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.

Justin Suter is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at Comvest Partners and Spicer Jeffries LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools, alongside specialized municipal and public finance services.

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.

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.

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.

Justin Mclaughlin is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he serves as co-trustee for a family investment trust and is involved in a joint venture to build a home for sale. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory solutions with various financial products and referral channels.

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.

Brian Schoenle is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Sean Grimes is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the McCarthy-Grimes Wealth Management Group. He has a decade of experience in the financial services industry, previously working at Merrill and Bank of America. Sean specializes in working with families and high net-worth individuals, focusing on areas such as legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Sean holds a Bachelor's Degree from Coastal Carolina University and carries the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He emphasizes building trust-based relationships with clients and aims to provide strategies that enhance both present and future lifestyles. Sean is committed to simplifying complex financial topics and helping clients enjoy their current lives while preparing for the future. Based in Naples, Florida, Sean relocated from Boston in 2014 with his wife Stacy and their two children, Michael and Mila. He and his family have been actively involved in youth sports organizations throughout Naples and participate in community activities including First Tee of Naples/Collier and the Harry Chapin Food Bank.

David Choden is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 45 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in two investment-related businesses, including full ownership of StockJockey, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options available through several firm programs.

Breeanna Szittai is a financial advisor with Morgan Stanley in Naples, FL, holding the Series 66 designation and beginning her advisory career in 2025. Her prior work experience includes roles in real estate, automotive sales, and hospitality. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Katherine Lacher Demaris is a financial advisor at Merrill with 27 years of industry experience. She has held her current position at Merrill since 2009 and holds the Series 63 and Series 65 designations. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Schwanenberger is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Bank of America from 2020 to 2022 and has held positions at Williams Lea, West Liberty University, West Virginia Northern Community College, and GameStop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alfred Clemens is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers with various portfolio and tax management options.

Richard Malloy Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is involved with an LLC focused on real estate investment purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Tim Werner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing several business entities related to real estate, agricultural land, and business operations in both Florida and Minnesota. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering a structured approach that includes personalized Recommendation Reports and a combination of research, modeling, and tax-efficiency strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Martha Mercier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. Since beginning her financial services career in 1993 after studying at the University of Detroit Mercy, she has developed expertise in offering customized wealth management strategies. She works with retirees, high net-worth families, professionals, and institutions, focusing on long-term relationships and consistent dialogue to align financial strategies with clients' goals. Martha attended the University of Detroit Mercy without earning a degree and holds a high school diploma from Holy Redeemer High School. She is involved in professional organizations such as the Estate Planning Council of Naples, Inc. In her community, she participates in the Council of Catholic Women, reflecting her engagement with local initiatives. Martha is bilingual, speaking both English and Spanish.