Jason Kohut is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Signet Financial Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory role, he is involved with Signet Financial Management of SWFL, LLC. Summit Financial, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment programs and retirement plan advisory services, managing approximately $15 billion in client assets as of the end of 2024.

James Snyder is a CFP® professional at Intellus Advisors, LLC with 11 years of industry experience. He has worked at Raymond James & Associates, Inc., Wells Fargo Clearing, and Coastal IT Consulting. Snyder holds the Series 66 designation and is based in Naples, FL. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and business entities. The firm employs tailored asset allocation strategies and manages over $1.3 billion in client assets through a nine-advisor team.

Kevin Rice is a financial advisor at Intellus Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Robert W. Baird & Co., and several companies outside the financial sector, including SP Plus Parking Corporation and Citigroup. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of investment vehicles while also selecting and monitoring third-party managers.

Ronald Briggs Jr. is a financial advisor with SimplyRIA Advisor Network in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms, including Guardian Pointe Private Wealth Management and Peace of Mind Private Wealth Management, and is the Founder, CEO, and Chief Investment Strategist of A Smarter Way to Invest, Inc., a third-party asset management firm serving investment advisers. He also operates Briggs Financial Group Wealth Advisors through Caitlin John, LLC. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, and retirement plan fiduciary support. The firm combines strategic asset allocation, active and passive management, and multiple account management options, supporting a broad range of client needs through a corporate RIA structure hosting multiple independent adviser practices.

Anthony Curatolo is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Ciccarelli Advisory Services since 1996 and previously worked at FSC Securities Corporation for nearly four decades. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial management and planning services, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Kathleen McDermott is a Series 65 licensed financial advisor with 20 years of industry experience. She has been with McDermott Investment Advisors, LLC since 2005. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately 700 accounts and $211 million in assets. The firm uses both proprietary and third-party model portfolios and employs sub-advisers for trading, reporting, and back-office support.

Scott Richardson is a financial advisor at Richardson Capital Management, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Richardson has been with Richardson Capital Management since 2004 and is also president of Richardson Financial Group, Inc., where he provides analysis and recommendations on life, disability, and long-term care insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial planning. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, and it offers account aggregation and specialized family office services.

Kim Kantor is a CFP® with 43 years of industry experience and is affiliated with Ciccarelli Advisory Services Inc in Naples, FL. She has held positions at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Outside of her advisory work, she serves on the FGCU Foundation Board of Directors and participates in local nonprofit committees related to healthcare and planned giving. Ciccarelli Advisory Services serves individuals, families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services with an emphasis on strategic long-term investing, managing client portfolios primarily on a non-discretionary basis while acting in a fiduciary capacity.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Global Wealth Management and UBS Financial Services Inc. He also has a background at Sherwin Williams Company and Elon University. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, focusing on long-term portfolio management integrated with tax-aware planning, concentrated stock management, and intergenerational estate coordination. The firm offers comprehensive financial planning and utilizes a range of investment strategies, including direct securities, ETFs, mutual funds, third-party managers, and private investments for qualified clients.

John Barnes is a financial advisor at Wilmington Capital Securities, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining Wilmington Capital Securities in 2019. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a range of securities and analysis techniques, managing approximately $258 million in client assets.

Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fifth Third Wealth Advisors LLC, US Bank Wealth Management, and PNC. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with a focus on broad diversification, strategic asset allocation, and tax-efficient investment strategies.

Matthew Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1997. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering continuous portfolio management through various firm-designed programs. The firm employs a multi-faceted investment process that includes fundamental, technical, cyclical, quantitative, and qualitative analysis, focusing on asset-allocation-driven strategies across a broad range of securities.

Daniel Henderson is a financial advisor with Cookson Peirce Wealth Management in Naples, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, all with Cookson, Peirce & Co., Inc. since 2002. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to investment decisions and manages fixed-income portfolios using investment-grade bonds arranged in a modified ladder structure.

Kerry Geroy is a financial advisor at Naples Global Advisors with 10 years of industry experience. He holds the Series 65 designation and has been with Naples Global Advisors since 2011. 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 and fundamental company analysis. The firm serves clients with approximately $1 million in investable assets and emphasizes managing portfolios primarily with individual securities.

John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.

Roger Denha is a financial advisor at SkyOak Wealth in Naples, FL, holding Series 65 and Series 63 licenses with 25 years of industry experience. He previously worked for Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC from 2003 to 2018. SkyOak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, comprehensive financial planning, and family office services. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core-satellite framework, integrating proprietary actively managed strategies with third-party separately managed accounts and alternative strategies under client consent.

Craig Huntington is a financial advisor at MPM Wealth Advisors in Naples, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He worked previously at SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily using low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Sara Perkins is a Series 65-licensed financial advisor at Naples Global Advisors with seven years of industry experience. She has been with Naples Global Advisors since 2017 and previously worked at Schlumberger / Cameron International for five years. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis. The firm serves clients with approximately $1 million or more in investable assets and emphasizes portfolio management using primarily individual securities.

Amy Evans is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with the firm since 2001. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, offering both defined investment management programs and tailored custom portfolios. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, qualitative, and cyclical analysis, with a focus on asset allocation across multiple asset classes.

Steven Tarr IV is a CFP® with 24 years of industry experience, currently serving at Private Capital Management since 2013. He also maintains a long-term affiliation with Carnes Capital Corporation, where he has worked since 2004. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and advisory roles for both registered mutual funds and private funds.