Meet the Council
Learn more about the exceptional group of attorneys, financial planners, and wealth managers who volunteer their time to serve on our Professional Advisor Council.
Kevin E. Aizenshtat
Kevin Aizenshtat is a Florida native and an established, leading, luxury real estate agent in Naples…
Pat Antonetti
Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility…
Gregory T. Barkauskas, CFP®
Managing Director|Financial Advisor|Private Client Group-Truist Investment Services, Inc.[email protected]
239-598-0322
Gregory T. Barkauskas, CFP®
As a Financial Advisor in The Kellam Group of Truist Investment Services, Inc., Greg Barkauskas offers more than 35 years of wealth management experience…
Jason A. Baum, CFA, CFP®, ChFC®
Senior Wealth AdvisorMariner Wealth Advisors
[email protected]
239-345-8027
Jason A. Baum, CFA, CFP®, ChFC®
Jason is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Analyst® and a Chartered Financial Consultant®.
John Paul “J.P.” Bratcher
J.P. Bratcher focuses his legal practice on the areas of private wealth preservation, estate planning, estate and trust administration, business law, and fiduciary litigation…
Christopher P. Bray, JD, CPA
Managing DirectorBray Capital Advisors, LLC
[email protected]
239-451-6008
Christopher P. Bray, JD, CPA
Chris is a national author and speaker on estate, gift, income tax, financial planning, and succession planning topics…
Dennis C. Brown
Dennis concentrates on trust and estate planning for high net worth individuals and families.
Preston C. Came, CFP®
Executive Director & BankerJ.P. Morgan Private Bank
[email protected]
239-263-1324
Preston C. Came, CFP®
Preston C. Came is an Executive Director and Banker with J.P. Morgan Private Bank in Naples, Florida…
Joseph Charles
Sr. V.P.|Private Wealth AdvisorFineMark National Bank & Trust
[email protected]
239-963-0751
Joseph Charles
Joseph Charles is a Senior Vice President & Private Wealth Advisor for FineMark’s Naples office. Mr. Charles…
Brendan C. Conry, AIF, ChFC®, CLU®
Founder & PrincipalConry Asset Management
860-712-2194
Brendan C. Conry, AIF, ChFC, CLU
As the leader of Conry Asset Management, Brendan is proud to provide investment and
consulting services to individuals, corporations, non-profit endowments, and foundations since 1986…
Kim Ciccarelli Kantor, CFP®, CAP®
President|Co-Founder|Financial AdvisorCiccarelli Advisory Services, Inc.
[email protected]
239-262-6577
Kim Ciccarelli Kantor, CFP®, CAP®
Kim strongly believes there is a marriage between one’s health, wealth, dreams and family life…
Gary T. Crisci
Gary provides comprehensive investment planning and portfolio management. He has helped clients address their financial concerns and…
Mitchell Dannenberg
Mitchell lives full time in Naples, although he has clients across the county. The team at LTCi…
Robert P. Davis
Field Director|Wealth Management AdvisorRP Davis Wealth Planning Group
Northwestern Mutual
[email protected]
239-298-5080
Robert P. Davis
Bobby and his team operate a national financial services and insurance firm, affiliated with Northwestern Mutual. They…
Salvatore Di Benedetto
Salvatore (Sal) Di Benedetto joined Truist as a Wealth Advisor in 2022. Prior to that, he started SD Legacy Partners…
Serge Ecityan, CFA®
Vice President| Private Wealth AdvisorBMO Private Bank
[email protected]
239-592-2444
Serge Ecityan, CFA®
Serge serves as a lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held…
Curt C. Edwards, CFP®, , ChFC®, CLU®, CDFA
President, Southwest FloridaWilmington Trust, N.A.
[email protected]
239-313-1583
Curt C. Edwards, CFP®, , ChFC®, CLU®, CDFA
Curt is responsible for overseeing the delivery of wealth management services, including planning, trust, investment management, family office, and private banking, to high-net-worth clients throughout Southwest Florida…Rob Edwards
Managing Director|Investments, Senior PIM® Portfolio ManagerEdwards Group of Wells Fargo Advisors
www.edwardsgroupnaples.com
[email protected]
239-254-2394
Rob Edwards
Rob Edwards is the founder of The Edwards Group of Wells Fargo Advisors, which provides wealth planning…
Julie Farah
Julie Farah is a Senior GenSpring Region Trust Advisor with Truist Wealth. She offers clients more than 26 years of experience with trusts and estates,…
Brad A. Galbraith
Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He earned his…
Richard E. Grows
Richard “Rich” Grows has been with J.P. Morgan Private Bank for 13 years. As a Senior Banker,…
Amy L. Hale, CFP®
Vice President|Managing DirectorFlorida BMO Private Bank
[email protected]
239-592-2470
Amy L. Hale, CFP®
Amy oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including…
David M. Jones
President|Life Insurance AdvisorDavid M. Jones & Associates, Inc
[email protected]
239‐649‐7600
David M. Jones
David M. Jones & Associates’ primary expertise involves leading‐edge insurance strategies and Life Settlements. The company has…
A.J. Krause
Managing Director, Co-Founder Private Capital Transaction Advisors[email protected]
239-293-0321
A.J. Krause
A.J. advises and represents the shareholders of privately held middle-market businesses through all aspects of the sale process.
Charles A. Kerwood, III
Partner - Waller Financial Planning Group, Inc.[email protected]
239-325-8505
Charles A. Kerwood, III
Charlie has been with Waller Financial since 1990 where he has served various roles. Charlie currently serves…
Ryan Kinser, CFA® , CFP®
Co-Founder & Managing Partner, Oley Kinser Concierge Wealth, LLC / Financial Advisor, Raymond James Financial Services[email protected]
239-778-1782
Ryan Kinser, CFA® , CFP®
Offering comprehensive and multigenerational financial planning, Ryan and the team specialize in tailored portfolio construction and a…
Blake W. Kirkpatrick
Blake W. Kirkpatrick is a Florida Bar Board Certified Wills, Trusts and Estates attorney. His practice is…
Tom Kluttz, CFP®
Looking Out for What Matters Most: You
I will help you develop and implement a long-term investment strategy that reflects your aspirations and priorities…
William D. Lange
Senior Vice President, CWS, AIF - Regions Private Wealth Management[email protected]
239-434-1128
William D. Lange
312 Bill is a Senior Trust Advisor for the Naples office of Regions Private Wealth Management Group, with…
David Legus, MBA
David Legus has worked with business leaders and entrepreneurs for over 25 years. Before entering financial services,…
Brian V. McAvoy
Brian McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile…
Brett Oley
Co-Founder & Managing Partner, Oley Kinser Concierge Wealth, LLC - Financial Advisor, Raymond James Financial Services[email protected]
239-778-1781
Brett Oley
Brett Oley, a Co-Founder & Managing Partner of Oley Kinser Concierge Wealth and also a Financial Advisor…
Kimberly Philbin
Kimberly lives full time in Naples and has clients across the county. The team at Vision 360…
Gregory D. Podolak
Managing Partner, Coverage Attorney - Saxe Doernberger & Vita, P.C. Southeast[email protected]
239-315-4215
Gregory D. Podolak
Gregory D. Podolak has spent his entire career advocating on behalf of corporate policyholders, navigating issues involving…
Bradley G. Rigor
Bradley G. Rigor, past Chair of the firm’s Trusts & Estates Group in Naples, is a Florida…
Michael J. Searcy, ChFC, CFP®, AIFA®
President & CEOSearcy Financial Services, Inc.
[email protected]
239-777-0018
Michael J. Searcy, ChFC, CFP®, AIFA®
What I Stand For: My life’s passion is helping people, from assisting clients in solving problems and…
William R. Slepcevich
Investment Advisory RepresentativeSlepcevich Financial Group
[email protected]
239‐435‐9433
William R. Slepcevich
CEO of Slepcevich Financial Group LLC. Bill knows and appreciates the value of hard work as he…
Jeannine Stetson, CTFA
Senior Vice President|Wealth Services AdvisorThe Naples Trust Company
[email protected]
trustcompany.com
239-451-6061
Jeannine Stetson, CTFA
Jeannine is a Wealth Services Advisor, building client relationships, as well as assisting clients with their investment…
Jennifer Suden
EXPERIENCE Jennifer Suden joined Northern Trust in 2020 as a Senior Personal Investment Portfolio Manager. In this…
Curt C. Todd
Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank,…
Jordan Tompkins, CRPC®
Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth Management | Merrill Lynch, Pierce, Fenner & Smith, Inc.[email protected]
239-450-2352
Jordan Tompkins, CRPC®
Jordan N. Tompkins Financial Advisor | Senior Portfolio Advisor | Chartered Retirement Planning Counselor® Legates Carr Wealth…
Patrick M. Trittler
Vice President | Business Development Executive - Marsh & McLennan Agency - Private Client Services[email protected]
239-597-0445
Patrick M. Trittler
As Business Development Executive with MMA Private Client Services (PCS), Patrick creates and delivers comprehensive personal risk…
Thomas L. Walsh, Jr., CFA
Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working…
Jonas B. Weatherbie, Esq.
Jonas Weatherbie is recognized locally as a legal expert in the areas of estate and tax planning…
George A. Wilson
George Wilson has practiced in the areas of estate and tax planning, charitable giving and trust and…
Edward E. Wollman, JD, LLM
Founder & Partner - Wollman, Gehrke & Associates, P.A.[email protected]
239-435-1533
Edward E. Wollman, JD, LLM
Edward E. Wollman is the founder & Partner of Wollman, Gehrke & Associates, P.A. law firm. He…
