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.

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.

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.

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.

Donald Clark is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, following six years at JPMorgan Chase bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Dunn is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining RBC in 2018. Dunn serves on the boards of several nonprofit organizations, including Andean Health and Development, Jesuit Retreat House, and the Elmbrook Rotary Club and Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies through various advisory programs and combines in-house and third-party managers to implement portfolios aligned with clients’ risk profiles.

Brad Bersh is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and 25 years of industry experience. He has worked at Ameriprise since 2017 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, including tax-aware withdrawal strategies and Social Security claiming options.

Benjamin Rivas Arenas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Truist Bank, and CarMax among others. There are no notable outside activities reported in his profile. 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 at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

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 bringing 25 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 over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, 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.