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.

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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Joseph Charles

Senior Vice President/Private Wealth Advisor - FineMark National Bank & [email protected]

Joseph Charles

Joseph Charles is a Senior Vice President & Private Wealth Advisor for FineMark’s Naples office. Mr. Charles…

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Gary T. Crisci

Managing Principal - Crisci Private Wealth [email protected]

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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Serge Ecityan, CFA®

Director, 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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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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Mercedes Fonte

Financial Advisor/The Catena Group - Morgan Stanley Wealth Management
[email protected]
239-449-7826

Mercedes Fonte

Mercedes is a member of The Catena Group, a Private Wealth team at Morgan Stanley. Leveraging over…

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Brad A. Galbraith

Galbraith, PLLC
[email protected]
239-325-5581

Brad A. Galbraith

Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He earned his…

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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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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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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 - Wood, Buckel & Carmichael, PLLC
[email protected]
239‐552‐4121

Blake W. Kirkpatrick

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

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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 I 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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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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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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Bradley G. Rigor

Attorney - Quarles & Brady, LLP
[email protected]
239‐659‐5032

Bradley G. Rigor

Bradley G. Rigor, past Chair of the firm’s Trusts & Estates Group in Naples, is a 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

Senior Vice President, Wealth Services Advisor - The Naples Trust Company
[email protected]
239-451-6061

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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Curt C. Todd

Wealth Advisor - Wells Fargo Private Bank
[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 | 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…

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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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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.

Wilson & Johnson
[email protected]
239-687-1380

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]