Thomas Nerney is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His career includes prior roles at Fifth Third Bank, Charles Schwab, Truist Investment Services, Chase Investment Services, Wells Fargo Clearing, and PGIM Investments. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses both internal and third-party investment managers and incorporates strategic asset allocation and tax-aware strategies.

Carla Roque is a Series 66-credentialed financial advisor at UBS Financial Services with 22 years of industry experience. She has worked with UBS since 2003, initially at UBS International before joining UBS Financial Services in 2010. 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 provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Schaffer is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schaffer serves on the board of the Tiburon Golf Club Homeowners Association in Naples, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm uses proprietary research and planning tools to develop tailored recommendations and provides access to specialized planning areas such as business-owner transition and special-needs analysis.

Neil Blitz is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at LPL Financial, J.P. Morgan Securities, and Chase Investment Services Corp. He is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Brian Francis is a Series 66-licensed financial advisor with Morgan Stanley, bringing 13 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, Fisher Investments, and Merrill. He is currently based in Naples, FL. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jacquelyn Gabona is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior experience includes roles at Nomura Asset Management U.S.A., Aperture Investors, and Active Equity Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process involves centralized due diligence combining quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Denise Bernardi is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at FSC Securities Corporation for 24 years before joining Osaic in 2023. Bernardi is also an insurance advisor, offering term life insurance to her clients. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies and third-party managers.

Matthew Howard is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Valic Financial Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory work, he assists his father with household and health-related coordination under a part-time, compensated arrangement. 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, providing financial planning and non-discretionary investment consulting supported by research and multiple portfolio management styles.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Raymond James since 2012. Peay serves as a board member or committee member for several nonprofit organizations, including the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., where he is involved in overseeing investment performance and finance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal and public finance.

Geral Smith is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at FSC Securities Corporation and Gunnallen Financial, Inc. He also serves as Director of Administration for Park Central LLC, handling administrative functions such as HR and technology. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.

Jason Nardella is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 1997. Outside of his advisory work, he owns JJN Holdings LLC, a business established to hold his office property. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Alibrandi is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Investment Management and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Grant Scullin is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Scotlynn and operated a self-employed business. His background includes experience in various industries prior to entering financial advising. 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 range of advisory programs supported by structured processes and firm-approved tools.

Andreea Ionescu is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has worked at Bank of America and Merrill since 2015, including a brief period at Bravo Restaurant in 2018. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional accounts.

Jeffrey Brockway is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Terry Dean is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a 50% partner in HD Ranch LLC, a hunting property venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Kenneth Wingerter is a financial advisor at Morgan Stanley with 29 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and UBS Financial Services. Outside of finance, he is involved in business development for Junk Kings, a company in the automotive and construction sectors, and holds a position with Moorings Park-Unidine Corporation, a restaurant and nightlife business in Naples, Florida. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, utilizing firm‑approved planning tools and global market insights to support tailored strategies.

Eric Levin is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support a range of brokerage and advisory solutions.

Philip Winn is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he serves as an independent contractor and branch manager for North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Stefan Andrews is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and First Command Advisory Services. Outside of his advisory role, he owns and manages an automotive service business and provides business coaching to owners. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.