Liam McCafferty is an Investment Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at achieving their personal goals. He has been with Fidelity since 2022, initially serving as a Workplace Planning Consultant before transitioning to his current role in 2024. In his role, Liam partners with clients to provide investment consulting services, aligning with Fidelity's standards as a trusted brand in the financial industry. His professional experience focuses on workplace planning and investment consulting. Outside of his professional work, Liam has interests in art, baseball, the beach, music, and traveling.

Michael Baumeister is a financial advisor with Charles Schwab in Naples, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. His career includes 24 years at Citigroup Global Markets and five years with Charles Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by a large-scale, integrated operational structure.

Robert Lynch is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured financial planning processes supported by proprietary tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.

John Hoffman serves as the Branch Leader of the Wealth Management Team in Naples, FL. In this role, he leads, coaches, and mentors team members to provide an exceptional client experience in every interaction. His professional experience includes positions at Fidelity Investments, where he has held roles such as Branch Leader since 2024, Team Leader of Investment Solutions from 2021 to 2024, and Talent Champion from 2020 to 2021. Outside of his professional responsibilities, John has interests in art, fitness, social events with friends, hiking, music, and volunteering.

Christopher Buccheri is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Stifel since 2018. He previously worked at Bank of America and Merrill from 2009 to 2018. Outside of his advisory role, he is involved in community and volunteer activities, including serving as president and board member of the Ave Maria Community Corporation and president of the Ave Maria chapter of Southwest Florida Brew Crafters. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Michael Langlois is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Merrill. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs combining discretionary and non-discretionary portfolio management, financial planning, and brokerage services with tailored strategies that incorporate both in-house and third-party investment managers.

Daniel Decambra is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Raymond James & Associates since 1987. In addition to his advisory role, he serves as a trustee and trust protector for family trusts and is involved in managing agricultural and short-term rental business activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management styles.

Bradley Wuertz is a financial advisor with Thrivent Investment Management in Naples, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Thrivent Investment Management and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, delivering goal-based financial planning without discretionary portfolio management or institutional advisory services. The firm offers integrated planning and managed-account options with a focus on broad financial topics and periodic plan reviews.

Gary Jbara is a financial advisor with Morgan Stanley in Naples, FL, holding Series 66, Series 63, and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he serves on the advisory board and investment committee of Irish Angels in Chicago. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services for individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, offering tailored financial plans supported by broad retail and institutional investment capabilities.

John Parker is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He serves on the board of trustees and several committees for Virtua in New Jersey, and holds leadership roles with nonprofit and community organizations such as the Cherry Hill Free Clinic and the American Association for Cancer Research. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions supported by proprietary research and tools. The firm integrates advisory services with various financial product offerings and referral channels across a large network of advisors.

Leighanne Vasquez is a financial advisor with Edward Jones in Naples, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Kim Seymour is Vice President Private Wealth Management Advisor at Fidelity Investments, where she currently serves since 2026. Prior to this role, she was Vice President, Wealth Planner at Fidelity Investments from 2022 to 2026. She has extensive experience in the financial advisory field, including roles as Financial Advisor at Family Wealth Planning Group (2020-2022), Financial Advisor at VALIC Financial Advisors (now Corebridge) from 2016 to 2020, and Financial Advisor Associate at Morgan Stanley from 2014 to 2016. Kim partners with clients to define their goals and develop and implement strategies tailored to their financial objectives. She focuses on forming strong and enduring relationships with clients and their families, acting as their primary trusted advisor. Outside of her professional work, Kim enjoys spending time at the beach, cooking and baking, socializing with friends, playing golf, practicing Pilates, and traveling.

Nathalie Remillard is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at RBC Capital Markets and UBS Financial Services. She is based in Naples, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, using research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Donna Jordan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2009 and 2015, respectively. Located in Marco Island, FL, her career has been focused within the Morgan Stanley organization. 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 and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with advisory services.

Michael Rhodes is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Andrew Grove is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company spanning over two decades. Outside of his advisory work, he serves as CEO of Liberty Grove Insurance Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory services including financial planning and access to model portfolios, combining a large network of advisors with various investment platforms and operational support tools.

Q Orlando is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as Treasurer and Finance Chair for the Boys and Girls Club of Erie, Pennsylvania. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Sander Ludeman VI is a financial advisor with Edward Jones, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience exclusively with the firm since 2002. Based in Marco Island, FL, Ludeman also owns a rental shed business and farmland in Minnesota. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products while operating under a fiduciary standard.

Lorenzo Morales is a financial advisor with Charles Schwab in Naples, FL, holding a Series 66 designation and six years of industry experience. His career includes roles at Charles Schwab Bank, Wells Fargo Bank, Wells Fargo Clearing, Equitable Advisors, and prior experience with Amazon and Florida Southwestern State College. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by centralized supervisory, custody, and order-routing operations.

Richard Tarantino is a financial advisor at Merrill with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1974, also holding a position at Bank of America, N.A. since 2011. He is involved with Aviation Partners LLC, a family-held LLC managing family assets. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.