John Heavey is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities since 2009, including the Morgan Stanley Private Bank since 2015. He is based in Naples, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside broader investment and brokerage activities.

Alexander Kehoe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career with Merrill in 2011 and focuses on developing strategies for affluent individuals, families, and businesses to help them meet their short- and long-term financial goals. His expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Alex's approach to wealth management is client oriented and objective. He takes the time to review each client's unique financial situation, objectives, and goals, individually tailoring recommendations to accurately target growth and income expectations. He follows up with discussions covering a wide range of services, including investments, retirement planning, insurance needs, estate planning strategies, and philanthropy. He works with a team of specialists to design structured plans focused on clients' specific needs and believes that putting clients' interests first helps build lasting advisory relationships. Alex is a graduate of Stetson University with a Bachelor of Business Administration in finance and holds the Personal Investment Advisor (PIA) designation. He resides in Naples, Florida, with his wife and daughters, and enjoys golfing, fishing, spending time with family and friends, as well as soccer.

John Diemer is a CFP® with 36 years of industry experience and has been with Robert W. Baird & Co. since 2011. He serves as Chair of the Investment Committee for the Gesu Parish Endowment Fund in University Heights, Ohio. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional to complex allocations.

Michael Gieseke is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Lawrence Macy is a Wealth Management Advisor with Merrill Lynch Wealth Management and a founding senior partner of Macy, Half & Associates. With over twenty years of experience, he specializes in serving affluent individuals, families, and organizations, focusing on areas such as personal retirement planning, portfolio management, individual and corporate investment strategies, tax minimization, and services for endowments, foundations, and non-profits. Macy employs a planning-based approach to investing, emphasizing the understanding of client needs and goals to structure effective portfolios. He manages discretionary personalized investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Macy holds several professional designations, including the Certified Financial Planner (CFP) certification, Certified Portfolio Manager (CPM) designation, and Personal Investment Advisor (PIA). He earned his Bachelor's degree from Case Western Reserve University and his Master's degree from the University of Chicago. His team combines over 100 years of experience, providing clients with custom portfolio management, retirement and estate planning services, municipal bond portfolios, banking and lending services through Bank of America, and charitable giving strategies. In addition to his professional work, Macy has contributed to the community by serving 12 years as a board member for The Cradle, a 501(c)(3) human services and adoption agency. His personal interests include golfing, hiking, reading, and yoga.

Keith Jacoby is a CFP® credentialed financial advisor with 30 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. In addition to his advisory role, he holds ownership interests in several investment-related businesses based in Naples, FL, including John Galt Holdings, LLC and Clarity Wealth Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Carlos Isturiz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, Regions Bank, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

William Farber is a financial advisor with LPL Financial in Naples, Florida. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including prior roles at Nationwide Securities and Nationwide Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple providers.

Darren Moran is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory work, he is the executive producer and host of a historical preservation media project through Garrison Media, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to implement recommendations through brokerage or advisory programs.

Joseph Compitello II is a Certified Financial Planner (CFP®) with 18 years of experience in the financial industry. He is currently with Morgan Stanley in Naples, FL, where he has worked since 2022. Prior to joining Morgan Stanley, he spent nine years at JP Morgan Chase Bank. 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, including tailored financial planning and estate planning strategies, supported by structured discovery processes and firm-approved planning tools.

Kyle Christianson is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer for Empowerment Farms, a nonprofit organization where he oversees financial bylaws, budgeting, and economic efficiency measures. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, municipal advisory services, and a comprehensive affiliate network.

Stephen Angelis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His career includes prior roles at Independent Financial Partners, IFP Securities LLC, Stratos Wealth Partners, and GAN Investments. Outside of his advisory work, he is involved with GAN Investments LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Robert Tornincaso is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RJT Wealth Strategies, Glk Wealth Management, and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research.

Debra Feaser is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Edward Jones for 15 years and has been with Ameriprise since 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides detailed planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Renee Ramtahal is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Truist Advisory Services, Truist Investment Services, BB&T Securities, and NEST. Renee is based in Naples, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base through tailored financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a variety of portfolio management styles.

Walter Hauser Jr. is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2014 and is also a partner investor in a pizza business established in 1992. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services.

Tanya Cutrone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has previously worked at SunTrust Advisory Services and PNC Wealth Management. 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 utilizes proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Austin Mc Carthy is a Financial Advisor at Merrill Lynch Wealth Management. He and his team work with successful families and individuals seeking to establish a financial pathway toward reaching their personal goals. Their approach is collaborative, tailored, and focused on delivering financial strategies suited to each client's needs. Austin specializes in wealth management, portfolio strategy, real estate, and equity-based lending through Bank of America. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, sports and entertainment, and tax minimization. As a CERTIFIED FINANCIAL PLANNER (CFP), he provides advice and guidance to help clients develop personalized financial strategies considering risk tolerance, time horizon, and liquidity needs. He holds a Bachelor's Degree from Florida State University. Outside of his professional work, Austin enjoys football, music, spending time with his family, and traveling.