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.

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.

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.

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.

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.

Marina Galeano is a financial advisor at M & I Financial Planning Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2003. In addition to her advisory role, she has extensive experience managing household responsibilities over several decades. M & I Financial Planning Services provides investment management and financial planning primarily for individual investors and family trusts, focusing on taxable, Roth, and tax-deferred accounts. The firm employs a conservative, long-term approach with discretionary portfolio management, typically favoring exchange-listed individual securities and ETFs.

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.

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.

Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. in Bonita Springs, FL, holding a Series 65 designation with two years of industry experience. Prior to her advisory role, she worked at Crestwell School for 13 years. Rinaldi Wealth Management serves individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to client goals and risk tolerance while conducting regular account oversight.

Gregory Lawrence is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Odiorne Point Asset Management, LLC. His prior experience includes roles at Estate Planners of New England and his own Lawrence Legacy Group, among others. He is also licensed to sell annuities and life insurance, earning commissions in this capacity. Odiorne Point Asset Management, LLC provides discretionary portfolio management primarily to individual clients, focusing on long-term investment strategies guided by personalized Investment Policy Statements. The firm uses proprietary asset-allocation models and operates as a small, three-advisor team managing approximately $66 million in assets.

Dustin Rinaldi is a CFP® with 20 years of experience in the financial services industry. He is the president of the Rinaldi Foundation for Financial Education, which provides free educational seminars to help retirees manage retirement planning and avoid poverty. Rinaldi is principal at Rinaldi Wealth Management, Inc., a firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $243.2 million in discretionary assets and emphasizes asset allocation and mutual fund/ETF analysis tailored to clients’ goals and risk tolerance.

Norman Santori is a CFP® and ChFC® with 46 years of industry experience. He is a founding member of Santori & Peters, Inc. and has served as Owner and President of Risk Managers, Inc., a licensed insurance agency, since 1997. He allocates approximately 10% of his professional time to his licensed insurance activities. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides portfolio management, retirement plan consulting, and financial planning services, implementing a personalized investment process that combines fundamental, technical, and cyclical analysis across a range of investment vehicles.

Ronald Gelok Jr. is the principal of Ronald Gelok & Associates, LLC in Naples, FL, with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc. and GF Investment Services, LLC. In addition to his financial advisory work, he maintains a part-time law practice and oversees an export marketing business. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm offers comprehensive financial planning and discretionary investment management, typically implementing portfolios through recommended independent managers and sub-advisory platforms, with a focus on fundamental analysis and tailored risk management.

Phillip Valley is a Series 66 licensed financial advisor with 30 years of industry experience. He has worked at Eastwind Capital Wealth Management since 2008 and has operated Estate Planning Professionals, an insurance services business, since 1991. He also serves as a member of the Stowe Mission Board of Directors, a nonprofit organization in Columbus, Ohio. Eastwind Capital Wealth Management provides discretionary portfolio management and limited financial consulting to individuals, institutions, and charitable organizations. The firm employs a Specialized Strategic Investment Model focused on income and capital preservation, using a combination of fundamental, technical, and charting analysis.

Marcus Bickle is a financial advisor at Naples Money Management LLC in Naples, FL, holding a Series 65 designation with 10 years of industry experience. He has been with Naples Money Management since 2013. Naples Money Management serves individuals, high-net-worth clients, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, wealth management, and annuity management. The firm uses a combination of model portfolios and separately managed accounts, employing a top-down sector allocation followed by bottom-up security selection, and incorporates options strategies and leverage within its investment approach.

Mark Ragonese is a Series 65 licensed advisor with six years of industry experience. He is affiliated with Pelican Wealth Advisors, LLC and is also employed by Bausch Health US, LLC in a non-investment role as an international customer service export representative. He is the CEO and owner of MAR Financial LLC, a holding company formed for tax purposes. Pelican Wealth Advisors, LLC is a fee-based investment adviser managing approximately $71.4 million for over 220 clients, primarily individuals, high-net-worth individuals, and trusts. The firm offers discretionary portfolio management and comprehensive financial planning services, employing fundamental, technical, and cyclical analysis to tailor investment programs to client objectives.

Francis Ragonese is a financial advisor at Pelican Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 65 designation and has been involved with Pelican Wealth Advisors since 2010. Ragonese is also president of Pelican Financial Group, Inc., where he spends a significant portion of his professional time. Pelican Wealth Advisors, LLC manages approximately $71.4 million primarily for individuals, high-net-worth clients, and trusts, offering discretionary portfolio management and comprehensive financial planning services. The firm provides tailored investment programs and conducts public educational seminars and workshops.

Blake Flanders is a CFP® professional with four years of industry experience currently advising at Momentum Wealth Planning. His background includes positions at Ameriprise Financial Services and a three-year tenure at Liberty University. He holds the Series 66 designation and is based in Estero, Florida. Momentum Wealth Planning serves individuals, families, family offices, trusts, private foundations, and qualified retirement plans with discretionary and non-discretionary investment management as well as limited financial planning and retirement plan advisory services. The firm employs a tactical allocation approach using momentum factors to adjust portfolios and manage risk, offering option strategies or traditional buy-and-hold models based on client needs.