Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Walter Chesney Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, Florida, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been associated with various Raymond James entities since 2013 and is also president of Chesney Sullivan Wealth Advisors. In addition to his advisory work, he serves as an independent contractor for FINRA, arbitrating dispute resolution cases. 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, institutions, and charitable organizations. The firm offers non-discretionary planning and consulting tailored to client goals and is notable for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Charles Bartler is a financial advisor with Osaic, holding the ChFC® designation and over 49 years of industry experience. He has worked at Osaic since 2024 and previously spent 18 years at Securities America, Inc., alongside running his own Bartler Wealth Management Group since 1976. He is also involved in life insurance sales as a writing agent. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation, portfolio optimization, and a range of managed account programs.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Wealth Management and Morgan Stanley. His background also includes roles in public education with Collier County Public Schools. 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 offers a range of advisory and brokerage services utilizing a variety of investment strategies and tools across a large network of advisors.

Dennis Sullivan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with various Raymond James entities since 2013 and has been owner and CEO of DMS Asset Management, an operating company, since 2017. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Paul Lopresti is a financial advisor at Wells Fargo Advisors in Naples, FL, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Lopresti is a committee member of The Naples Players endowment, where he monitors investment performance. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold. The firm offers specialized planning, including business-owner transition and sports and entertainment planning, using proprietary research and tools.

Cary Kleinfield is a CFP® with 44 years of industry experience, currently serving at Raymond James Financial. He holds leadership roles at Caribou Investments LLC and Kleinfield Wealth Group, LLC, and was recently elected president of the Deaf & Hard of Hearing Center, a nonprofit organization. Cary operates out of Fort Myers, Florida, and has held positions at Caribou Investments since 2012 alongside his work with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Giovanni Renteria is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michelle Crisalli is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Merrill, including nine years at Merrill and multiple roles at Morgan Stanley since 2002. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct-to-individual and corporate financial planning solutions.

Donald Nealon is a financial advisor with Wells Fargo Advisors located in Naples, FL. He holds Series 63 and Series 65 credentials and has 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with services integrated across banking, securities lending, and trustee offerings.

Jordan Tompkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 2010 and holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). Jordan employs a goals-based approach to financial planning, delivering tailored financial planning, tax-efficient portfolio management, and access to alternative investments and wealth management banking solutions through Bank of America. Jordan's expertise encompasses college education planning, retirement income, family wealth management strategies, philanthropic planning, and tax minimization among other client focus areas. Prior to his career in finance, he served in the United States Air Force. He graduated with honors from Ashford University with a bachelor's degree in finance and also holds an associate's degree from the Community College of the Air Force as well as a high school diploma from Berkshire High School. Committed to community involvement, Jordan serves on multiple boards including the SWFL Veterans Alliance, Grow Holdings Florida Inc., Valencia Lakes HOA, and The Future Podiums Foundation Inc. He participates in various professional and community organizations such as the Estate Planning Council of Naples, The Collier Community Foundation's Professional Advisors Council, the Merrill Christian Advisors Focus Group, Grow Church of Naples, CityLead SWFL, the Veterans of Foreign Wars Post 7721, and others. Outside of work, Jordan enjoys spending time outdoors with his wife Danielle, their two daughters, and their dog, engaging in boating, fishing, swimming, pickleball, cycling, and golf.

Charles Sessa Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously spent 14 years at UBS Financial Services. He serves as Treasurer and Trustee on the board of the Ocean City Yacht Club, a social club focused on boating and sailing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and emphasizes advisory roles without providing individual security recommendations in standalone plans.

Edward Bayarski Jr. is a financial advisor with LPL Financial in Bonita Springs, FL, holding the CFP® and ChFC® designations and possessing 51 years of industry experience. His career includes roles at Strategic Wealth Planning, Commonwealth Financial Network, Ameriprise, Raymond James Financial Services, and 1717 Capital Management Company. He is also involved in tax preparation and accounting through Strategic Tax Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with various investment platforms and operational tools while managing over $819 billion in discretionary assets.

John Kotsonis is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Morgan Stanley in 2022. 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 financial planning services supported by structured planning tools and investment modeling but generally does not provide individual security recommendations or act as a fiduciary for retirement accounts without separate engagement.

Randolph Ziffren is a financial advisor at Raymond James Financial with 43 years of industry experience. He has been with Raymond James Financial since 1991 and also serves as an independent contractor supporting services at Elevon Wealth Management as part of a succession agreement. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports a range of advisory programs and institutional consulting services.

Liliana Ivan is a Series 66-licensed financial advisor with Morgan Stanley in Naples, FL, where she has worked since 2015. She has nine years of industry experience. 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, including financial planning services that emphasize structured discovery and proprietary planning tools.

Michael Illenberger is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at First Horizon Advisors, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

James Watts is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Securities America Advisors and SECURITIES AMERICA, Inc. Outside of his advisory role, Watts volunteers to teach free group guitar lessons in his neighborhood and occasionally offers private lessons. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides a range of advisory and brokerage services utilizing model-based asset allocation and portfolio optimization strategies across multiple platforms and affiliated entities.

Mark Taylor is a CFP® with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at SunTrust Advisory Services, Charles Schwab, Signator Investors, and John Hancock Distributors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it has unique affiliations supporting municipal and public finance work.

Shayla Vieira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 and Series 63 certifications and has been with Wells Fargo Bank since 2017, including her current role at Wells Fargo Clearing starting in 2019. Prior to her tenure at Wells Fargo, she worked at Spearhead Events, Inc. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.