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.

Ryan Pilcher is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Wells Fargo Advisors, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, with capabilities in derivatives and commodities through broader regulatory registrations.

Michael Shear is a financial advisor at Wells Fargo Advisors with 56 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2016. Outside of his advisory work, he is a trustee of his spouse's trust and manages Shear Wealth Management Inc., a registered investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, supported by Wells Fargo’s research and planning tools.

Maria Sikora is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 38 years of industry experience. She has worked with LPL Financial since 2005 and previously spent five years with Osaic FA, Inc. Maria also managed Tyler-Stone Wealth Management, LLC, an independent advisory firm, from 2015 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party managers, and custom strategies across multiple asset classes, supported by advanced research and operational tools.

Steven Rogers is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Elizabeth Kinder is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously at Bank of America and Merrill from 2015 to 2019. Outside of her advisory role, Kinder is a managing member of two investment-related property management entities in Naples. Morgan Stanley Wealth Management offers a wide range of advisory programs for both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved analytical 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 Naples, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing as well as positions at Barclays Capital Inc. and Citigroup Global Markets. Outside of his advisory work, he has partial ownership in a California-based yacht charter business and a minority stake in a pickleball company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment solutions across brokerage and advisory platforms.

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 been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partner in a real estate business based in Grandville, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

Steven Lewis is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors.

Betty Deboe is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. She previously worked at UBS for 11 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.