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.

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.

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.

Donald Clark is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies that may incorporate an ESG framework.

James Dunn is a financial advisor with RBC Capital Markets in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Wells Fargo Clearing before joining RBC Capital Markets in 2018. Dunn serves on the boards of several nonprofit organizations, including a healthcare-focused 501(c)(3) providing services in Ecuador, a spiritual retreat center, and a community service organization. RBC Wealth Management, a division of RBC Capital Markets, offers a range of advisory programs and portfolio management services to individual and institutional clients. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios across various account structures.

Brad Bersh is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following prior roles at Morgan Stanley and its affiliated entities from 2005 to 2017. He is based in Marco Island, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Benjamin Rivas Arenas is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Truist Bank, and served as an independent contractor. His background also includes positions outside finance, such as at CarMax and in the restaurant industry. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corbyn Hightower is a financial advisor with LPL Financial based in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Advisors, FIFTH THIRD SECURITIES, Truist Investment Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolio programs and institutional platforms.

William Ames is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Haymac Investments LLC for eight years before joining Stifel in 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Pedro Harth Silva is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at various Raymond James entities since 2011 and was previously associated with Provenance Wealth Advisors. He is also the CEO of Harth-Silva & Associates, LLC, a support company used for tax reporting and fee collection purposes. 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 clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Todd Tyrie is a financial advisor with Edward Jones in Marco Island, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a passive owner of a horse breeding farm. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory programs, operating under a fiduciary standard.

Andri Gonzalez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Gonzalez worked for Bank of America and Merrill from 2014 to 2021. Outside of advisory work, Gonzalez owns a rental property in Homestead, Florida. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Patrick Surdy is a financial advisor with Edward Jones in Marco Island, Florida, holding CFP® and Series 66 credentials and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as Trustee and Vice President of the Siegfried Family Foundation and co-owns a boat with his brother through Riverstone Acres, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and services supported by a large national network of financial advisors and branch offices.