Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with a Series 65 credential and three years of industry experience. His prior work includes roles at Fifth Third Wealth Advisors, US Bank Wealth Management, PNC, and Sabadell Bank & Trust. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic investment models.

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.

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 with Skyoak Wealth, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. He worked at Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC for 15 years before his current tenure at Skyoak Wealth. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, and financial planning services. The firm employs a discretionary, customized investment approach using proprietary actively managed strategies alongside third-party sub-advised accounts, offering a combination of family office services and corporate retirement plan advisory roles.

Craig Huntington is a financial advisor at MPM Wealth Advisors with 13 years of industry experience. He held a position at SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. Huntington holds Series 63 and Series 65 licenses. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm focuses on diversified portfolios using low-expense mutual funds, ETFs, and similar vehicles, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

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 with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2001. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, including high net worth clients, small businesses, and 401(k) plans. The firm offers a range of firm-designed portfolio programs and employs an investment process that integrates fundamental, technical, cyclical, quantitative, and qualitative analysis with an emphasis on asset allocation.

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.

Tracey Labrecque is a financial advisor at Planning Alternatives Ltd in Naples, FL, with 24 years of industry experience. She holds Series 65, Series 63, and Series 66 credentials. Prior to joining Planning Alternatives, she worked for Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management to individual clients, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a risk-based, globally diversified investment approach and offers Family Office services and fiduciary oversight for qualified retirement plans.

David Mc Dermott is a Series 65-registered financial advisor with McDermott Investment Advisors, LLC in Naples, FL. He has three years of industry experience and has been with McDermott Investment Advisors since 2021. His background also includes work at McDermott Investment Services, LLC since 2016 and ongoing studies since 2008. McDermott Investment Advisors is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $203 million using firm-developed models, third-party portfolios, and both fundamental and technical analysis across a range of investment vehicles.

Robert Strommen is a financial advisor with Oakwood Capital, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oakwood Capital since 2013 and has operated Strommen and Associates since 1978. Outside of his advisory work, he is the author and sole owner of Purpose +3, a non-investment-related business. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets across 591 relationships. The firm offers portfolio management, financial planning, and retirement plan consulting, typically constructing portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Karen Chancy is a CFP® with 26 years of industry experience, currently serving as CEO and Managing Partner at Intellus Advisors, LLC. She previously worked at Raymond James & Associates for 11 years. Through Chancy Ventures, LLC, she provides management and strategic oversight for Intellus Advisors. Intellus Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and consulting, implementing tailored asset allocation strategies and managing portfolios using a range of investment vehicles.

Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.

Katherine Lauer is a financial advisor at The High Net Worth Advisory Group, LLC with three years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at the Greater Naples Chamber of Commerce and Florida Gulf Coast University. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, trusts, estates, and business entities. The firm employs a fundamental analysis-based investment process with a mix of strategies, managing approximately $861.7 million for around 418 clients through a five-person advisory team.

Charles (Chad) Atkins is a financial advisor with Private Capital Management, LLC, holding a Series 65 designation and six years of industry experience. He has been with Private Capital Management since 2013 and also maintains a role with Carnes Capital Corporation since 2004. Private Capital Management 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 acts as adviser or sub-adviser to registered and private funds.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.

Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.

Steven Merkel is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently with Ciccarelli Advisory Services Inc and has previously worked at FSC Securities Corporation and OSAIC. Merkel serves as a board member of the Greater Naples YMCA Endowment Board. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services, emphasizing strategic long-term investing with a primarily non-discretionary portfolio management approach.

John Cheesborough is a financial advisor with Naples Global Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Naples Global Advisors in 2021, he worked at Investors Trust Company and Brownstone Investment Group, LLC. Naples Global Advisors provides discretionary investment management to individuals—including high net worth clients—as well as retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach combining quantitative screening and in-house fundamental research, managing portfolios primarily composed of individual equities with fixed income and cash equivalents.