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.

Robert Fritts is a financial advisor with Raymond James Financial in Estero, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been affiliated with Raymond James since 2005 and is also involved in his own financial advisory and business ventures, including JohnnyCake Financial Services, Inc. Outside of his advisory role, he owns RCF Enterprises LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a large advisor network, and provides specialized municipal and public finance services.

Timothy Rueter is a financial advisor at Raymond James Financial with over 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Mass Mutual Financial Group and Foundation Wealth Strategies LLC, where he served as president. He continues to maintain involvement with Foundation Wealth Strategies LLC and has limited activities related to long-term care insurance and residuals from prior work with Thrivent Financial. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable offerings in municipal finance and SIMPLE IRA advisory programs.

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.

Kevin Quinn is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has previously worked at Wells Fargo Clearing, Bank of America, N.A., and Merrill. Quinn also owns KFQ Holdings Inc., an S corporation formed for managing investment-related income and expenses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products, utilizing Wells Fargo’s research and tools to develop tailored recommendations.

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 18 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2018 and previously worked at MBF Healthcare Partners and Mannheim LLC. She serves as an executive committee member for Investors Associated LLP, contributing to oversight of their real estate investment portfolio. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, offering recommendations through a non-discretionary program where clients retain decision-making authority.

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 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2016 and previously held positions with SunTrust Advisory Services and Suntrust Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research to guide its advisory services.

Dominique Otto is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses. Otto has two years of industry experience and has held positions at Influencer Labs Inc., MikeWorldWide, and PFS Investments Inc. outside of financial advising. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

John Rizzo is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley and its Private Bank divisions since 2010, with a brief retirement in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and models.

Lizabeth Moses is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with UBS since 2009. Moses is a member of the Collier County Republican Executive Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Conrad Garcia is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes positions at Bank of America, Equitable Advisors, and Pruco Securities. Outside of finance, he held roles at Bike Tech Inc. and the Virginia Key Outdoor Center. Merrill, along 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 plans, corporations, and charitable organizations.

Magdalene Van Laere is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Meijer and ALSAC / St. Jude Children's Research Hospital. Outside of financial advising, she teaches fitness classes at TriTone Triple Barre Fitness and serves as a race director for US Road Running in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Donald Amoruso is a CFP® with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and spent 15 years at Citigroup Global Markets prior to that. He is based in Naples, FL. 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.