Anna Dean is a Series 66 licensed financial advisor with UBS Financial Services in Naples, FL, where she has worked since 2018. She has six years of industry experience and previously worked at Dell from 2012 to 2018. Outside of her advisory role, Dean has involvement with DoorDash in the food delivery sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research and capital markets products through a large network of financial advisors.

Thomas Willingham is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has been with Edward Jones since 1988. He also owns and serves as president of a commercial condominium suite used for his branch office in Kennewick, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Isroff is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2009. He is based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured processes and advanced modeling tools, serving clients directly and through corporate financial planning arrangements.

Cheryl Tucker Refregier is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Wells Fargo Clearing and Fifth Third Securities. Cheryl also serves as a notary in Naples, FL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

John Joyce is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Outside of his advisory work, he is a general partner in Private Capital Partners and manages ReJoyce4 LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services supported by extensive research and a diverse range of portfolio management strategies.

Joseph Trotto is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated 12 years of industry experience, having held roles at Merrill Lynch and TD Ameritrade in various capacities including Financial Advisor, Senior Financial Consultant, Business Development Specialist, and Client Service Specialist. As a Certified Financial Planner™, Joseph partners with clients to provide clear and unbiased guidance, helping them make confident decisions across their full financial picture. He focuses on developing disciplined long-term plans, preparing for life's changes, and making investment decisions aligned with clients' goals. Outside of his professional work, Joseph has interests that include family activities, fitness, golf, hiking, pets, and running.

Ebdon Darling is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, JPMorgan Chase, J.P. Morgan Securities, and Prudential-related firms. Outside of his advisory role, he owns Highland Property Solutions, LLC, a business providing home watch services in Naples, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm manages model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Evanson is a financial advisor with LPL Financial in Naples, FL, holding the CFP® designation and multiple securities licenses (Series 63, 65, 66). He has 20 years of industry experience, including prior roles at Waddell & Reed and Merrill. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Brian Parker is a CFP® professional with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at several firms including Morgan Stanley and multiple entities under Cambridge Investment Research since 2025. Outside of financial advising, he officiates high school football games and wrestling matches. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management and delivers account implementation across multiple platforms and custodians.

Robert Long is a Certified Financial Planner (CFP®) with 44 years of industry experience. He has been with UBS Financial Services since 2000. 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 and provides a broad range of capital markets and research resources to support client strategies.

Mark D'annunzio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. for several years and spent over two decades at Petersen Investments, Inc. He is also involved with Petersen Advisors in a non-variable insurance capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bernberg is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with a focus on assets held in Ameriprise Managed Accounts.

Johnathan Mantila is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Fifth Third Bank and Superior National Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates a range of eligible strategies, including ESG considerations.

Michael Bellitti is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2021 to 2023. Michael's professional experience also includes several positions at Charles Schwab & Co., Inc., such as Associate Financial Consultant (2020-2021), various roles within the FC Academy including Investor Development, Cohort Trader, Cohort Licensed, and Cohort Trainee between 2019 and 2020, as well as Associate, Brokerage Service Representative in 2019. Michael is focused on partnering with clients to understand their unique financial needs and developing plans to work toward accomplishing their life goals. Outside of his professional work, he has interests in baseball, exploring culinary experiences, outdoor adventures, reading, traveling, and volunteering.

Alex Treves is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Wells Fargo Advisors in 2018. Treves co-owns a personal property holding company, Alex K. Treves LLC, with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm develops tailored recommendations using proprietary research and planning tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized planning areas.

Ralph Picascio is a CFP®-certified financial advisor with 43 years of industry experience, currently with UBS Financial Services since 2012. He holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of financial products.

Stephen Buonamano is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at TD Ameritrade and its investment management affiliate. Outside of his advisory role, he manages a residential rental property in Naples, Florida. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Linda Chamberlain is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Credit Suisse Securities. Chamberlain has been with UBS Financial Services since 1999, most recently returning in 2024. 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 provides a range of financial planning and portfolio management solutions supported by proprietary research and model-based asset allocations.

Betty Lamb is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning solutions. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Scott Shear is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Wells Fargo Advisors since 2023 and was previously with Wells Fargo Clearing for seven years. Shear also owns and operates Shear Investment Group Inc., an investment-related business based in Parkland, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and tools, with planning engagements that are typically discrete and optional for clients to implement through various brokerage or advisory programs.