Charles Woodford is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Dan Suciu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2011 and provides personalized wealth management planning, estate planning services, and strategic advisory support. His team offers expertise in capital markets, mergers and acquisitions, and crafting strategies aligned with clients’ investment objectives. Dan holds the Certified Private Wealth Advisor® (CPWA®) designation administered by the Investments & Wealth Institute™ in partnership with The University of Chicago Booth School of Business. He also holds the Accredited Wealth Management Advisor™ (AWMA™) designation awarded by The College for Financial Planning Institutes Corp. Dan earned a Bachelor of Science in Finance from Babes-Bolyai University in Cluj-Napoca, Romania, and a Master’s degree from Florida International University in Miami, Florida. Fluent in English and Romanian, he brings a global perspective shaped by his upbringing in Europe. He focuses on client areas such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Dan also provides access to Bank of America N.A.’s comprehensive banking capabilities to ensure a balanced approach to clients’ financial needs. Outside of work, he engages in activities including cooking, fishing, soccer, tennis, and yoga.

Ann Kaplan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked for Rent a Genius for 29 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and sports & entertainment planning.

Thomas Bottone Jr. is a CFP® and ChFC® with 39 years of experience, currently with Mass Mutual Investors Services. He has held positions at Mass Mutual Life Insurance Company and MetLife Securities Inc., and is co-owner of Pioneer Heavy Duty Parts, a truck part retail distributor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, delivering collaborative, goal-based recommendations without discretionary authority.

Charles Russ III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes extensive roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he writes fiction and music and serves on the Finance Commission of the Village of Hinsdale, Illinois. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools for goal analysis and offers a range of planning services, including a recent standalone Divorce Planning program.

Terry Schnare is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Private Advisor Group, Advantage Investment Management, Westport Resources Management, Wells Fargo Clearing, RBC Capital Markets, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research, technology tools, and a wide range of financial services.

Linda Olson is a financial advisor with Wells Fargo Advisors in Naples, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Wells Fargo Advisors since 2016, including a recent transition within the firm in 2025 after nine years at Edward Jones. Outside of her advisory role, Olson has ownership interests in farmland and rental properties. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors develop tailored recommendations using firm-provided research and planning tools, with implementation options available through various brokerage and advisory programs.

Stephen Martin is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding the Series 66 designation and 20 years of industry experience. He has worked at Raymond James since 2018, with prior experience at Bank of America and Merrill. Martin is also a part-time vice president at Malliebu Inc., a family business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Martin Hare is a financial advisor with RBC Capital Markets in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes seven years with UBS Financial Services. Outside of his advisory work, he serves as an elected official for a political action committee and holds a board position at the Lizzadro Museum of Lapidary Art; he is also a partner and owner in a homecare business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment solutions through various advisory programs, employing a mix of in-house and third-party managers, with a notable capital-markets presence and integrated lending services.

Hitesh Ghangus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2016, with prior roles at Truist Advisory Services, Truist Investment Services, and Fifth Third Securities. Outside of his advisory duties, he owns and manages rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and incorporates ESG considerations, offering a program that includes broader derivatives and commodities capabilities.

Jeffrey Brady is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and previously worked at Arthrex from 2013 to 2021. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models as part of its structured financial planning process.

Seth Kuhn is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory force.

Patrick Buettner is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He operates out of the Williamsville, NY office, where he serves as a Senior Vice President and Senior Financial Advisor. Patrick also functions as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick has over three decades of experience in the financial services industry, beginning his career as a Financial Advisor in 1988. He has held roles such as Associate Vice President, Vice President of Investments, Senior Portfolio Manager, and Portfolio Manager in various firms, including Dean Witter and Advest prior to their acquisition by Merrill Lynch. His expertise includes developing financial strategies and advice for individuals, families, and businesses, with a focus on retirement planning. He holds a Bachelor's degree in Finance from Canisius College and has earned professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Patrick has also participated in the Harvard Institute during his time at Advest. Committed to community service, he has been actively involved in local organizations and was recognized with the Paul Harris Award during his tenure as President of the Amherst North Rotary. Patrick resides in Clarence, NY with his wife and three sons.

Mark Jones is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that address cash flow, retirement, education, risk, wealth transfer, and specialized areas like business-owner transition and special-needs planning.

Anna Dean is a Series 66 licensed financial advisor with UBS Financial Services in Naples, FL, where she has worked since 2018. She has six years of industry experience and previously worked at Dell from 2012 to 2018. Outside of her advisory role, Dean has involvement with DoorDash in the food delivery sector. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research and capital markets products through a large network of financial advisors.

Stephen Eller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Raymond James since 2001 and is also the owner of King Eller, LLC. He serves as Vice President on the board of the nonprofit Healthy Start in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools, and supports municipal and public finance through a unique municipal advisor affiliation.

Cheryl Tucker Refregier is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Wells Fargo Clearing and Fifth Third Securities. Cheryl also serves as a notary in Naples, FL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Mccormick Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2022, Morgan Stanley Smith Barney since 2021, and UBS Financial Services from 2001 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning agreements.

Joseph Trotto is a Financial Consultant currently working at Fidelity Investments since 2020. He has accumulated 12 years of industry experience, having held roles at Merrill Lynch and TD Ameritrade in various capacities including Financial Advisor, Senior Financial Consultant, Business Development Specialist, and Client Service Specialist. As a Certified Financial Planner™, Joseph partners with clients to provide clear and unbiased guidance, helping them make confident decisions across their full financial picture. He focuses on developing disciplined long-term plans, preparing for life's changes, and making investment decisions aligned with clients' goals. Outside of his professional work, Joseph has interests that include family activities, fitness, golf, hiking, pets, and running.

Hunter Bassett is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked as a pickleball instructor and has been affiliated with Florida Gulf Coast University since 2021. Outside of his advisory role, he continues to work as a pickleball instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.