Joseph Pendenza is a financial advisor at Makke Financial Advisory Group in Fort Myers, FL. He holds a Series 65 designation and has been in the industry for one year. Prior to his current role, he worked with Stan's Coffee and had experience with several minor league hockey teams. Makke Financial Advisory Group serves individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting, with a focus on tailored asset allocation and the use of advanced strategies including derivatives and options.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.

Brian O'Connell is a CFP® professional with 21 years of industry experience, currently serving at Marquis Wealth Management Group in Fort Myers, FL. He has been with MNS Financial Management LLC since 2008. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, and various types of plans and organizations. The firm offers portfolio management through discretionary and non-discretionary engagements, utilizing a range of asset classes and strategies, including limited options and derivatives in separately managed accounts.

William Palmer is a financial advisor at Coyle with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including BB&T Bank, BB&T Investments, BB&T Securities, and SunTrust Advisory Services. Palmer serves as a board member for Candlelighters of Southwest Florida, a nonprofit supporting families of children with cancer or blood disorders, and for FGCU Planned Giving/Advancement, which focuses on philanthropic efforts for Florida Gulf Coast University. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, and family legacy services. The firm employs a combination of tactical and strategic asset allocation and utilizes sub-managers and third-party software for security-level analysis to tailor portfolios according to client goals, risk tolerance, and time horizon.

Malena Farach is a Series 66 licensed financial advisor at Atlas with seven years of industry experience. Her prior experience includes roles at Ameriprise Financial Services and J.P. Morgan Securities, as well as JPMorgan Chase Bank. Outside of finance, she is affiliated with a travel agency as a part-time travel agent. Atlas is a wealth management firm serving individuals, families, trusts, estates, businesses, and pooled investment vehicles. The firm employs a long-term, index-based investment framework supplemented by internally managed strategies and offers both discretionary and non-discretionary services, including sponsorship of private investment funds.

Nicole Eirich is a Certified Financial Planner™ with 17 years of industry experience. She is currently with Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Morgan Stanley, Landaas & Company, and Robert W Baird & Co. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers rather than individual securities.

David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select individual securities.

Richard Krichbaum is a CFP® with 26 years of experience in the financial industry. He has been associated with Mns Financial Management LLC since 1999. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary engagements, typically allocating assets across equities, fixed income, mutual funds, ETFs, and private investment funds, with a notable emphasis on non-discretionary management.

Matthew Russo is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Chicago Investment Advisory Group, he was employed at Berkshire Hathaway and The Vanguard Group. In addition to his advisory role, Russo works as a real estate agent with Berkshire Hathaway. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individual investors, pension plans, trusts, estates, and business entities. The firm employs an asset-allocation approach that combines fundamental, technical, and cyclical analysis, utilizing both long-term and shorter-term strategies aligned with client goals.

Brian Rezny is a CFP® with 28 years of industry experience and has been with Rezny Wealth Management, Inc. since 2013. He holds Series 63 and Series 65 licenses and hosts a weekly radio show, "The Rezny Wealth Report," broadcast live on multiple stations in the Florida and Chicagoland areas. He is also a licensed life insurance agent. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides discretionary portfolio management and integrated financial planning using a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis.

John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.

John Mann III is a financial advisor at High Probability Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Manning & Napier Investor Services, Inc. and Brighthouse Financial. Outside of his advisory role, Mann owns Backyard Social, a food and hospitality business. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm manages over $1 billion in assets and employs an investment approach that incorporates quantitative, fundamental, and technical analysis across a range of securities.

Mark Lablance is a financial advisor with William Joseph Capital Management, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at M1 Capital Management and operates LaBlance Financial Group, LLC. In addition to his advisory work, he provides tax preparation services as an enrolled agent during tax season. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers integrated wealth management services combining financial planning and portfolio management, utilizing both proprietary strategies and third-party sub-advisors through the AssetMark platform.

Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. Harrell is also a licensed insurance agent, dedicating approximately half of his time to insurance sales through National Benefit Legacy. Advantage Wealth Partners provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages about $675 million across roughly 570 clients, utilizing a long-term, strategic asset allocation approach with discretionary portfolio management primarily focused on ETFs and mutual funds.

Jessica Beckett is a financial advisor with Byrne Financial Freedom, LLC in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Additionally, she is a notary public. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with a focus on fundamental analysis and a generally long-term investment approach using low-cost mutual funds, ETFs, and other securities.

Marcus Henderson is a CFP® professional with nine years of industry experience, currently serving at Marquis Wealth Management Group since 2022. His prior experience includes roles at Raymond James Financial Services Advisors, Busey Bank, and Investors Security Trust Company. Outside of his advisory work, he is also involved as a real estate sales associate with Corbin Henderson Company in Fort Myers, FL. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes a portfolio management approach that includes discretionary and non-discretionary engagements, diversified asset allocations, and the use of limited options and derivatives strategies.

Jennifer Brown is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC for 13 years before joining Raymond James Financial Services and Uhler Vertich White Advisors in 2025. Outside of finance, she owns Peace Pose Yoga LLC, where she teaches online yoga classes and sells jewelry. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across around 300 client relationships, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research and experienced fund managers.

Scott Carson is a financial advisor with CarsonAllaria Wealth Management, LTD., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at CarsonAllaria since 2014 and concurrently with Purshe Kaplan Sterling Investments since 2013. In addition to advisory work, he operates a sole proprietorship providing non-variable insurance sales. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses quantitative optimization and a combination of traditional research and technology platforms, including a sub-advisory arrangement with Betterment, to tailor investment strategies and provide fiduciary and consulting services.

Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation with three years of industry experience. He has worked at several firms, including PFS Investments Inc. and Quail West, and currently splits his time between advisory work and licensed insurance sales. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million for around 570 clients using discretionary portfolio management focused on long-term strategic asset allocation and value investing.

Anthony White is a CFP® and ChFC® with 37 years of experience in financial advising. He is currently with Uhler Vertich White Advisors and has prior experience at Scott White Advisors, LLC, which he owned until its sale in 2023, and Raymond James Financial Services, Inc. He also sells long-term care insurance, non-variable life insurance, and non-variable annuities through Uhler Vertich White Advisors. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily composed of mutual funds, and provides comprehensive financial planning and ongoing portfolio management.