Naples, FL Ridgewood Drive Office

John Loden is a financial advisor with MAI Capital Management, LLC in Naples, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His career includes roles at JD Loden Wealth Management, Cetera Advisors LLC, and Investors Capital Corporation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 31, 2026, and offers a range of customized portfolio management strategies alongside trust and insurance administration services.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC in Naples, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mwm Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies through a combination of in-house management, third-party sub-advisers, and other investment vehicles.

Joan Malloy is a CFP® and CFA® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2020, and previously held roles at Visionary Wealth Advisers and Greenway Family Office. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Richard Beebe Jr. is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at MWM Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various asset classes and integrates financial planning and tax services into many client relationships.

John Dovich is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently Regional President at MAI Capital Management, LLC, overseeing the Cincinnati office since 2019. His prior experience includes roles at Integrity Alliance, LLC and Lion Street Financial, LLC, as well as running his own firm, John D. Dovich & Associates, LLC. Outside of his advisory work, he serves as a trustee at Xavier University and volunteers on the Cincinnati Zoo Foundation board. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm offers a range of customized portfolio strategies and integrates comprehensive financial planning, tax, and administrative services across its client relationships.