Georgeann Portokalis is the sole advisor at GAP Financial Counseling Corp. in Naples, FL, with 21 years of industry experience. She holds the CFA® designation and has led her independent firm since 2005. She participates actively in professional education and industry forums, including CFA Institute activities and estate-planning conferences. GAP Financial Counseling provides fee-only, project-based financial counseling and investment analysis to individuals and business entities, including high-net-worth clients and business owners. The firm emphasizes detailed fundamental analysis and strategic financial planning, focusing on consulting engagements rather than ongoing portfolio management.

Aaron Skloff is a CFA® charterholder with 30 years of industry experience. He is the founder and CEO of Skloff Financial Group, an independent advisory firm based in Naples, FL. In addition to his advisory work, Skloff teaches finance courses at FGCU Academy and is involved in adult financial education. Skloff Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and qualified retirement plans. The firm tailors investment programs to client objectives using fundamental and technical analysis and manages over 400 client relationships with approximately $114 million in assets under management.

Tony Toska is a financial advisor at Cardinal Wealth Management, L.L.C. in Naples, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual for 10 years. Outside of advising, he serves as part-time CFO for a law firm, managing payroll, accounting, and employee benefits, and is the owner of a specialty coffee shop focused on freshly roasted coffee. Cardinal Wealth Management provides discretionary portfolio management, financial planning, and pension consulting for individuals, pension plans, charitable organizations, and institutional clients. The firm employs a range of investment strategies and offers services including insurance products and pension/401(k) plan advisory.

Samuel Dedio is the sole advisor at Patrumin Investors, LLC, an independent registered investment adviser based in Naples, FL. He holds Series 63 and Series 65 designations and has 12 years of industry experience. Since 2018, he has also served as an adjunct professor at Florida Gulf Coast University, teaching courses in finance and investments. Patrumin Investors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, institutions, corporations, and small businesses. The firm employs a bottom-up fundamental analysis approach focused on U.S. equities, managing portfolios primarily through four long-only equity model strategies with an emphasis on durable free cash flow and secular growth.

Anthony Girellini is a financial advisor at Principled Advisors, Inc. in Naples, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Principled Advisors since 2003. Principled Advisors, Inc. serves corporate pension and profit-sharing plans as well as individual and high-net-worth clients, providing retirement plan consulting and discretionary portfolio management for individual accounts. The firm focuses on non-discretionary, participant-directed retirement-plan services and emphasizes fiduciary compliance and plan design through the use of third-party analytics.

Tim McMahon is a Series 65-licensed advisor at Wisdom Planning Group with one year of experience at the firm. He previously worked for Hartree Partners for five years and has been involved with TSM Management, Inc. since 2012. Wisdom Planning Group provides discretionary portfolio management, financial planning, and pension consulting services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct diversified portfolios and employs tactical strategies to manage risk and return.

Marina Galeano is a financial advisor at M & I Financial Planning Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 2003. In addition to her advisory role, she has extensive experience managing household responsibilities over several decades. M & I Financial Planning Services provides investment management and financial planning primarily for individual investors and family trusts, focusing on taxable, Roth, and tax-deferred accounts. The firm employs a conservative, long-term approach with discretionary portfolio management, typically favoring exchange-listed individual securities and ETFs.

Daniel Stephen Jr. is a financial advisor at Servatus Capital with 10 years of industry experience. He holds Series 66 and Series 65 credentials. His prior work includes roles at M4 Capital and Stifel. Servatus Capital advises individuals, foundations, charitable organizations, and businesses, providing customized financial planning, portfolio management, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $110 million for a select client base, employing a mix of fundamental, technical, and cyclical analysis while emphasizing low-cost ETFs and written investment guidelines.

Laura Gerstemeier is a CFP® with 17 years of industry experience and has been with Gerstemeier Financial Group, LLC since 2008. She is based in Naples, FL, and holds the Series 65 designation. Gerstemeier Financial Group, LLC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset-allocation approach combining passive index funds and ETFs with tactical satellite allocations and manages approximately $143 million in discretionary assets for about 70 clients.

Christopher Ragain is a financial advisor at Sentinel Wealth Inc with 22 years of industry experience. He holds a Series 65 designation and has been involved with Sentinel Wealth Inc since 2000. In addition to his advisory role, he owns and operates two tax and accounting service businesses, Tax Planner Pro LLC and Sentinel Tax Inc. Sentinel Wealth Inc provides discretionary portfolio management and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm integrates tax and accounting services with its investment management, offering proprietary model portfolios alongside a comprehensive Legacy BluePrint financial-oversight engagement.

Michel Bethea is a financial advisor at Covato Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including New York Life Insurance Company and Mass Mutual Life Insurance Company. Outside of his advisory role, he is a 25% owner of Access Direct Insurance, a provider of property and casualty insurance services. Covato Capital Management offers fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm provides customized portfolio management using a range of investment vehicles and employs both fundamental and technical analysis, with additional offerings including coordination with independent managers and tools for monitoring held-away accounts.

Braden Beals is a CFA® charterholder with 12 years of industry experience. He is currently with Navian Asset Management, LLC and has held roles at LFT Securities, LLC and Luma Financial Technologies, LLC. Outside of advisory work, he serves as Director of Sales and Product Origination at Luma Financial Technologies, a financial technology platform for advisors. Navian Asset Management, LLC is a newly registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients and charitable organizations. The firm customizes portfolios based on client objectives and risk tolerance, employing a range of investment methods and instruments.

Anna Khemkhajon is a financial advisor at Rinaldi Wealth Management, Inc. in Bonita Springs, FL, holding a Series 65 designation with two years of industry experience. Prior to her advisory role, she worked at Crestwell School for 13 years. Rinaldi Wealth Management serves individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm emphasizes asset allocation and mutual fund/ETF analysis, tailoring portfolios to client goals and risk tolerance while conducting regular account oversight.

Christine Kalivas is a CFP® with seven years of industry experience, currently serving as an advisor at Fortune Financial Group, Inc. since 2018. She previously worked at Fixed Income Capital Partners LLC from 2014 to 2018. Kalivas is a 50% owner of RK Financial Wellness, where she provides financial wellness and coaching benefits. Fortune Financial Group offers financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $141 million in client assets. The firm employs long-term investment strategies using active and passive mutual funds and ETFs within a written investment policy framework.

Tony Gordon is a financial advisor at Covato Capital Management, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. Prior to his current role, Gordon has worked at firms including Bank of America and Merrill Lynch, and has experience in the aviation sector through Paragon Flight. Covato Capital Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm offers customized portfolios using a mix of mutual funds, ETPs, stocks, bonds, and other instruments, and employs fundamental and technical analysis, along with an educational approach to client service.

Gregory Lawrence is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Odiorne Point Asset Management, LLC. His prior experience includes roles at Estate Planners of New England and his own Lawrence Legacy Group, among others. He is also licensed to sell annuities and life insurance, earning commissions in this capacity. Odiorne Point Asset Management, LLC provides discretionary portfolio management primarily to individual clients, focusing on long-term investment strategies guided by personalized Investment Policy Statements. The firm uses proprietary asset-allocation models and operates as a small, three-advisor team managing approximately $66 million in assets.

Dustin Rinaldi is a CFP® with 20 years of experience in the financial services industry. He is the president of the Rinaldi Foundation for Financial Education, which provides free educational seminars to help retirees manage retirement planning and avoid poverty. Rinaldi is principal at Rinaldi Wealth Management, Inc., a firm serving individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm manages approximately $243.2 million in discretionary assets and emphasizes asset allocation and mutual fund/ETF analysis tailored to clients’ goals and risk tolerance.

Norman Santori is a CFP® and ChFC® with 46 years of industry experience. He is a founding member of Santori & Peters, Inc. and has served as Owner and President of Risk Managers, Inc., a licensed insurance agency, since 1997. He allocates approximately 10% of his professional time to his licensed insurance activities. Santori & Peters serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm provides portfolio management, retirement plan consulting, and financial planning services, implementing a personalized investment process that combines fundamental, technical, and cyclical analysis across a range of investment vehicles.

Ronald Gelok Jr. is the principal of Ronald Gelok & Associates, LLC in Naples, FL, with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Purshe Kaplan Sterling Investments, Inc. and GF Investment Services, LLC. In addition to his financial advisory work, he maintains a part-time law practice and oversees an export marketing business. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, including individuals, retirement plans, trusts, and charities. The firm offers comprehensive financial planning and discretionary investment management, typically implementing portfolios through recommended independent managers and sub-advisory platforms, with a focus on fundamental analysis and tailored risk management.

Bradley Stevens is a financial advisor at Knight Family Wealth with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Jarred Bunch Consulting, LLC for four years. Stevens is also a licensed agent selling property and casualty insurance, as well as fixed life and health insurance. Knight Family Wealth provides portfolio management, financial planning, advisory consulting, and family office services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm uses a digitized subscription platform for family governance and wealth planning and frequently employs sub-advisers and third-party money managers across a variety of investment vehicles.