Steve Kuhlman is a financial advisor with Shepherd Financial Partners, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Shepherd Financial Partners and affiliated with LPL Financial since 2016. Outside his advisory role, he serves as a for-profit board member for Lead Surge LLC and is a commissioned notary public. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across six offices.

Christopher Berte is a financial advisor with Signet Financial Management, LLC in Naples, FL, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at TD Ameritrade before joining Signet Financial Management in 2018 and later Summit Financial, LLC in 2026. Outside of his advisory role, Berte owns Skywalker Applications, LLC, which develops mobile applications, including TKD Tracker, a tool for the ATA Taekwondo community. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis with diversified portfolios and model-based strategies.

John Napolitano is a CFP® and PFS™ with 33 years of experience in the financial industry. He is currently with Napier Financial and has previously worked at firms including Truro Asset Management, LPL Financial, U S Insurance Brokers, and U.S. Financial Advisors. In addition to his advisory roles, he has authored a weekly syndicated newspaper column and monthly magazine articles, as well as an investment-related book. Napier Financial serves individuals, foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation approach and manages client portfolios using a variety of investment vehicles, including private real estate funds managed through affiliated entities.

Bradley Ward is a financial advisor with Asset One Wealth Management, LLC in Naples, FL, holding Series 66 and Series 65 credentials and with eight years of industry experience. His prior roles include positions at Lifeworks Advisors, LLC and Mass Mutual Life Insurance Company, as well as periods of self-employment. Asset One Wealth Management is an SEC-registered advisory firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation process with a long-term buy-and-hold orientation and offers family-office style services for clients with at least $2 million in assets under management.

Charles Stephan Jr. is a financial advisor with Coordinated Capital Securities, Inc. in Estero, FL, holding a ChFC® designation and Series 63 and 66 licenses, with 37 years of industry experience. He has been with Coordinated Capital Securities since 1991. Outside of his advisory role, he is an independent insurance agent and owner of Stephan Financial Services, involved in securities and life insurance. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

Michael Lundon is a financial advisor at Evertern Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 27 years before joining Evertern Wealth. Lundon is a partner in Nittany Blue Cat Investment Group LLC, where he collaborates with other partners to select private investments. Evertern Wealth provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals, families, business owners, and other complex clients. The firm combines portfolio management with tax-aware planning and estate coordination, utilizing a range of investment strategies including direct securities, third-party managers, and alternative investments.

David Morgan is a financial advisor at The High Net Worth Advisory Group, LLC with a Series 65 credential and three years of industry experience. He has held roles at the University of Alabama and University of Virginia and is the CEO of Grand Cru Concierge LLC, a concierge wine brokerage. The High Net Worth Advisory Group serves individuals, pension and profit sharing plans, trusts, estates, and business entities by providing wealth management, portfolio review, consulting, and pension services. The firm employs fundamental analysis and a range of investment strategies, managing approximately $861.7 million for about 418 clients through a five-person advisory team.

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® and holds a Series 66 license with 10 years of industry experience. He has worked at Intellus Advisors since 2024 and previously held roles at Raymond James & Associates, Wells Fargo Clearing, Coastal IT Consulting, and Wells Fargo Advisors. 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 across various asset classes and manages portfolios on both discretionary and non-discretionary bases.

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 the Founder, CEO, and Chief Investment Strategist of A Smarter Way to Invest, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management and Guardian Pointe Private Wealth Management. He is also involved with Caitlin John, LLC, through which he facilitates investment advisory services under Briggs Financial Group Wealth Advisors. A Smarter Way to Invest provides third-party investment advisory services exclusively to registered investment adviser firms and institutions. The firm employs a data-driven, systematic approach that combines fundamental and technical analysis with proprietary and third-party signals to manage a range of actively traded and dynamically managed models tailored for RIA clients.

Amy Novakovich is a CFP® professional with 18 years of experience, currently serving at Nova Wealth Management, Inc. in Bonita Springs, FL. She has held roles at firms including Purshe Kaplan Sterling Investments and Brandon Brokerage, and she serves on the board of Youth Haven, a children’s shelter. Amy is also a partner at NOVA Tax Advisors, focusing on tax planning. Nova Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a range of investment strategies supported by fundamental and technical analysis and offers retirement plan consulting and held-away account management through a Pontera integration.

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 Certified Financial Planner (CFP®) with over 42 years of industry experience. He is currently with Ciccarelli Advisory Services Inc and has held roles at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Kantor serves on the board of the FGCU Foundation and is involved with several nonprofit organizations, including the Conservancy of Southwest Florida and the Community Foundation of Collier County. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management and retirement planning, managing client portfolios primarily on a non-discretionary basis while emphasizing strategic long-term investing with tactical flexibility.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at UBS Global Wealth Management and UBS Financial Services Inc. before joining Evertern Wealth. Prior to his financial career, he spent time at Sherwin Williams Company and studied at Elon University. Evertern Wealth, LLC provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals and families, business owners, and multi-generational entities. The firm uses a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending, employing a range of investment strategies from direct securities to alternative assets.

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 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.