William Farber is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He previously worked at Nationwide Securities, LLC, and Nationwide Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darren Moran is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of financial services, he is the executive producer and host for Garrison Media, LLC, a historical preservation media company. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm delivers tailored recommendations using proprietary research and tools, with clients deciding how to implement strategies 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 at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Independent Financial Partners and Nationwide Investment Advisors. Outside of his advisory role, he is involved with GAN Investments LLC, a business entity for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Robert Tornincaso is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes positions at Cetera, Glk Wealth Management, and Wamu Investments, among others. He also operates RJT Wealth Strategies, his own advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of investment options and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.

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 at Raymond James & Associates with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at UBS Financial Services and KeyBanc Capital Markets Inc. Outside of finance, he is a partner investor in a Donatos Pizza franchise in Dayton, Ohio. 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, offering financial planning, investment consulting, and specialized 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 affiliated with Merrill Lynch Wealth Management. He collaborates with successful families and individuals to establish tailored financial pathways aimed at reaching their personal goals. Austin employs a collaborative and careful approach to financial planning, helping clients connect various aspects such as portfolio management, retirement strategy, lending needs, education planning, and legacy goals within comprehensive financial plans. With expertise in areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, sports and entertainment, and tax minimization, Austin and his team provide personalized financial planning services. His methodology emphasizes trust, education, and proactive strategies to assist clients in making informed decisions for a strong financial future. Austin holds a Bachelor's Degree from Florida State University and holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys football, music, spending time with his family, and traveling.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Merrill, Bank of America, and Wells Fargo Clearing before joining Wells Fargo Advisors in 2023. He owns KFQ Holdings Inc., an S corporation established to manage his investment-related income and expenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, and clients decide on implementation through the firm’s brokerage or advisory programs.

Dustin Wolff is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 credential and 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016 and also works with Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

James Hilliard is a financial advisor with Wells Fargo Advisors in Millersville, MD, holding Series 63 and Series 65 licenses and 33 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 31 years before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, utilizing research, planning tools, and simulation models to develop tailored recommendations.

Mary Kowarick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan since 2018 and previously held positions at MBF Healthcare Partners and Mannheim LLC. In addition to her advisory role, she serves on the executive committee of a real estate investment partnership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory program is non-discretionary and emphasizes written asset allocation advice, investment manager research, and customized performance reporting.

Lori Siegel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at UBS for 10 years and is a founding partner and majority owner of Centrix Wealth Partners. Siegel is also a member of an LLC associated with her husband's diamond business, although she is not actively involved in its operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports various advisory programs, combining traditional and technological tools in its approach.

Lindsay Corbin is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. She offers personalized financial strategies and investment guidance designed to assist clients in areas such as portfolio design, retirement planning, liability management, tax minimization, and asset preservation. A significant focus of her work is helping clients maintain a reliable lifetime retirement income stream. Lindsay also provides planning solutions involving life insurance and annuities. Lindsay began her career in the financial services industry in 2001 and joined Merrill Lynch in 2002. Her approach involves conducting comprehensive investment reviews for her clients, followed by the development of tailored strategies, ongoing tracking, and regular communication to ensure alignment with clients' goals. She holds a Bachelor's Degree from Purdue University and has the Professional Designation of Personal Investment Advisor (PIA). She lives in Naples with her husband, Ted Corbin, and their daughters, Ava and Nora. Lindsay's personal interests include music, reading, tennis, and traveling.

Charles Pacana is a financial advisor at Merrill with 28 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 1999 and at Bank of America, N.A. since 2011. Based in Naples, FL, his career spans both institutions over multiple decades. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Weinrich is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2016 and held prior roles at Truist Advisory Services, FIFTH THIRD SECURITIES, and Citicorp Investment Services. 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 wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Dominique Otto is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, Otto worked at Influencer Labs Inc. and MikeWorldWide. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.