James Wendling is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Friedmann is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the finance committee of Corpus Christi Chapel, a traditional Roman Catholic church in Naples, FL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Tyler Tognarine is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he records live sports statistics as a coach for Florida Southwestern State College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Gianni Uglialoro is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Cross County Savings Bank, Milestone Realty, and New York Life Insurance Company. Charles Schwab serves a large client base consisting primarily 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 and discretionary investment options with centralized supervision and custody, supported by multi-asset model portfolios and alternative investment due diligence.

Cynthia Lammert is a CFP®-certified financial advisor with nine years of industry experience. She currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has been since 2022. Prior to that, she held roles with Fifth Third Bank and Fifth Third Securities, as well as PNC Bank. Cynthia serves on the board of Grace Place for Children and Families, a nonprofit focused on supporting at-risk children and families in Naples, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.

Megan Rodriguez is a financial advisor at Cetera with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliated firms since 2019, following prior roles at Foresters Advisory Services and Foresters Financial. Additionally, she serves as trustee of the Rodriguez Family Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and access to third-party managers.

Christopher De Vita is a financial advisor at Charles Schwab with Series 66 registration and one year of industry experience. His prior work includes roles at Wells Fargo and Oak View Group, as well as experience in education at the University of Central Florida. Charles Schwab & Co., Inc. serves primarily 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 relationships and access to affiliated discretionary separately managed accounts, supported by a comprehensive operational structure and due diligence on alternative investments.

Carla Roque is a Series 66-credentialed financial advisor at UBS Financial Services with 22 years of industry experience. She has worked with UBS since 2003, initially at UBS International before joining UBS Financial Services in 2010. 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 fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schaffer serves on the board of the Tiburon Golf Club Homeowners Association in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning areas such as business-owner transition and special-needs analysis.

Jacquelyn Gabona is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Nomura Asset Management U.S.A., Aperture Investors, and Active Equity Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process involves centralized due diligence combining quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Howard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Valic Financial Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory work, he assists his father with household and health-related coordination under a part-time, compensated arrangement. 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, providing financial planning and non-discretionary investment consulting supported by research and multiple portfolio management styles.

Vance Neal is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1995. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Raymond James since 2012. Peay serves as a board member or committee member for several nonprofit organizations, including the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., where he is involved in overseeing investment performance and finance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal and public finance.

Mark Alibrandi is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and Merrill. 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 proprietary research and a broad platform of capital markets services.

Terry Dean is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a 50% partner in HD Ranch LLC, a hunting property venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Philip Winn is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he serves as an independent contractor and branch manager for North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

William Meador is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Todd Stepniewski is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a personal service corporation used for processing payroll and office expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

Guy Steele is a CFP® and ChFC® with 37 years of industry experience, all at Edward Jones since 1988. He is based in Naples, FL. Outside of his advisory role, he produces a weekly public Sinatra radio show that airs on purejazzradio.org. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Rickard Martin is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors, Inc. since 2016 and previously held positions at FSC Securities Corporation, LPL Financial, and Osaic FA, Inc. Martin is also an independent insurance agent and president of RSM Advisors Inc. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.