Colin Strapp is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Principal Life Insurance. Prior to joining Wells Fargo Advisors, he held positions in both financial services and the hospitality industry. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through its brokerage or advisory programs.

Gordon Erikson Jr. is a financial advisor with RBC Capital Markets in Naples, FL, holding a Series 66 designation and 25 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Erikson serves on the boards of the Maine Children’s Cancer Program and Partners for World Health, and he is the treasurer for the Colonial Club in Naples, providing financial oversight and budgeting support. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and integrates capital markets capabilities to provide a broad range of investment solutions.

Francis Courtney is a financial advisor with RBC Capital Markets based in Naples, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management strategies implemented through a mix of in-house and third-party investment managers.

Paul Ewing is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Prosperity Advisory Group, Prosperity Network of Advisors, and multiple related entities. Outside of his advisory work, he is the founder and volunteer director of Living Waters Christian Canoe Ministry and serves on several nonprofit advisory boards. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Eric Smith is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Morgan Stanley since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its approach.

Daniel Chesney is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and six years of industry experience. His background includes service in the U.S. Army and a brief tenure at Uber Technologies Inc. He is also involved as an associate in Chesney Sullivan Wealth Advisors and serves as president of NP Asset Management LLC, which he maintains for business operations under Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining notable municipal advisor affiliations and specialized retirement plan consulting services.

Brittany Laine is a Planning Consultant at Fidelity Investments, where she assists clients in implementing and maintaining their financial plans. She works with individuals preparing for retirement as well as those already retired, helping them stay aligned with their financial goals and make informed decisions. Her experience at Fidelity Investments includes roles as a Financial Representative from 2022 to 2025 and as a Relationship Manager from 2025 to 2024. Throughout her career, she has supported clients in navigating various financial planning stages. Outside of her professional work, Brittany enjoys activities such as beach visits, cooking and baking, Pilates, reading, scuba diving, and tennis.

Lynn Brandenburg is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management and lending solutions. She serves a select group of successful individuals, including business executives and professionals in medical, dental, legal, and accounting fields, offering customized growth and income strategies for retirement. Lynn leverages a team of financial experts to support clients with investment banking, commercial and business banking, finance, and lending services through Bank of America, N.A. With over 32 years of experience, Lynn focuses on providing tailored financial plans that address the unique goals of each client, including multi-generational legacy and foundation building. Her expertise extends to assisting closely held business owners in achieving their financial objectives, utilizing the resources of Merrill’s Chief Investment Office and a wide range of investment products and services. Lynn holds the Personal Investment Advisor (PIA) designation. She attended Weber State University without obtaining a degree and completed high school at Ben Lomond High School. Committed to community involvement, she dedicates time to volunteering with local organizations.

Denise Froehlich is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that align with clients' long-term goals by gaining a deep understanding of their priorities and financial circumstances. Denise works with clients to navigate complex financial matters, focusing on funding retirement, supporting education expenses, and providing care for aging loved ones. She leverages investment insights from Merrill and banking and lending services from Bank of America to deliver comprehensive wealth management solutions. Denise holds a Bachelor's Degree from the Minnesota State College & University System. She has earned professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to her professional work, Denise is involved in community service and volunteers with organizations such as the Ronald McDonald House and Susan G. Komen for the Cure. Outside of her advisory role, she enjoys cooking, scuba diving, swimming, and practicing yoga.

Cody Webster is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. He has worked at Merrill since 2014 and has been affiliated with Bank of America, N.A. since 2024. Outside of his advisory role, he operates a small sole proprietorship focused on online sales of apparel and collectible items. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julie Boyer is a financial advisor at Merrill with 24 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2012, concurrently affiliated with Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Pilcher is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Charles Schwab, TD Ameritrade Investment Management, and Wells Fargo Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Wells Fargo Affiliates since 2009. He is a trustee of his spouse's trust and owns Shear Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients choosing whether and how to implement them.

Maria Sikora is a financial advisor with LPL Financial based in Naples, FL, holding a Series 63 designation and bringing 38 years of industry experience. She has worked with LPL Financial since 2005 and established Tyler-Stone Wealth Management, LLC in 2015. Sikora is also involved in non-variable insurance offerings, including life, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Steven Rogers is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and model-based outcome projections.

Elizabeth Kinder is a financial advisor with Morgan Stanley in Naples, Florida, holding a Series 66 designation and having 10 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2019 and previously worked at Bank of America and Merrill from 2015 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Keith Yoder is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011. Yoder serves as a board member of FLF Legacy Funds, a Christian non-profit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Mark Lindee is a financial advisor with Wells Fargo Clearing in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he is a passive investor with interests including a California yacht charter business and a minority stake in a pickleball company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Charles Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in St. Andrews LLC, a real estate venture based in Grandville, Michigan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Lewis is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.