Brooks Green is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Fifth Third Bank and Med Direct Capital. Green has also been involved with Windstar Club Incorporated during his career. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Barbara Horvath is a financial advisor with LPL Financial in Naples, FL, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Michael Tracy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. Before joining Cetera in 2025, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for eight years and has been president of Tracy Wealth Management dba One Wealth since 2014. He also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options and access to third-party money managers.

Larry Leppo is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. He also owns Leppo Wealth Management, LLC, a separate investment-related business based in Naples, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on specialized planning areas for clients who meet specific net-worth criteria.

Bernadette Krueger is a ChFC® and holds a Series 63 license with 34 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been with MassMutual Life Insurance Co. since 2016. Prior to that, she spent 27 years at MetLife Securities Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Christopher Mckenna is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS Financial Services Inc. since 2006. He holds the Series 66 designation and is based in Naples, FL. UBS Financial Services Inc. 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 combines institutional trading capabilities with wealth management services, offering proprietary research, capital markets services, and affiliated banking programs.

James O'Reilly is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Fabian Gil is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. He is based in Naples, Florida. J.P. Morgan Securities 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 guide its recommendations.

Gabriela Sandoval is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Matthew Lang is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Edward Jones since 2019, following prior roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 advisors and $1.01 trillion in assets under management.

Todd Vucenich is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 credentials with 36 years of industry experience. He has been with Wells Fargo entities since 2011, including five years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. 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 through more than 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Marilynn Katatsky is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Katatsky serves as a board member of the South River Federation, a nonprofit organization focused on investment oversight. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning informed by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment-related activities.

Ronald Scott is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 19 years. Outside of his advisory work, he is the proprietor of a seasonal condo rental business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

David Milligan is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 1995 and at SIS Bank since 1998. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with various model portfolios and research resources.

Philip Camerlengo is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. He is also involved in Camerlengo Financial Services, a client-focused practice providing retirement planning, college funding, legacy planning, and wealth management. Additionally, Camerlengo is a minority limited partner in a residential real estate investment partnership in Atlanta. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and unaffiliated investment managers.

Mirjana Kljajic is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Harris Investor Services, Inc. Kljajic is also the CEO of MGK Wealth, LLC, a financial advisory firm she owns and operates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management options, utilizing firm-provided tools and multiple third-party platforms.

Dan Suciu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2011 and provides personalized wealth management planning, estate planning services, and strategic advisory support. His team offers expertise in capital markets, mergers and acquisitions, and crafting strategies aligned with clients’ investment objectives. Dan holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ in partnership with The University of Chicago Booth School of Business. He also holds the Accredited Wealth Management Advisor™ (AWMA™) designation awarded by The College for Financial Planning Institutes Corp. Dan earned a Bachelor of Science in Finance from Babes-Bolyai University in Cluj-Napoca, Romania, and a Master’s degree from Florida International University in Miami, Florida. Fluent in English and Romanian, he brings a global perspective shaped by his upbringing in Europe. He focuses on client areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Dan also provides access to Bank of America N.A.’s comprehensive banking capabilities to ensure a balanced approach to clients’ financial needs. Outside of work, he engages in activities including cooking, fishing, soccer, tennis, and yoga.

Paul Enoch Jr. is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a broad client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting, supported by a nationwide advisor network and a range of portfolio management styles.

Christopher Wolf is a CFA® charterholder with 15 years of industry experience. He is currently with Wells Fargo Advisors and joined the firm in 2024 after six years at Goldman Sachs & Co. LLC and Goldman Sachs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Richard Miller is a CFP® and ChFC® with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently working as a financial advisor based in Naples, FL. Outside of advisory work, he owns and manages Array Services, LLC, which provides consulting and tax preparation services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides personalized retirement planning focused on reliable income sources and tax-efficient withdrawal strategies.