Patrick Greene is a financial advisor at Ameriprise in Naples, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles outside the financial industry such as positions at United Staging and Rigging, Trader Joe’s, and Buckley Associates. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Donald Selinger is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is a sole proprietor of a rental property business in Rye, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Joshua Leppo is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and having 10 years of industry experience. He has been with Wells Fargo subsidiaries since 2016. Outside of his advisory role, he coaches athletes in health and wellness through Ionic CrossFit. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad planning menu that includes cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Kaitlin Gakstatter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at Raymond James since 2018 and is also involved with Oley Kinser Concierge Wealth, LLC. Outside of finance, she co-owns and operates an e-commerce eyewear business, City Sights Eyewear. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs and institutional consulting services.

David Carson is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at Edward Jones and Coalition Greenwich. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of advisory strategies.

Robert Mahoney is a Series 66 licensed financial advisor with J.P. Morgan Securities in Naples, Florida, with two years of industry experience. His background includes seven years at Bank of America prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and 45 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Joseph Carpenter is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Avantax Advisory Services, Avantax Insurance Agency, and the Center for Strategy Research. Outside of his advisory work, he serves as president of a nonprofit board, the ISDA Fraternal Lodge 214. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account structures.

Eric Breemen is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1995 and has developed a focus on corporate executive services, executive compensation, family wealth management strategies, liquidity management, managing new wealth, and retirement income. Eric works closely with clients to simplify, organize, and plan their financial lives, serving as a trusted resource for making informed financial decisions. His professional background includes extensive experience in crafting financial strategies tailored to clients' situations and aspirations. Eric's approach involves collaborating with clients' CPAs and attorneys to deliver customized investment and retirement planning, cash flow planning, tax minimization, and estate planning strategies. He is recognized for employing tools such as 10b5-1 trading plans to assist corporate executives with concentrated stock positions and providing pre-IPO planning for entrepreneurs. Eric holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration and Economics from Saint Michael's College. Eric resides in Marlborough with his wife and two children and has personal interests that include adventure sports, boating, golfing, and skiing.

Philip Kersting is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services LLC since 2022. His prior experience includes roles at Bruderman Asset Management and Bruderman Brothers, among other firms. Outside of financial advising, he is involved in independent insurance brokering, specializing in fixed annuities. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and algorithmic tools with personalized advisor collaboration to support clients approaching or in retirement.

William Ferriel is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2007. He is involved with a private family foundation focused on philanthropy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking solutions.

Marlene Mccracken is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Denise Gugliotta is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at both Bank of America and Merrill since 2015. Outside of her advisory role, she participates as a player in the Women's Professional Billiards Association, competing in local and national tournaments. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Barnes is a Vice President and Financial Consultant at Fidelity Investments. He has held various roles at Fidelity since 2015, progressing from Client Management Representative to his current position. Prior to joining Fidelity, John worked at Goldman Sachs & Co. from 2003 to 2012 in roles including Analyst and Associate. He also served as Vice President, Branch Manager, and Commercial Loan Officer at Barnes Banking Co. from 2005 to 2010. John is a Certified Financial Planner™ with over 20 years of experience in finance. His expertise includes crafting personalized investment strategies aimed at supporting clients' retirement living and optimizing wealth for long-term security and prosperity. He holds insurance licenses in Arkansas and California. Outside of his professional work, John enjoys baseball, golf, skiing, softball, and tennis.

Mervat Hassan is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Stifel in 2020. Outside of finance, she operates a design and decor company, Mervat Sabry Hassan Decor & Interior Design. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Maura Laudone is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals—including high-net-worth clients—as well as business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Travis Kraker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 11 years before joining Ameriprise Financial Advisors Inc. and later Ameriprise. Outside of his advisory role, he is a co-owner of Freppert Outdoor Solutions, a landscaping business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Els Bunkens is a CFP® and holds a Series 66 license with seven years of industry experience, all with Edward Jones since 2019. She is based in Fort Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shannon Holland is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James & Associates. She has worked at Raymond James & Associates since 2013 and has also been involved with Collier County Public Schools since 2017. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a range of portfolio management styles and emphasizes non-discretionary planning and consulting relationships.

Wilfred Brockman Jr. is a CFP® professional with 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His prior experience includes roles at B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of advisory work, he is an independent insurance agent and owns BrockmanWealth and Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.