Walter Twetten is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment analysis is based on a proprietary methodology developed by its Investment Strategy Group, which provides asset allocation and planning analyses to support client decisions.

Jeffrey Laine is a financial advisor at Cambridge Investment Research Advisors with over 37 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Commonwealth Financial Group and PFM Funds. Laine is also the president of a local condominium association in Naples, FL. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Mark Blakeman is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 designations and possessing 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Blakeman serves on the Board of Directors for The Lovett Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Chris Thompson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, he worked at Jackson National from 2006 to 2012 in various roles including Business Development Consultant, Internal Wholesaler, and Team Lead of New Business. His career in financial services also includes experience at T Rowe Price as a High Net Worth Customer Service representative from 2005 to 2006. With over 20 years of industry experience, Chris assists clients with a range of financial planning needs such as retirement and estate planning considerations as well as investment guidance. He collaborates with clients to develop tailored investment strategies that align with their financial goals and helps them navigate the financial planning process to identify and pursue their preferred options. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Charles Massimi is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Raymond James Financial Services Advisors, Inc. and related firms since 2013. He is also the owner of two support companies, C & B Wealth Management and The Silverman Group, where he serves as branch manager and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consultative services supported by advanced analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Patrick Surdy is a financial advisor with Edward Jones in Marco Island, Florida, holding CFP® and Series 66 credentials and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as Trustee and Vice President of the Siegfried Family Foundation and co-owns a boat with his brother through Riverstone Acres, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and services supported by a large national network of financial advisors and branch offices.

Timothy Mulford is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007 and has also been associated with Mcdonald Investments Inc. since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor client solutions.

Kevin Lynch is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009 and works with Morgan Stanley Private Bank, National Association since 2015. Lynch serves on the board of Loyola Academy, an educational institution in Wilmette, IL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Jennifer Richy is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2021 to 2025. Outside of her advisory role, she is a partner at Flagship Media LLC and Copper Leaf Farms LLC, and serves on the advisory board for the Delta Gamma Fraternity Naples Alumnae Theta Zeta chapter. She is also the founder and president of Impact 100 Naples, a women's network focused on philanthropy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Sean Dillon is a financial advisor with UBS Financial Services, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1986. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory solutions informed by proprietary research and asset allocation models.

David Muilenberg is a financial advisor at LPL Financial with 43 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2003. Outside of his advisory role, he is involved with Two Men and a Trademark, LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both in-house and third-party sources.

Robert Woolf is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2014 to 2022. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Craig Couture is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has worked at various firms including Avantax and Aksala Wealth Advisors and operates his own tax preparation and accounting business. Couture also serves as a fiduciary trustee managing investment activities and tax-related responsibilities for multiple beneficiaries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and model portfolios within a multi-manager platform.

Patrick Mc Namara is a financial advisor with Morgan Stanley in Marco Island, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Outside of finance, he is a passive investor owner of a liquor license associated with a restaurant/bar/nightclub in Cedar Grove, New Jersey. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Gary Nuccio is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is co-owner of NuMac Realty, LLC, a real estate business. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with a range of advisory, brokerage, and insurance solutions.

Jon Lawrence is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sharon Brimmer is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. She has 35 years of industry experience, including long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to her advisory work, she owns Brimmer's Custom Decor, a commercial Christmas decorating business. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance product sales.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2008. Gillette serves as a board member for the Friends of Rockford Police K9 and Forest City Gear. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both traditional and non-traditional investment strategies.

Marcello Cutrupi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services. In addition to his advisory role, he operates a registered insurance agency under Cutrupi & Associates Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management combined with research from LPL and third parties.

Mia Hyatt is a CFP®-designated financial advisor at J.P. Morgan Securities with four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, following seven years at Finemark National Bank & Trust. 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 centralized due diligence and an ESG eligibility framework in its recommendations.