Neil Blitz is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Brian Francis is a Series 66-licensed financial advisor with Morgan Stanley, bringing 13 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, Fisher Investments, and Merrill. He is currently based in Naples, FL. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jacquelyn Gabona is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Nomura Asset Management U.S.A., Aperture Investors, and Active Equity Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process involves centralized due diligence combining quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Denise Bernardi is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at FSC Securities Corporation for 24 years before joining Osaic in 2023. Bernardi is also an insurance advisor, offering term life insurance to her clients. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies and third-party managers.

Brendan O'Connor is a CFP® with 41 years of experience in the financial industry. He is currently with OSAIC, where he has worked since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. Outside of advising, he is licensed to offer various insurance products, including accident and health insurance and fixed annuities. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.

Geral Smith is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at FSC Securities Corporation and Gunnallen Financial, Inc. He also serves as Director of Administration for Park Central LLC, handling administrative functions such as HR and technology. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.

Jason Nardella is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 1997. Outside of his advisory work, he owns JJN Holdings LLC, a business established to hold his office property. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2015, including a brief period at Bravo Restaurant in 2018. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional accounts.

Jeffrey Brockway is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions.

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 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support a range of brokerage and advisory solutions.

Stefan Andrews is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns and manages an automotive service business and provides business coaching to owners. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

William Meador is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Guy Steele is a CFP® and ChFC® with 37 years of industry experience, all at Edward Jones since 1988. He is based in Naples, FL. Outside of his advisory role, he produces a weekly public Sinatra radio show that airs on purejazzradio.org. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial products through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Connor Gurt is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His previous roles include positions at FineMark National Bank & Trust, Venture Visionary Partners, and the Federal Reserve Bank of Philadelphia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates a range of strategies, including ESG eligibility considerations.

Darryl Young is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he serves as the 2nd Vice-President on the board of the Waterways Home Owner Association. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and a network of approximately 23,701 financial advisors. The firm manages over $1 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kyle Kennedy is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Equitable Advisors LLC, and Fsc. Outside of finance, he has worked in the restaurant industry, including a long-term role at Jimmy P's Burgers & More. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with access to a variety of investment strategies and third-party money managers.

Tate Haire is a CFP®-certified financial advisor with 21 years of industry experience, currently with Morgan Stanley in Naples, FL. His career includes prior roles at Boston Private Wealth LLC, Steelebridge Private Wealth Advisors LLC, BakerAvenue, Wells Fargo Clearing, and Truist Investment Services. Outside of his advisory work, he is the sole proprietor of several family-owned land and property entities in North Carolina. 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 and financial planning services that utilize firm-approved tools and methodologies without providing individual security recommendations through standalone planning.