Modern Capital Advisors, LLC

Thomas Smith is a financial advisor with Modern Capital Advisors, LLC in Napa, CA, holding a Series 63 designation and 33 years of industry experience. He previously worked at Liberty Partners Financial Services, LLC for 10 years before joining Modern Capital Advisors in 2025. Outside of his advisory work, Smith is involved in buying, selling, and trading metal coins, gems, and antique glass items. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds as cores and selectively adds active managers or third-party strategists.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with Modern Capital Securities, MassMutual Life Insurance Co., and other financial firms. Outside of his advisory role, he is associated with MMC Financial, where he is involved in investments and insurance. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using passive index funds as cores, supplemented by active managers or third-party strategists when appropriate.

Kyle Van Oort is a financial advisor with Modern Capital Advisors, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Liberty Partners Financial Services, LLC, Modern Capital Advisors, LLC, National Planning Corporation, and Packerland Brokerage Services. He is also a licensed REALTOR with involvement in real estate sales. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individual clients, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework combining passive index funds with selective active management.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC for nine years, and spent one year with Morgan Stanley and Morgan Stanley Private Bank, N.A. He is also president of Silverstone Tax & Wealth Management, where he oversees tax preparation and supports investment advisory services. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework, combining passive index funds with selected active managers and third-party strategists.

Thomas Mcguire is a financial advisor at Modern Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory work, he owns a 10% stake in Southern Q-Teez, a T-shirt business, and is involved in ice vending operations. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, institutions, and charities. The firm employs a strategic asset allocation approach using passive index funds combined with active management where appropriate, offering a range of implementation options including direct management and third-party managers.

Ronie Drori is a CFP® professional with 35 years of industry experience. He has been with Modern Capital Advisors, LLC since 2020 and has also worked at Modern Capital Securities, Inc. since 2004. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

David Turlington II is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding a Series 66 license with five years of industry experience. He has worked previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is also involved in outside insurance sales as an insurance broker, focusing on life and fixed annuities. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach using a core-and-satellite framework combining passive index funds with selective active management.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Matthew Drummond is a financial advisor at Modern Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at firms including Axa Advisors and Equitable Advisors. In addition to his advisory work, Drummond serves as National Sales Director at PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a core-and-satellite investment approach combining passive index funds with selective active management and offers client support through comprehensive financial plans and ongoing portfolio oversight.

Ronald Nalven is a CFP® with 40 years of industry experience and is currently affiliated with Modern Capital Advisors, LLC. He has worked at Liberty Partners Financial Services, LLC since 2016. Outside of financial advising, he is involved as a musician and band leader with Wishing Star Entertainment Group, LLC. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, pension plans, charities, and corporations. The firm employs a strategic asset allocation approach with a core-and-satellite framework using passive index funds supplemented by active managers or third-party strategists.

Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

Yupeng Fu is a CFP® and ChFC® with 13 years of experience in the financial industry. He is currently affiliated with Modern Capital Advisors, LLC and has previously worked at Liberty Partners Financial Services and Liberty Partners Capital Management. Modern Capital Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, charities, and corporations. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index funds with selective active management, and offers both discretionary and non-discretionary portfolio management along with retirement plan consulting.

Geoffrey Mclawhorn is a financial advisor with Modern Capital Advisors, LLC, holding a Series 66 credential and 15 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Co, and Northwestern Mutual Investment Management. Outside of advisory work, he owns a property and casualty insurance firm, Saltwater Insurance Services LLC, and operates a business trading collectible Pokémon and sports cards. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individual and institutional clients, employing a strategic asset allocation approach that combines passive index funds with selectively added active managers.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Matthew Holman is a financial advisor at Modern Capital Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory role, Holman is involved in lacrosse as a coach at San Diego State University and participates in regional college lacrosse tournaments through the Southwestern Lacrosse Conference, as well as supporting the EMW Foundation, a nonprofit organization. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or third-party managers, and offers discretionary and non-discretionary asset management services.