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.

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.

Jeffrey Benaitis is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients' retirement income needs.

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.

Susana Guerra Mandes is a financial advisor with J.P. Morgan Securities in Estero, FL, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Bank of America and Merrill from 2016 to 2025, as well as six years at M Search LLC. She has been with J.P. Morgan entities since 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Mark Rocca is a financial advisor with Morgan Stanley in Estero, FL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Curtis Todd is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Banc of America Investment Services. Outside of his advisory role, he serves in a maintenance facilitation capacity for the Camelot Park Homeowners Association in Naples, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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.

John Larsen is a financial advisor with RBC Capital Markets in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with RBC Capital Markets since 2008 and with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

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.

William Tyler Jr. is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial. He has previously operated Tyler-Stone Wealth Management, LLC for ten years and has longstanding ties with Connecticut General Life Insurance Company. Outside of his advisory work, he serves as an independent agent for life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plans. The firm offers a broad range of financial planning and investment management solutions, combining scale with a comprehensive platform that includes both advisory and non-advisory financial services.

Esai Ferguson is a financial advisor at Osaic Wealth with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Morgan Stanley, Raymond James Financial Services, and T. Rowe Price. Ferguson also serves as an instructor at FGCU Academy. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers a range of managed portfolio programs and retirement plan consulting.