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.

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.

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.

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 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.

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 66 and Series 65 licenses. Prior to his current role, Gordon has worked at firms including Bank of America and Merrill Lynch, and has experience in the aviation sector through Paragon Flight. Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolios using a mix of mutual funds, ETPs, stocks, bonds, and other instruments, and employs fundamental and technical analysis, along with an educational approach to client service.

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.

Bradley Rosley is a CFP® with 39 years of industry experience, currently serving at Fortune Financial Group, Inc. in Naples, FL. He has previously worked at American Trust Investment Services Inc. and LCM Capital Management Inc. Rosley is also an author, having written a book. Fortune Financial Group provides financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across various financial areas.

Calvin Koonce is a financial advisor at Montgomery Investment Management Inc with 45 years of industry experience. He has been with Montgomery Investment Management since 1987 and has operated Koonce Securities, Inc. since 1979. He holds Series 63 and Series 65 designations and serves as a director of VSEC. Montgomery Investment Management provides portfolio management and investment advice to high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients. The firm focuses on value-oriented, fundamental analysis with a long-term horizon and maintains a relatively concentrated portfolio approach.

Henry Basra is a financial advisor at Knight Family Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Pinewood Group LLC, Channel Investments LLC dba Tria Beauty, Sears Hometown Stores, and Transformco / Sears Holdings Corporation. Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office services and frequently employs sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Ronald Degasperis is a financial advisor with Fieldstone Money Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to his advisory role, he has worked as an accountant since 1990. Fieldstone Money Management serves individual and high-net-worth clients by providing discretionary asset management with a focus on fundamental and technical analysis, employing a range of investment strategies including long-term, short-term, and trading approaches. The firm is noted for its affiliation with accounting and tax services, with principals dedicating significant time to those activities.