David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.

Jordan Johnson is a financial advisor at Pinelight Financial PLLC with nine years of industry experience. He holds a Series 65 designation and has worked at Pinelight Financial LLC since 2022 and previously at DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. from 2013 to 2022. In addition to his advisory role, Mr. Johnson provides accounting services as a licensed CPA, dedicating up to half of his monthly time to this activity. Pinelight Financial is an independent registered investment adviser serving individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm offers comprehensive financial planning and portfolio management, using both active and passive strategies tailored to client risk tolerance, and combines investment advisory services with affiliated accounting and pension consulting practices.

Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.

Ryan Rocuant is a CFP® with four years of industry experience, currently serving as a financial advisor at Mutual Trust Advisory Group since 2021. Prior to joining Mutual Trust Advisory Group, he worked at Katherine L Nash Insurance Agency, Inc. and held roles outside finance including positions at Domino's Pizza and Miramar Lakes Beach and Golf. Mutual Trust Advisory Group provides financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an individualized, asset-allocation driven investment approach incorporating fundamental analysis, long- and short-term strategies, and uses tools such as direct indexing and AI for data processing.

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.

Jack Drapkin is a financial advisor with Spyrnal Financial Group holding a Series 65 designation. He has one year of industry experience and previously worked in real estate with Keller Williams Hudson Valley United and held roles outside financial services including at Coffee Smoke LLC and in professional soccer with Major League Soccer and the San Jose Earthquakes. Spyrnal Wealth Management provides investment management, financial planning, and advisory services primarily to individual and high-net-worth clients, using model-based managed accounts and UMA platforms. The firm employs a discretionary approach with individualized investment plans based on client objectives, risk tolerance, and time horizon, incorporating fundamental, technical, and cyclical analysis.

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.

Jonathan Busa is a financial advisor with Ceres Financial Group, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ceres Financial Group since 2001 and also works with OSAIC Wealth Inc. since 1998. In addition to his advisory roles, he serves as Chairman of the Laguna Lakes Community Development District Board Supervisor, overseeing local water and irrigation management. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services, employing a non-discretionary investment approach with customized asset allocations and third-party model portfolios.

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.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.

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.