Charles Lewis is a CFA® charterholder and holds a Series 63 license with 26 years of industry experience. He has been the sole advisor at Lewis Capital Management since 1998. The firm provides portfolio management and financial planning services primarily to individual and trust clients, focusing on larger accounts without a formal minimum. Investment strategies emphasize tax and expense minimization, favoring large-cap U.S. companies with established earnings and dividend growth, and using indexed equity funds or institutional bond funds when appropriate. Lewis Capital Management manages accounts individually on a discretionary basis and maintains policies to avoid conflicts of interest.

Jon Lamonge is the principal of Lamonge Capital Management, LLC and holds Series 63 and Series 65 licenses with 21 years of industry experience. He has been self-employed since 2004 and has an ownership interest in an excavating and drilling business. In addition to his advisory role, Lamonge is an independent health insurance agent and real estate sales consultant. Lamonge Capital Management provides portfolio management services to individuals, high-net-worth clients, and pension trusts, utilizing diversified investment strategies including equities, fixed income, ETFs, real estate funds, and options. The firm operates under a fiduciary standard and incorporates written investment policy statements, charting, and analysis to guide its investment decisions.

David Marshall is a financial advisor at Emerson Partners with 36 years of industry experience. He previously worked at Private Portfolio, Inc. for 24 years before joining Emerson Partners in 2025. He holds the Series 63 designation and writes occasional market commentary on the EmersonLetter.com website. Emerson Partners is an independent firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods to tailor investment programs to client objectives and manage risk.

Richard Struthers is the sole advisor at Clearwater Capital Management in Naples, FL, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Clearwater Capital Management since 1998. Struthers also serves as an independent trustee for the Madison Funds. Clearwater Capital Management provides discretionary investment management primarily to high-net-worth individuals through separately managed accounts, using a fundamental, long-term research approach supplemented by technical and cyclical analysis. The firm focuses on a bespoke, concentrated advisory practice with diversified equity selections and conservative fixed-income holdings.

Michael Reilly is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has been with Cavan Capital Management LLC since 2014. Cavan Capital Management LLC provides discretionary portfolio management services primarily to high-net-worth individuals. The firm focuses on equity portfolios and related instruments, employing fundamental analysis alongside long- and short-term equity strategies, and integrates options and margin within separately managed accounts.

Gregory Melvin is a CFA® charterholder and holds a Series 65 license, with 30 years of experience in the financial industry. He has been the president of Dartmouth Capital Advisors, Inc. since 1995 and previously worked at C. S. McKee, L.P. for 20 years. He also serves as a director at First National Bank in Pittsburgh. Dartmouth Capital Advisors manages pension funds, profit-sharing plans, IRAs, endowments, and other assets for a diverse client base including foundations, medical offices, law firms, high-net-worth individuals, families, and institutional clients. The firm employs a combination of quantitative cash-flow-based models and qualitative due diligence for equity management, alongside a bottom-up, opportunistic fixed-income approach.

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 20 years of experience in the financial industry. He is principal of Advanced Investment Management LLC, where he has served since 2013, and has held roles at several firms including G.F. Investment Services LLC and First Heartland Consultants, Inc. Outside of his advisory work, Christensen 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. The firm uses a combination of fundamental and technical analysis to guide investment strategies tailored to each client’s objectives and risk tolerance.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual for 10 years. Outside of advising, he serves as part-time CFO for a law firm, managing payroll, accounting, and employee benefits, and is the owner of a specialty coffee shop focused on freshly roasted coffee. 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 and offers services including insurance products and pension/401(k) plan advisory.

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 66 and Series 65 credentials. His prior work includes roles at M4 Capital and Stifel. 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 select client base, employing a mix of fundamental, technical, and cyclical analysis while emphasizing low-cost ETFs and written investment guidelines.

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.

Christopher Ragain is a financial advisor at Sentinel Wealth Inc with 22 years of industry experience. He holds a Series 65 designation and has been involved with Sentinel Wealth Inc since 2000. In addition to his advisory role, he owns and operates two tax and accounting service businesses, Tax Planner Pro LLC and Sentinel Tax Inc. Sentinel Wealth Inc provides discretionary portfolio management and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm integrates tax and accounting services with its investment management, offering proprietary model portfolios alongside a comprehensive Legacy BluePrint financial-oversight engagement.

Michel Bethea is a financial advisor at Covato Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including New York Life Insurance Company and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a 25% owner of Access Direct Insurance, a provider of property and casualty insurance services. Covato Capital Management offers fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm provides customized portfolio management using a range of investment vehicles and employs both fundamental and technical analysis, with additional offerings including coordination with independent managers and tools for monitoring held-away accounts.