James Wesolowski is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding the PFS™ credential and Series 63 and 65 licenses. He has 19 years of industry experience and has previously worked at H.D. Vest Investment Services and H.D. Vest Advisory Services. Wesolowski is also the owner of J Wesolowski Financial LLC, an independent insurance agency, and serves as president of James M. Wesolowski, CPA, P.A., a tax preparation and accounting firm. Archer Investment Corporation provides investment management primarily to individual clients across a range of net worth levels through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with investment approaches that include diversified allocations across equities, fixed income, mutual funds, ETFs, and options.

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.

Alex Horvath is a financial advisor with Calton & Associates, Inc. holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Calton, he worked in various roles including entrepreneurial and content creation positions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and investment approaches, including discretionary and non-discretionary management, with services that combine advisory fees and commission-based product sales.

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 in Fort Myers, FL, holding a Series 65 designation with five years of industry experience. His prior roles include work at Case Pearlman Retirement Plan Advisors, Fedex, Ecoshield Pest Control, Hurley, and Jacksonville University. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates accounting and tax services alongside its fiduciary and portfolio management offerings.

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 previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs. The firm employs an in-house Investment Management & Research team that uses proprietary processes to guide investment decisions and provides a range of advisory and portfolio options tailored to client needs.

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 for 10 years before joining Everhart Advisors in 2021. Outside of his advisory role, he serves as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board and provides non-securities related professional development and political consulting through Winning Dynamics, LLC. Everhart Advisors offers investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates tax and accounting services through affiliations with CPAs, providing tailored portfolio management and periodic client education.

Jerry Sylvester Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Oxford Wealth Group and Walser Wealth Management. He is also an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm offers tailored financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, and incorporates sub-advisory arrangements and third-party custodians in its investment approach.

Daniel Shannon is a financial advisor with M Holdings Securities, Inc. and Meridian Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He serves as managing member of Meridian Financial Group and owns Meridian Business Consultants, a firm providing business consulting services to business owners. Shannon is also president of the Cypress Office Park Condo Association. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements.

Iris Serrano Faria is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 designation and having two years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank and Morgan Stanley, as well as a four-year tenure at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients across a range of wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a variety of strategies and platforms to create tailored portfolios and offers additional services including high-net-worth client solutions and back-office support for affiliated advisers.

Logan Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, with two years of industry experience. He holds a Series 65 designation and previously worked in educational roles at Covenant College and Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and tailors portfolios to client circumstances, offering additional services such as tax preparation and bookkeeping through close coordination with accounting professionals.

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

Peter Casciotta is a financial advisor at CoreCap Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CoreCap Advisors and CoreCap Investments since 2021, as well as Asset Management & Advisory Services of Lee County since 2015. Outside of advisory roles, he owns Leverage Insurance Agency, which appoints agents for life and disability insurance. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and sub-advisors to manage client portfolios.

Michael Conticelli is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Interactive Financial Advisors since 2022 and previously was affiliated with First Advisors National LLC and Royal Fund Management, LLC. In addition to his advisory role, he owns Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory services. He also teaches for the Lee County School District. Interactive Financial Advisors serves individuals, retirement plans, and institutional clients, offering financial planning and discretionary portfolio management through a multi-advisor network. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and integrates third-party managers and proprietary processes to align investment allocations with client objectives.

Kerri Goldsmith is a Series 66-credentialed financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, where she has worked since 2014. She has 14 years of industry experience and has also been associated with Purshe Kaplan Sterling since 2011. Goldsmith serves on the Advisory Board of Trustees for the American Advertising Federation SWFL and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm employs a variety of strategies and manages assets primarily on a discretionary basis, while offering additional services such as pension consulting and a dedicated high-net-worth service branded as Level 3.

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.

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.