Nicholas Gianascoli is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. He previously worked at Merrill and Towne Bank. Outside of his advisory role, he is an owner and partner in Five Gee's Land Company, LLC, a real estate holding company where he functions as a shadow investor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Adam Yakubec is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Inc., LPL Financial, and Merrill. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

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.

John Heavey is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, N.A. Prior to that, he was with Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a range of investment programs.

John Diemer is a CFP® with 36 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves as Chair of the Investment Committee for the Gesu Parish Endowment Fund in University Heights, Ohio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Michael Gieseke is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Carlos Isturiz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Regions Bank, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.

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.

William Farber is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darren Moran is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of financial services, he is the executive producer and host for Garrison Media, LLC, a historical preservation media company. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients deciding how to implement strategies through brokerage or advisory programs.

Kyle Christianson is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer for Empowerment Farms, a nonprofit organization where he oversees financial bylaws, budgeting, and economic efficiency measures. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, municipal advisory services, and a comprehensive affiliate network.

Stephen Angelis is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Independent Financial Partners and Nationwide Investment Advisors. Outside of his advisory role, he is involved with GAN Investments LLC, a business entity for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Debra Feaser is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Edward Jones for 15 years and has been with Ameriprise since 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides detailed planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Renee Ramtahal is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Truist Advisory Services, Truist Investment Services, BB&T Securities, and NEST. Renee is based in Naples, FL. 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 through tailored financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a variety of portfolio management styles.

Walter Hauser Jr. is a financial advisor at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at UBS Financial Services and KeyBanc Capital Markets Inc. Outside of finance, he is a partner investor in a Donatos Pizza franchise in Dayton, Ohio. Raymond James & Associates is a large, dually registered 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 specialized municipal advisory services.

Tanya Cutrone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at SunTrust Advisory Services and PNC Wealth Management. 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 utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

James Hilliard is a financial advisor with Wells Fargo Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 31 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing research, planning tools, and simulation models to develop tailored recommendations.

Mary Kowarick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan since 2018 and previously held positions at MBF Healthcare Partners and Mannheim LLC. In addition to her advisory role, she serves on the executive committee of a real estate investment partnership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory program is non-discretionary and emphasizes written asset allocation advice, investment manager research, and customized performance reporting.

Lori Siegel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at UBS for 10 years and is a founding partner and majority owner of Centrix Wealth Partners. Siegel is also a member of an LLC associated with her husband's diamond business, although she is not actively involved in its 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 supports various advisory programs, combining traditional and technological tools in its approach.