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.

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.

George Bokios is a financial advisor with Regal Advisory Services, Inc. in Ft. Myers, FL, holding a Series 63 designation and over 45 years of industry experience. He has worked with Regal Securities since 1980 and Board Broker Services since 1973. Outside of his advisory role, he serves as president of several holding companies and an advertising agency, dedicating limited time to these activities without compensation. Regal Advisory Services, Inc. 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 offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a combination of fundamental and quantitative research tailored to client objectives and risk tolerance.

Trevor Whitley is a CFP®, CFA®, and Series 65-licensed financial advisor with 20 years of industry experience. He has been with MNS Financial Management since 2004. 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 manages portfolios through discretionary and non-discretionary engagements, employing a range of strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives.

Arnold Gillard Jr. is a CFP® and Series 65-registered advisor with Marquis Wealth Management Group, bringing two years of industry experience. Prior to joining Marquis Wealth Management in 2023, he held roles at Wildcat Run Country Club and taught at Florida Gulf Coast University, the University of Central Florida, and Bishop Verot High School. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, businesses, pension plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of securities including equities, fixed income, mutual funds, and ETFs, with an emphasis on ongoing monitoring and treating cash as an asset class.

Kurt Traulsen is a financial advisor at Evolution Wealth Management Inc. with 11 years of industry experience. He holds a Series 65 credential and has previously worked at truAdvice, LLC, Brokers International, and Grace Capital Management, LLC. Outside of advisory roles, he is involved as Vice President and Co-Owner of an insurance agency offering life insurance, annuities, and Medicare products. Evolution Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, and equities, employing a long-term, buy-and-hold approach tailored to client objectives and risk profiles.

Terrance Murphy is a CFP® professional with 34 years of experience in the financial industry. He is affiliated with Total Clarity Wealth Management, Inc., where he has been active since 2006. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Outside of advisory services, he has been involved in tax preparation and accounting through a related business. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs discretionary portfolio management using a range of investment vehicles and offers customized asset allocations, including an active PreActive strategy that utilizes derivatives and margin where suitable.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor 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 discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.

Damian Varela is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group in Fort Myers, FL. His prior experience includes roles at Cambridge Investment Research, Cetera Wealth Services, and Thrivent Financial. Outside of his advisory work, he is involved in several business ventures, including managing Damian Varela Management LLC and providing bookkeeping and payroll services for a therapy practice. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management, utilizing model asset allocations and discretionary manager relationships, with client accounts custodied at multiple major custodians.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is president of the Blue Heron Condo Association and owns hospitality businesses including a bar in Sidney, Illinois. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary CreativeOne Wealth platform.

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Michelle Maciosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and offering 29 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024, and joined LPL Financial in 2024. Maciosek is also involved in managing her own advisory business, Next Level Planning & Wealth Management. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and previously worked in various roles at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Ryan Mclain is a financial advisor at M Holdings Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors and Fifth Third Securities. Outside of his advisory role, he serves as President Elect and board member of LeeLac, Inc., a nonprofit youth lacrosse organization. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Scott Butler is a CFP® professional with 41 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. His prior roles include positions at StoneX Securities Inc. and Wrp Investments, Inc. Butler also maintains a sole proprietorship focused on insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a variety of model-based solutions and third-party money managers to implement strategies.

James Wesolowski is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding the PFS™ credential and Series 63 and 65 licenses. He has 19 years of industry experience and has previously worked at H.D. Vest Investment Services and H.D. Vest Advisory Services. Wesolowski is also the owner of J Wesolowski Financial LLC, an independent insurance agency, and serves as president of James M. Wesolowski, CPA, P.A., a tax preparation and accounting firm. Archer Investment Corporation provides investment management primarily to individual clients across a range of net worth levels through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with investment approaches that include diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

Christian Stearns is a CFP® with 13 years of industry experience, currently serving as an advisor at Cooper McManus. He has held prior roles at Cambridge Investment Research and First Command Advisory Services. Stearns is also involved in nonprofit activities, including serving as president and board member of a NARFE chapter and as treasurer and board member of the Bahá'ís of Cape Coral. Cooper McManus provides financial planning and portfolio management services to individuals, trusts, corporations, and retirement plans, using a fundamentally driven investment process with a diverse range of instruments and model portfolios tailored to client objectives.

Alex Horvath is a financial advisor at Calton & Associates, Inc. He holds the Series 65 designation and has one year of industry experience. Prior to joining Calton & Associates, he held roles at Koin Games, Inc. and operated as a self-employed professional. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a variety of analytical approaches and options for portfolio management including firm-sponsored programs and third-party money managers.

Cynthia Helms is a financial advisor with Synovus Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Synovus Securities since 1999. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs and applies due-diligence processes for manager selection.

Carson Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Everhart Advisors, Carson worked at Case Pearlman Retirement Plan Advisors, LLC and has experience outside the financial sector including roles at Fedex and Ecoshield Pest Control. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.