Hello, I'm Amy, the founder of AFT Planning. While AFT Planning was officially established in 2023, I've been working in the financial advice industry since 2012, honing my skills at a Broker-Dealer/Corporate IRA. Although I'm based in Florida, I enjoy working remotely and assisting clients from all over the US. My ultimate goal is to encourage people to rethink what a fulfilling life can look like outside of the traditional 9-5 until 65 paradigm. I do this by helping clients organize their current financial situation, develop adaptable life plans, and achieve financial independence by identifying ways to create sustainable and flexible income streams. Outside of work, I like niche museums,failing upwards at new hobbies, and I'm decidedly a cat person.

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.

Kirk Cunningham is a Private Wealth Advisor with Merrill Private Wealth Management. In this role, he advises entrepreneurs and C-suite executives on managing their personal balance sheets, offering guidance on investments, credit, philanthropy, and estate planning services. Before joining Merrill, Kirk spent 12 years as an Investment Specialist at J.P. Morgan’s Private Bank, where he managed portfolios and provided investment solutions for clients. Prior to that, he held a similar position at Goldman Sachs & Co. Kirk holds a Bachelor’s degree from the University of Notre Dame and an M.B.A. in Finance with a focus on Investment Management from Indiana University. He has earned the Personal Investment Advisor (PIA) designation.

John Chan is currently the Vice President, Financial Consultant at Fidelity Investments. In this role, he partners with clients to understand their financial situations, provide impactful analysis, and co-create financial plans aligned with their goals. He has been with Fidelity Investments since 2003, holding various positions including Financial Consultant, Investment Consultant, Relationship Manager, and more. John brings over a decade of experience helping affluent clients and their families across the country. His focus is on building relationships and designing financial strategies tailored to clients' unique life stages. Outside of his professional work, John enjoys biking, camping, family activities, running, swimming, and exploring culinary interests.

Jonathan Hoskins is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity in various roles since 2009, bringing over 15 years of financial services experience. His career at Fidelity includes experience as a Financial Consultant, Managed Accounts Investment Consultant, Managed Accounts Portfolio Specialist, and Fixed Income Specialist, among other positions. Prior to joining Fidelity, he worked in the mortgage industry as a Residential Mortgage Account Executive and Senior Mortgage Underwriter. Jonathan partners with clients to develop personalized financial plans aimed at reaching their definitions of financial success. He focuses on understanding clients' goals, needs, and priorities to implement customized wealth strategies. He leverages Fidelity's resources, including advanced technology and a cost-efficient investment platform, in his advisory approach. Jonathan holds a California Insurance License. Outside of his professional career, Jonathan enjoys biking, comedy, fishing, gardening, outdoor adventures, and parenthood.

Enzo Cespedes Correa is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2022. He began his finance career in 2017 within consumer banking, gaining experience in financial operations, client service, and customized banking solutions. In 2020, he transitioned into investment management, focusing on wealth planning and preservation, including tax minimization strategies, wealth transfers, estate planning services, and family dynamics. Enzo holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) professional designations. He earned both a Bachelor’s degree and a Master of Business Administration (MBA) from Florida International University, as well as completing an Accredited Certificate Program at Yale University. Fluent in English and Spanish, he utilizes his credentials and expertise to align clients’ financial resources with their goals through an educational planning approach. Originally from Coral Gables, Miami, Enzo resides in Wellswood, Tampa. Outside of his professional role, he engages in a variety of personal interests including chess, football, music, pickleball, reading, writing, and spending time with his family. He is also active in his church community.

Dino Jambresic is a Planning Consultant at Fidelity Investments, where he guides clients through their financial planning needs. He collaborates closely with clients to develop plans tailored to their goals, time horizons, and investment requirements. Dino emphasizes building strong client relationships through close collaboration. He has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Representative, Retirements Specialist, Investment Solutions Representative, and Premium Relationship Associate. This progression reflects his extensive experience within the firm and expertise in financial planning. Outside of his professional work, Dino enjoys cooking and baking, exploring food, attending social events with friends, watching movies, spending time with pets, and playing soccer.

Scott Peterich is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been engaged in the financial services industry since 2011, with experience in various roles including Wealth Management Advisor at TIAA and multiple positions at Fidelity Investments such as Investment Consultant, Portfolio Specialist, Fixed Income Specialist, and Investment Sales & Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Merrill Lynch. Throughout his career, Scott has assisted clients in navigating critical financial decisions across all life stages. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to helping families work toward their life goals. His areas of expertise include wealth planning, investment consulting, and portfolio management. Outside of his professional work, Scott has personal interests in football, golf, pets, skiing, and traveling.

Randy Freedman is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Tampa, Florida. He has over 40 years of experience as a financial advisor and formerly held a CPA designation. Randy focuses on a range of client needs including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, as well as tax minimization and retirement income strategies. Randy assists clients in managing concentrated stock positions and navigating significant transition events, such as retirement, inheritance, or the sale of a business. He also facilitates access to Bank of America Private Bank for trust and estate planning services and coordinates with clients’ attorneys, accountants, and other advisors to support comprehensive financial and legacy strategies. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s degree from the University of South Florida. Outside of his professional work, Randy engages in adventure sports, baseball, football, pickleball, racquetball, skiing, traveling, reading, watching movies, and spending time with his family.