Leo Renner is a CFP® with 12 years of industry experience currently advising at Meritum Wealth Management LLC in Dublin, Ohio. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance. He is also a licensed Medicare agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, institutional clients, and charitable organizations. The firm uses a combination of quantitative and qualitative investment methods and engages in both long- and short-term strategies, including options trading.

Scott Schatzle is a CFP® professional with 18 years of industry experience. He has been with Mutual Trust Advisory Group since 2016 and has a background that includes work at Boston University. Schatzle also has experience in non-variable insurance. Mutual Trust Advisory Group offers financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an asset-allocation driven investment process with a variety of strategies and tools, and provides a broad range of consulting services including estate coordination and business succession planning.

Mitchell Pruitt is a CFP® professional with two years of experience at Pruitt Richmond Wealth Management LLC. He has worked at Pruitt Cordell & Associates since 2011 and serves as a CPA there. Pruitt is also a licensed insurance agent, though he does not offer insurance products to clients of Pruitt Richmond Wealth Management. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a tailored, discretionary approach based on modern portfolio theory and maintains an affiliation with an accounting firm, offering integrated services outside the advisory relationship.

Donna Krohn is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Retirement Wealth Advisors, LLC, where she has worked since 2018, and also supports financial advisors through Holistic Financial Group, an educational platform. Outside of financial advising, she is involved with a vacation rental management business. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, serving a primarily pension and plan-focused client base.

James Gallagher is a financial advisor with Waterstone Financial Advisory LLC in Fort Myers, FL, holding a Series 65 license and 15 years of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. Outside of advisory work, he is a partner in Stuart Software Solutions, LLC, a software development and sales business. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses both third-party sub-advisers on the AssetMark platform and custom advisor-managed accounts, following a fiduciary approach based on cyclical and fundamental analysis with a long-term trading orientation.

Phillip Mc Grath is a financial advisor with Waterstone Financial Advisory LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Waterstone, he worked at TD Bank and in various roles within the mortgage industry. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses both third-party sub-advisers on the AssetMark platform and custom advisor-managed accounts, following a fiduciary approach that incorporates cyclical and fundamental analysis with a long-term trading orientation.

Kevin Jordan is a CFP® with five years of industry experience, currently serving as a financial advisor at Macke Financial Advisory Group since 2019. Prior to joining Macke, he worked at Herc Rentals and Bishop Verot High School. Macke Financial Advisory Group provides comprehensive financial planning and investment management services to individuals, trusts, estates, and retirement plans, including a bundled family office program offering lifestyle and cash management support. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and is noted for its willingness to recommend less common investment solutions with transparent disclosure.

Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.

Patrick Logue is a CFP® professional with eight years of experience in financial planning. He has been with Prudent Financial Planning since 2017 and previously worked at Ave Maria University. Prudent Financial Planning offers portfolio management and comprehensive financial planning services primarily for individual clients, including high-net-worth individuals, as well as charitable organizations and employer-sponsored retirement plans. The firm employs a primarily passive investment approach and provides financial planning through tiered service packages that integrate various planning areas and include access to an online platform and financial behavior coaching.

Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.

Kathleen Campbell is a Series 65-licensed financial advisor with 19 years of industry experience. She has been with Campbell Financial Partners, LLC since 2006. The firm provides fee-only financial planning and discretionary investment management to individuals, trusts, and small business clients, serving both high-net-worth and non-HNW households. Campbell Financial Partners emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily constructed with no-load or low-cost mutual funds and ETFs.

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.

Laurence Hulbert is a financial advisor at Naples Wealth Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at various firms including BB&T Wealth Management and multiple iterations of Naples Wealth Planning since 2017. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, long-term portfolios using a mix of securities and employs both fundamental and technical analysis, with ongoing client oversight and portfolio rebalancing.

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.

Scott Nelson is a financial advisor at Nova Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work history at Herc Rentals Inc. and Lasker, Kim & Co. LLP. Outside of his advisory role, he owns Nelson CPA Inc., a certified public accounting firm registered in Florida. Nova Wealth Management provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm also offers retirement plan consulting and manages held-away accounts, employing a range of strategies including option writing and tax-efficient asset location.

Michael Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a partner at Aviance Capital Partners LLC since 2018. He is also the managing director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers portfolio management across tailored strategies using internal research and a range of investment vehicles, including equities, fixed income, mutual funds, and ETFs.

Stephanie Gomez is a financial advisor at Nova Wealth Management, Inc. She holds a Series 65 credential and has one year of industry experience. Prior to joining Nova Wealth Management, she worked at Pinnacle USA LLC for one year and has been involved with Stabilized Steps LLC and SCG Business Consulting LLC since 2016. Nova Wealth Management serves individual and high-net-worth clients, small businesses, and corporations, offering discretionary asset management, comprehensive financial planning, and held-away account management. The firm employs both fundamental and technical analysis in portfolio construction and incorporates option strategies and tax-efficient asset location in its investment approach.

Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.

Jonathan Cathey is a financial advisor at Slagle Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Oxenfree Capital LLC dba Oxenfree Financial. Outside of advisory work, he is involved with Oxenfree Technology LLC, a fintech company, where he serves as an operations associate. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, focusing on globally diversified portfolios that align with clients’ goals and risk tolerance. The firm utilizes both internal management and third-party managers with a preference for index mutual funds and ETFs.