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 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.

Philip Dannunzio is a financial advisor with LPL Financial in Naples, FL, holding Series 65 and Series 63 registrations and one year of industry experience. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, and various entrepreneurial ventures in design and consulting. Outside of advising, he is involved with Humor Resources LLC, a business activity noted in his background. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm offers diverse financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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 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.

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 with LPL Enterprise who holds Series 65 and Series 66 licenses and has 23 years of industry experience. His career history includes roles at Prudential Insurance Company of America, Pruco Securities LLC, First Horizon Advisors, and several other firms. He is also involved in non-variable insurance activities in connection with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

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.

David Contessa is a financial advisor with Thrivent Investment Management in Naples, FL, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he served for 30 years with the Florida Highway Patrol. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad set of planning topics without including implementation. The firm combines planning with managed-account programs under a consolidated billing option while maintaining planning and asset management as separate services.

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.

Charles Sleezer is a financial advisor with Wells Fargo Advisors in Naperville, IL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, Sleezer is involved in managing a practice-related business and holds powers of attorney for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.