Christopher Martin Rodin Sierra is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill, he worked at Bank of America, N.A., and has a background that includes roles in education and service industries. Outside of his advisory work, he is employed part-time as a delivery driver for a transportation company. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Kuhn is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory force.

George Grotlisch is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2025. Outside of her advisory role, she is a notary. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

John Joyce is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Raymond James in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Outside of his advisory role, he is a partner in Private Capital Partners and a manager of ReJoyce4 LLC. Raymond James & Associates is a large firm serving individual, institutional, and municipal clients with financial planning and investment consulting services. The firm offers a range of portfolio management strategies and is notable for its municipal advisory services and extensive affiliate network.

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 CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked at Waddell & Reed Inc. and associated insurance agencies from 2014 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diversified investment approaches.

Brian Parker is a CFP® with 18 years of industry experience, currently associated with Cambridge Investment Research Advisors. He has held roles at multiple firms including Dempsey Lord Smith, Premium 72 Capital, and Cabot Lodge Securities. Outside of his advisory work, Parker officiates high school football games and wrestling matches. Cambridge Investment Research Advisors serves a broad range of clients, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm provides tailored investment strategies across multiple custody platforms, including proprietary and third-party model solutions.

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 at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Royal Alliance, and Petersen Investments, Inc. He is involved with Petersen Advisors in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs with access to model portfolios, research, and technology-driven investment solutions.

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.

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.

Anthony Dagati is a financial advisor with Edward Jones in Bonita Springs, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at FG Companies and RealtyShares prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.