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 Series 63 and Series 65 credentials and 41 years of industry experience. His prior work includes over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an outboard motor marine mechanic and drives for Uber. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm integrates adviser programs with the sale of financial products and participates in collateralized lending programs.

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 with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2017 and was previously with Merrill from 2008 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual relationships and Corporate Financial Planning agreements.

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 at Merrill with a Series 66 credential and three years of industry experience. He has worked at Bank of America and Suncoast Credit Union prior to his current role. Outside of finance, he pursues artistic endeavors through a sole proprietorship, creating commissioned artwork, and has an interest in car building and racing, including plans to obtain a racing license. 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, 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.

Edward Bayarski Jr. is a financial advisor at LPL Financial with over 51 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Strategic Wealth Planning and Commonwealth Financial Network. In addition to advising, he is involved in tax preparation and accounting through Strategic Tax Planning, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Randolph Ziffren is a financial advisor at Raymond James Financial with 43 years of industry experience. He has been with Raymond James Financial since 1991 and also serves as an independent contractor supporting services at Elevon Wealth Management as part of a succession agreement. 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 tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports a range of advisory programs and institutional consulting services.

Leann Burkholder is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has been with LPL Financial since 2014 and has additional work experience including a role as an Uber driver since 2016. Burkholder also works as an independent agent selling health insurance and Medicare-related products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management along with diverse investment strategies and technology-driven solutions.

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® and Series 63 designations and bringing 43 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Grisanti also works as an insurance agent focusing on property/casualty and fixed annuities through his outside business, Grisanti Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven approaches.

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 with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at First Horizon Advisors, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

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.