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.

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.

Wayne Cook is a financial advisor with LPL Financial based in Estero, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been associated with WEC Associates for over two decades, where he is involved in tax preparation and accounting. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Conrad Garcia is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works directly with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on helping clients identify their financial goals and select the platform that best fits their needs. Conrad holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He has a Bachelor's Degree from the University of Central Florida and a Master's Degree from Florida International University.

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.

Howard Harrow is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a real estate-related LLC based in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and processes.

Jennifer Dombkowski is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Naples, Florida. She works alongside her father and sister, serving multigenerational families across the country. Jennifer focuses on understanding each client's unique story to help them pursue financial goals and establish their desired legacy through a consultative approach. With experience advising business owners, corporate executives, and professionals, Jennifer addresses areas including education planning, family wealth management, legacy planning, retirement income, and tax minimization. She collaborates with clients' other trusted advisors when necessary to coordinate specialized strategies. Jennifer holds a Bachelor's degree from the University of Florida and several professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She is a member of Kappa Kappa Gamma, active in Leadership Collier Foundation, and involved with Baby Basics of Collier County. She resides in Naples with her family and enjoys running, spending time with her family, and supporting the Florida Gators and Liverpool Football Club.

Nila Mohibi is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Sun Life Financial and RBC for three years each. She is listed as an owner/member of Three Bricks LLC, an entity formed to purchase a house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

John Peterson is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also involved in investment-related activities through ownership in JMHAT Financial, LLC and JPETERSON GP, LLC, and serves as trustee of two trusts. 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 services that include cash-flow, retirement, and wealth-transfer planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet certain net-worth criteria.

Jeffrey Baker is a financial advisor with Wells Fargo Advisors in Estero, Florida, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns a rental property in Shoreline, Washington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special-needs, and divorce, supported by proprietary research and planning tools.

William Sullivan is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Hunter Financial Advisors. He is based in Bonita Springs, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 over 22,800 investment adviser representatives.

Brice Pelliccioni is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2020 before joining LPL Financial. Outside of his advisory role, he serves as Vice President of VP Health Group, Inc., a business entity not related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, combining advisory platforms with a broad array of non-advisory financial activities.

Lawrence Ragone is a financial advisor with Cambridge Investment Research Advisors in Naples, FL, holding Series 63 and Series 65 designations and possessing 49 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and has maintained his own practice, Ragone & Associates, since 1985. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Christopher Patterson is a financial advisor with Stifel, holding the CFP® designation and Series 63 and 65 licenses, and has 29 years of industry experience. He has worked at several major firms including Morgan Stanley, UBS Financial Services, and Wells Fargo Clearing before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.