Dominika Dudziak Fry is a Series 66-licensed financial advisor with Morgan Stanley in Naples, FL, with 16 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she works part-time as a server and bartender at an Italian restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides tailored financial planning services to individuals and institutional clients using firm-approved tools and a structured planning process.

Manuel Espinosa is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at JP Morgan Securities LLC, Bank of America, Merrill, Cetera Investment Services LLC, and Regions Bank. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Michael Mccain is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 63 license and bringing 46 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he has business interests including ownership of B.T.S. LLC, which holds two personal use boats. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad array of planning options, leveraging proprietary research and tools, with services that range from cash-flow and retirement planning to specialized areas such as business-owner transition and special-needs analysis.

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, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. She has worked at Prudential Insurance Company of America since 1990 and has been with LPL Enterprise since 2024. Outside of finance, she owns Brimmer's Custom Decor, a commercial Christmas decorating business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience, including 18 years at Baird and six years at RBC Capital Markets. He holds the Series 66 designation. Gillette serves as a board member for Friends of Rockford Police K9 and Forest City Gear. Baird’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and advanced tools.

Paul Ciecwierz is a financial advisor with LPL Financial in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Scarborough Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers diverse investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent 10 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 at LPL Financial with 30 years of industry experience and holds a Series 63 designation. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, WRP Investments, Kestra Investment Services, and Stifel. He is also involved in a separate insurance agency business under Cutrupi & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mia Hyatt is a CFP® and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with four years of industry experience. She previously worked at Finemark National Bank & Trust for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored asset allocation advisory program that includes investment manager research and customized performance reporting. The firm combines quantitative and qualitative analysis with an ESG framework and offers broad derivatives and commodities capabilities.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. His prior work includes roles at Thurston Springer and Private Client Services, LLC. Outside of his advisory work, he owns a family farm in Indiana and runs a marketing business. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

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.