Natalie Kincs is a financial advisor with Ameriprise in Naples, Florida, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Storm Creek and Rush Household, as well as work outside finance at Orangetheory Fitness. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach integrates proprietary research and third-party data within a structured program featuring restrictive enrollment criteria and managed account assets.

Donna Caccia is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. She has 24 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and previous positions at Metlife Securities Inc. and New England Securities. Outside of financial advising, she is involved in tax preparation and accounting services as an employee of Cayer Caccia, LLP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Owen Geissinger is a financial advisor with Ameriprise in Fort Myers, FL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in various positions including at Red Robin and McGregor Veterinary Clinic. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Sexton is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities. In addition to his advisory role, Sexton operates as an independent insurance agent selling dental, group disability income, life, accident, health, and long-term care insurance. 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 offers financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations focused on investment categories and strategies.

James Butcher is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages James A Butcher LLC, an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds. The firm provides comprehensive advisory, brokerage, and insurance solutions, with a centralized team delivering personalized, research-driven retirement income recommendations.

Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Solis is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Solis serves on the board of directors for WPII as a member at large and is involved with Solver LLC, a business related to office real estate management. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Long is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on the financial and investment needs of institutions and high-net-worth families. He leads Long & Associates, providing a comprehensive range of wealth management services including investment management, asset allocation guidance, asset preservation, retirement strategies, and estate and legacy planning. He is also a member of Merrill Institutional Consulting™, a specialized group that assists institutional clients with investment management, consulting services, and philanthropic management. Tim has worked with Merrill Lynch Wealth Management since 1994 following a prior career with Mobil Oil. He holds a bachelor's degree from the University of Michigan, an MBA earned Summa Cum Laude from St. John's University in New York, and the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ at the Wharton School. He has been nationally recognized as a financial advisor, appearing on Barron's and Forbes lists of top wealth advisors and institutional consulting teams multiple times. He is active in community and professional organizations, serving as a Board Member for Hope College, Co-Chair of the Board of Governors at the Van Andel Institute, and Trustee for the Christian Schools International US Christian School Pension Plan and Trust Fund. In his personal time, Tim enjoys biking, football, reading, and running marathons.

Leonard Katz is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Sara Jones is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 66 and Series 63 credentials and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Fifth Third Securities. Outside of her advisory work, she is a partner in several property-related businesses, where she manages lease and contract paperwork. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

Jeffrey Benaitis is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients' retirement income needs.

Susana Guerra Mandes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. She is based in Estero, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with due diligence and applying an ESG eligibility framework when recommending strategies.

Mark Rocca is a financial advisor with Morgan Stanley in Estero, FL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ross Garing is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His background includes roles at Dfcu Financial Credit Union, Cetera Investment Services, Regions Bank, Park Avenue Securities, and Guardian Life Insurance Company. Prior to the financial industry, he worked in marine services and at a country club. 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, model portfolios, third-party asset management, and institutional platforms.

Cheryl Sylvester James is a Series 66-registered financial advisor at Edward Jones with experience beginning in 2025. Prior to joining Edward Jones, she worked for the Ministry of Finance and the Public Service from 1997 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Steven Gross is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020, following a 15-year tenure at Ameriprise Financial Services. Outside of his advisory role, Gross is the CEO of Robocavs LLC, a company established to manage his financial planning practice’s business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains notable municipal advisory capabilities and specialized retirement plan consulting services.

Martin Peen is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he was involved with AMP Global Investments LLC in an educational services role for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Larsen is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Zachary Bock is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans various aspects of financial consulting and client relationship management within the firm. In his current position, Zachary works with clients to help them pursue their financial goals, utilizing Fidelity's brand and planning tools to support financial success. Outside of his professional responsibilities, he has interests in golf, outdoor adventures, pets, and reading.