Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Arthur Merriman III is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Carnegie Investment Counsel since 2014 and previously held roles at MAI Capital Management, LLC and Stifel Independent Advisors, LLC. Merriman is based in Fort Meyers, FL. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.