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 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with various Morgan Stanley entities since 2009 and serves on the advisory board and investment committee of Irish Angels, a Chicago-based investment group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and models.

Maria Bulat is a financial advisor with Morgan Stanley in Naples, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley & Co., Incorporated since 2007. Outside of her advisory role, she assists with clerical work for an automotive aftermarket business called Car Reflections. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

John Bridgers is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has focused his career on asset management, legacy planning, and trust services, employing a planning-based approach that addresses both individual financial objectives and broader life goals. His client work often involves inter-generational planning, serving families across multiple generations. John collaborates with Bank of America Private Bank to provide trust services and access to lending solutions. John began his wealth management career with Merrill Lynch in 2000, concentrating on high-net-worth individuals and families. His practice emphasizes portfolio diversification and careful planning to help clients achieve their life and legacy objectives. He holds a Bachelor's Degree from the University of Florida, a Master's Degree from Columbia University, and has attended Oxford University. John holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, John enjoys biking, boating, fishing, golfing, music, and reading.

John Parker is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked across various Wells Fargo entities since 2009. Outside of his advisory role, Parker serves on multiple nonprofit and corporate boards, including the Virtua health system and the Cherry Hill Free Clinic, and co-presides over the American Association for Cancer Research's fundraising event. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, utilizing proprietary research and tools to develop client recommendations.

Charles Hoffman is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Hoffman serves as chairman of the board and a member of all committees for Avow Inc., a healthcare organization in Naples. Morgan Stanley Wealth Management is an SEC-registered advisory and brokerage firm that serves individual and institutional clients with a range of financial planning and investment programs. The firm emphasizes structured planning processes and offers both direct and employer-sponsored plans.

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 with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held various roles within Wells Fargo's affiliated entities since 2014, including positions at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

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.

Justin Mclaughlin is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he co-manages a trust for his father and is involved in a family-owned investment related to real estate development. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services that address a broad range of needs, including retirement, education, and specialized planning areas. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in how to implement them.

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.

Michael Lamontagne is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial services industry, having worked across major markets including Chicago, New York, and London. His career includes roles in institutional bond trading and sales, as well as positions focused on US government bond trading in London. Currently, he focuses on wealth management in Schaumburg, Illinois. Michael’s areas of expertise encompass a wide range of financial instruments and market sectors, such as bonds, futures, options, currencies, and equities in both domestic and international contexts. He serves clients in various focus areas including divorce transition planning, international wealth management, LGBT wealth planning, liquidity management, managing new wealth, portfolio management services, and retirement income strategies. His approach emphasizes developing personalized financial strategies tailored to individual long-term goals. He holds a Bachelor of Science degree in Finance with a minor in Quantitative Business Analysis from Indiana University Bloomington and is an Evans Scholars Alumnus. Michael has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, scuba diving, tennis, and traveling.

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.