Juan Botero is a financial advisor at Naples Global Advisors with a Series 65 designation and one year of industry experience. Prior to joining Naples Global Advisors, he worked at Citigroup for six years and New York Community Bank for two years. He also has a background in academia from Florida State University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm follows a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by an employee-ownership structure.

Richard Liburdi is a financial advisor at Compass Ion Advisors, LLC with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Keel Point Capital, LLC, APW Capital, Inc. (formerly CAMAS), EGE Advisors, Ltd., and New England Securities. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by offering integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion and uses a team-driven advisory model focused on strategic asset allocation and long-term holding periods.

Pran Tiku is a CFP® and ChFC® with 32 years of industry experience, currently serving at Peak Financial Management Inc since 1991. He holds a trustee position with the Harbor Towers Condominium Association in Boston, where he is chairman of the finance committee. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and employs model-based investment policies across multiple asset-allocation portfolios.

Lynn Ferraina is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including FSC Securities Corporation and Ciccarelli Advisory Management. Outside of her advisory role, she serves on local nonprofit committees focused on community support and women’s empowerment. Ciccarelli Advisory Services provides financial management and planning for individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes strategic long-term investing with a non-discretionary, fiduciary approach and serves a large client base across multiple advisory teams.

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 with Invariant Investment Management, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and founding Turner Consulting LLC, where he authored and published a book titled *Stop Faking It, Start Making It*. He is also involved in managing merchant portfolios and real estate flipping through related outside business activities. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by providing portfolio management and financial planning services. The firm uses a tailored investment approach combining fundamental, technical, and cyclical analyses alongside modern portfolio theory, managing client accounts typically 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.

Makenzie Falduto is a financial advisor at Naples Global Advisors with a Series 65 designation and approximately one year of industry experience. Prior to joining Naples Global Advisors, she worked at UBS Financial Services Inc. and held various roles in education and hospitality. 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 that combines quantitative screening with in-house fundamental research, managing roughly $2 billion in assets.

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 with Common Cents Planning in Naples, FL, holding a ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including long tenures at Planning Directions, Inc. and Commonwealth Financial Network. Outside of his advisory role, he serves as an executor of an estate. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary portfolio supervision.

Steven Strauss is a financial advisor with Droms Strauss Wealth Management, holding the PFS™ designation and Series 65 license, and has 27 years of industry experience. He has worked at Droms Strauss Advisors, Inc. since 1995 and was previously with ELIAS STRAUSS CPAs, LLC. In addition to his advisory role, he prepares tax returns through his CPA practice at S & S Strauss LLC. Droms Strauss Wealth Management serves high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach focused on asset allocation, using institutional mutual funds, ETFs, and structured notes, with client portfolios guided by customized Investment Policy Statements and overseen by an internal Investment Committee.

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®-credentialed financial advisor with 12 years of industry experience. He currently works at Vertis Wealth, LLC and has previously been affiliated with firms including Morgan Stanley and Grace Capital Management. In addition to his advisory role, he is a licensed insurance agent. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations. The firm applies a long-term, value-oriented investment approach combined with strategic asset allocation and option strategies, serving clients with tailored portfolios and regular reviews.

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 Series 65-credentialed financial advisor at Private Capital Management with one year of industry experience. His prior roles include positions at Carnes Capital Corporation and Martin Brown CPA and Advisor. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients. The firm emphasizes a bottom-up, fundamental value investment approach, primarily targeting smaller capitalization equities with a multi-year horizon, and offers both active and passive strategies tailored to client needs.

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.

David Williams is a CFP® professional with 33 years of experience in the financial services industry. He is a founding member of WMS Advisors, LLC, where he has worked for 27 years, and has held positions at Grove Point Advisors and TWG Advisor Group. Williams is also involved in insurance sales and serves as trustee for an investment-related trust. WMS Advisors, LLC is a team-based SEC-registered investment adviser managing approximately $281 million for over 130 client households. The firm offers comprehensive portfolio management, financial planning, and retirement-plan consulting services, utilizing core asset-class strategies implemented with ETFs, index funds, and select alternatives.