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.

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.

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.