Tyler Harrelson is the sole advisor at The Art and Science of Successful Planning in Ft. Myers, FL, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has led his independent firm since 2001. Outside of advisory services, he is involved in veteran-related nonprofit work as a founding corporate charter member of Invest In America’s Veterans Foundation and has served on several senior-focused association boards. The Art and Science of Successful Planning is an independent firm that serves clients through personalized financial planning and consulting, integrating insurance and employee benefits services.

Eben Eubanks is a financial advisor with Eubanks Financial in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, TD AMERITRADE, Berry Wealth Strategies, and LPL Financial. Eubanks Financial is an independent firm serving individual clients with personalized financial planning and investment management.

Alfred Johnson is a CFA® charterholder with 18 years of industry experience. He has been the sole advisor at Gulf Coast Investment Management, LLC since 2002. Gulf Coast Investment Management is an independent firm based in Fort Myers, FL, providing portfolio management and advisory services primarily to individual clients. The firm manages approximately $22.7 million in assets across 25 client relationships, focusing on individualized portfolio management with documented policies covering investment strategies, custody, and brokerage practices.

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.