Charles Overbey Jr. is a CFP® professional with 27 years of industry experience, currently serving as the sole advisor at C. O. Overbey, Jr LLC in Bonita Springs, FL. His career spans roles under his own name and firm since 1984, including work as a licensed CPA. C. O. Overbey, Jr LLC offers financial planning and discretionary investment management to individuals, trusts, estates, and corporate entities. The firm employs a portfolio construction approach grounded in Modern Portfolio Theory and active equity and fixed-income research, focusing on long-term holdings and comprehensive financial planning separate from specific securities advice.

Ari Schneider is the sole advisor at Mandarin Advisers in Naples, FL, holding Series 65 and Series 66 licenses with five years of industry experience. He has worked in real estate since 2010, including roles at Premier Plus Realty and currently as a broker associate at MVP Realty. Outside of his advisory work, Schneider is also a licensed insurance agent offering fixed annuities, health, and life insurance products. Mandarin Advisers provides financial planning and investment advisory services to individuals, trusts, estates, and business entities. The firm offers customized portfolio management, retirement rollover guidance, and educational seminars, utilizing fundamental, technical, and cyclical analysis and coordinating with other professionals when needed.

Aaron Pierce is a CFP®-certified financial advisor with 13 years of industry experience. He is the sole advisor at TrueVine Family Wealth, an independent registered investment adviser based in Naples, FL, where he has worked since 2024. His prior experience includes roles at Mutual Trust Advisory Group, UBS Financial, and several other firms. He is also a licensed insurance agent in Florida. TrueVine Family Wealth provides discretionary portfolio management, financial planning, and consulting services to individuals and high-net-worth clients. The firm employs a multi-faceted investment approach combining cyclical, fundamental, modern portfolio theory, and quantitative analysis, with an emphasis on long-term trading and options strategies.

Randolph Snow is the sole advisor at R.E. Snow Private Wealth Management Group, LLC, an independent registered investment adviser based in Estero, FL. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. In addition to his advisory role, Snow serves as CFO of Solarix, a non-investment business. R.E. Snow Private Wealth Management Group provides tailored, non-discretionary asset management and advisory services primarily to high-net-worth and accredited investors. The firm offers customized investment strategies combining fundamental and technical analysis across traditional securities and alternative pooled investments.

Charles Sorsby is the sole advisor at Sorsby Financial Corp. in Bonita Springs, FL, holding Series 63 and Series 65 licenses with 51 years of industry experience. He has been leading Sorsby Financial Corp. since 1997. Outside of his advisory role, he serves as president and sole shareholder of Capital Conservation Corp., acting as general partner for the Capital Preservation Fund L.P. since 2004. Sorsby Financial Corp. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical methods across various asset classes and offers both advisory and brokerage execution, with the ability to enter into performance-based fee arrangements for qualified clients.

Daniel Keller is the principal of LUMA Capital, an independent advisory firm based in Naples, Florida. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Mr. Keller also serves as a consultant on tax structuring and compliance for Aqualane Advisory, an international accounting and tax consulting firm, where he is a director. LUMA Capital provides investment management and advisory services to family offices, high-net-worth individuals, retirement plans, foundations, trustees, estates, and institutional clients. The firm uses fundamental research, due diligence, and macroeconomic analysis to tailor investment strategies across a wide range of instruments, including public equities, fixed income, options, derivatives, and private fund interests.

Altin Meleqi is a Series 65-licensed financial advisor with over 10 years of industry experience. He is the sole advisor at Financial Freedom Capital Management, a firm he has been with since 2015. His prior experience includes roles at Premiere Plus Realty and several investment-related companies, where he holds leadership positions. Financial Freedom Capital Management serves individuals, companies, trusts, and pension plans, managing approximately $70.4 million across about 229 clients. The firm focuses on long-term investing, income generation, and tax minimization, utilizing a top-down fundamental analysis approach and offering services including pension transfers for UK expatriates and tax preparation.

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-registered financial advisor with nine years of industry experience. He is the principal of Delgado Private Wealth Management LLC in Naples, FL, where he has worked since 2023. Prior to founding his firm, he held roles at Rinaldi Wealth Management, FSC Securities Corporation, and Ciccarelli Advisory Services. Delgado also manages Delgado Capital Venture Group LLC, which is involved in real estate activities. Delgado Private Wealth Management LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as corporate and pension/profit-sharing plan clients. The firm emphasizes fundamental analysis, modern portfolio theory, and the use of low-cost ETFs within a fiduciary framework, actively supporting plan sponsors through formal pension consulting and investment policy oversight.

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.

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 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.