Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.

Andrew Pastrikos is a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.

Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.

Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.

Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.

Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.

Christine Shen is a financial advisor at ACE Wealth Management LLC in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. She has been with ACE Wealth Management since 2023 and has been self-employed since 2012. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm utilizes a range of analytical approaches to construct tailored portfolios, focusing on equities and covered call strategies, and incorporates derivatives and related strategies within separately managed accounts.

Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.

Guiseppi Morabito is a CFP® professional with 19 years of industry experience, currently serving as an advisor at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent, offering life, health, and annuity insurance products through his ownership of M&M Insurance Services, LLC. M&M Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and business entities. The firm offers both discretionary and non-discretionary services, employing varied trading styles and a broad range of investment vehicles, including alternative and private investments.

Adam Daniels is a financial advisor at Waterstone Financial Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, Park Avenue Securities, and Guardian Life Insurance Company. Daniels’s background also includes roles outside finance, such as positions with the United States Census Bureau and local government parks and recreation. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses a fiduciary approach with a long-term trading orientation and implements client programs through third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts.

Jason Richmond is a CFP® with five years of industry experience, currently serving as an advisor at Pruitt Richmond Wealth Management LLC. His prior experience includes roles at Northwestern Mutual and Sandhill Environmental Services. In addition to his advisory work, he is an accounting associate for Pruitt Cordell and Associates. Pruitt Richmond Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients, focusing on tailored, discretionary portfolio management primarily using ETFs and mutual funds guided by modern portfolio theory. The firm maintains an affiliation with an accounting practice and emphasizes documented risk tolerance, asset allocation, and regular account reviews.

Wesley Pruitt is a CFP® professional with two years of industry experience, currently serving at Pruitt Richmond Wealth Management LLC. He has been with the firm since 2023 and also works as a CPA for Pruitt Cordell & Associates. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing tailored Investment Policy Statements and discretionary portfolio management primarily using ETFs and mutual funds. The firm applies modern portfolio theory with a long-term trading approach and maintains regular account reviews and reporting.

Oliver Hohermuth is a financial advisor at Capview Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Rising Star Financial Advisers, LLC and International Union Bank, LLC. Hohermuth is involved in several investment-related business activities across the United States and Panama. Capview Advisors, LLC is a fee-only investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs fundamental analysis combined with strategic, tactical, and dynamic asset-allocation, managing portfolios through qualified custodians and offering both discretionary and non-discretionary asset management.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, with five years of industry experience. He holds a Series 65 designation and has worked at Evolution Wealth Management since 2020, following three years at Grace Advisory Group. Outside of advisory services, he is also an insurance agent affiliated with Evolution Retirement Services Inc. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary assets, employing a long-term, passive investment approach with diversified portfolios that include mutual funds, ETFs, bonds, equities, and independent managers.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Mitchell Pruitt is a CFP® professional with two years of experience at Pruitt Richmond Wealth Management LLC. He has worked at Pruitt Cordell & Associates since 2011 and serves as a CPA there. Pruitt is also a licensed insurance agent, though he does not offer insurance products to clients of Pruitt Richmond Wealth Management. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a tailored, discretionary approach based on modern portfolio theory and maintains an affiliation with an accounting firm, offering integrated services outside the advisory relationship.

James Gallagher is a financial advisor with Waterstone Financial Advisory LLC in Fort Myers, FL, holding a Series 65 license and 15 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. Outside of advisory work, he is a partner in Stuart Software Solutions, LLC, a software development and sales business. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses both third-party sub-advisers on the AssetMark platform and custom advisor-managed accounts, following a fiduciary approach based on cyclical and fundamental analysis with a long-term trading orientation.

Phillip Mc Grath is a financial advisor with Waterstone Financial Advisory LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Waterstone, he worked at TD Bank and in various roles within the mortgage industry. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses both third-party sub-advisers on the AssetMark platform and custom advisor-managed accounts, following a fiduciary approach that incorporates cyclical and fundamental analysis with a long-term trading orientation.

Kevin Jordan is a CFP® with five years of industry experience, currently serving as a financial advisor at Macke Financial Advisory Group since 2019. Prior to joining Macke, he worked at Herc Rentals and Bishop Verot High School. Macke Financial Advisory Group provides comprehensive financial planning and investment management services to individuals, trusts, estates, and retirement plans, including a bundled family office program offering lifestyle and cash management support. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and is noted for its willingness to recommend less common investment solutions with transparent disclosure.

Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.