Alnaldo Gutierrez is a financial advisor with Merrill in Naples, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Suncoast Credit Union and Bank of America, where he spent over a decade in various roles. Outside of finance, Gutierrez is an artist who takes on commissioned artwork and is developing a notes/planner product featuring daily Bible verses. He is also an avid car enthusiast involved in building and preparing a track car for racing. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.

Albert Boris III is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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.

Leann Burkholder is a financial advisor at LPL Financial in Naples, FL, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones before joining LPL Financial. Outside of her advisory role, she has worked as a driver for Uber and as an independent agent selling health insurance and Medicare-related products. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Cynthia Lachnicht is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Robert Grisanti is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including lengthy tenures at MetLife Securities Inc., MassMutual Life Insurance Co., and Mass Mutual Investors Services. Grisanti also serves as an insurance agent with Grisanti Financial Group, focusing on property/casualty and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and research tools.

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.

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.

Courtney Gayle is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Wells Fargo Advisors, and Morgan Stanley. 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, and institutions, with various portfolio implementation approaches tailored to investor needs.

Daniel Mchugh is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Toledo, Ohio branch office. He has been in the financial services industry since 1989, beginning his career at Society National Bank (later Key Bank) where he spent 11 years within the Corporate Investment Group and earned the title of Senior Vice President. Seeking a more holistic wealth management approach, he joined UBS Financial Services Inc. in 2001 and began building his own practice, eventually establishing The McHugh Investment Group. Daniel's expertise includes investment and portfolio management, wealth management strategies, estate and trust planning services, commercial and residential lending provided by Bank of America, retirement planning, and life insurance planning and reviews. He is recognized for being a trusted advisor who focuses on listening to clients to uncover their real needs rather than simply promoting products. Daniel holds a Bachelor's Degree in Accounting from the University of Dayton and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Daniel enjoys reading, cycling, golfing, and playing pickleball. He and his wife Teresa have two children: Connor, who also works for Merrill in Chicago, and Caleigh, who recently completed her degree at Florida Gulf Coast University in Fort Myers.

William Bird is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill, UBS Financial Services, and Wells Fargo Clearing. He also owns WC Bird Private Wealth Management, LLC, a financial services firm. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Matthew Rosenberg is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals and families in Southwest Florida, including Naples, Bonita Springs, and Fort Myers. His role focuses on simplifying complex financial planning decisions by providing steady, long-term approaches to retirement planning, retirement income, investment management, and wealth management, while coordinating with tax-efficient strategies and estate planning. Matthew's professional background includes managing operations as a General Manager for Nissan Motor Corporation and six years of active portfolio management following a year as a proprietary trader in New York. His expertise spans risk management, investment strategies, and disciplined financial planning. He applies a people-first, relationship-driven approach, emphasizing trust through listening, clear communication, and follow-through. He holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations. Matthew earned a High School Diploma from Blue Valley North High School and attended the University of Kansas without obtaining a degree. Outside of work, he enjoys adventure sports, baseball, boating, football, golfing, music, spending time with his family, and watching movies.

Jennifer Scioscia is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Core Benefits. She is based in Naples, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative-investment due diligence process.

John Patat is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he co-owns Patat Properties LLC with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Robert Rosenthal is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Lake Forest office. He began his career with Merrill in 1994, starting in the Northbrook office. Rob holds two degrees in Business Administration and Accounting from the University of Kansas. His areas of expertise include personal retirement planning, tax minimization, and retirement income strategies. Rob holds the Personal Investment Advisor (PIA) designation. He resides in Deerfield with his wife, Robin, and their three children. Outside of work, Rob enjoys cooking, golfing, and spending time with his family.

Robert Maguire Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes 21 years at Merrill and a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but does not provide individual security recommendations as part of its standalone planning services.

Jonathan Hancock is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked with Wells Fargo entities since 2016, including eight years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. 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 financial planning services and investment strategies supported by Wells Fargo research and planning tools.