Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo and its affiliates since 2009. Outside of advisory work, he owns MBP OF CW LLC, a financial-related practice, and M&S Renovations LLC, an entity involved with property restoration. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Tyler Tognarine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he records live statistics for sports games at Florida Southwestern State College. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering advisory and brokerage services with access to model portfolios and third-party asset management. The firm’s integrated platform combines adviser programs with sales of financial products, including insurance, and supports lending programs through its affiliated entities.

Christopher Fontana is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership of a rental property in Bonita Springs, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cynthia Lammert is a CFP® professional with nine years of industry experience, currently serving at J.P. Morgan Securities. Her prior roles include positions at Fifth Third Bank, Fifth Third Securities, PNC Bank, and Citizens Securities. She is a board member of Grace Place for Children and Families, a faith-based nonprofit focused on literacy, language, and life skills education for at-risk children and families 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain execution authority.

Kay Anderson is a CFP® with 13 years of industry experience and is currently with Osaic. Prior to joining Osaic in 2023, Anderson worked at FSC Securities Corporation for 17 years and has been associated with Ciccarelli Advisory Management, LLC and Ciccarelli Advisory Services, Inc. since 2005. Anderson serves on the board and finance committee of The Shelter for Abused Women & Children and holds a partnership role at CAS Advisory Management, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and managed-account services.

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.

Neil Blitz is a financial advisor with Cambridge Investment Research Advisors in Naples, Florida. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Blitz has been with Cambridge Investment Research Advisors since 2015 and also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Brian Francis is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2024, previously holding roles at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that range from direct client advising to corporate financial planning arrangements.

Matthew Hembling is a Series 66 licensed financial advisor with Edward Jones, based in Naples, FL. He has one year of experience at Edward Jones and previously worked for TRAKAmerica, Best Buy, and Market Source Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products.

Jacquelyn Gabona is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nomura Asset Management U.S.A., Aperture Investors, and Active Equity Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Denise Bernardi is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63 and Series 66 credentials and formerly worked at FSC Securities Corporation for 24 years before joining OSAIC in 2023. In addition to her advisory role, she also offers term life insurance to existing clients and operates Wealth Mgt SW FL, a financial services corporation. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to construct diversified portfolios tailored to client needs.

Brendan O'Connor is a CFP® professional with 41 years of industry experience, currently affiliated with Osaic. He previously worked at Lincoln Financial Advisors Corporation for 27 years. In addition to his advisory role, he is licensed to offer various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a range of asset-allocation tools and third-party services to provide integrated brokerage, investment advisory, and wealth management solutions.

Geral Smith is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation for 17 years and has been involved with Park Central LLC since 2013. In addition to his advisory role, he serves as Director of Administration for Ciccarelli Advisory Services, an investment-related firm, and also oversees administrative functions at Park Central LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors and offers various portfolio management options including discretionary and non-discretionary accounts.

Jason Nardella is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he owns JJN Holdings LLC, a business established to manage his office expenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Grant Scullin is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Scotlynn and operated a self-employed business. His background includes experience in various industries prior to entering financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured processes and firm-approved tools.

Andreea Ionescu is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2015. Prior to her current role, she had a brief stint in the restaurant industry. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Brockway is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

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.

Kenneth Wingerter is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and UBS Financial Services. Outside of finance, he is involved in business development for Junk Kings, a company in the automotive and construction sectors, and holds a position with Moorings Park-Unidine Corporation, a restaurant and nightlife business in Naples, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, utilizing firm‑approved planning tools and global market insights to support tailored strategies.

Eric Levin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.