James Walker is the principal of James W. Walker, P.A., an independent firm based in Naples, FL. He holds CPA credentials and has 27 years of industry experience. Walker has managed his firm since 1998, which combines investment advisory services with a Certified Public Accounting practice. James W. Walker, P.A. provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-oriented investment philosophy and integrates tax, accounting, and financial counseling services alongside its advisory work.

Jesus Delgado is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is the sole advisor at Delgado Private Wealth Management LLC, an independent firm based in Naples, FL. Prior to founding his current firm, Delgado worked at several firms including Rinaldi Wealth Management, FSC Securities Corporation, and Axa Advisors. He is also the owner of Delgado Capital Venture Group LLC, a venture involved in real estate activities. Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting services primarily to individuals, including high-net-worth clients, as well as corporate and pension/profit-sharing plan clients. The firm employs fundamental analysis and modern portfolio theory with a focus on low-cost ETFs and a long-term investment approach, acting as a fiduciary for retirement accounts and offering formal pension consulting services.

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 with Emerson Partners in Naples, FL, holding a Series 63 designation and 35 years of industry experience. Prior to joining Emerson Partners in 2025, he worked for Private Portfolio, Inc. for 24 years. He also writes occasional market commentary for the website EmersonLetter.com. Emerson Partners is an independent advisory firm serving clients with personalized investment strategies.

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 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.

Paul Hancock is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Genesis Wealth Planning, LLC. He is also a part-owner and licensed agent at Super Insurance of South West Florida, an insurance agency he has been involved with since 2013. In addition, Hancock operates a publishing company, Sound Money Capital, LLC, founded in 2025. Genesis Wealth Planning provides financial planning and investment supervisory services primarily to individuals and high-net-worth clients, managing approximately $10.25 million. The firm employs a core-and-satellite strategy using passive index funds and ETFs supplemented with selective active funds, managing accounts mostly on a discretionary basis with an emphasis on diversification, tax efficiency, and periodic rebalancing.

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.

Christopher Mikes is a CFA charterholder and the principal of The Investment Advisory Office of Christopher Mikes, P.A., an independent firm based in Bonita Springs, FL. He has been in his current advisory role since 2026 and concurrently operates affiliated law, accounting, property management, investigative, insurance, technology, and concierge businesses. Mikes has over ten years of experience running a law office. The Investment Advisory Office of Christopher Mikes, P.A. provides investment management and financial planning services to individuals, high net worth clients, and businesses. The firm employs a blend of passive and active strategies grounded in Modern Portfolio Theory and generally manages accounts on a discretionary basis.

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.