Richard Weisberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 15 years and is currently the owner of Weisberg Wealth Management, LLC. Weisberg serves as a committee member for several nonprofit organizations focused on mental health and behavioral health funding and community engagement. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a broad advisor network.

Dominic Manziano is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked in educational roles at Florida State University, Gulf Coast High School, and Oakridge Middle School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial product offerings.

Remington Bartlett is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously at Raymond James Financial Services from 2013 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Denine Bergeland is a Certified Financial Planner (CFP®) with 38 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, previously holding roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Ashley Kelly is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 designation and has worked within the Wells Fargo organization in various capacities since 2016. Kelly is based in Naples, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves 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.

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.

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.

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.

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.

Paul Singer is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc. He has also been involved in non-investment business activities in Cadillac, Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technologies.

Matthew Brook is a financial advisor at Edward Jones in Naples, FL, holding Series 65 and Series 63 licenses. He has seven years of prior experience managing his own firm, Matthew Brook Limited, and two years at Rhodes Brook Financial before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

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.

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.