Bond, Schoeneck & King, PLLC
4001 Tamiami Trail N., #250, Naples, FL, 34103
Adam is an attorney with Bond, Schoeneck & King, PLLC in Naples where he concentrates his practice on complex estate planning and wealth transfer, probate and trust administration, and business planning for closely held‐businesses and charitable organizations. Credentials: J.D. University of Miami; B.S. Engineering Ohio State University.
Waller Financial Planning Group, Inc.
801 Laurel Oak Drive, #710, Naples, FL, 34108
Charlie has been with Waller Financial since 1990 where he has served various roles. Charlie currently serves as the firm’s Chief Compliance Officer. His primary responsibilities are focused on client services and business development, predominantly in the Southwest Florida region. Charlie is originally from Nashport, Ohio and currently resides in Bonita Springs. He was active in the Army National Guard before attending The Ohio State University.
Co-Founder and Managing Partner
Oley Kinser Concierge Wealth
1400 Gulf Shore Blvd. N., Suite 112, Naples, FL 34102
Offering comprehensive and multigenerational financial planning, Ryan and the team specialize in tailored portfolio construction and a concierge level of client service.
Ryan joined Raymond James in May 2018, where he co-founded Oley Kinser Concierge Wealth, LLC, with his longtime friend and colleague from business school, Brett Oley. Previously, Ryan spent four years with Citigroup and five years with UBS Financial Services Inc.
The team at Oley Kinser Concierge Wealth offers services such as financial planning, investment management, estate planning guidance, liability management, and insurance solutions.
Ryan earned his Bachelor of Science in both economics and finance from the University of Central Florida, his MBA from the University of Florida and completed financial planning courses at Florida State University, which led him to become a CERTIFIED FINANCIAL PLANNER™ professional. Ryan has earned the right to use the Chartered Financial Analyst® designation and is also a member of the CFA® Society of Naples.
Ryan genuinely cares about more than just his clients’ investment portfolios; he cares a great deal about who they are as people as well as their well-being. In doing business with Ryan, clients can expect a true concierge service experience including transparent advice, knowledge sharing, and education, proactive communication, in-home meetings if preferred, and nearly 24/7 direct access, even on weekends.
Salvatori, Wood & Buckel, Attorneys at Law
9132 Strada Place, Fourth Floor, Naples, FL, 34108‐2683
Blake’s practice is concentrated in the areas of estate and tax planning, charitable planning, business succession planning, and estate and trust administration. He has spoken to many different organizations on estate planning, charitable planning and estate administration related topics as well as authored articles for various publications. Credentials: BS, MA Economics, JD, Florida Bar Board Certified Wills Trusts & Estates, FL Super Lawyer
Hahn Loeser & Parks, LLP
800 Laurel Oak Drive, #600, Naples, FL, 34108
Andy, a partner with Hahn Loeser & Parks LLP, is admitted to practice in Florida and has over 30 years of experience in estate planning, estate settlement and estate and trust administration. Andy is a multi year recipient of numerous honors and awards as a top‐rated lawyer. Credentials: JD, LLM, Best Lawyer, FIVE STAR, Super Lawyer, AV Rated, FL Bar Cert. Specialist in Wills & Trusts, Board Member Avow Hospice, Education Foundation of Collier County’s Man of Distinction.
Senior Vice President, Certified Wealth Strategist, Accredited Investment Fiduciary
Regions Private Wealth Management
4851 Tamiami Trail North, Naples, FL, 34103
William D. Lange served on the CFCC Board in the early 1990’s, and again more recently from 2010 -2016, including as Treasurer. He continues his commitment to the Foundation serving on the Finance and Grants Committees. Bill has over 30 years of experience assisting individuals, families, businesses, and non‐profits with their Investments, IRA’s, Trust, Estate, and Charitable Planning. He has served as the Senior Officer for the Naples office of Regions Bank Private Wealth Management for over 10 Years, and has also served on the Board of Champions for Learning, the Finance Committee of St. William Catholic Church, and as Chair and Treasurer for the Naples Chapter of Ducks Unlimited.
Meristem Family Wealth
5551 Ridgewood Drive Suite 301, Naples, FL 34108
David Legus is the Florida Managing Director for Meristem Family Wealth, a fractional family office serving families in 38 states and 5 countries. Prior to joining Meristem, he worked with The Private Client Reserve of U.S. Bank and AllianceBernstein. Born and raised in Edina, Minnesota he has been a full time resident of Naples for the past 5 years. David brings over 25 years of experience working with senior executives, business owners and families. He is a graduate of the University of Notre Dame, the Anderson School at UCLA (MBA) and currently serves on the board of The Immokalee Foundation.
Laird A. Lile, P.A., Attorney and Counselor at Law
3033 Riviera Drive, #104, Naples, FL, 34103
Laird A. Lile focuses exclusively on estate and trust matters. He also represents beneficiaries, assisting them in understanding and working to protect their interests. Laird has served as court appointed fiduciary, arbitrator and mediator for trust and estate disputes. Credentials: JD with honors; LL.M. in Estate Planning.
Owner and Financial Advisor
Prudent Financial Planning
(4348 Steinbeck Way, Ave Maria, FL 34142
Patrick Logue, CFP® professional, is a fee-only Financial Advisor and founder of Prudent Financial Planning LLC. He specializes in College Savings and helps families build comprehensive financial plans. With 20 years of experience in financial services, including 3 years in the Development Office at a non-profit, Pat is intimately familiar with charitable giving. He also provides expertise in wealth management, inter-generational wealth transfer, and estate planning. Pat enjoys hiking, running, coaching volleyball and baseball, and spending time with his wife, Erin, and their 2 children.
Senior Financial Advisor
HBKS Wealth Advisors
3838 Tamiami Trail N, Suite 201, Naples, FL, 34103
Mark Matos, CFP®, CLU® is a Senior Financial Advisor HBKS® Wealth Advisors (HBKS®), offering investment advisory services through HBK Sorce Advisory LLC. He provides comprehensive financial planning services to affluent individuals and families and earned the Five Star Wealth Manager Award for 2014, 2015, 2016, and 2017. Mark serves as President of the Financial Planning Association of Southwest Florida, President-Elect of the the Rotary Club of Naples, and serves on the Board of Directors for both Meals of Hope and the Greater Naples Planned Giving Council. He is a member of the Association of Fundraising Professionals Everglades Chapter, the Public Relations Society of America Gulf Coast Chapter, and serves on advisory boards for both Florida Gulf Coast University Lutgert College of Business and Florida Southwestern State College and serves on the executive committee for the Rotary Club of Naples Learn2Earn Scholarship Fund. Mark earned a full tuition scholarship to Florida Gulf Coast University and double majored in Finance and Computer Information systems, earning a Bachelor of Science in 2006. Mark earned the prestigious CERTIFIED FINANCIAL PLANNER™ and CHARTERED LIFE UNDERWRITER™ designations in 2014 and 2016.