Raymond Piccione is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. He serves as a trustee in a trust-related capacity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and strategies.

Dana Messina is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities from 2007 to 2017 before joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports through a centralized consulting team.

David Luebke is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at CUNA Brokerage Services, Inc. and Suncoast Credit Union. He is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives.

William Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo since 2011, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Canady is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to his financial services career, he was involved with Marco Island Watersports, Inc. and operates an education-related business as a sole proprietor outside of his advisory work. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and various investment programs to serve a broad client base.

Daniel O'Dowd is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at JP Morgan Securities Inc. for 17 years and Stifel Nicolaus & Co Inc. for 3 years prior to joining Ameriprise. He is also involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized team that provides non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis. The firm integrates advisory, brokerage, and insurance solutions with a focus on managed accounts and employs algorithmic automation under oversight to support its retirement planning approach.

Paul Klosterman is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Outside of his advisory role, Klosterman is involved in insurance advising and property management activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment approaches, utilizing asset-allocation tools and third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.

Todd Rinderer is a financial advisor at Stifel with 38 years of industry experience. He has held Series 63 and Series 65 credentials and has been with Stifel since 1995. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Bob Weigel is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at RSM US, LLP for ten years and spent time at Brookes Bible College. Outside of his advisory role, he is involved with Kurios Academy on Marco Island, where he facilitates and guides youth learning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Brendan Leary is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Primerica Advisors and Strategies for Wealth. He is based in Naples, Florida. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Putbrese is a CFP® with 30 years of experience in the financial industry. He has been with Edward Jones since 1995, serving clients from Marco Island, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including managed solutions and separately managed accounts, while operating under a fiduciary standard.