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.

Charles Woodford is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

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.

Ann Kaplan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked for Rent a Genius for 29 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and sports & entertainment planning.

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.

Thomas Bottone Jr. is a CFP® and ChFC® with 39 years of experience, currently with Mass Mutual Investors Services. He has held positions at Mass Mutual Life Insurance Company and MetLife Securities Inc., and is co-owner of Pioneer Heavy Duty Parts, a truck part retail distributor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, delivering collaborative, goal-based recommendations without discretionary authority.

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.

Charles Russ III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes extensive roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he writes fiction and music and serves on the Finance Commission of the Village of Hinsdale, Illinois. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools for goal analysis and offers a range of planning services, including a recent standalone Divorce Planning program.

Terry Schnare is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and accumulating 40 years of industry experience. His prior work includes five years at Private Advisor Group, LLC, and five years at Advantage Investment Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Linda Olson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a recent transition within the firm in 2025 after nine years at Edward Jones. Outside of her advisory role, Olson has ownership interests in farmland and rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors develop tailored recommendations using firm-provided research and planning tools, with implementation options available through various brokerage and advisory programs.

John Farrell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2014 to 2022 before joining Raymond James in 2022. Outside of his advisory work, he is involved as an associate at Topinka Financial LLC, where he provides financial planning and investing support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical modeling and offers specialized programs such as municipal advising and SIMPLE IRA employer consulting.