Carlos Isturiz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Regions Bank, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.

William Farber is a financial advisor with LPL Financial in Naples, Florida. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including prior roles at Nationwide Securities and Nationwide Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple providers.

Darren Moran is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory work, he is the executive producer and host of a historical preservation media project through Garrison Media, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs.

Joseph Compitello II is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2022. Prior to joining Morgan Stanley, he spent nine years at JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.

Kyle Christianson is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer for Empowerment Farms, a nonprofit organization where he oversees financial bylaws, budgeting, and economic efficiency measures. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, municipal advisory services, and a comprehensive affiliate network.

Stephen Angelis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His career includes prior roles at Independent Financial Partners, IFP Securities LLC, Stratos Wealth Partners, and GAN Investments. Outside of his advisory work, he is involved with GAN Investments LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Debra Feaser is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Edward Jones for 15 years and has been with Ameriprise since 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides detailed planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Renee Ramtahal is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Truist Advisory Services, Truist Investment Services, BB&T Securities, and NEST. Renee is based in Naples, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base through tailored financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a variety of portfolio management styles.

Walter Hauser Jr. is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2014 and is also a partner investor in a pizza business established in 1992. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services.

Tanya Cutrone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at SunTrust Advisory Services and PNC Wealth Management. 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 utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Austin Mc Carthy is a Financial Advisor at Merrill Lynch Wealth Management. He and his team work with successful families and individuals seeking to establish a financial pathway toward reaching their personal goals. Their approach is collaborative, tailored, and focused on delivering financial strategies suited to each client's needs. Austin specializes in wealth management, portfolio strategy, real estate, and equity-based lending through Bank of America. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, sports and entertainment, and tax minimization. As a CERTIFIED FINANCIAL PLANNER (CFP), he provides advice and guidance to help clients develop personalized financial strategies considering risk tolerance, time horizon, and liquidity needs. He holds a Bachelor's Degree from Florida State University. Outside of his professional work, Austin enjoys football, music, spending time with his family, and traveling.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Quinn also owns KFQ Holdings Inc., an S corporation formed for managing investment-related income and expenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

Dustin Wolff is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and also works with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

James Hilliard is a financial advisor with Wells Fargo Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 31 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing research, planning tools, and simulation models to develop tailored recommendations.

Mary Kowarick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2018 and previously worked at MBF Healthcare Partners and Mannheim LLC. She serves as an executive committee member for Investors Associated LLP, contributing to oversight of their real estate investment portfolio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations through a non-discretionary program where clients retain decision-making authority.

Lori Siegel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at UBS for 10 years and is a founding partner and majority owner of Centrix Wealth Partners. Siegel is also a member of an LLC associated with her husband's diamond business, although she is not actively involved in its operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports various advisory programs, combining traditional and technological tools in its approach.

Lindsay Corbin is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. She offers personalized financial strategies and investment guidance designed to assist clients in areas such as portfolio design, retirement planning, liability management, tax minimization, and asset preservation. A significant focus of her work is helping clients maintain a reliable lifetime retirement income stream. Lindsay also provides planning solutions involving life insurance and annuities. Lindsay began her career in the financial services industry in 2001 and joined Merrill Lynch in 2002. Her approach involves conducting comprehensive investment reviews for her clients, followed by the development of tailored strategies, ongoing tracking, and regular communication to ensure alignment with clients' goals. She holds a Bachelor's Degree from Purdue University and has the Professional Designation of Personal Investment Advisor (PIA). She lives in Naples with her husband, Ted Corbin, and their daughters, Ava and Nora. Lindsay's personal interests include music, reading, tennis, and traveling.

Charles Pacana is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1999 and at Bank of America, N.A. since 2011. Based in Naples, FL, his career spans both institutions over multiple decades. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Weinrich is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2016 and previously held positions with SunTrust Advisory Services and Suntrust Investment Services. 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 structured planning tools supported by investment research to guide its advisory services.