Brian Cooke is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. 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 broad range of financial planning, portfolio management, and institutional services supported by a network of over 22,000 advisors.

Dh Wolf is a financial advisor at Edward Jones in Bonita Springs, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Wolf was self-employed for 12 years. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 advisors.

David Luebke is a financial advisor at LPL Financial with 5 years of industry experience. He holds the Series 66 designation and has previously worked at CUNA Brokerage Services, Inc. and Suncoast Credit Union. He is also a notary, an ancillary role he has held since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and extensive non-advisory financial services.

Anthony Leopizzi is a financial advisor with Ameriprise in Naples, FL, holding the CFP®, ChFC®, and Series 63 designations and has 39 years of industry experience. He has been associated with Ameriprise Financial Service, LLC since 1989 and Ameriprise Financial Services, Inc. from 2005 to 2020. Leopizzi serves as Treasurer for Project Help Naples, Inc., a local nonprofit organization, and is also Treasurer for the Knights of Columbus Naples Association 4357. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and annual retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

William Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo since 2011, including his current role at Wells Fargo Clearing since 2016. Outside of his advisory work, he serves as a trustee for his sister’s trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Tyler Canady is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to his financial services career, he was involved with Marco Island Watersports, Inc. and operates an education-related business as a sole proprietor outside of his advisory work. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and various investment programs to serve a broad client base.

Catherine Weaver is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. In addition to her advisory role, she is a licensed notary and an enrolled agent providing tax preparation and accounting services. 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, third-party asset management, and institutional platforms, supported by extensive resources and technology for investment professionals.

Walter Chesney Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, Florida, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been associated with various Raymond James entities since 2013 and is also president of Chesney Sullivan Wealth Advisors. In addition to his advisory work, he serves as an independent contractor for FINRA, arbitrating dispute resolution cases. 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, institutions, and charitable organizations. The firm offers non-discretionary planning and consulting tailored to client goals and is notable for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

James Hearns is a financial professional with Cetera, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. He has worked at Cetera and related entities since 2016 and has operated James E Hearns and Associates, providing accounting and tax services, since 1961. He is also involved in managing assets related to a former fruit orchard business as a managing partner. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

David Epstein is a financial advisor at Robert Baird & Co. with 41 years of industry experience. He has been with Robert Baird & Co. since 1984 and holds a Series 63 designation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and other institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Daniel O'Dowd is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at JP Morgan Securities Inc. for 17 years and Stifel Nicolaus & Co Inc. for 3 years prior to joining Ameriprise. He is also involved in independent insurance brokering, specializing in term life insurance with AIG. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized team that provides non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis. The firm integrates advisory, brokerage, and insurance solutions with a focus on managed accounts and employs algorithmic automation under oversight to support its retirement planning approach.

Dennis Sullivan is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with various Raymond James entities since 2013 and has been owner and CEO of DMS Asset Management, an operating company, since 2017. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jose Rodriguez Villalobos is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. Outside of advisory work, he is involved in several real estate ventures, including serving as a partner and trustee in family and investment-related property entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets services.

Paul Lopresti is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and operates PAUL F LOPRESTI P.A. LLC and serves as a committee member for The Naples Players endowment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with services covering various planning needs including niche areas such as business-owner transition and special-needs analysis.

Eric Thompson is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, New England Securities, and Ameritas Investment Company. Outside of his advisory work, he has been employed as an Uber driver and works as an outboard motor marine mechanic. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a wide network of investment adviser representatives. The firm employs a model-driven investment approach with access to third-party asset managers and offers a range of financial planning, consulting, and insurance services.

Giovanni Renteria is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Michelle Crisalli is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and Merrill, including nine years at Merrill and multiple roles at Morgan Stanley since 2002. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct-to-individual and corporate financial planning solutions.

Paul Klosterman is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Securities America Inc. for 15 years. Outside of his advisory role, Klosterman is involved in insurance advising and property management activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment approaches, utilizing asset-allocation tools and third-party managers to construct diversified portfolios on discretionary or non-discretionary bases.

Donald Nealon is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at Wells Fargo in various capacities since 2009. Nealon is involved in several investment-related business activities, including ownership interests in multiple investment entities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with services that extend to specialized areas such as business-owner transition planning and special-needs analysis.

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.