Mary Mcguire is a financial advisor with Bert Reames Investment Advisors, Inc. in Port Orange, FL. She holds a Series 65 designation and has nine years of industry experience. Bert Reames Investment Advisors, Inc. specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and their employees to design and support retirement programs. The firm uses a Modern Portfolio Theory framework to construct plan lineups and focuses on participant education and ongoing plan support rather than individualized investment management.

Thomas McGuire is a financial advisor at Bert Reames Investment Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 designations with 22 years of industry experience. He has worked at Bert Reames Investment Advisors since 2005 and is also associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors, where he refers potential clients but does not solicit business. Bert Reames Investment Advisors specializes in employer-sponsored defined contribution plans, working exclusively with plan sponsors and employees to provide participant education, enrollment assistance, and fund selection guidance for 401(k), 403(b), and 457 plans. The firm uses a Modern Portfolio Theory framework and focuses on no-load mutual funds, emphasizing ongoing employee education while excluding individual and high-net-worth clients.