Cornelius Kelleher is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. 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-owner transitions, sports and entertainment, special needs, and divorce.

William Slepcevich is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of advisory work, he is involved in life, disability, and long-term care insurance sales through his own agencies. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and is notable for its large scale and recent consolidation activity.

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.

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 at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Based in Naples, FL, Kamin provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research to tailor investment strategies to client goals and risk tolerances.

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.

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 CFP® certificant with 32 years of industry experience currently affiliated with LPL Enterprise. He has worked with Prudential Insurance Company of America since 1994 and held a role at Pruco Securities, LLC for 30 years. Carroll operates his financial planning practice from a condominium unit he owns in Prospect, Kentucky. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a wrap program.

Curt Edwards is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Wilmington Trust, JPMorgan Securities, and UBS Financial Services. Edwards is based in Naples, FL. 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 extensive technology and a large network of advisors.

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.

Gregory Skrabonja III is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His career includes roles at Invest Financial Corp. and Investment Concepts, which he has been involved with for over three 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 services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Hunter Hudson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held positions at Gartner, the University of Florida, Kehe Distributors, Publix Supermarkets, and Duval Charter High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified 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.”

Michael Loftus is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 66, Series 65, and Series 63 licenses and has five years of industry experience. His prior roles include positions at LPL Enterprise, Prudential Insurance Company of America, and Metolius Capital LLC. He is also involved in a non-variable insurance business activity based in Downers Grove, IL. 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, utilizing research from its investment institute and third-party sources to inform its investment approach.