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.

Stephen Falzone is a financial advisor with Raymond James & Associates in Estero, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2010. 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 institutional fiduciary services with a range of portfolio management approaches.

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.

Jeffrey Gillis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning services, utilizing structured discovery processes and approved planning tools to model financial outcomes.

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, 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.

Jonathan Salisbury is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. 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 and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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 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.