Jeffrey Gillis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning services, utilizing structured discovery processes and approved planning tools to model financial outcomes.

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

Jonathan Salisbury is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tornincaso is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes positions at Cetera, Glk Wealth Management, and Wamu Investments, among others. He also operates RJT Wealth Strategies, his own advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of investment options and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.

Austin Parker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Traid Advisors and Publix before joining Raymond James in 2018. In addition to his advisory role, he works as an associate at Weinstein Wilkes Financial Group, assisting with account maintenance and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Fritts is a financial advisor with Raymond James Financial in Estero, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been affiliated with Raymond James since 2005 and is also involved in his own financial advisory and business ventures, including JohnnyCake Financial Services, Inc. Outside of his advisory role, he owns RCF Enterprises LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a large advisor network, and provides specialized municipal and public finance services.

Timothy Rueter is a financial advisor at Raymond James Financial with over 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Mass Mutual Financial Group and Foundation Wealth Strategies LLC, where he served as president. He continues to maintain involvement with Foundation Wealth Strategies LLC and has limited activities related to long-term care insurance and residuals from prior work with Thrivent Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable offerings in municipal finance and SIMPLE IRA advisory programs.

Nicole Majoras is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 credential with 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its financial planning process.

Dominique Otto is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, Otto worked at Influencer Labs Inc. and MikeWorldWide. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Wayne Cook is a financial advisor with LPL Financial based in Estero, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been associated with WEC Associates for over two decades, where he is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Magdalene Van Laere is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Meijer and ALSAC / St. Jude Children's Research Hospital. Outside of financial advising, she teaches fitness classes at TriTone Triple Barre Fitness and serves as a race director for US Road Running in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Parker Conitz is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at multiple country clubs and a golf preserve. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Mccormack Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor for more than 27 years, bringing extensive experience to his role. He started his career at PaineWebber/UBS Financial Services, Inc., where he spent 19 years before continuing his work advising clients. Michael focuses on family wealth management strategies, portfolio management services, and retirement income. He provides integrated planning based consulting services to high net worth individuals, with an emphasis on in-depth financial strategies and retirement planning. He works one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. Michael is a graduate of the University of Rhode Island and Avon Old Farms School. He holds the Personal Investment Advisor (PIA) designation. He lives in Newport, Rhode Island, with his wife Michele and their four children. Outside of his professional work, Michael enjoys golfing, music, and running.

Shawn Kinney is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Ameriprise, Edward Jones, Stifel Nicolaus & Co Inc, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analysis and asset allocation guidance.

Jeffrey Baker is a financial advisor with Wells Fargo Advisors in Estero, Florida, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns a rental property in Shoreline, Washington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special-needs, and divorce, supported by proprietary research and planning tools.

William Sullivan is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Hunter Financial Advisors. He is based in Bonita Springs, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Nicholas Durcau is a Series 65 licensed financial advisor with Primerica Advisors, based in Ft Myers, FL. He has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his financial services career, he worked in the food service industry. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Brice Pelliccioni is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial. Outside of his advisory role, he serves as Vice President of VP Health Group, Inc., a business entity not related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, combining advisory platforms with a broad array of non-advisory financial activities.

Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Carl Chaput is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, including prior experience at Robert W. Baird & Co. from 2014 to 2016. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to support advisors in delivering tailored retirement-income plans.