Antonio Fernandez Salvador is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lincoln Investment, Legend Equities Corporation, and MSI Financial Services. He has been with Capital Analysts since 2025. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Dennis Pearlman is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2021 and previously spent a decade at Case Pearlman Retirement Plan Advisors, LLC. Outside of advisory work, Dennis is involved in professional development and consulting for business professionals and elected officials in the Southwest Florida community through Winning Dynamics, LLC. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers to manage diversified strategies, and offers additional services including participant education, tax and bookkeeping support, and retirement plan administration.

Jerry Sylvester Jr. is a financial advisor with Foundations Investment Advisors LLC based in Fort Myers, FL. He holds Series 65 and Series 63 credentials and has eight years of industry experience, including prior roles at Oxford Wealth Group, Walser Wealth Management, and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage client accounts.

Daniel Shannon is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has 24 years of industry experience and has been with M Holdings and Meridian Financial Group, LLC since 2016. Outside of advising, he owns Meridian Business Consultants, LLC, providing business consulting services, and serves as president of the Cypress Office Park Condo Association. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining portfolio management and oversight of third-party sub-advisors with platform and custodial support.

Jared Sorce is a financial advisor with HBKS Wealth Advisors based in Fort Myers, FL. He holds a Series 65 designation and has recently started his career in the industry. His prior roles include positions at Duquesne University, Mercyhurst University, Northwestern Pennsylvania Collegiate Academy, and Kahkwa Country Club. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts using proprietary models and multiple platform arrangements.

Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

Logan Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Steven Harrison is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 24 years of industry experience. He has worked at multiple firms over his career, including Alterity Financial Group, Eagle Financial Strategies, and Cambridge Investment Research Advisors. He is based in Cape Coral, FL. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Larry Mccoy is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare health insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering services through a nationwide network of advisors and an in-house investment management team.

Peter Casciotta is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated firms since 2021. Prior to that, he worked at World Choice Securities, Inc. and Securian Financial Services, Inc. Casciotta is also owner of Leverage Insurance Agency, which appoints agents for life and disability insurance products. CoreCap Advisors serves individual, high-net-worth, self-directed retirement, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term approach with a focus on mutual funds, ETFs, equities, and bonds, and manages multiple ownership and affiliate relationships that impact its service offerings.

Michael Conticelli is a financial advisor with Interactive Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Interactive Financial Advisors in 2022, he worked at First Advisors National LLC and Royal Fund Management, LLC. He is also a teacher with the School District of Lee County and operates Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory. Interactive Financial Advisors offers financial planning and discretionary portfolio management for individuals, retirement plans, and institutional clients, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios. The firm operates a large multi-advisor network, employs proprietary processes for client reporting, and incorporates a range of investment strategies including model portfolios and third-party managers.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

Scott Wauters is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with multiple firms including LPL Financial, Advisors Pride Inc., and BMO Harris Financial Advisors, Inc. He is also involved with Provisions Wealth Planners, an independent investment advisory business located in Appleton, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Morgan Lemaitre is a CFP® with 14 years of industry experience, currently serving as an advisor at OneSeven since 2019. Prior to joining OneSeven, Morgan gained experience at firms including Park City Family Office, International Assets Advisory, and Raymond James & Associates. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, while also leveraging third-party platforms and independent managers.

Arthur Merriman III is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Carnegie Investment Counsel since 2014 and previously held roles at MAI Capital Management, LLC and Stifel Independent Advisors, LLC. Merriman is based in Fort Meyers, FL. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Horter Investment Management, LLC for five years and has been president of Taylor Enterprises of SW FL, DBA Premier Financial Group, since 2005, where she offers and sells annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing customized portfolio management, financial planning, and consulting through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and conducts due diligence on third-party managers and model strategies.

Michael Wyrostek is a financial advisor at FourStar Wealth Advisors, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FourStar in 2017, he worked at Cabot Lodge Securities LLC and Broker Dealer Financial Services. In addition to his advisory role, Wyrostek has worked as a reverse mortgage specialist since 2014, educating clients and assisting with applications. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various asset types, offering financial planning, investment management, and retirement plan consulting.