Andrew Hartline is a CFA® charterholder with 24 years of industry experience. He is currently with Naples Global Advisors and has previously worked at Vero Beach Global Advisors and Northern Trust for a combined 17 years. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach with in-house fundamental research and manages portfolios emphasizing individual equities alongside fixed income and cash equivalents.

Henry Venker is a financial advisor at Naples Global Advisors in Vero Beach, FL, holding a Series 65 designation. He began his advisory career in 2025 after graduating from Indiana University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value strategies primarily using individual equities and diversified fixed-income. The firm serves clients with approximately $1 million or more in investable assets and operates with an employee-ownership structure.

David Griffis is a CFA® charterholder with 10 years of industry experience, currently serving at Naples Global Advisors. He previously worked at Northern Trust from 2011 to 2017 before joining Vero Beach Global Advisors, where he has been since 2017. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process combining quantitative screening and fundamental analysis. The firm primarily manages portfolios with individual securities and serves clients with approximately $1 million in investable assets.

James Davis is a CFP® with 29 years of industry experience, currently serving at Naples Global Advisors in Vero Beach, FL. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm primarily manages portfolios with individual equities complemented by fixed-income strategies and maintains an employee-ownership structure.