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.

Terrance Murphy is a CFP® professional with 34 years of experience in the financial industry. He is affiliated with Total Clarity Wealth Management, Inc., where he has been active since 2006. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Outside of advisory services, he has been involved in tax preparation and accounting through a related business. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs discretionary portfolio management using a range of investment vehicles and offers customized asset allocations, including an active PreActive strategy that utilizes derivatives and margin where suitable.

Stephen Casey is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Signet since 2007, following a recent role at Summit Financial, LLC. 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 using fundamental and quantitative analysis, including the use of back-tested and model-based strategies.

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.

Richard Romano is a financial advisor with Romano Brothers and Company in Bonita Springs, FL, holding a Series 66 designation and over 62 years of industry experience. He has been with Romano Brothers since 1964. Outside of his advisory role, Romano is a principal in Romano Ventures Partnership, which invests in privately held startup companies. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term investment approach with both active and passive strategies, managing accounts through an eight-advisor team.

John Cimino is a financial advisor at Naples Wealth Planning with 19 years of industry experience. He holds a Series 66 license and has previously worked at Wells Fargo Advisors, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and portfolio monitoring.

Kathleen Herget is a financial advisor at Moran Wealth Management, LLC in Naples, FL, with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis across various asset classes and offers specialized strategies through its Pelican Bay Capital Management division.

Anthony Wauterlek is a financial advisor with HBKS Wealth Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Park Shore Partners LLC since 2008 and Hbk Sorce Advisory LLC since 2001, serving as a portfolio manager for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides comprehensive wealth management services.

Dragi Paunovski is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corp for nine years before joining B. Riley Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in health insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of services including advisory programs, financial planning, and retirement solutions.

Colleen Murphy is a financial advisor at CWA Asset Management Group with 12 years of industry experience. She holds the Series 63, Series 66, and Series 65 licenses. Her career includes roles at Merrill and KeyBanc Capital Markets, and she also works as a consultant. Outside of finance, she serves as a consultant managing parking revenue operations during the New York State Fair. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm uses in-house research and proprietary models to offer both active and quantitative investment strategies that are globally diversified and may include advanced techniques such as short selling and tax-aware strategies.

Shad White is a financial advisor at CWA Asset Management Group in Naples, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at CWA Asset Management Group since 2016 and previously spent five years at Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies using in-house research, proprietary models, and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Keith George is a financial advisor with Lifemark Securities Corp. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His background includes roles at Foresters Equity Services, Inc. and his ongoing work as an independent insurance agent since 2005, specializing in life, disability, long-term care insurance, and fixed annuities. He is also involved with University Funding Professionals, LLC, a company providing ACT exam preparation and career consulting referrals. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides tailored, suitability-driven advice through various managed account programs and allows discretionary or non-discretionary management, with custody maintained by third-party custodians.

Brian Tolin is a CFA® charterholder with 14 years of industry experience. He is currently with CWA Asset Management Group and has previously worked at Ariel Capital Advisors and Raymond James, where he has maintained roles since 2012. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers portfolio management and financial planning using proprietary research and models, incorporating active, quantitative, and AI-driven strategies with a globally diversified approach.

Uriel Castillo is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. He has worked with firms including Fifth Third Bank, Bank of America, and Merrill prior to his current role. Castillo is based in Naples, Florida. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management with a range of model strategies and third-party platforms, and it acts as sub-adviser to multiple Bluemonte ETFs.

John Freund is a financial advisor with Kovack Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Moors & Cabot, Inc., Morgan Stanley, and Citigroup Global Markets. Freund also owns a non-investment business unrelated to finance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a risk-tolerance-driven investment process supported by both internally created models and third-party managers.

Stephen Manus is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and three years of industry experience. He has been with Chicago Partners since 2022 and has worked at CastleArk Management since 2004. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, using fundamental analysis and strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Mark Lichtenfeld is a financial advisor at Arax Advisory Partners with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Citigroup Global Markets, and RBC Capital Markets. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, blending traditional and alternative investments while utilizing in-house teams, independent managers, and AI tools.