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
Mr. Pat Antonetti is the President & Managing Partner of Antonetti Capital Management, LLC with overall responsibility…
Joseph Charles
Sr. V.P./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…
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 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…
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…
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…
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 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…
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…
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…
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 & 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…
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…
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…
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…
