Joseph Pendenza is a financial advisor at Makke Financial Advisory Group in Fort Myers, FL. He holds a Series 65 designation and has been in the industry for one year. Prior to his current role, he worked with Stan's Coffee and had experience with several minor league hockey teams. Makke Financial Advisory Group serves individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting, with a focus on tailored asset allocation and the use of advanced strategies including derivatives and options.

Brian O'Connell is a CFP® professional with 21 years of industry experience, currently serving at Marquis Wealth Management Group in Fort Myers, FL. He has been with MNS Financial Management LLC since 2008. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, and various types of plans and organizations. The firm offers portfolio management through discretionary and non-discretionary engagements, utilizing a range of asset classes and strategies, including limited options and derivatives in separately managed accounts.

William Palmer is a financial advisor at Coyle with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including BB&T Bank, BB&T Investments, BB&T Securities, and SunTrust Advisory Services. Palmer serves as a board member for Candlelighters of Southwest Florida, a nonprofit supporting families of children with cancer or blood disorders, and for FGCU Planned Giving/Advancement, which focuses on philanthropic efforts for Florida Gulf Coast University. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, and family legacy services. The firm employs a combination of tactical and strategic asset allocation and utilizes sub-managers and third-party software for security-level analysis to tailor portfolios according to client goals, risk tolerance, and time horizon.

Nicole Eirich is a Certified Financial Planner™ with 17 years of industry experience. She is currently with Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Morgan Stanley, Landaas & Company, and Robert W Baird & Co. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers rather than individual securities.

Richard Krichbaum is a CFP® with 26 years of experience in the financial industry. He has been associated with Mns Financial Management LLC since 1999. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary engagements, typically allocating assets across equities, fixed income, mutual funds, ETFs, and private investment funds, with a notable emphasis on non-discretionary management.

Brian Rezny is a CFP® with 28 years of industry experience and has been with Rezny Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and hosts a weekly radio show, "The Rezny Wealth Report," broadcast live on multiple stations in the Florida and Chicagoland areas. He is also a licensed life insurance agent. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and integrated financial planning using a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis.

John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.

Marcus Henderson is a CFP® professional with nine years of industry experience, currently serving at Marquis Wealth Management Group since 2022. His prior experience includes roles at Raymond James Financial Services Advisors, Busey Bank, and Investors Security Trust Company. Outside of his advisory work, he is also involved as a real estate sales associate with Corbin Henderson Company in Fort Myers, FL. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes a portfolio management approach that includes discretionary and non-discretionary engagements, diversified asset allocations, and the use of limited options and derivatives strategies.

Jennifer Brown is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC for 13 years before joining Raymond James Financial Services and Uhler Vertich White Advisors in 2025. Outside of finance, she owns Peace Pose Yoga LLC, where she teaches online yoga classes and sells jewelry. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across around 300 client relationships, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research and experienced fund managers.

Anthony White is a CFP® and ChFC® with 37 years of experience in financial advising. He is currently with Uhler Vertich White Advisors and has prior experience at Scott White Advisors, LLC, which he owned until its sale in 2023, and Raymond James Financial Services, Inc. He also sells long-term care insurance, non-variable life insurance, and non-variable annuities through Uhler Vertich White Advisors. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily composed of mutual funds, and provides comprehensive financial planning and ongoing portfolio management.

James Vertich is a CFP® with 37 years of experience in financial services, currently serving at Uhler Vertich White Advisors since 2023 after a long tenure with Raymond James Financial Services beginning in 1993. He is a board member and participates on the investment committee for the Southwest Florida Symphony Endowment Foundation. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, and it integrates third-party research and fund managers in its investment approach.

Thomas Palmer is an advisor at Neptune Wealth with a Series 65 designation and one year of industry experience. Prior to joining Neptune Wealth, he operated NT Yoga and Wellness, LLC and was involved with Hot Yoga Naples. Outside of financial advising, he has a background in yoga and wellness through his business activities. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by offering investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support market and planning analysis.

Steven Grabarczyk is a financial advisor with Regal Advisory Services, Inc. in Fort Meyers, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer Regal Securities since 2007. Outside of his advisory role, he has been involved with Super T Shirts since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment approach combines fundamental and quantitative research tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

David Parsons is a CFP®, ChFC®, and PFS™ with 28 years of industry experience. He is currently CEO and Personal Financial Specialist at Old North State Wealth Management, LLC and also provides CPA consulting services with Knott, Richartz & Co. CPAs, PLLC. Parsons holds roles as an independent insurance agent and serves on the Useppa Island Board of Governors, advising on social member matters. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm employs fundamental, technical, and cyclical analysis and incorporates derivatives and margin strategies, serving primarily clients with account minimums around $500,000.

John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Grace Advisory Group. In addition to his advisory role, he is involved as an insurance agent with Evolution Retirement Services Inc. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios and manages a proprietary wrap fee program that incorporates independent managers and external research support.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Shane Carrier is a CFP® certificant with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. His career includes roles at Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party fund managers and research.

Bryan Fiore is a financial advisor at Uhler Vertich White Advisors in Fort Myers, FL, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and Scottrade, Inc. He is involved in youth soccer organizations through the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified, asset-allocated mutual fund and ETF portfolios based on written financial plans and investment policy statements, without recommending individual stocks or bonds.