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 at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its comprehensive advisory approach.

Marcello Cutrupi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. In addition to his advisory role, he operates a registered insurance agency under Cutrupi & Associates Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management combined with research from LPL and third parties.

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 Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 2008 and at Bank of America, N.A. since 2009. Boukamp serves on the board of a charitable organization that supports the mentally ill, where he advises on and reviews investments. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies within Bank of America’s broader platform, offering access to a wide range of products and services.

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 at Merrill with 16 years of industry experience and holds the Series 66 designation. Prior to joining Merrill in 2022, she worked at Bank of America, N.A. for ten years. Outside of her advisory role, she is a member of Emerson Properties LLC, an LLC formed for the acquisition of residential property. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

James Wendling is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Raymond James in 2021, he worked at Morgan Stanley in various roles from 2009 to 2021. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with municipal financing and banking capabilities.

Robert Friedmann is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the finance committee of Corpus Christi Chapel, a traditional Roman Catholic church in Naples, FL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Megan Rodriguez is a financial advisor at Cetera with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked with Cetera and its affiliated firms since 2019, following prior roles at Foresters Advisory Services and Foresters Financial. Additionally, she serves as trustee of the Rodriguez Family Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and access to third-party managers.

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.

William Neal is a Private Wealth Advisor with Merrill Private Wealth Management. He provides wealth management advice tailored to multi-generational families and institutions, focusing on areas such as equity and fixed income management, concentrated stock management, asset allocation, and estate planning services. William’s client focus areas include corporate executive services, equity compensation services, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Kansas State University and a Master of Business Administration (MBA) from Indiana University’s Kelley School of Business. Outside of his professional role, William has interests in baseball, biking, fishing, football, golfing, pickleball, watching movies, and yoga.

Carla Roque is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 22 years of industry experience. She has been with UBS since 2003, including her current role at UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has held various roles at Wells Fargo entities since 2009. Outside of his advisory work, he serves as a board member of the Tiburon Golf Club HOA in Naples, FL. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad menu of planning options supported by proprietary research and tools.