Casey Croysdale

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Rodica Richichi is a Planning Consultant at Fidelity Investments, a role she has held since 2025. In this position, she focuses on creating a collaborative environment where clients can engage in meaningful conversations about their financial futures. Prior to this, she served as an Investment Solutions Representative II and a Financial Representative at Fidelity Investments, gaining experience from 2022 through 2024. Before joining Fidelity, Rodica worked as a Personal Banker at Fifth Third Bank from 2021 to 2022. Rodica's professional journey reflects her commitment to building relationships based on shared goals and mutual respect. She approaches financial planning as a process centered on understanding and empowering clients, emphasizing the importance of informed decision-making. Outside of her professional work, Rodica enjoys bowling, comedy, hiking, photography, swimming, and traveling.

Kyle Stanutz is a Financial Advisor with Merrill Lynch Wealth Management, serving the Naples and Marco Island community for over 10 years. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Personal Investment Advisor (PIA) designation. Kyle's practice focuses on estate planning services, comprehensive retirement planning, and managing wealth across various client life stages. He specializes in college education planning, legacy planning, personal retirement planning, portfolio management, and tax minimization strategies. Kyle works closely with clients to develop personalized financial strategies that reflect their individual perspectives and long-term goals. Kyle earned a Bachelor's Degree from the University of Iowa and is involved in local organizations, including the Marco Island Iowa Club and the Marco Island Rotary Club. Originally from Chicago, Illinois, he resides in Naples, Florida with his wife and three children. Outside of work, Kyle enjoys golfing, tennis, baseball, basketball, football, and traveling.

Charles Jarrett is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in serving business owners, corporate executives, and multi-generational families. He works closely with clients to address complex wealth-management needs and life transitions, helping them pursue their personal and professional priorities. Charles is a member of the Cenname Team, a nationally recognized group within Merrill Private Wealth Management. With decades of experience, Charles offers expertise in managing the unique needs of business owners through various phases of their business lifecycles, including business succession and transition planning. He collaborates with a team of specialists to align clients' business, personal, and financial goals, aiming to increase the transferable value of their businesses. Charles also assists senior executives with managing concentrated or restricted stock positions and optimizing their financial strategies, coordinating closely with clients' tax and legal advisors. Charles holds a Bachelor's degree in Business Administration from Georgia State University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®). He is involved in several professional organizations such as the Associated Equipment Distributors and the Exit Planning Institute. Charles contributes to community initiatives including the Bank of America - Better Money Habits Champion, Boy Scouts of America in Southwest Florida, and Nationwide Children's Hospital. His personal interests include fishing, hiking, and traveling.

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.