenses and bringing 29 years of industry experience. He previously worked at CUSO Financial Services, L.P. for 23 years and has been affiliated with DFCU Financial Federal Credit Union for over two decades. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology and financial product offerings.

Edward Van Itallie is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. His career includes roles at Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015, following five years at Janney Montgomery Scott. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct plans and Corporate Financial Planning agreements.

Richard Griessmeyer is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Waddell & Reed and various insurance carriers. In addition to his financial advisory work, he is the managing member of CAVU Aviation LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

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.