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 over 30 years of industry experience. His prior roles include ten years with Nationwide Securities, LLC and more than two decades at Nationwide Insurance Company. He is also the CEO of Liberty Grove Insurance Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research and utilizes technology-driven portfolio management strategies.

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 worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Treasurer and Finance Chair for the Boys and Girls Club of Erie. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Lorenzo Morales is a financial advisor with Charles Schwab, holding a Series 66 license and five years of industry experience. His prior roles include positions at Wells Fargo Bank and Equitable Advisors. Before entering the financial sector, he worked at Amazon and Florida Southwestern State College. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, providing clients with multi-asset model portfolios and alternative investment options.

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.

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 at Wells Fargo Advisors with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he has ownership interests in Panorama Wealth Partners, LLC and StockJockey, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients meeting certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial products and referral channels.

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.

Harrison Buxton III is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he serves as chairman of the finance council at St. Michael the Archangel Catholic Church and is treasurer and board member of the Cuckolds Fog Signal and Light Station, which rescues and rehabilitates a historic lighthouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Advisors use proprietary research and model-based asset allocations to tailor plans aligned with client goals and risk tolerances.

John Morris is a financial advisor with LPL Financial in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include work at Waddell & Reed, Inc and various insurance carriers, as well as involvement with Tressons Properties LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

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.

Brian Pelkey is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and models within its advisory process.

Claudia Munoz is a financial advisor with UBS Financial Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she is involved in training and presentations for a skincare and nutritional supplements business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research to tailor investment strategies.

Nicholas Wetherby is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Tommy Bahama for four years and Pacific Sunwear for five years. He is based in Naples, Florida. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model portfolio delivery while maintaining oversight controls and engaging in formal advisory roles for registered investment companies.

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.