Ashley Kelly is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Kelly is based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using research, planning tools, and simulation models, and integrates advisory services with various financial product sales and referral channels.

Ryan Coyne is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010 and is also involved with Collegiate Recruits International, LLC. 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 investment strategies for a diverse range of clients including individuals, corporations, and charitable organizations.

Michael Roach is a financial advisor with LPL Financial based in Fort Myers, FL, holding a Series 63 designation and bringing 33 years of industry experience. He founded Roach Financial Services, Inc. in 1993 and previously worked at FSC Securities Corporation for 29 years. Outside of advisory work, he is a licensed notary and sells fixed immediate annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing various investment strategies implemented by investment adviser representatives.

Melanie Kotsonis is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following prior roles at UBS Financial Services, Inc. and Success Strategies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored financial planning and a variety of advisory programs.

Gavin Barford is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has previously worked at Cetera Wealth Services, WealthCare Inc., and held roles at Ave Maria University. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brandon Martin is a Financial Consultant at Fidelity Investments, where he has worked since 2021. He collaborates closely with clients to develop personalized financial plans that align with their individual goals and priorities. Brandon focuses on areas such as retirement income, tax-sensitive investing, wealth transfer, and estate planning to assist clients in making informed financial decisions. He has been with Fidelity Investments since 2017, progressing through several roles including Investment Consultant, Investment Solutions Representative, Customer Relationship Advocate, and Customer Service Representative. This experience has provided Brandon with a comprehensive understanding of various aspects of financial consulting and client relationships. Outside of his professional responsibilities, Brandon enjoys activities such as beach outings, boating, fishing, golf, and family activities.

Charles Hertel is a financial advisor at Edward Jones with 40 years of industry experience. He has been with Edward Jones since 1995 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large retail advisor network and affiliated financial services.

Paul Singer is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc., among other firms. His career also includes involvement in non-investment business activities unrelated to financial advising. 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 portfolio programs, and access to third-party asset managers, supported by proprietary research and advisor tools.

Matthew Brook is a financial advisor at Edward Jones with one year of industry experience. He holds Series 65 and Series 63 credentials and previously operated his own firms, Matthew Brook Limited and Rhodes Brook Financial, for nine years combined. He is based in Naples, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

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.

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.

Lawrence Counen is a financial advisor at Stifel with 27 years of industry experience. He has held positions at Stifel since 2012 and previously worked at Robert Baird & Co. for 13 years. He holds Series 63 and Series 65 registrations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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.

Brooke Mish is a financial advisor at Morgan Stanley in Naples, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools.

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.

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.

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.

Beth Kressman is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank, N.A. since 2023, following over a decade at Morgan Stanley Smith Barney and a brief period at UBS Financial Services. Outside of her advisory role, she is the sole member of Paco Finds Her Forever Home LLC, an art and culture nonprofit focused on fundraising and sales/marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Brett Best is a financial advisor with J.P. Morgan Securities in Naples, FL, holding a Series 66 credential and 26 years of industry experience. His prior firms include Merrill, Chase Investment Services Corp., and Banc One Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.