Erin Crumly is a CFP® professional with 10 years of industry experience, currently advising at Evergreen Wealth in Naples, FL. She has been with the firm, also known as Crumly & Assoc., Inc. and Troxell Financial, since 2013. Outside of her advisory role, she serves as a board member at St. Patrick's Catholic Grade School, where she oversees financial records and reporting. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm employs fundamental analysis and tailored strategies, including the use of independent managers, options, and alternative investments, with ongoing monitoring and clear documentation of fiduciary responsibilities.

Jonathan Turner is a financial advisor at Invariant Investment Management with 12 years of industry experience. He holds Series 66 and Series 65 designations and previously worked at Ameriprise Financial Services and Turner Wealth Advisors. Outside of advising, he has authored and published a book and contributed a chapter to a collaborative work. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management and financial planning services. The firm uses a disciplined investment approach incorporating fundamental, technical, and cyclical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis.

Erick Sonne is a CFA® charterholder with three years of industry experience. He has been with Private Capital Management, LLC since 2013. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach across its small-cap value strategies and offers wealth advisory services through a dedicated team.

Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Torray since 2010. The firm provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund. Torray employs a bottom-up, fundamental stock-selection process across large cap growth, small/mid cap growth, and equity income strategies, typically managing concentrated portfolios with explicit risk controls.

Matthew Oleksak is a CFP® with 10 years of industry experience. He is currently with Naples Global Advisors and previously worked at Brighthouse Securities, LLC and MetLife. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that emphasizes fundamental company analysis and portfolio management primarily through individual securities.

Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.

Frederick Dunbar is a financial advisor at Common Cents Planning in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term service with Planning Directions, Inc. and CommonWealth Financial Network. Dunbar also serves as an executor for a family estate. Common Cents Planning provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm manages approximately $542 million for around 450 clients, emphasizing tailored portfolios based on client-specific investment policies and fundamental analysis.

Steven Strauss is a financial advisor at Droms Strauss Wealth Management with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at ELIAS STRAUSS CPAs, LLC and Integrated Financial Solutions, LLC. Outside of his advisory work, he prepares tax returns as a CPA through S & S Strauss LLC. Droms Strauss Wealth Management is a six-advisor team managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized investment management and integrated financial planning, emphasizing asset allocation and employing an internal Investment Committee to guide portfolio decisions.

Ryan Bousquet is a financial advisor at Intellus Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Intellus Advisors, he worked at Raymond James & Associates and Northwestern Mutual Investment Services, and he has experience outside finance, including a role at Snappers Comedy Club. Intellus Advisors serves individuals, pension plans, trusts, charitable organizations, and businesses, 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, including stocks, bonds, mutual funds, ETFs, and alternatives, and also serves as a fiduciary under ERISA.

Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.

Jason Derosa is a CFP® professional with 12 years of industry experience, currently serving at Vertis Wealth, LLC. His prior work includes roles at Grace Capital Management, Morgan Stanley, and AEWealth Management. He is also licensed as an insurance agent, a role he has held since 2006. Vertis Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, delivering both discretionary asset management and non-discretionary financial consulting.

Robert Tilson is a CFP® professional with 39 years of industry experience, currently serving at Tilson Financial Group Inc in Naples, FL. He has been with Tilson Financial Group since 1991 and also worked at American Portfolios Financial Services Inc from 2012 to present. Outside of his advisory role, he serves as vice president and board member of the Joan Capps Foundation, where he evaluates charities and advises on tax and investment matters. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset portfolios primarily composed of mutual funds and ETFs, with an emphasis on asset allocation, diversification, and rebalancing.

Andrew Leedy is a financial advisor at Private Capital Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Carnes Capital Corporation and Martin Brown CPA and Advisor. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach across small-cap value strategies and offers wealth advisory services alongside management of registered and private funds.

Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. 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 along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.

Thomas Russo is a CFA® charterholder with eight years of industry experience. He is currently with Naples Global Advisors, where he has worked since 2023, following positions at Goldman Sachs & Co. LLC, Columbia Business School, and Bloomberg LP. Naples Global Advisors provides discretionary investment management to individuals, corporations, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with in-house fundamental research, focusing primarily on individual equities complemented by fixed income and cash equivalents.

Christian Papazian is a CFP® and CFA® with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2024 and previously held positions at Income Research + Management and Fidelity Investments. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment process and serves both investment-company and wrap-fee program sponsor roles.

Matthew Fassnacht is a financial advisor at Transcend Capital Advisors, LLC in Naples, FL, holding Series 63 and Series 65 credentials with three years of industry experience. He previously worked at Arax Advisory Partners and HHR Asset Management, LLC. Outside of his advisory role, Fassnacht serves as Executive Chairman of Racing Prodigy Inc. and Chief Executive Officer of First Principles Racing Inc., both entities unrelated to investing. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation across public and private investments and offers both discretionary and non-discretionary portfolio management alongside holistic financial planning.

Kevin Crumly is a CFP® with 32 years of industry experience, currently practicing at Evergreen Wealth, where he has been since 2011. His prior experience includes roles at LPL Financial from 1998 to 2018 and Mutual Securities, Inc. from 2018 to 2020. Outside of his advisory work, he serves on the board of directors for a family-run restaurant franchise, providing consulting services. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities. The firm offers portfolio management and integrated financial planning, employing fundamental analysis and a variety of investment tools tailored to client goals.

Susan Fechtor is a financial advisor at LiveLife Capital Partners LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley & Co. Incorporated and Purshe Kaplan Sterling Investments. Fechtor serves as Director of Client Relations at LiveLife Capital Partners. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Tamara Clingan is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Purshe Kaplan Sterling Investments and LPL Financial. Nova Wealth Management serves individual and high-net-worth clients, small businesses, and corporations, offering discretionary asset management, comprehensive financial planning, and held-away account management. The firm employs fundamental and technical analysis in portfolio construction and provides specialized services including option strategies, tax-efficient asset location, and consulting for retirement plan sponsors and institutional clients.