Diego Menendez is a Series 66 licensed financial advisor with J.P. Morgan Securities in Naples, FL, with two years of industry experience. His prior work includes roles at BMO Financial Group and Elias Brothers Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage and investment management capabilities.

Timothy Farrell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

John Iarussi is a CFP® professional with 40 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, having previously worked at MetLife Securities Inc. Iarussi is the owner of Commonwealth, LLC, operating as Iarussi Commonwealth, and serves as trustee of the Iarussi Family Trust. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements utilizing firm-approved software and delivers written recommendations focused on investment categories and strategies.

Michael Davis is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for 10 years each before joining Raymond James in 2025. 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, institutional and pension plans, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alan Luttman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Berthel Fisher & Company Financial Services, Strategic Investment Partners, and Cetera Wealth Services. Outside of advisory work, he co-hosts a weekly financial radio show called "Money Matters with Al and Mike." Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Elliott Ellis is a CFP® professional with three years of industry experience, currently affiliated with Osaic. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. He participates in the Financial Planning Association SWFL Chapter NexGen Development program, engaging with early-career financial planners and students. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Brian Cooke is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches alongside research and model portfolio options.

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.

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.

Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Catherine Weaver is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and over 10 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as an academic position at Florida Gulf Coast University. She is also an enrolled agent assisting with tax preparation and accounting on a limited basis. 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, and brokerage services with both discretionary and non-discretionary portfolio management supported by research and model portfolios.

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 based in Bonita Springs, FL. He holds the ChFC® and Series 63 designations and has 49 years of industry experience, including long-term ownership of Bartler Wealth Management Group since 1976 and an 18-year tenure at Securities America, Inc. He is also involved in insurance sales as a writing agent specializing in life insurance. OSAIC serves a broad range of retail and institutional clients through a network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including J.P. Morgan Securities and Truist Wealth Management. His background also includes a six-year tenure with Collier County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios.

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.

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.