Daniel Mchugh is a Senior Financial Advisor with Merrill Lynch Wealth Management in the Toledo, Ohio branch office. He has been in the financial services industry since 1989, beginning his career at Society National Bank (later Key Bank) where he spent 11 years within the Corporate Investment Group and earned the title of Senior Vice President. Seeking a more holistic wealth management approach, he joined UBS Financial Services Inc. in 2001 and began building his own practice, eventually establishing The McHugh Investment Group. Daniel's expertise includes investment and portfolio management, wealth management strategies, estate and trust planning services, commercial and residential lending provided by Bank of America, retirement planning, and life insurance planning and reviews. He is recognized for being a trusted advisor who focuses on listening to clients to uncover their real needs rather than simply promoting products. Daniel holds a Bachelor's Degree in Accounting from the University of Dayton and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, Daniel enjoys reading, cycling, golfing, and playing pickleball. He and his wife Teresa have two children: Connor, who also works for Merrill in Chicago, and Caleigh, who recently completed her degree at Florida Gulf Coast University in Fort Myers.

William Bird is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2014. Bird also owns WC Bird Private Wealth Management, LLC, a financial services business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, including specialized offerings such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Matthew Rosenberg is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals and families in Southwest Florida, including Naples, Bonita Springs, and Fort Myers. His role focuses on simplifying complex financial planning decisions by providing steady, long-term approaches to retirement planning, retirement income, investment management, and wealth management, while coordinating with tax-efficient strategies and estate planning. Matthew's professional background includes managing operations as a General Manager for Nissan Motor Corporation and six years of active portfolio management following a year as a proprietary trader in New York. His expertise spans risk management, investment strategies, and disciplined financial planning. He applies a people-first, relationship-driven approach, emphasizing trust through listening, clear communication, and follow-through. He holds the Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA) designations. Matthew earned a High School Diploma from Blue Valley North High School and attended the University of Kansas without obtaining a degree. Outside of work, he enjoys adventure sports, baseball, boating, football, golfing, music, spending time with his family, and watching movies.

Jennifer Scioscia is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Fidelity Investments and Core Benefits. She is based in Naples, Florida. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative-investment due diligence process.

John Patat is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he co-owns Patat Properties LLC with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

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.

Thomas Bohanon is a financial advisor with Mass Mutual Investors Services located in Bonita Springs, FL. He holds the Series 66 credential and has six years of industry experience. Prior to his current role, he worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and has professional ties to the Green Bay Packers and Jacksonville Jaguars. Outside of advising, he serves as president of the Tommy Bohanon Foundation Inc., where he organizes events and outreach programs, and is also involved in managing several small businesses including a bartending service and event coordination company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by firm-approved analytical tools, emphasizing collaborative goal analysis and recommended investment strategies without discretion over client assets.

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.

Matthew Cole is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third for over a decade. 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 offers both brokerage and advisory solutions.

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.

Walter May III is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of advising, May also works as an insurance agent, focusing on individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.