Robert Rosenthal is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Lake Forest office. He began his career with Merrill in 1994, starting in the Northbrook office. Rob holds two degrees in Business Administration and Accounting from the University of Kansas. His areas of expertise include personal retirement planning, tax minimization, and retirement income strategies. Rob holds the Personal Investment Advisor (PIA) designation. He resides in Deerfield with his wife, Robin, and their three children. Outside of work, Rob enjoys cooking, golfing, and spending time with his family.

Jonathan Hancock is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. 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 menu of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Carrie Coats is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for six years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Lawrence Catena is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Merrill, Bank of America, and Morgan Stanley Private Bank. He is the sole proprietor of several businesses in Marco Island, Florida, including a restaurant and recreation enterprise, and he founded the Catena Family Foundation, a civic and community organization. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs focused on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeffrey Roman is a financial advisor with Wells Fargo Clearing in Naples, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kara Boudreau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2012. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer a range of bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.

Thomas Multerer is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Multerer is involved in several business ventures, including consulting and service enterprises. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizons.

Michael Hannon is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2009, serving in various roles within the firm. Outside of advising, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Joseph Basile is a financial advisor with Morgan Stanley in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Bank of America and Merrill Lynch prior to joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, offering a broad range of investment and advisory solutions.

Nicholas Simonetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The NS Group. He and his team combine industry expertise with the global resources of Merrill to provide comprehensive wealth management services tailored to business owners, corporate executives, and their families. Nicholas focuses on creating customized wealth management strategies, conducting systematic reviews, and delivering tailored planning to help clients identify goals and manage risk. With 16 years of experience in the financial services industry, Nicholas joined Merrill Lynch Wealth Management in 2009. Prior to this, he worked with the Private Bank of Smith Barney in their High-Net-Worth division from 2006 to 2009. His expertise includes executive compensation, equity compensation services, family wealth management strategies, corporate benefit services, legacy planning, and various aspects of retirement and philanthropic planning. Nicholas holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas earned a bachelor's degree in Business Management from Fordham University, where he also played Division 1 Men's Soccer. He is proficient in English and Spanish and participates in community service through organizations such as The Valerie Fund and The Ronald McDonald House. Outside of work, Nicholas enjoys adventure sports, chess, cooking, football, golfing, ice hockey, running, soccer, and tennis.

Alyssa Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles in the hospitality sector and spent ten years associated with Florida Gulf Coast University. Outside of her advisory role, she works as a bartender at PopStroke, a mini golf, restaurant, and bar venue in Fort Myers, Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products including model portfolios and fund advisory services.

Adam English is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 credential and 20 years of industry experience. He has worked at Bank of America, N.A. since 2009 and Merrill since 2007. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Kurtus Thompson is a financial advisor with Edward Jones in Naples, FL, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. He worked at Proequities, Inc. for 25 years before joining Edward Jones in 2017. Outside of advisory work, he manages an LLC focused on real estate in North Bend, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Daniel Rodriguez is a financial advisor at Morgan Stanley in Naples, FL, holding a Series 66 designation with one year of industry experience. His work history includes multiple roles at Morgan Stanley since 2021 and a brief tenure at Boom Media Global in 2019, as well as periods of full-time education. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Parker is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include work with Ic Advisory Services, The Investment Center Inc, Alesia Strategies, Ashton Stewart & Co, and Voya Financial. Parker is involved in multiple business entities related to third-party administration and trading activities outside his advisory role. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, third-party research, and a range of investment strategies.

Donald Grassi is a financial advisor with LPL Financial in Naples, FL, holding a Series 63 designation and 33 years of industry experience. He was previously with Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Grassi is also the owner of Oak Tree 100, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Reiko Powderly is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes advising professional athletes and entertainers through Masters ProSports & Entertainment. She is also the owner of RJ Global Solutions LLC, a business focused on bookkeeping and expenses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm with over 10,000 advisors serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers across various program structures.

Matthew Marra is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Marra serves as an advisory board member for Seapointe Village VII Condo Association, overseeing the association's operations and finances. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Rutkowski is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

James Parsons is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at MetLife Securities for 18 years before joining MassMutual Life Insurance and MassMutual Investors Services. Outside of his advisory role, Parsons serves as an announcer for varsity football games at Aubrey Rogers High School. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and provides a range of tools including Monte Carlo simulations and automated asset-allocation software.