Michael Mccain is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He holds a Series 63 designation and has worked in various capacities within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, he co-owns B.T.S. LLC, a personal business unrelated to investments that includes ownership of two boats. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad planning menu with tailored recommendations based on Wells Fargo research and tools, covering areas such as retirement, education, risk, and wealth-transfer planning.

Gary Nuccio is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of NuMac Realty, LLC, a real estate business. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with a range of advisory, brokerage, and insurance solutions.

Jon Lawrence is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sharon Brimmer is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. She has 35 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory work, she owns Brimmer's Custom Decor, a commercial Christmas decorating business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2008. Gillette serves as a board member for the Friends of Rockford Police K9 and Forest City Gear. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Paul Ciecwierz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Denise Heersema is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Allers is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 1982, he has focused on providing strategic advice to individuals, families, and businesses, aiming to align their short- and long-term financial goals. His areas of expertise include managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Thomas holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Accounting from the State University of New York at Buffalo. His educational background also includes attendance at the US Military Academy Preparatory School and two years at the US Military Academy at West Point. Thomas is affiliated with the professional organization Compass House and has contributed to his community as a youth softball coach for eight years. Outside of his professional commitments, Thomas enjoys spending time with his family, and his personal interests include billiards, bowling, golfing, photography, reading, and traveling. He resides in Williamsville, New York with his wife, Laurie, and has two daughters.

John Gogia is a Series 66-credentialed financial advisor with Morgan Stanley, based in Naples, FL, and has four years of industry experience. Before joining Morgan Stanley in 2024, he worked at Janney Montgomery Scott for two years and served in law enforcement for 27 years with the Collier County Sheriff's Office. He currently serves as an Auxiliary Deputy for the Collier County Sheriff's Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools supported by the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

James Gullo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its comprehensive advisory approach.

Earl Axelson is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2016. He serves as a trustee for the Axelson Wealth Management 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including cash-flow, retirement, education, risk and wealth-transfer planning, and specialized services such as business-owner transition and special-needs analysis.

Marcello Cutrupi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. In addition to his advisory role, he operates a registered insurance agency under Cutrupi & Associates Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management combined with research from LPL and third parties.

Mia Hyatt is a CFP®-designated financial advisor at J.P. Morgan Securities with four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following seven years at Finemark National Bank & Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors based in Naples, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include six years at Thurston Springer before joining Cambridge in 2020. Outside of advisory work, he owns a family farm and is involved in insurance and human resources through Pinnacle Financial Partners. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options and maintains proprietary and third-party model strategies with features such as advisor business relationships and institutional support services.

John Boukamp III is a financial advisor at Merrill with 40 years of industry experience. He has worked at Merrill since 2008 and simultaneously at Bank of America, N.A. since 2009. Outside of his advisory role, he serves on the board and advises investments for a charitable organization supporting the mentally ill. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Burman is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. 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 combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Dorothea Watson is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. She previously worked at Bank of America for ten years before joining Merrill in 2022. Outside of her advisory role, she is a member of Emerson Properties LLC, an entity created for the acquisition of a residential property. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Wendling is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates, Inc. 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Robert Friedmann is a financial advisor with Stifel and holds Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he serves on the finance committee of Corpus Christi Chapel, a traditional Roman Catholic church in Naples, FL. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Michael Priola is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo and its affiliates since 2009. Outside of advisory work, he owns MBP OF CW LLC, a financial-related practice, and M&S Renovations LLC, an entity involved with property restoration. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.