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.

Timothy Hargest is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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.

Philip Wieloch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Capital Financial Services, Inc., and operating his own firm, Phil Wieloch Financial, since 2002. He also owns insurance businesses serving senior clients in Connecticut and Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging both proprietary research and third-party strategies, supported by a large network of investment adviser representatives.

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.

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 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.

Theodore Mulligan is a CFP® professional with nine years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He has held positions at Financial Strategies Retirement Partners, Acorn Financial, and Commonwealth Financial Network. His outside activities include fixed insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized programs like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.