James Gallagher is a financial advisor at Waterstone Financial Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Financial, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is a partner in Stuart Software Solutions, LLC, a software development and sales business. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm utilizes third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts, employing a fiduciary approach that combines cyclical and fundamental analysis with a long-term orientation.

Phillip Mc Grath is a financial advisor with Waterstone Financial Advisory LLC in Fort Myers, FL. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at TD Bank, Guaranteed Rate Affinity, United Wholesale Mortgage, and North American Bancard. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm utilizes third-party sub-advisers on the AssetMark platform alongside custom advisor-managed accounts, following a fiduciary approach based on cyclical and fundamental analysis with a long-term trading orientation.

Kevin Jordan is a CFP® and Series 65-licensed advisor with six years of industry experience. He has been with Makke Financial Advisory Group since 2019. Prior to that, he worked at Herc Rentals and Bishop Verot High School. Makke Financial Advisory Group serves individuals, high-net-worth clients, trusts and estates, and pension/profit-sharing plans with investment management, financial planning, and pension consulting. The firm employs a two-advisor support model and uses a range of strategies, including derivatives and options, alongside technology tools and a unique family office program.

Julie Toelle is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. The firm serves individual clients, families, and select institutions, providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. Its investment approach combines security-specific research and technical analysis across various strategies, including total-return core portfolios, tactical asset allocation, dividend-growth equity, and structured fixed income.

Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.

Jack Drapkin is a financial advisor with Spyrnal Financial Group holding a Series 65 designation. He has one year of industry experience and previously worked in real estate with Keller Williams Hudson Valley United and held roles outside financial services including at Coffee Smoke LLC and in professional soccer with Major League Soccer and the San Jose Earthquakes. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, using model-based managed accounts and UMA platforms. The firm employs a discretionary approach with individualized investment plans based on client objectives, risk tolerance, and time horizon, incorporating fundamental, technical, and cyclical analysis.

Jonathan Busa is a financial advisor with Ceres Financial Group, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ceres Financial Group since 2001 and also works with OSAIC Wealth Inc. since 1998. In addition to his advisory roles, he serves as Chairman of the Laguna Lakes Community Development District Board Supervisor, overseeing local water and irrigation management. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services, employing a non-discretionary investment approach with customized asset allocations and third-party model portfolios.

Kathleen Campbell is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Campbell Financial Partners, LLC since 2006. The firm provides fee-only financial planning and discretionary investment management to individuals, trusts, and small business clients, serving both high-net-worth and non-HNW households. Campbell Financial Partners emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily constructed with no-load or low-cost mutual funds and ETFs.

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® with 22 years of industry experience. He is affiliated with Marquis Wealth Management Group and has worked at Mns Financial Management LLC since 2008 and Private Capital Management, LP from 2004 to 2008. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, building portfolios from equities, fixed income, mutual funds, and ETFs, with a focus on ongoing monitoring and treating cash as an asset class.

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.

David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select 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.

Matthew Russo is a financial advisor at Chicago Investment Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Berkshire Hathaway and The Vanguard Group. Outside of advisory work, he is also active as a real estate agent with Berkshire Hathaway. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework using fundamental, technical, charting, and cyclical analysis, and implements both long-term buy-and-hold and shorter-term trading strategies tailored to client objectives.

Brian Rezny is a CFP® professional with 29 years of industry experience. He is a founding advisor at Rezny Wealth Management, Inc., where he has worked since 2013. Outside of his advisory role, he hosts a weekly radio show, "The Rezny Wealth Report," broadcast live in both the Chicagoland and Southwest Florida markets. He is also a licensed life insurance agent, a role he engages in minimally during non-trading hours. Rezny Wealth Management is a fee-only registered investment adviser serving individual clients and pension/profit-sharing plans. The firm employs active portfolio management strategies with a range of portfolio styles and uses a Global Tactical Opportunity Portfolios approach that integrates 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.

John Mann III is a financial advisor at High Probability Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Brighthouse Financial and Manning & Napier. Outside of his advisory role, he owns Backyard Social, a food and hospitality business. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and offers both discretionary and non-discretionary account management.

Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent affiliated with National Benefit Legacy d/b/a Advantage Retirement Group. Advantage Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $675 million across about 570 clients. The firm focuses on long-term, strategic asset allocation using a combination of ETFs, mutual funds, and other securities, with portfolio construction tailored to client objectives and risk tolerances.

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.