Cole Rucker is a financial advisor with Fidelity Investments in Naples, FL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Truist Bank and several roles in the parking and hospitality sectors. He continues to work part-time as a valet parking attendant at Laz Parking (La Playa Beach & Golf Resort). Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios based on proprietary research and quantitative analysis.

Paul Donnelly is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird & Co. since 2013. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Karen Neptune is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following roles at IberiaBank and Bank of America. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Mary Jo Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management, a position she has held for over 35 years. She leads a team dedicated to delivering customized financial strategies and attentive service to her clients. Mary Jo's areas of expertise include family wealth management, retirement planning, tax minimization, socially responsible investing, and assisting clients through significant life transitions such as divorce and managing new wealth. Mary Jo holds multiple professional designations, including the Certified Investment Management Analyst (CIMA) awarded by the Investments & Wealth Institute in conjunction with the University of Pennsylvania's Wharton School of Business, and the Chartered Retirement Planning Counselor (CRPC). She completed the "Preparing for Tomorrow" program at Dartmouth University's Tuck School of Business and earned a bachelor's degree from San Diego State University. Committed to community involvement, Mary Jo has held board positions at St. Matthews Church and Montgomery School. Since 1995, she has volunteered with the Ronald McDonald House Guest Chef Program in Philadelphia and participates in several other charitable organizations. She also contributes to the professional development of financial advisors nationwide through her role on the Merrill Faculty.

Richard Block is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following eight years at BMO Harris Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Prinya Sommala is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities, Santander Securities LLC, and Citizens Securities, Inc. Since 2022, he has been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, and manages approximately $2.74 trillion in client assets.

James Kueper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a commercial rental property in Breese, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Allison Stultz is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Based in Naples, FL, she joined Merrill in 2022. 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.

Jeffrey Hyman is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, First Republic Investment Management, and City National Bank. He also serves as Vice President for the Naples chapter of Legatus, a charitable organization. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers personalized portfolio management and advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment resources.

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 Wells Fargo Clearing, holding the Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, UBS Financial Services, and Merrill. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

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.