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Christopher M
Series 65
Fort Myers, FL
Everhart Advisors
Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and previously worked in various roles at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.
Carson P
Series 65
Fort Myers, FL
Everhart Advisors
Carson Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Everhart Advisors, Carson worked at Case Pearlman Retirement Plan Advisors, LLC and has experience outside the financial sector including roles at Fedex and Ecoshield Pest Control. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.
Dennis P
Series 65
Fort Myers, FL
Everhart Advisors
Dennis Pearlman is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2021 and previously spent a decade at Case Pearlman Retirement Plan Advisors, LLC. Outside of advisory work, Dennis is involved in professional development and consulting for business professionals and elected officials in the Southwest Florida community through Winning Dynamics, LLC. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers to manage diversified strategies, and offers additional services including participant education, tax and bookkeeping support, and retirement plan administration.
Logan P
Series 65
Fort Myers, FL
Everhart Advisors
Logan Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.
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