Anna Gionet is a financial advisor with Wells Fargo Clearing in Marco Island, Florida, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo in various capacities since 2013. Outside of her advisory role, she owns a vacation rental property in Stowe, Vermont. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Ann Stickford is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Kelly Potter is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2017. Prior to that, she spent time at Lincoln Investment and Wexelbaum Financial. Outside of finance, she has been involved with LuLu B's Grill & Cafe for over 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Daniel Lampe is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. His career includes over a decade at Wells Fargo entities in various advisory and clearing roles. Outside of his advisory work, he has ownership interests in multiple wealth management and insurance-related businesses based in Naples, FL, as well as a partial ownership in a second home entity. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop customized recommendations delivered through discrete planning engagements.

Matthew Taylor is a financial advisor with Morgan Stanley in Marco Island, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2025, and previously worked at Morningstar Inc. from 2015 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and quantitative models.

Gregory Skrabonja III is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior work includes 11 years with Invest Financial Corp. and over three decades at Investment Concepts, a firm he has been associated with since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers various advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational resources and a broad range of affiliated financial activities.

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.”

Jason Henry is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Morgan Stanley and its affiliates since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

James Konuk is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He has worked at LPL Financial since 2005 and previously spent seven years at Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a variety of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Clinton Wilson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2010 and has additional roles within affiliated entities dating back to 2000. Outside of his advisory work, Wilson serves as president of Smart Assets Management, Inc., a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling tools, supporting client implementation through various advisory programs and maintaining a broad network of advisors.

Jennifer Wilfong is a financial advisor with Merrill, holding a Series 66 designation and possessing 13 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she owns and manages rental properties through LLCs in Indiana and Florida, including short-term rentals. Merrill, together 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 individuals, institutions, and charitable organizations.

John Williams is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He serves on the Finance Committee of The Metropolitan Club of Washington, DC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools, with a broad range of retail and institutional offerings.

Frederick Cyprys is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors for 21 years. Outside of his advisory role, he serves on the board of directors for EnhancedCare, Inc. and is involved with Evergreen Consulting and Cypress Financial Consultants, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and a range of investment vehicles, including mutual funds, ETFs, and alternative investments.

Brian Kirk is a financial advisor with Wells Fargo Advisors in Naples, Florida, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining his current firm. He also serves as executor and trustee for his mother’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients’ needs.

Sam Semaan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding partner of the Strategic Wealth Group. He co-manages the day-to-day oversight of his team and co-heads the group’s wealth planning and investment committees. Sam collaborates closely with business owners, assisting them through corporate and strategic services, particularly around exit planning and comprehensive post-sale financial strategies. With a professional background beginning in 2007, Sam has experience in both investment banking and private equity. He was responsible for all aspects of merger and acquisition transactions for middle market private companies and sourced and analyzed potential acquisition opportunities in private equity. His expertise focuses on connecting wealth creation with tax exposure and liability management, emphasizing the importance of early planning to preserve and protect wealth through changes such as business sales or liquidity events. Sam holds a B.S. in Neuroscience with a minor in Business and an MBA in Finance, both from the University of Miami. He has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Sam is actively involved in his community in Naples, sitting on the Advisory Council for Bascom Palmer Eye Institute and founding the Cedar Club of Naples, where he serves as President. He is also associated with organizations such as the Finance Executives Roundtable, International Men's Club, The James Madison Institute, and the University of Miami. His personal interests include basketball, gardening, golfing, hunting, racquetball, table tennis, and tennis.