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.

David Jarosz is a financial advisor with WNY Asset Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Morlock & Company, LLC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting. The firm employs a client-focused approach with diversified asset allocation strategies and maintains relationships with other professional service providers, including CPAs and attorneys.

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.

Stephen Cully is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in hospitality and investment-related roles including positions at Campana Hospitality Group and Pfs Investments Inc. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million across about 570 clients using a long-term, strategic asset allocation approach that incorporates ETFs, mutual funds, and select individual securities.

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.

Ross Moody is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, holding a Series 65 designation. He has one year of industry experience, including prior work at Parady Financial and GE Healthcare. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management through its EWMWrap Fee Program, emphasizing diversified, longer-term, buy-and-hold strategies tailored to client objectives and risk profiles.

Russell Wood is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Wood serves as a board member for The Victory Center, a nonprofit organization focused on fundraising. McDonald Partners LLC serves a diverse client base, including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a network of Financial Advisors, combining advisory and broker-dealer activities along with affiliated private fund management.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

Sean Murphy is a financial advisor with Pine Valley Investments in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, pension plan, charitable, and corporate clients. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and referred clients through Tri‑Party Agreements.

Richard Tarsitano is a financial advisor at HighPoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighPoint Planning Partners since 2013 and LPL Financial since 2009. He is president of Partners Advisors Ltd., a subchapter S corporation involved in non-variable insurance marketing. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a range of investment vehicles while maintaining multiple custodian relationships and offering both ongoing wealth management and stand-alone advisory services.

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 has prior experience at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and selective third-party sub-advisers, supported by client education and periodic portfolio reviews.

Michael Gillespie is a financial advisor at CG Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Pershing Advisor Solutions. His recent roles include positions at MPS LORIA Financial Planners and CG Advisory Services. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers both discretionary and non-discretionary management options, serving a broad client base including non-high-net-worth and high-net-worth clients.

Ryan Mclain is a financial advisor with M Holdings Securities, Inc. in Fort Myers, FL, holding the Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at AXA Advisors and Fifth Third Securities. Outside of his advisory work, he serves as President Elect and board member of LeeLac, a nonprofit youth lacrosse organization. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, businesses, and retirement plans. The firm offers a range of advisory services such as investment management, financial planning, and sub-advisory services, working through a nationwide network of financial professionals and utilizing multiple sponsored platforms and custodial providers.

Rafael Casillas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Mass Mutual Financial Group and operated Casillas Accounting & Consulting LLC for ten years. Outside of advising, he is involved in an office furniture business and provides accounting and tax planning services through Vertex Business Consulting LLC. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, access to third-party money managers, and retirement plan consulting through a network of Investment Advisor Representatives.

Christian Stearns is a financial advisor with Cooper McManus in Fort Myers, FL, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, previously working at firms including Cambridge Investment Research and First Command advisory services. Stearns is also active as an independent insurance agent and serves as president and board member of the NARFE Chapter 1263, as well as treasurer and board member for the Bahá'ís of Cape Coral. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning and ongoing asset management.

Wendy Nicholson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. She has experience working in wealth management and insurance since 2019, including roles at Ibis Point Wealth Management and Safety First Financial Inc. Nicholson has also worked as a self-employed insurance agent since 2019. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, providing tailored advice through local advisers using model portfolios and a broad range of investment products.

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 at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2021. Prior to that, he gained experience at Case Pearlman Retirement Plan Advisors, Fedex, Ecoshield Pest Control, Hurley, and Jacksonville University. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, using a long-term, disciplined investment approach with diversified, lower-cost investments and selective use of third-party sub-advisers.

Dennis Pearlman is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 65 credential and previously worked for Case Pearlman Retirement Plan Advisors, LLC from 2011 to 2021 before joining Everhart Advisors. Outside of his advisory role, he serves as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board of Trustees and provides professional development consulting through Winning Dynamics, LLC, assisting business professionals and elected officials in the Southwest Florida community. Everhart Advisors offers advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, client education, and strategic alliances to enhance service offerings.