Natalie Kincs is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she worked at Storm Creek and Rush Household, and she has experience outside finance with Orangetheory Fitness and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

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.

Donna Caccia is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and bringing 23 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory role, she is employed at Cayer Caccia, LLP, where she provides tax, accounting, and auditing services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves annual collaborative financial planning using firm-approved analytical tools and delivering written recommendations, with optional implementation through separate brokerage or insurance arrangements.

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.

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 Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2014 and also works with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is the sole member of Paco Finds Her Forever Home LLC, a Naples-based art and culture nonprofit focused on fundraising and sales/marketing. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brett Best is a financial advisor with J.P. Morgan Securities in Naples, FL, holding a Series 66 designation and 26 years of industry experience. He has been with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

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 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.

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.

Curtis Todd is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves with the Camelot Park Homeowners Association, facilitating maintenance for the Vineyards subdivision. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.