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.

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.

David Gray is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2015. Outside of his work at Wells Fargo, he wholly owns Ogden Donald Gray Investments, LLC, a financial practice based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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.

Jeffrey Laine is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, with prior roles at PFM Funds and Commonwealth Financial Group. Laine also serves as president of a condominium association in Naples, FL. Cambridge Investment Research Advisors serves both individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers access to multiple platforms and third-party sub-advisors, alongside proprietary model strategies under the Founders Gate Capital brand.

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.

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.

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.

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.

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.

Christopher Kopp Jr. is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, in addition to Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans utilizing structured discovery processes and firm-approved planning tools.

Kailey Gunderson is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Merrill, she worked at Naples Global Advisors and Landsberg Bennett Private Wealth Management. She has a background that includes roles in banking and education. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Edwin Cruz Matias is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo in various capacities since 2015 and was previously employed at Jefferies LLC. Outside of his advisory role, he works part-time as a security officer at Ave Maria University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

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.