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 five years of industry experience. He holds a Series 66 designation and previously worked at CUNA Brokerage Services, Inc. and Suncoast Credit Union. He is also a commissioned notary. 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 through a large network of investment adviser representatives.

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.

Catherine Weaver is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Wells Fargo Clearing and Wells Fargo Bank NA. She is also 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, supporting its extensive advisor network with advanced operational and research tools.

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.

Charles Bartler is a financial advisor with Osaic, holding the ChFC® designation and over 49 years of industry experience. He has worked at Osaic since 2024 and previously spent 18 years at Securities America, Inc., alongside running his own Bartler Wealth Management Group since 1976. He is also involved in life insurance sales as a writing agent. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation, portfolio optimization, and a range of managed account programs.

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 at Wells Fargo Advisors in Naples, FL, with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC. Lopresti is a committee member of The Naples Players endowment, where he monitors investment performance. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold. The firm offers specialized planning, including business-owner transition and sports and entertainment planning, using proprietary research and tools.

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.

Donald Nealon is a financial advisor with Wells Fargo Advisors located in Naples, FL. He holds Series 63 and Series 65 credentials and has 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with services integrated across banking, securities lending, and trustee offerings.

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.