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 at Morgan Stanley with 30 years of industry experience. He has worked at Morgan Stanley since 2009 and previously spent eight years at Deutsche Bank Securities Inc. Lynch serves on the board of Loyola Academy, an educational institution in Wilmette, Illinois. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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 Series 63-licensed financial advisor with LPL Financial, based in Naples, FL, and has 43 years of industry experience. He has worked with LPL Financial since 2003. Outside of his advisory role, he is involved with a business entity named Two Men and a Trademark, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Robert Woolf is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and UBS Financial Services. Woolf is currently based in Marco Island, FL. Morgan Stanley Wealth Management delivers a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning and comprehensive investment services.

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, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. She has worked at Prudential Insurance Company of America since 1990 and has been with LPL Enterprise since 2024. Outside of finance, she owns Brimmer's Custom Decor, a commercial Christmas decorating business. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its network of investment adviser representatives.

Ned Gillette is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience, including 18 years at Baird and six years at RBC Capital Markets. He holds the Series 66 designation. Gillette serves as a board member for Friends of Rockford Police K9 and Forest City Gear. Baird’s Private Wealth Management team, including the DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing both manager-traded and model-traded strategies supported by internal research and advanced tools.

Marcello Cutrupi is a financial advisor at LPL Financial with 30 years of industry experience and holds a Series 63 designation. His prior roles include positions at Securities America Advisors, Investacorp Advisory Services, WRP Investments, Kestra Investment Services, and Stifel. He is also involved in a separate insurance agency business under Cutrupi & Associates Financial Group, Inc. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mia Hyatt is a CFP® and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with four years of industry experience. She previously worked at Finemark National Bank & Trust for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored asset allocation advisory program that includes investment manager research and customized performance reporting. The firm combines quantitative and qualitative analysis with an ESG framework and offers broad derivatives and commodities capabilities.

Todd Kost is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and possessing 25 years of industry experience. His prior work includes roles at Thurston Springer and Private Client Services, LLC. Outside of his advisory work, he owns a family farm in Indiana and runs a marketing business. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Elizabeth Burman is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. 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 models with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.