Katherine Herrlich is a Wealth Management Advisor with The Gursoy Group at Merrill Lynch Wealth Management in Naples, Florida. Since joining the team in 2014, she has worked alongside her father, Dave, and sister, Jennifer, as part of a multigenerational family advisory team. Katherine specializes in serving business owners, corporate executives, and multigenerational families, providing a range of family wealth services including legacy planning, retirement income strategies, and family education through investment meetings and financial workshops. With a background in mathematics from the University of Florida, Katherine utilizes her analytical skills to develop customized financial strategies tailored to her clients' unique goals. She holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Investment Management Analyst® (CIMA®). In her role, she also manages discretionary portfolio strategies incorporating various investment vehicles and oversees insurance-related wealth transfer and protection plans. Katherine resides in her hometown of Naples with her husband, Tom. Outside of her professional work, she is involved in community organizations supporting animals, such as the Naples Therapeutic Riding Center and the Humane Society of Naples. She enjoys spending time with family and friends, as well as outdoor activities like biking, skiing, and going to the beach.

Richard Grows is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 66 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of his advisory role, he serves on the Board of Directors for St. Matthew's House, an organization providing shelter, food, rehabilitation, and vocational opportunities for individuals in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Stephanie Nilsen is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers financial plans directly and through Corporate Financial Planning agreements.

Mandy Goins is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been active in the financial services industry since 2003, bringing over a decade of experience to her current position. Prior to joining Fidelity Investments, Mandy served as a Senior Client Associate at Merrill Lynch from 2003 to 2018. Her approach to financial advising emphasizes process, planning, and discipline, which she applies daily to deepen client relationships and support business growth. Mandy focuses on maintaining organization in her workflow and strives to exceed expectations, particularly under pressure. No information regarding her education, credentials, personal interests, or community involvement has been provided.

Edward Klarman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at OSAIC since 2023, following 14 years at Sagepoint Financial, INC. In addition to his advisory role, he owns a sole proprietorship providing accounting and tax services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various managed portfolio options and is known for its scale, complex affiliate network, and recent consolidation activity.

Robert Edwards is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Prudential Equity Group and Wells Fargo Clearing. He is also co-trustee for the Peter Edwards Family IR Trust and owns Edwards Asset Management LLC, where he dedicates significant time managing investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. Advisors use firm research and tools to develop tailored recommendations, providing clients with planning options that include retirement, education, and specialized areas such as business-owner transition and special-needs planning.

Jenna Pezzano is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Charles Schwab Bank, Charles Schwab Premier Bank, Prosperity Advisors, and several years in education and the restaurant industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Martin Goldenbaum is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has worked with Wells Fargo Bank since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Paul Saad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. His prior firms include Bank of America, Merrill, Morgan Stanley, and BB&T. He is based in Naples, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeanpierre Holland is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Nationwide Investment Services Corporation prior to his current role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services like business-owner transition and special-needs analysis, using proprietary research and planning tools.

Richard Weisberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 15 years and is currently the owner of Weisberg Wealth Management, LLC. Weisberg serves as a committee member for several nonprofit organizations focused on mental health and behavioral health funding and community engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a broad advisor network.

Dominic Manziano 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 in 2026, he worked in educational roles at Florida State University, Gulf Coast High School, and Oakridge Middle School. 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 provides a broad range of planning services and integrates advisory services with other financial product offerings.

Remington Bartlett is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and possessing 13 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, including scenario modeling by the Global Investment Committee, and generally acts in an advisory role without providing specific security recommendations.

Denine Bergeland is a Certified Financial Planner (CFP®) with 38 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, previously holding roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Ashley Kelly is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Kelly is based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using research, planning tools, and simulation models, and integrates advisory services with various financial product sales and referral channels.

Ryan Coyne is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010 and is also involved with Collegiate Recruits International, LLC. 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, offering model-based and discretionary investment strategies for a diverse range of clients including individuals, corporations, and charitable organizations.

Melanie Kotsonis is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following prior roles at UBS Financial Services, Inc. and Success Strategies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored financial planning and a variety of advisory programs.

Brandon Martin is a Financial Consultant at Fidelity Investments, where he has worked since 2021. He collaborates closely with clients to develop personalized financial plans that align with their individual goals and priorities. Brandon focuses on areas such as retirement income, tax-sensitive investing, wealth transfer, and estate planning to assist clients in making informed financial decisions. He has been with Fidelity Investments since 2017, progressing through several roles including Investment Consultant, Investment Solutions Representative, Customer Relationship Advocate, and Customer Service Representative. This experience has provided Brandon with a comprehensive understanding of various aspects of financial consulting and client relationships. Outside of his professional responsibilities, Brandon enjoys activities such as beach outings, boating, fishing, golf, and family activities.

David Gray is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. Outside of his work at Wells Fargo, he wholly owns Ogden Donald Gray Investments, LLC, a financial practice based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Matthew Brook is a financial advisor at Edward Jones with one year of industry experience. He holds Series 65 and Series 63 credentials and previously operated his own firms, Matthew Brook Limited and Rhodes Brook Financial, for nine years combined. He is based in Naples, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.