Jodi Amos is a financial advisor with Cambridge Investment Research Advisors in Bonita Springs, FL, holding 10 years of industry experience. She has worked at Cambridge since 2026 and previously was with Commonwealth Financial Network and Commonwealth Advisory Group, Ltd. Jodi is also co-owner of 4Rivers Wealth Management, a private entity involved in securities, advisory, and insurance business. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a range of portfolio management and model-based solutions.

Grant Buster is a financial advisor with Mass Mutual Investors Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory work, he owns and operates multiple Five Guys franchise locations through his holding companies and also owns a hamburger restaurant and bar. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships focused on client goals and written recommendations.

Russell Smith is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Wells Fargo Clearing in 2025, he worked for UBS Financial Services from 2011 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Richard Picone is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Picone also owns and operates Picone Financial Partners, where he manages client investments and oversees business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal finance work through a unique affiliated municipal advisor.

Sanford Family is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in Capital Broadcasting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Manuel Benitez is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James & Associates and previously held roles at Bank of America and Merrill. Outside of finance, he is the CEO of Driven Athletics, a business offering personal training programs online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting services through a range of portfolio management styles and supports clients with firm research and model manager options.

Caroline Chahalis is a CFP® with 33 years of industry experience, currently advising clients at UBS Financial Services since 2013. She holds Series 63 and Series 65 licenses and is based in Naples, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services, including financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 license and over 11 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He owns and partners in investment-related family office and wealth management ventures in Fort Myers, 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, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Carroll Baker is a financial advisor with Merrill in Naples, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill since 2012 and affiliated with Bank of America since 2018. Baker serves as a trustee and power of attorney for family trusts, reflecting involvement in fiduciary roles outside his advisory work. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Fuller White is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. Her prior work includes roles at Raymond James & Associates and Pelican Wire Company. She is based in Naples, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary options. 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.

Michael Ne Camp is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008 and has been with Bank of America, N.A. since 2011. Outside of advising, he is involved in a Florida rental property business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John P. Rocco is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody services through its platform.

Michael Gahan is a financial advisor with Morgan Stanley in Naples, FL, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Francis Kirby III is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 53 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and models but does not include individual security recommendations as part of standalone plans.

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.

Kyle Terzak is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has worked at Edward Jones since 2023 and previously spent 10 years with Northwestern Mutual Investment Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.