Brooks Green is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank and Fifth Third Bank, as well as involvement with several clubs and educational institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Barbara Horvath is a financial advisor with LPL Financial based in Naples, FL, holding Series 63, Series 65, and Series 66 credentials and 30 years of industry experience. Her prior work includes roles at Merrill, UBS Financial Services, and Citigroup Global Markets. She is also involved in a family wealth management business as indicated by her affiliation with Baumgartner Horvath Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports its advisors with research tools and a wide array of investment 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. Prior to joining Wells Fargo Advisors in 2025, he worked at Wells Fargo Clearing for nine years and A. G. Edwards & Sons, Inc. for fourteen years. He is also the owner of Leppo Wealth Management, LLC, a wealth management business based in Naples, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients choosing how to implement services through brokerage or advisory programs.

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.

Brian Youngs is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities, and he has operated as an independent advisor for over 20 years. Outside of his advisory work, he is owner of YOUNGS2020, LLC, a holding company, and serves as a registered agent for Midwest Commercial Properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers services such as portfolio management, financial planning, and access to various program platforms, operating a multi-manager structure with over $256 billion in assets under management and a network of more than 10,000 advisors.

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 worked at both J.P. Morgan and Bank of America, including Merrill, across multiple roles since 2015. He is based in Naples, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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 designations and 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2005 to 2011. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 with LPL Financial, holding Series 63 and Series 66 credentials and possessing 37 years of industry experience. He has worked at LPL Financial since 1995 and has been affiliated with SIS Bank since 1998. Milligan is also involved with DMM Enterprises, Inc., an investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and retirement advice to individuals, institutions, and banks. The firm supports a large network of advisors and offers a range of advisory and brokerage services, including access to model portfolios and third-party management strategies.

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.

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.