Gregory Melvin is a CFA® charterholder with 29 years of industry experience, currently serving as president of Dartmouth Capital Advisors, Inc., an independent firm he has been with since 1995. He also has been a director at First National Bank (formerly Iron and Glass Bank) since 1997. Prior to and concurrent with his role at Dartmouth, he has worked at C. S. McKee, L.P. since 2000. Dartmouth Capital Advisors manages assets for high-net-worth individuals, families, foundations, medical offices, law firms, and institutional clients, including pension and profit-sharing plans. The firm employs a quantitative equity process combined with qualitative due diligence and uses an active, bottom-up approach to fixed-income management, with a notable client mix weighted heavily toward high-net-worth assets alongside meaningful pension and corporate accounts.

Adam Aulestia is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Aulestia Wealth Management, Inc. He previously worked at LPL Financial LLC for 10 years before focusing exclusively on his independent firm. Outside of his advisory role, Aulestia is involved in private investment activities as a partner of Virtual Bridge LLC and acts as an organizer for multiple special purpose vehicles investing in private companies. Aulestia Wealth Management provides portfolio management, family office consulting, and pension consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to implement long-term strategies, managing accounts primarily on a discretionary basis consistent with client objectives.

Craig Sutherland is a financial advisor with Strategic Probability Partners, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Strategic Probability Partners since 2014. Strategic Probability Partners provides discretionary investment management, financial planning, and sub-advisory services to individuals, high-net-worth clients, and endowments and foundations. The firm employs strategic and tactical asset allocation across multiple asset classes, using ETFs, index funds, mutual funds, and individual debt securities, with portfolio decisions informed by fundamental, technical, valuation, and business-cycle analysis.

Soren Christensen is a CFP® and ChFC® with 19 years of industry experience, currently serving as the sole advisor at Advanced Investment Management LLC in Naples, FL. His career includes roles at G.F. Investment Services LLC and multiple entities under the Advanced Investment Management umbrella. Outside of financial advising, he manages STC Productions LLC, an entertainment and event planning business. Advanced Investment Management LLC provides discretionary asset management and financial planning services primarily to high-net-worth individuals, managing approximately $69 million across 61 accounts. The firm employs a combination of fundamental and technical analysis to tailor investment strategies and coordinates with outside professionals as needed.

Daniel Stewart is a financial advisor with Stewart Wealth Management, LLC in Naples, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at firms including Aegis Wealth Management and CUNA Brokerage Services. In addition to his advisory role, he operates an independent insurance agency focusing on life, health, and variable annuities. Stewart Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and may use active strategies such as options and margin trading, serving a small, concentrated client base.

Georgeann Portokalis is the sole advisor at GAP Financial Counseling Corp. in Naples, FL, with 21 years of industry experience. She holds the CFA® designation and has led her independent firm since 2005. She participates actively in professional education and industry forums, including CFA Institute activities and estate-planning conferences. GAP Financial Counseling provides fee-only, project-based financial counseling and investment analysis to individuals and business entities, including high-net-worth clients and business owners. The firm emphasizes detailed fundamental analysis and strategic financial planning, focusing on consulting engagements rather than ongoing portfolio management.

Aaron Skloff is a CFA® charterholder with 30 years of industry experience. He is the founder and CEO of Skloff Financial Group, an independent advisory firm based in Naples, FL. In addition to his advisory work, Skloff teaches finance courses at FGCU Academy and is involved in adult financial education. Skloff Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm tailors investment programs to client objectives using fundamental and technical analysis and manages over 400 client relationships with approximately $114 million in assets under management.

Tony Toska is a financial advisor at Cardinal Wealth Management, L.L.C. in Naples, FL, with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual for 10 years. Outside of advising, he serves as part-time CFO for a law firm, handling payroll, accounting, and employee benefits, and owns a specialty coffee shop called Roast and Rush Society. Cardinal Wealth Management provides discretionary portfolio management, financial planning, and pension consulting for individuals, pension plans, charitable organizations, and institutional clients. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis, offering services across multiple asset classes with both long- and short-term trading approaches.

Samuel Dedio is the sole advisor at Patrumin Investors, LLC, an independent registered investment adviser based in Naples, FL. He holds Series 63 and Series 65 designations and has 12 years of industry experience. Since 2018, he has also served as an adjunct professor at Florida Gulf Coast University, teaching courses in finance and investments. Patrumin Investors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, institutions, corporations, and small businesses. The firm employs a bottom-up fundamental analysis approach focused on U.S. equities, managing portfolios primarily through four long-only equity model strategies with an emphasis on durable free cash flow and secular growth.

Anthony Girellini is a financial advisor at Principled Advisors, Inc. in Naples, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principled Advisors since 2003. Principled Advisors, Inc. serves corporate pension and profit-sharing plans as well as individual and high-net-worth clients, providing retirement plan consulting and discretionary portfolio management for individual accounts. The firm focuses on non-discretionary, participant-directed retirement-plan services and emphasizes fiduciary compliance and plan design through the use of third-party analytics.

Tim McMahon is a Series 65-licensed advisor at Wisdom Planning Group with one year of experience at the firm. He previously worked for Hartree Partners for five years and has been involved with TSM Management, Inc. since 2012. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct diversified portfolios and employs tactical strategies to manage risk and return.

Daniel Stephen Jr. is a financial advisor at Servatus Capital with 10 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at M4 Capital, LLC for seven years before joining Servatus Capital in 2020. Servatus Capital advises individuals, foundations, charitable organizations, and businesses, providing customized financial planning, portfolio management, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $110 million for a small client base, employing a blend of fundamental, technical, and cyclical analysis with an emphasis on low-cost ETFs, individual equities, fixed income, and alternative exposures.

Laura Gerstemeier is a CFP® with 17 years of industry experience and has been with Gerstemeier Financial Group, LLC since 2008. She is based in Naples, FL, and holds the Series 65 designation. Gerstemeier Financial Group, LLC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with tactical satellite allocations and manages approximately $143 million in discretionary assets for about 70 clients.

Michel Bethea is a financial advisor with Covato Capital Management, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at New York Life Insurance Company and Mass Mutual Life Insurance Company, among others. Outside of advisory work, he is a 25% owner of ACCESS DIRECT INSURANCE, a firm providing property and casualty insurance services. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities with customized portfolio management and financial planning. The firm manages approximately $14.37 million in discretionary assets and utilizes a range of investment vehicles, including mutual funds, ETPs, individual securities, and model portfolios, while also engaging in sponsored private investment vehicles and commodity trading activities through affiliated entities.

Braden Beals is a CFA® charterholder with 12 years of industry experience. He is currently with Navian Asset Management, LLC and has held roles at LFT Securities, LLC and Luma Financial Technologies, LLC. Outside of advisory work, he serves as Director of Sales and Product Origination at Luma Financial Technologies, a financial technology platform for advisors. Navian Asset Management, LLC is a newly registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment methods and instruments.

Christine Kalivas is a CFP® with seven years of industry experience, currently serving as an advisor at Fortune Financial Group, Inc. since 2018. She previously worked at Fixed Income Capital Partners LLC from 2014 to 2018. Kalivas is a 50% owner of RK Financial Wellness, where she provides financial wellness and coaching benefits. Fortune Financial Group offers financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $141 million in client assets. The firm employs long-term investment strategies using active and passive mutual funds and ETFs within a written investment policy framework.

Tony Gordon is a financial advisor at Covato Capital Management, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Covato Capital Management, he held positions at Paragon Flight, Bank of America, Merrill Lynch, and Roche Financial. Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, customized portfolios using a range of investment vehicles, and employs both fundamental and technical analysis, with affiliated entities involved in pooled investment vehicles and commodity trading.

Ronald Gelok Jr. is a financial advisor at Ronald Gelok & Associates, LLC with 37 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various firms including Purshe Kaplan Sterling Investments and GF Investment Services. In addition to his advisory work, he maintains a part-time law practice and has involvement in export marketing services. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, serving individuals, retirement and profit-sharing plans, trusts, estates, charities, and business entities. The firm provides comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products, emphasizing fundamental analysis and tailored manager selection with regular account reviews.

Bradley Stevens is a financial advisor at Knight Family Wealth with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting, LLC for four years. Stevens is also a licensed agent selling property and casualty insurance, as well as fixed life and health insurance. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a digitized subscription platform for family governance and wealth planning and frequently employs sub-advisers and third-party money managers across a variety of investment vehicles.

Frederick Krokenberger is a CFP® with 43 years of industry experience. He is currently with FactorPoint Planning, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Morgan Stanley and 11 years at Morgan Stanley Private Bank, National Association. FactorPoint Planning, LLC provides financial planning, consulting, and discretionary wealth management services with a focus on trusts, estates, corporations, and retirement plan clients. The firm uses a structured planning process and evidence-based investment strategies emphasizing low-cost, tax-efficient, diversified portfolios primarily built with systematic, rules-based ETFs and factor tilts.