Donald Amoruso is a CFP® with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and spent 15 years at Citigroup Global Markets prior to that. 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 both brokerage and advisory solutions.

Howard Harrow is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a real estate-related LLC based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

Jennifer Dombkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Naples, Florida. She works alongside her father and sister, serving multigenerational families across the country. Jennifer focuses on understanding each client's unique story to help them pursue financial goals and establish their desired legacy through a consultative approach. With experience advising business owners, corporate executives, and professionals, Jennifer addresses areas including education planning, family wealth management, legacy planning, retirement income, and tax minimization. She collaborates with clients' other trusted advisors when necessary to coordinate specialized strategies. Jennifer holds a Bachelor's degree from the University of Florida and several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She is a member of Kappa Kappa Gamma, active in Leadership Collier Foundation, and involved with Baby Basics of Collier County. She resides in Naples with her family and enjoys running, spending time with her family, and supporting the Florida Gators and Liverpool Football Club.

Nila Mohibi is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Sun Life Financial and RBC for three years each. She is listed as an owner/member of Three Bricks LLC, an entity formed to purchase a house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

John Peterson is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also involved in investment-related activities through ownership in JMHAT Financial, LLC and JPETERSON GP, LLC, and serves as trustee of two trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include cash-flow, retirement, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet certain net-worth criteria.

Corbyn Hightower is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors for eight years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services through a national network of investment adviser representatives.

Brice Pelliccioni is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and WELLS FARGO Advisors. He has involvement with VP Health Group, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Lawrence Ragone is a financial advisor at Cambridge Investment Research Advisors with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2004. Ragone is also the principal of Ragone & Associates, operating since 1985, and works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored strategies through multiple platform arrangements and proprietary model strategies under the Founders Gate Capital brand.

Christopher Patterson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Stifel since 2019. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses probabilistic modeling and forward-looking capital market assumptions to support asset allocation and financial planning.

Frederick Palmer is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Hyannis, Massachusetts. He has been a financial advisor for over 35 years and holds several professional designations including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He began his career at Merrill Lynch Wealth Management in 1987 and has built extensive experience in family wealth management, retirement planning, and investment consulting. Frederick specializes in services such as family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income planning. He holds a Bachelor's degree from Roanoke College and actively participates in professional and community organizations, including serving on the Board of Directors for the Cummaquid Golf Club. Frederick resides in Cotuit, Massachusetts with his wife Tricia and their son Ryan. Outside of his professional work, he enjoys football, golfing, music, running, spending time with family, and traveling.

George Orefici is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Orefici also owns Four Tier Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports various advisory programs, with specialized capabilities in municipal and public-finance work.

Robert Jacobsen is a CFP® with 44 years of experience in the financial services industry. He has worked at Robert W. Baird & Co., Incorporated since 2018 and previously spent over three decades at INVEST Financial Corp. and Johnson Bank. He is based in Naples, FL. Robert W. Baird & Co.’s DDK Group, where he is a team member, serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and brokerage services, supported by internal research and a mix of manager-traded and model-traded strategies.

Ralph Mckee is a Senior Financial Advisor at Merrill Lynch Wealth Management and a key member of The McKee Group. He joined Merrill Lynch in 1994 after earning his MBA from Babson's Olin School of Management. Ralph holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Within The McKee Group, he focuses on macroeconomic trends, risk management, retirement planning, and wealth transfer strategies. Ralph has a Bachelor’s degree in Economics from Trinity College and completed his secondary education at Northfield Mount Hermon School. The McKee Group helps high net worth individuals, families, businesses, and non-profit organizations develop customized financial strategies covering wealth management, retirement income planning, college planning, tax efficiency, and risk management. The team leverages Merrill Lynch’s resources alongside sophisticated modeling tools to guide clients through a disciplined wealth management process. Outside of his professional work, Ralph is involved with the Menauhant Yacht Club and the Dedham Country and Polo Club. He also contributes as a Trinity College Alumni Admissions Volunteer. Ralph lives in Falmouth, Massachusetts, and Marco Island, Florida, with his wife Kate, who is both his partner in life and business.

Shawn Derby is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked in various capacities within Wells Fargo, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Derby also owns and operates Derby Private Wealth Management, a financial advisory business. 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 planning menu, using proprietary research and tools to develop tailored recommendations, and integrates advisory services with a range of financial products and referral channels.

Victor Katis is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Winding Cypress Bocce and is a commissioner on the Winding Cypress Shady Palm Committee, which advises the homeowners association on community restaurant operations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income plans and annual advice focused on income sources and tax-aware withdrawal strategies.

John Mizzi is a Senior Financial Advisor at Merrill Lynch Wealth Management in Dearborn, Michigan. He joined Merrill in 1983 after four years of experience as a Certified Public Accountant. In his role, John customizes financial approaches based on the specific goals and objectives of each client, focusing on short, intermediate, and long-term financial planning. He emphasizes developing sound investment profiles that can be implemented, reviewed, and adjusted to meet client needs. John's commitment to providing strong client service through frequent contact and relationship building has enabled his team to work with families across generations and significant life events. His expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation. A lifelong Michigan resident, John graduated with a Bachelor of Business Administration and Accounting from Western Michigan University. He lives in Plymouth with his wife, Kim, and enjoys basketball, football, golf, travel, and spending time with his three grown children and granddaughter in his free time.

Miles Pure is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, and offers various financial planning and consulting services with a focus on non-discretionary advice supported by firm research and multiple portfolio management styles.

Anthony Palumbo Jr. is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is involved in an online gemstone and jewelry sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Frederick Costantino Sr. is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2013 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage activities.

Edward Kelley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides custom financial strategies aimed at assisting affluent families and businesses in achieving their financial goals. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Edward earned his bachelor's degree from Brown University and a master's degree from the University of Miami. Edward is involved with the Winged Foot Scholarship Foundation.