Curtis Todd is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Banc of America Investment Services. Outside of his advisory role, he serves in a maintenance facilitation capacity for the Camelot Park Homeowners Association in Naples, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Sean Dillon is a financial advisor with UBS Financial Services, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1986. 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 delivers advisory solutions informed by proprietary research and asset allocation models.

David Muilenberg is a Series 63-licensed financial advisor with LPL Financial, based in Naples, FL, and has 43 years of industry experience. He has worked with LPL Financial since 2003. Outside of his advisory role, he is involved with a business entity named Two Men and a Trademark, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Dominika Dudziak Fry is a Series 66-licensed financial advisor with Morgan Stanley in Naples, FL, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works part-time as a server and bartender at an Italian restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning services to individuals and institutional clients using firm-approved tools and a structured planning process.

Manuel Espinosa is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at JP Morgan Securities LLC, Bank of America, Merrill, Cetera Investment Services LLC, and Regions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Michael Mccain is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 63 license and bringing 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has business interests including ownership of B.T.S. LLC, which holds two personal use boats. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad array of planning options, leveraging proprietary research and tools, with services that range from cash-flow and retirement planning to specialized areas such as business-owner transition and special-needs analysis.

Gary Nuccio is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of NuMac Realty, LLC, a real estate business. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with a range of advisory, brokerage, and insurance solutions.

Jon Lawrence is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sharon Brimmer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 35 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for more than three decades. Outside of her advisory role, she owns Brimmer's Custom Decor, a commercial Christmas decorating business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning and consulting services.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2008. Gillette serves as a board member for the Friends of Rockford Police K9 and Forest City Gear. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Denise Heersema is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gogia is a Series 66-credentialed financial advisor with Morgan Stanley, based in Naples, FL, and has four years of industry experience. Before joining Morgan Stanley in 2024, he worked at Janney Montgomery Scott for two years and served in law enforcement for 27 years with the Collier County Sheriff's Office. He currently serves as an Auxiliary Deputy for the Collier County Sheriff's Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

James Gullo is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent 10 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Marcello Cutrupi is a financial advisor at LPL Financial with 30 years of industry experience and holds a Series 63 designation. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, WRP Investments, Kestra Investment Services, and Stifel. He is also involved in a separate insurance agency business under Cutrupi & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mia Hyatt is a CFP®-designated financial advisor at J.P. Morgan Securities with four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following seven years at Finemark National Bank & Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors based in Naples, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include six years at Thurston Springer before joining Cambridge in 2020. Outside of advisory work, he owns a family farm and is involved in insurance and human resources through Pinnacle Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options and maintains proprietary and third-party model strategies with features such as advisor business relationships and institutional support services.

John Boukamp III is a financial advisor at Merrill with 40 years of industry experience. He has worked at Merrill since 2008 and simultaneously at Bank of America, N.A. since 2009. Outside of his advisory role, he serves on the board and advises investments for a charitable organization supporting the mentally ill. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Burman is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Dorothea Watson is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America for ten years before joining Merrill in 2022. Outside of her advisory role, she is a member of Emerson Properties LLC, an entity created for the acquisition of a residential property. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Wendling is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.