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

Realtor®
Gulf Coast International Properties
[email protected]
239-434-2558

Kevin E. Aizenshtat

Kevin Aizenshtat is a Florida native and an established, leading, luxury real estate agent in Naples…

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Pat Antonetti

President
Antonetti Capital Management, LLC
[email protected]
239‐403‐0218

Pat Antonetti

Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility…

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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…

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Yvonne Bourk, CEPA®

Vice President, Private Wealth Advisor
U.S. Bank Private Wealth Management
[email protected]
239-566-0807

Yvonne Bourk, CEPA®

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Bernie I. Bostwick, ChFC®, CAP®, CKA®

PresidentFaithward Advisors, [email protected]

Bernie I. Bostwick, ChFC®, CAP®, CKA®

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John Paul “J.P.” Bratcher

Shareholder
GrayRobinson
[email protected]
239-598-3601

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…

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Christopher P. Bray, JD, CPA

Managing Director
Bray 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…

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Dennis C. Brown

Senior Counsel
Bond, Schoeneck & King
[email protected]
239-659-3843

Dennis C. Brown

Dennis concentrates on trust and estate planning for high net worth individuals and families.

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Preston C. Came, CFP®

Executive Director & Banker
J.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…

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Joseph Charles

Senior Vice President, Private Wealth Advisor
FineMark 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…

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Marcie A. Charles

Partner
Harrison LLP
[email protected]
239-215-3152

Marcie A. Charles

Marcie Charles advises clients on sophisticated estate planning, estate and trust administration, tax, and business succession matters…

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Kim Ciccarelli Kantor, CFP®, CAP®

President, Co-Founder, Financial Advisor
Ciccarelli 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…

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Brendan C. Conry, AIF, ChFC®, CLU®

Founder & Principal
Conry 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…

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Gary T. Crisci

Managing Principal
Crisci Private Wealth Management
[email protected]
239-919-8901

Gary T. Crisci

Gary provides comprehensive investment planning and portfolio management. He has helped clients address their financial concerns and…

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Mitchell Dannenberg

LTCi Marketplace
[email protected]
239-877-1688

Mitchell Dannenberg

Mitchell lives full time in Naples, although he has clients across the county. The team at LTCi…

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Robert P. Davis

Field Director
Wealth Management Advisor
RP 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…

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Adam Day

Certified Financial Planner and Therapist
Ritholtz Wealth Management
[email protected]
212-625-1200

Adam Day

Adam is a Lead Advisor for Ritholtz Wealth Management and runs the Naples office.  He’s a Certified Financial Planner and Certified Financial Therapist…

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Jennifer Drucker

Wealth Management Advisor
Fifth Third Private Bank
[email protected]
239-591-6331

Jennifer Drucker

Jennifer has extensive experience in the financial industry and began her career path with Fifth Third Bank in
Northeastern Ohio in 1998…

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Joshua Drysdale, JD

Senior Vice President, Trust Advisor
Truist Wealth
[email protected]
239-598-0331

Joshua Drysdale, JD

Josh Drysdale is a Senior Vice President and Trust Advisor with Truist Wealth. He offers clients nearly ten years of comprehensive wealth management experience…

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Serge Ecityan, CFA®

Vice President, Private Wealth Advisor
BMO 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…

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Curt C. Edwards, CFP®, ChFC®, CLU®, CDFA

President, Southwest Florida
Wilmington 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…

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Rob Edwards

Managing Director, Investments, Senior PIM® Portfolio Manager
Edwards 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…

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Julie Farah

Senior GenSpring Region Trust Advisor
Truist Wealth
[email protected]
239-598-0388

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,…

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Brian Fischer, CFA®, CFP®

Senior Wealth Advisor
Mariner Wealth Advisors
[email protected]
239-426-6554

Brian Fischer, CFA®, CFP®

Brian provides personalized wealth planning solutions for high-net-worth individuals, families, and business owners…

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Brad A. Galbraith

Managing Partner
Galbraith Weatherbie Law
[email protected]
239-325-5581

Brad A. Galbraith

Brad A. Galbraith is the Managing Partner at GW Law, PLLC’s Naples and Indianapolis offices…

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Richard E. Grows

Executive Director, Banker
J.P. Morgan Private Bank
[email protected]
239-263-1305

Richard E. Grows

Richard “Rich” Grows has been with J.P. Morgan Private Bank for 13 years. As a Senior Banker,…

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Amy L. Hale, CFP®

Vice President, Managing Director-Florida
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…

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Joe Hatfield, AIF®, CPFA

Vice President
OneGroup Retirement Advisors
[email protected]
239-254-6008

Joe Hatfield, AIF®, CPFA

Joe is an Accredited Investment Fiduciary, AIF® and Certified Plan Fiduciary Advisor, CPFA®…

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David M. Jones

President, Life Insurance Advisor
David 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…

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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.

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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…

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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…

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Blake W. Kirkpatrick

Attorney
Wilson & Johnson
[email protected]
239‐687-1391

Blake W. Kirkpatrick

Blake W. Kirkpatrick is a Florida Bar Board Certified Wills, Trusts and Estates attorney. His practice is…

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Tom Kluttz, CFP®

Portfolio Manager
Huntington Private Bank
[email protected]
239-260-6057

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…

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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…

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David Legus, MBA

Managing Director- Florida
Meristem Family Wealth
[email protected]
612-868-4107

David Legus, MBA

David Legus has worked with business leaders and entrepreneurs for over 25 years. Before entering financial services,…

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John W. Lehman

Financial Advisor
Faithward Advisors, LLC
[email protected]
239-747-7010 Ext. 8144

John W. Lehman

Financial Advisor John Lehman of works with individuals, families and nonprofits to reach their financial goals…

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Robert A. Mathers

Partner
Quarles & Brady LLP
[email protected]
414-277-5139

Robert A. Mathers

Bob Mathers provides trusted tax advice to businesses and business owners with a focus on tax planning and opportunities, as well as tax-ramifications on corporate transactions and individuals’ private wealth…

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Meredith B. Martin

Partner
Harrison LLP
[email protected]
239-316-1400

Meredith B. Martin

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Brian V. McAvoy

Partner
Roetzel & Andress
[email protected]
239‐649-2722

Brian V. McAvoy

Brian McAvoy focuses his practice on estate planning, estate and trust administration, business succession planning, Florida domicile…

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Margaret McMorrow, J.D.

Senior Vice President, Wealth Services Advisor
The Naples Trust Company
[email protected]
239-451-6062

Margaret McMorrow, J.D.

Margaret (Maggie) McMorrow, J.D. is responsible for developing client relationships in both Collier and Lee Counties by assisting clients in identifying and prioritizing their wealth management needs…

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Michael Mongin, CPWA®

Senior Vice President
Moran Wealth Management
[email protected]
239‐920-4456

Michael Mongin, CPWA®

A veteran of the financial services sector, Michael Mongin is Senior Vice President, Advanced Planning & Wealth Advisor at Moran Wealth Management…

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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…

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Kimberly Philbin

Managing Director
Vision 360 Capital Partners
[email protected]
239-777-6509

Kimberly Philbin

Kimberly lives full time in Naples and has clients across the county. The team at Vision 360…

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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…

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Barb Quasius, CPA, MBA

President
Circle L Capital Mgmt Family Office
[email protected]
920-316-2117

Barb Quasius, CPA, MBA

Barb is passionate in positively impacting the financial and family capital as a trusted wealth advisor…

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Amy B. Rohde, JM, CFP®, CTFA

Senior Vice President, Wealth Advisor
Regions Private Wealth Management
[email protected]
239-434-1102

Amy B. Rohde, JM, CFP®, CTFA

Amy Rohde is a Senior Vice President and serves as a Wealth Advisor for Regions Private Wealth Management in Southwest Florida…

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Michael J. Searcy, ChFC, CFP®, AIFA®

President & CEO
Searcy 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…

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William R. Slepcevich

Investment Advisory Representative
Slepcevich 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…

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Jeannine Stetson, CTFA

Private Wealth Advisor [email protected]
239-961-3481

Jeannine Stetson, CTFA

Jeannine is a Wealth Services Advisor, building client relationships, as well as assisting clients with their investment…

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Jennifer Suden

Senior Portfolio Manager
Northern Trust
[email protected]
239-213-6192

Jennifer Suden

EXPERIENCE Jennifer Suden joined Northern Trust in 2020 as a Senior Personal Investment Portfolio Manager. In this…

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Trey Titcomb

Senior Vice President, Private Wealth Managing Director
US Private Wealth Management
[email protected]
239-566-0806

Trey Titcomb

As a Private Wealth Advisor Managing Director, Trey is responsible for providing comprehensive wealth management strategies tailored to his clients’ specific needs…

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Curt C. Todd

Wealth Advisor
Wells Fargo Private
[email protected]
239-552-2593

Curt C. Todd

Curt Todd is a wealth advisor for Wells Fargo Private Bank. As part of The Private Bank,…

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Jordan Tompkins, CRPC®

Financial Advisor, First Vice President
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…

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Sharon R. Treiser, MBA

South Florida Market Lead
Manning & Napier
[email protected]
239-877-0989

Sharon R. Treiser, MBA

Sharon R. Treiser, MBA, is a longtime philanthropist and leader in the Naples financial services community…

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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…

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Rayndel Valle

Associate
Bond, Schoeneck & King PLLC
[email protected]
239-659-3809

Rayndel Valle

Ray assists high net worth individuals and families with their estate planning needs, including drafting wills, trusts and advance directives tailored to family goals, asset protection and
intergenerational wealth succession…

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Jolene Wall

Vice President, Private Wealth Advisor
U.S. Bank Private Wealth Management
[email protected]
239-566-0818

Jolene Wall

As a Private Wealth Advisor, Jolene is responsible for providing comprehensive wealth management strategies tailored to her clients’ specific needs…

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Thomas L. Walsh, Jr., CFA

Senior Vice President
Chilton Trust
[email protected]
239-488-1051

Thomas L. Walsh, Jr., CFA

Mr. Walsh joins Chilton Trust as a Senior Vice President with nearly 20 years of experience working…

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Jonas B. Weatherbie, Esq.

Partner
Galbraith Weatherbie Law
[email protected]
239-325-1983

Jonas B. Weatherbie, Esq.

Jonas Weatherbie is recognized locally as a legal expert in the areas of estate and tax planning…

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George A. Wilson

Attorney
Wilson & Johnson, P.A.
[email protected]
239‐436‐1502

George A. Wilson

George Wilson has practiced in the areas of estate and tax planning, charitable giving and trust and…

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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…

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INTERESTED IN JOINING THE COUNCIL?

To learn more, please contact:

Julie Van Tongeren

VP of Development
239.307.4521
[email protected]