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.

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 credential and nine years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he coaches athletes at Ionic CrossFit, focusing on health and wellness. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing research and planning tools to develop tailored client recommendations.

Philip Dannunzio is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Humor Resources LLC, Original Investment Family Limited Partnership, PPAD Inc and Associates, PhilArt, and Jewelry Designer Showcase. Outside of advising, he has been involved in entrepreneurship and creative ventures such as jewelry design and humor resources. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, incorporating model portfolios, third-party subadvisors, and technology-driven approaches.

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 financial advisor with LPL Financial in Naples, FL, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 25 years before joining LPL Financial in 2019. Bonevento has a minor involvement in referral services with Saverino & Associates CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various investment strategies.

David Carson is a financial advisor affiliated with LPL Financial, holding the Series 63 and Series 66 credentials and bringing 19 years of industry experience. His professional background includes roles at Edward Jones and Coalition Greenwich, as well as experience with R&T Deposit Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers various financial planning and advisory programs, incorporating both discretionary and non-discretionary management with access to proprietary research and third-party strategies.

Philip Sgariglia is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at LPL Financial since 2018, previously serving five years at CETERA Advisor Networks LLC and over five decades at Financial Servicenter Corp. He is president and owner of Azzurro Financial Corp., a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Robert Mahoney is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America for seven years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bruce Graev is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2015. He has been involved in various roles including teaching as a CPE licensed presenter and authoring a book titled *Get Out Alive*. Graev also conducts seminars for business owners and is engaged in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

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.

David Foad is a financial advisor with LPL Enterprise, holding Series 65 and Series 66 designations and bringing 23 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, First Horizon Advisors, and Wells Fargo Bank NA, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management programs, and access to a range of brokerage and insurance products.

Eric Breemen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on providing tailored financial strategies to a diverse clientele including corporate executives and entrepreneurs. Since beginning his career at Merrill Lynch in 1995, Eric has specialized in areas such as executive compensation, family wealth management strategies, liquidity management, managing new wealth, and retirement income. At Breemen McCarthy McKenna & Associates, he works closely with clients to deliver customized investment and retirement planning, as well as cash flow, tax minimization, and estate planning strategies, often coordinating with clients' CPAs and attorneys. Eric holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and a Bachelor of Science degree in Business Administration and Economics from Saint Michael's College. He approaches financial advising with a client-centric philosophy, dedicating time to understand family dynamics and the goals of all stakeholders. Beyond his professional life, Eric resides in Marlborough with his wife and two children and enjoys adventure sports, boating, golfing, and skiing.

Carolyn Goyette is a Wealth Management Advisor with Merrill Lynch Wealth Management. She leads The Goyette Group, a team focused on providing clients with goals-based wealth management strategies. Carolyn emphasizes a personalized approach by first understanding clients’ unique ambitions, financial situations, and risk tolerance, then developing tailored financial plans to help them pursue objectives such as retirement income, legacy planning, college education funding, and family wealth management. With expertise spanning investment consulting for defined contribution plans, managing new wealth, retirement planning, and promoting employee financial health, Carolyn and her team engage clients through ongoing communication and annual reviews to adjust strategies according to changes in clients’ lives and goals. Her approach centers on simplicity and transparency, building enduring professional relationships to support clients in navigating the complexities of wealth management. Carolyn holds a Bachelor’s Degree in Management and Organizational Development from Spring Arbor University. She earned the Chartered Retirement Planning Counselor™ designation in 2007 and the CERTIFIED FINANCIAL PLANNER™ certification in 2017. Additional professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Fenton community, Carolyn enjoys boating, reading, and traveling with family and friends.

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.

Noah Mendoza is a Series 66-credentialed financial advisor with Morgan Stanley in Naples, FL. He joined Morgan Stanley in 2026 and has prior experience working in the food and beverage industry with roles at Casa Tequila, True Food Kitchen, Chops Lobster Bar, Trulucks, and Agave. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

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.