Kyle Chudom is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a director for Karma 4 Change, a foundation focused on making donations to nonprofit organizations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling techniques.

Christopher Civale is a CFP®-certified financial advisor with 39 years of industry experience. He has been with Ameriprise since 2005, currently serving clients in Naples, FL. Ameriprise provides retirement-income planning services primarily to individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, focusing on Ameriprise-managed accounts.

Edward Brown is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christopher Harvey is a CFP®-certified financial advisor with Charles Schwab, based in Naples, FL, and has 16 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2009 and 2011, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary managed accounts, financial planning, and custody services supported by a large-scale, integrated operational structure.

Brian Bell is a financial advisor with Merrill in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management programs, discretionary portfolio management, and brokerage services, supported by its integration with Bank of America affiliates and a focus on managed account and manager-selection capabilities.

Lorleta Langevin is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors since 2018, following roles at Wells Fargo Clearing and Prudential Equity Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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.

Jonathan Traub is a financial advisor at UBS Financial Services with 21 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Robert Di Giacomo is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2008. Outside of his advisory role, he serves as President of the Wilmington West Rotary Club and is a member of the Board of Trustees at Nativity Preparatory School of Wilmington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joshua Leppo is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing nine years of industry experience. Before joining Wells Fargo Advisors in 2025, he spent nine years with Wells Fargo Clearing. Outside of his financial advisory role, he coaches athletes in health and wellness at Ionic CrossFit in Bonita Springs, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Philip Dannunzio is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, and other entrepreneurial and design-related ventures. He is also involved in business activities outside of finance, including art and jewelry design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Clark is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise Financial Services since 2002 and has been involved with Market Pathways since 2007. Outside of finance, he has a long-standing role with Best Models and Talent. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Michael Bonevento is a CFP® and ChFC® with over 32 years of industry experience. He is currently with OSAIC Wealth Inc., joining in 2026 after seven years at LPL Financial LLC and 25 years at Ameriprise Financial Services, Inc. His outside activities include collaboration and organizational strategy work as an owner/partner at Intellectual Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

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 financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2017 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG criteria, supported by centralized due diligence and utilizes broader derivatives and commodities capabilities.

Bruce Graev is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Guardian Life, Ameriprise, and Citigroup Global Markets. He is also an author and a licensed CPE presenter. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by operational and research tools.

David Foad is a financial advisor at LPL Enterprise with Series 65 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and several other firms. He is based in Naples, FL. LPL Enterprise serves individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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.