William Slepcevich is a financial advisor at Osaic with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is involved in life, disability, and long-term care insurance sales through his own insurance agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and various investment platforms to construct portfolios tailored to clients' risk tolerances and investment preferences.

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.

Lisa Walsh is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Kristen Candella is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2017, advancing through positions such as Financial Consultant, Investment Consultant, and Relationship Manager. Prior to that, she worked as a Client Services Associate at RBC Wealth Management from 2014 to 2017. With 19 years of experience as a Certified Financial Planner®, Kristen specializes in assisting clients with their financial goals, focusing on building trust and empowering individuals to make informed financial decisions. She collaborates with clients to develop wealth legacy plans that support future generations. Outside of her professional work, Kristen has personal interests in art, the beach, biking, fitness, hiking, and pets.

Michael Larose is the Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity for over 20 years, holding various roles since 2004, including Financial Consultant since 2014, Investments Representative, Private Client Specialist, Financial Representative, Senior Account Delegate, and Service Specialist. Prior to joining Fidelity, Michael held positions at Putnam Investments, American Express IDS, and Funds Distributor, where he gained experience in business planning, financial advising, mutual fund distribution, bond data analysis, and transaction processing. His professional experience spans roles focused on wealth planning, client service, and investment strategies. Michael's career reflects a commitment to helping clients work toward their financial goals through tailored strategies. Fidelity Investments provides a platform for his work with diverse investor profiles. No additional education, credentials, personal interests, or community involvement information was provided.

Kelly Bramer is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021, she worked at UBS Financial Services Inc for 10 years. Outside of her advisory role, she serves as a trustee and advisor to the parish pastor at Our Lady of Lourdes Catholic Church. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and estate strategies supported by structured discovery processes and firm-approved planning tools.

Heidi Raine is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Bloomfield, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement-income advice, primarily for clients with assets managed within Ameriprise accounts.

Edward Harkins is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cetera and First Allied Advisory Services. Harkins is also involved with Hunter Financial Advisors, Inc., where he serves as an advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and $256 billion in assets under management.

Brian Kamin is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocation.

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.

Jason Diaz Rodriguez is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has seven years of industry experience. He previously worked with JPMorgan Chase Bank and JP Morgan Securities. He is based in Naples, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers investment solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jose Sierra is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A. and Merrill, and before entering the financial sector, he spent eight years at T-Mobile USA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for both discretionary and non-discretionary plan management, including unique offerings like insurance-related investment vehicles and bank deposit sweep options.

Mark Carroll is a financial advisor at LPL Enterprise with over 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for three decades. LPL Enterprise serves a diverse client base, including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model wealth portfolios, third-party asset management programs, and a range of financial products through an integrated platform.

Curt Edwards is a financial advisor with LPL Financial in Naples, FL, holding CFP® and ChFC® designations and possessing 23 years of industry experience. His prior roles include positions at Wilmington Trust, JPMorgan Securities LLC, JPMorgan Chase Bank NA, Infinex Investments Inc., Finemark National Bank & Trust, and Sabadell Bank & Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and both discretionary and non-discretionary management approaches.

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.

Gregory Skrabonja III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 11 years with Invest Financial Corp. and over 30 years at Investment Concepts. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.”

James Konuk is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Clinton Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2010 and has additional roles within affiliated entities dating back to 2000. Outside of his advisory work, Wilson serves as president of Smart Assets Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting client implementation through various advisory programs and maintaining a broad network of advisors.