Frederick Krokenberger is a CFP® with 43 years of industry experience. He is currently with FactorPoint Planning, LLC, where he has worked since 2026. Prior to that, he spent 17 years at Morgan Stanley and 11 years at Morgan Stanley Private Bank, National Association. FactorPoint Planning, LLC provides financial planning, consulting, and discretionary wealth management services with a focus on trusts, estates, corporations, and retirement plan clients. The firm uses a structured planning process and evidence-based investment strategies emphasizing low-cost, tax-efficient, diversified portfolios primarily built with systematic, rules-based ETFs and factor tilts.

Bradley Rosley is a CFP® with 39 years of industry experience, currently serving at Fortune Financial Group, Inc. in Naples, FL. He has previously worked at American Trust Investment Services Inc. and LCM Capital Management Inc. Rosley is also an author, having written a book. Fortune Financial Group provides financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across various financial areas.

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.

Calvin Koonce is a financial advisor at Montgomery Investment Management Inc with 45 years of industry experience. He has been with Montgomery Investment Management since 1987 and has operated Koonce Securities, Inc. since 1979. He holds Series 63 and Series 65 designations and serves as a director of VSEC. Montgomery Investment Management provides portfolio management and investment advice to high-net-worth individuals, families, trusts, retirement accounts, charitable organizations, and institutional clients. The firm focuses on value-oriented, fundamental analysis with a long-term horizon and maintains a relatively concentrated portfolio approach.

Henry Basra is a financial advisor at Knight Family Wealth with a Series 65 designation and one year of industry experience. His prior work includes roles at Pinewood Group LLC, Channel Investments LLC dba Tria Beauty, Sears Hometown Stores, and Transformco / Sears Holdings Corporation. Knight Family Wealth provides discretionary and non-discretionary portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a digitized subscription platform for family office services and frequently employs sub-advisers and third-party money managers to tailor investment strategies to client objectives and risk tolerances.

Ronald Degasperis is a financial advisor with Fieldstone Money Management, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to his advisory role, he has worked as an accountant since 1990. Fieldstone Money Management serves individual and high-net-worth clients by providing discretionary asset management with a focus on fundamental and technical analysis, employing a range of investment strategies including long-term, short-term, and trading approaches. The firm is noted for its affiliation with accounting and tax services, with principals dedicating significant time to those activities.

Karim Mawji is a CFA® charterholder with three years of industry experience. He is currently the sole advisor at Eagle Talon Partners and has prior experience with Paragon Intel and Dentonia Park Capital Management. Eagle Talon Partners manages separately managed accounts for high-net-worth individuals, family offices, and institutional investors, employing an event-focused investment approach that combines fundamental and systematic analysis across global equities, derivatives, and ETFs. The firm offers a range of strategies and bespoke investment products, including concentrated long and short positions and thematic ETF overlays.

Lawrence Lepard is a financial advisor at EMA SMA LLC with a Series 65 credential and four years of industry experience. He has held roles at Graybeard BTC Management, LLC, EMA SMA LLC, Lavras, Rise Gold Corp., and Equity Management Associates, LLC. Lepard serves on the boards of Lavras and Rise Gold Corp. and is the sole member and manager of Equity Management Associates, LLC, as well as managing member of EMA Garp Fund, LP and EMA Garp GP, LLC. EMA SMA provides discretionary portfolio management for individuals, corporations, and business entities, focusing on customized investment strategies across a range of asset classes. The firm’s approach integrates fundamental, technical, cyclical, and charting analysis and includes active fund sponsorship and involvement in public company boards and alternative investments such as cryptocurrency and leveraged trading.

Michael Pento is a financial advisor at Pento Portfolio Strategies, LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2011. Pento Portfolio Strategies serves individuals, high-net-worth clients, corporations, and other advisors by providing portfolio management, financial planning, tax, and accounting services. The firm employs an actively managed approach based on its Inflation/Deflation and Economic Cycle (IDEC) model and offers both growth- and income-oriented strategies, including services delivered through third-party platforms.

John Hummel is a financial advisor at AIS Capital Management L.P. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with AIS Futures Management LLC and AIS Capital Management LLC since 1993. He is also the owner of Hummel Inc., a commodity pool operator. AIS Capital Management L.P. provides discretionary investment management to individuals, family offices, endowments, foundations, pension plans, trusts, and pooled investment vehicles. The firm focuses on absolute-return strategies through discretionary global macro, futures, and long-only tactical asset allocation approaches, utilizing futures, options, and leverage in some programs.

Justine Coleman is a financial advisor at Pento Portfolio Strategies, LLC with 12 years of industry experience. She holds a Series 65 credential and has been with the firm since 2013. Based in Naples, FL, she works alongside one other advisor at the firm. Pento Portfolio Strategies serves individual and high-net-worth clients as well as select investment companies by providing discretionary portfolio management, Investment Policy Statements, and tax and accounting services. The firm employs a proprietary Inflation/Deflation and Economic Cycle (IDEC) model that integrates macro analysis and technical screening to guide active portfolio positioning, complemented by subscription-based alerts and in-house tax capabilities.

Bertram Martin III is an investment advisor representative at RiverGlades Family Offices, LLC with nine years of industry experience. He holds Series 65 and Series 66 credentials and has held roles at firms including Robertson Stephens Wealth Management. Martin serves as a trustee of the Sister Margaret Freeman Foundation and volunteers on the finance committee for the St. Pete Free Clinic. RiverGlades Family Offices provides advisory services to high-net-worth individuals, multigenerational families, charitable organizations, and corporate clients. The firm integrates fundamental and technical analysis with modern portfolio theory, utilizing diversified ETF exposures and derivatives within separately managed accounts.

Christopher Vernon is a financial advisor with Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 credential and 10 years of industry experience. He has been with Andrew Hill Investment Advisors since 2016 and concurrently operates Vernon Litigation Group as an attorney since 2008. Outside of his advisory and legal work, he is involved with Griffon Force, LLC, a company focused on identity-theft protection and restoration, and Investor Life Guard LLC, an investor watchdog group. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored plans, including captive insurance companies. The firm customizes portfolios with a mix of fundamental, technical, cyclical, and behavioral analysis, incorporates ESG factors, and offers services that extend to legal referrals and administrative assistance uncommon among similar-sized firms.

Robert Gerstemeier is a CFP®-credentialed financial advisor with 22 years of industry experience. He is a principal at Gerstemeier Financial Group, LLC, where he has worked since 2009. The firm provides personalized financial planning and ongoing investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Gerstemeier Financial Group employs a strategic asset-allocation approach using passive index funds and ETFs for core exposures combined with tactical satellite allocations, managing approximately $143 million in discretionary assets for around 70 clients.

Dawn Litchfield is a financial advisor at Naples Money Management LLC with 40 years of industry experience. She holds a Series 63 designation and has been with Naples Money Management since 2010. Her prior work includes long-term roles at Litchfield & Nelson Partners, Mutual Service Corporation, and Litchfield & Nelson, Inc. Naples Money Management advises individuals, high-net-worth clients, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and wealth management services. The firm utilizes a top-down sector allocation combined with bottom-up security selection, employing equities, ETFs, options, and derivatives strategies within separately managed accounts.

Michael Farr is a financial advisor with FarrCrest Capital LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Hightower Advisors for five years and IA Farr, Miller & Washington, LLC for 25 years. He serves as an outside director for Goal Financial LLC, a student loan portfolio company. FarrCrest Capital is a family office managing portfolio and generational wealth exclusively for the founding family and affiliates. The firm focuses on long-term stewardship through fundamental research, managing concentrated, discretionary portfolios with an emphasis on legacy planning and governance.

Louis Lemos II is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Navian Asset Management, LLC since 2025 and previously held roles at Luma Financial Technologies, Navian Capital LLC, and First Kentucky Trust. Navian Asset Management, LLC provides discretionary and non-discretionary portfolio management with integrated financial planning to individuals, including high net worth clients, and charitable organizations. The firm uses a customized portfolio construction approach that incorporates various analytical methods and a broad range of investment instruments, including options and digital assets.

Paul Murphy is a CFA charterholder with 16 years of industry experience. He is currently a principal at Front Edge Capital Management, LLC, where he has worked since 2019. His prior experience includes roles at Foreside Fund Services, LLC, RMB Capital Management, Quasar Distributors, LLC, and Ironbridge. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $88.5 million in client assets, employing a proprietary research process focused on large U.S. companies with a blend of growth and value strategies.

Christopher Covato is a financial advisor at Covato Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CS Planning Corp and Covato Capital Management, LLC. Outside of his advisory role, Mr. Covato is a Captain and Simulator Check Airman for Atlas Air Inc., where he has been employed since 1999, flying Boeing 747s. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities, including high-net-worth clients. The firm offers customized portfolio management and financial planning, utilizing a range of investment vehicles and model portfolios, and is notable for its involvement with sponsored private investment vehicles and commodity trading activities.

Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.