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.

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.

Tyler Tognarine is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he records live sports statistics as a coach for Florida Southwestern State College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Christopher Fontana is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Banc of America Investment Services, Inc. for 11 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by extensive research and analytics.

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.

Thomas Nerney is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes prior roles at Fifth Third Bank, Charles Schwab, Truist Investment Services, Chase Investment Services, Wells Fargo Clearing, and PGIM Investments. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses both internal and third-party investment managers and incorporates strategic asset allocation and tax-aware strategies.

Carla Roque is a Series 66-credentialed financial advisor at UBS Financial Services with 22 years of industry experience. She has worked with UBS since 2003, initially at UBS International before joining UBS Financial Services in 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schaffer serves on the board of the Tiburon Golf Club Homeowners Association in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning areas such as business-owner transition and special-needs analysis.

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-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 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Matthew Howard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Valic Financial Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory work, he assists his father with household and health-related coordination under a part-time, compensated arrangement. 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, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by research and multiple portfolio management styles.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Raymond James since 2012. Peay serves as a board member or committee member for several nonprofit organizations, including the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., where he is involved in overseeing investment performance and finance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal and public finance.

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 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.

Mark Alibrandi is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

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.