Ciccarelli Advisory Services Inc

Jasen Gilbert is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at Ciccarelli Advisory Management, LLC, FSC Securities Corporation, and Ciccarelli Advisory Services. Gilbert is also a partner at Ciccarelli Advisory Management LLC and serves as an associate planner at CAM LLC, both of which involve financial planning and client relationship management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Samantha Webster is a CFP® professional with 24 years of experience in financial advising. She currently works at OSAIC and has held advisory roles at FSC Securities Corporation and Ciccarelli Advisory Services. Webster is also a partner at Park Central LLC, where she provides financial planning and investment advice. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm offers a range of advisory services and utilizes a comprehensive investment process that incorporates risk tolerance assessments, portfolio optimization, and access to various investment products and custodial platforms.

Jill Rapps is a CFP® with 35 years of experience in the financial services industry. She is currently with Ciccarelli Advisory Services Inc and has worked at firms including OSAIC, E.P. Planners Corp., and FSC Securities Corporation. Beyond her advisory role, she serves as a director of a local nonprofit focused on wellness and holds a certification in coaching. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, and business entities, offering comprehensive financial management and retirement planning. The firm manages portfolios primarily on a non-discretionary basis, employing a mix of fundamental, technical, and mutual fund/ETF analysis with an emphasis on strategic long-term investing.

Paul Ciccarelli is a CFP® and ChFC® with 35 years of experience in financial planning and advisory services. He is affiliated with Ciccarelli Advisory Services Inc and has held roles at firms including Osaic Wealth, Inc. and FSC Securities Corporation. Ciccarelli serves as a board member of the Bentley Village Foundation and is the managing member of Asklepia Group, LLC, a microgreens farm operated by his children. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management, retirement and tax planning, family wealth protection, and advisory insurance options, managing most client portfolios on a non-discretionary basis with an emphasis on long-term strategic investing.

Lynn Ferraina is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including FSC Securities Corporation and Ciccarelli Advisory Management. Outside of her advisory role, she serves on local nonprofit committees focused on community support and women’s empowerment. Ciccarelli Advisory Services provides financial management and planning for individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes strategic long-term investing with a non-discretionary, fiduciary approach and serves a large client base across multiple advisory teams.

Anthony Curatolo is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Ciccarelli Advisory Services since 1996 and previously worked at FSC Securities Corporation for nearly four decades. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial management and planning services, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Kim Kantor is a CFP® with 43 years of industry experience and is affiliated with Ciccarelli Advisory Services Inc in Naples, FL. She has held positions at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Outside of her advisory work, she serves on the FGCU Foundation Board of Directors and participates in local nonprofit committees related to healthcare and planned giving. Ciccarelli Advisory Services serves individuals, families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services with an emphasis on strategic long-term investing, managing client portfolios primarily on a non-discretionary basis while acting in a fiduciary capacity.

Raymond Ciccarelli is the owner of Ciccarelli Advisory Services Inc and holds a Series 63 designation, with 53 years of industry experience. He has been associated with Ciccarelli Advisory Services since 1984 and also owns CTO Estate Planning Corp and Park Central Tax Offices. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering a range of financial management and planning services. The firm generally manages client portfolios on a non-discretionary basis and emphasizes strategic long-term investing alongside tactical recommendations.

Judith Alexander Wasley is a financial advisor with Ciccarelli Advisory Services Inc, holding a Series 66 credential and 15 years of industry experience. She has worked at FSC Securities Corporation and Park Central LLC, and currently serves as an Associate Planner at Ciccarelli Advisory Services. Wasley volunteers with Catholic Charities and the St. Louis Church Pastoral Council, supporting community programs and development events. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities, offering comprehensive financial management and planning services. The firm manages client portfolios primarily on a non-discretionary basis with a focus on long-term strategic investing complemented by tactical recommendations.

Steven Merkel is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently with Ciccarelli Advisory Services Inc and has previously worked at FSC Securities Corporation and OSAIC. Merkel serves as a board member of the Greater Naples YMCA Endowment Board. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services, emphasizing strategic long-term investing with a primarily non-discretionary portfolio management approach.