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 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.

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.

Karim Mawji is a CFA® charterholder with three years of industry experience. He is currently the sole advisor at Eagle Talon Partners and has prior experience with Paragon Intel and Dentonia Park Capital Management. Eagle Talon Partners manages separately managed accounts for high-net-worth individuals, family offices, and institutional investors, employing an event-focused investment approach that combines fundamental and systematic analysis across global equities, derivatives, and ETFs. The firm offers a range of strategies and bespoke investment products, including concentrated long and short positions and thematic ETF overlays.

Lawrence Lepard is a financial advisor at EMA SMA LLC with a Series 65 credential and four years of industry experience. He has held roles at Graybeard BTC Management, LLC, EMA SMA LLC, Lavras, Rise Gold Corp., and Equity Management Associates, LLC. Lepard serves on the boards of Lavras and Rise Gold Corp. and is the sole member and manager of Equity Management Associates, LLC, as well as managing member of EMA Garp Fund, LP and EMA Garp GP, LLC. EMA SMA provides discretionary portfolio management for individuals, corporations, and business entities, focusing on customized investment strategies across a range of asset classes. The firm’s approach integrates fundamental, technical, cyclical, and charting analysis and includes active fund sponsorship and involvement in public company boards and alternative investments such as cryptocurrency and leveraged trading.

John Hummel is a financial advisor at AIS Capital Management L.P. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with AIS Futures Management LLC and AIS Capital Management LLC since 1993. He is also the owner of Hummel Inc., a commodity pool operator. AIS Capital Management L.P. provides discretionary investment management to individuals, family offices, endowments, foundations, pension plans, trusts, and pooled investment vehicles. The firm focuses on absolute-return strategies through discretionary global macro, futures, and long-only tactical asset allocation approaches, utilizing futures, options, and leverage in some programs.

Bertram Martin III is an investment advisor representative at RiverGlades Family Offices, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials and has held roles at firms including Robertson Stephens Wealth Management. Martin serves as a trustee of the Sister Margaret Freeman Foundation and volunteers on the finance committee for the St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients. The firm integrates fundamental and technical analysis with modern portfolio theory, utilizing diversified ETF exposures and derivatives within separately managed accounts.

Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.