Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including PFS Investments Inc. and Quail West. Eisenhauer is also a licensed insurance agent, spending a portion of his time in insurance sales. Advantage Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $675 million across roughly 570 clients. The firm emphasizes long-term, strategic asset allocation and provides discretionary portfolio management using ETFs, mutual funds, and other securities.

Anthony White is a CFP® professional with 38 years of experience in the financial services industry. He is currently part of Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Scott White Advisors, LLC and Raymond James Financial Services, Inc. He is involved in selling long-term care and non-variable life insurance products and provides a range of financial planning services including estate planning and legacy planning. Uhler Vertich White Advisors offers discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach centers on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers.

Michael McGrail is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. McGrail is also a licensed insurance agent who sells life, health, casualty, and long-term care insurance. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across multiple platforms.

Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.

Rodney Kramp is a financial advisor at Asset One Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Cetera Wealth Services, Voya Financial Advisors, and Fifth Third Securities. Outside of his advisory role, he owns and oversees operations for Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, with a focus on periodic rebalancing and institutional support services.

Estefania Gorman is a financial advisor at Scala Capital LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at First Trust Advisors L.P., First Trust Portfolios L.P., Oppenheimer & Co., Wells Fargo Clearing, and Merrill. Outside of her advisory role, she works as a delivery driver for a local delivery service. Scala Capital serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management using model portfolios and a range of investment strategies, alongside limited financial planning, consulting, and specialized investment banking services.

James Vertich is a CFP® with 37 years of experience in financial services, currently serving at Uhler Vertich White Advisors since 2023 after a long tenure with Raymond James Financial Services beginning in 1993. He is a board member and participates on the investment committee for the Southwest Florida Symphony Endowment Foundation. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, and it integrates third-party research and fund managers in its investment approach.

Steven Grabarczyk is a financial advisor with Regal Advisory Services, Inc. in Fort Meyers, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer Regal Securities since 2007. Outside of his advisory role, he has been involved with Super T Shirts since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment approach combines fundamental and quantitative research tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Alfred Tounjian is a CFP® with 15 years of experience, currently serving at Advantage Wealth Partners in Fort Myers, FL. He has been involved with various entities operating under the Advantage Retirement Group name since 1991. Outside of advisory work, he is also engaged in insurance sales and owns STI Property Management LLC. 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 across roughly 527 clients and employs a primarily long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, individual securities, and alternative positions.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Grace Advisory Group. In addition to his advisory role, he is involved as an insurance agent with Evolution Retirement Services Inc. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios and manages a proprietary wrap fee program that incorporates independent managers and external research support.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Shane Carrier is a CFP® certificant with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. His career includes roles at Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive 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 fund managers and research.

Bryan Fiore is a financial advisor at Uhler Vertich White Advisors in Fort Myers, FL, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and Scottrade, Inc. He is involved in youth soccer organizations through the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified, asset-allocated mutual fund and ETF portfolios based on written financial plans and investment policy statements, without recommending individual stocks or bonds.

Kyle Van Liere is a Series 65-credentialed advisor at Hilltop Wealth & Tax Solutions with one year of industry experience. His prior roles include positions at The Club at the National and Ave Maria University, as well as entrepreneurial involvement with Coach's Bar and Grill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

David Wattles is a financial advisor at Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses with nine years of industry experience. His work history includes roles at Alexander Peter Wealth Management and Beacon Global Advisor Network, as well as operating a UK pension consulting business. Amerity Wealth Management is a multi-advisor fiduciary firm serving individual clients, businesses, and pension plans, offering asset management, financial planning, retirement consulting, and specialized UK pension transfer and ongoing management services. The firm manages approximately $339 million in assets across 15 advisors and uses third-party model portfolios and multi-custodian platforms to serve its client base.

Lauren Traulsen is a financial advisor at Evolution Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles in the hospitality sector at Potts Sports Cafe, Lansdowne Street Bar & Grill, and Jacks Seafood Bar & Grill. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term, buy-and-hold strategy through diversified portfolios and sponsors an in-house wrap fee program that integrates external Independent Managers and research support.

David Jarosz is a financial advisor at WNY Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at LPL Financial, Cadaret, Grant & Co., Inc., and Morlock & Company, LLC. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops.

Brett Barry is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL. He holds a Series 65 designation and has been with Evolution Wealth Management since 2024, with prior work experience outside the financial industry. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, employing a long-term, passive buy-and-hold investment approach with diversified allocations across mutual funds, ETFs, bonds, equities, and Independent Managers.

Stephen Cully is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles in hospitality and investment firms prior to joining Advantage Wealth Partners, where he has worked since 2026. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, strategic asset allocation approach with discretionary portfolio management primarily using ETFs and mutual funds, supported by sub-advisory and back-office services from AE Wealth Management.