David Parsons is a CFP®, ChFC®, and PFS™ with 28 years of industry experience. He is currently CEO and Personal Financial Specialist at Old North State Wealth Management, LLC and also provides CPA consulting services with Knott, Richartz & Co. CPAs, PLLC. Parsons holds roles as an independent insurance agent and serves on the Useppa Island Board of Governors, advising on social member matters. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm employs fundamental, technical, and cyclical analysis and incorporates derivatives and margin strategies, serving primarily clients with account minimums around $500,000.

Alfred Tounjian is a CFP® with 15 years of experience, currently serving at Advantage Wealth Partners in Fort Myers, FL. He has been involved with various entities operating under the Advantage Retirement Group name since 1991. Outside of advisory work, he is also engaged in insurance sales and owns STI Property Management LLC. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million across roughly 527 clients and employs a primarily long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, individual securities, and alternative positions.

John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Grace Advisory Group. In addition to his advisory role, he is involved as an insurance agent with Evolution Retirement Services Inc. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios and manages a proprietary wrap fee program that incorporates independent managers and external research support.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. 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, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Shane Carrier is a CFP® certificant with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. His career includes roles at Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party fund managers and research.

Bryan Fiore is a financial advisor at Uhler Vertich White Advisors in Fort Myers, FL, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and Scottrade, Inc. He is involved in youth soccer organizations through the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified, asset-allocated mutual fund and ETF portfolios based on written financial plans and investment policy statements, without recommending individual stocks or bonds.

Kyle Van Liere is a Series 65-credentialed advisor at Hilltop Wealth & Tax Solutions with one year of industry experience. His prior roles include positions at The Club at the National and Ave Maria University, as well as entrepreneurial involvement with Coach's Bar and Grill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Steve Kuhlman is a financial advisor with Shepherd Financial Partners, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Shepherd Financial Partners and affiliated with LPL Financial since 2016. Outside his advisory role, he serves as a for-profit board member for Lead Surge LLC and is a commissioned notary public. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across six offices.

Chad Leatherwood is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Summit Wealth Partners, LLC since 2015 and also serves as managing member of Signature Financial Strategies, LLC, where he is involved in sales of fixed insurance and annuity products as well as business seminars, consulting, and coaching. Summit Wealth Partners serves individuals, including high-net-worth clients, and a variety of institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach that emphasizes diversification, strategic asset allocation, and tax efficiency through the use of registered funds and third-party managers when appropriate.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

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.

Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Truist Advisory Services, and LPL Financial. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios consisting of low-cost mutual funds, ETFs, individual securities, and REITs, while offering discretionary portfolio management and access to WealthVision.

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.

George Bokios is a financial advisor with Regal Advisory Services, Inc. in Ft. Myers, FL, holding a Series 63 designation and over 45 years of industry experience. He has worked with Regal Securities since 1980 and Board Broker Services since 1973. Outside of his advisory role, he serves as president of several holding companies and an advertising agency, dedicating limited time to these activities without compensation. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a combination of fundamental and quantitative research tailored to client objectives and risk tolerance.

Trevor Whitley is a CFP®, CFA®, and Series 65-licensed financial advisor with 20 years of industry experience. He has been with MNS Financial Management since 2004. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios through discretionary and non-discretionary engagements, employing a range of strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives.

Steven Zangmeister is a financial advisor with Aspire Growth Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He previously worked at Raymond James Financial and operated his own firm, Zangmeister Financial Services. Outside of advising, he is a partner in an unpaid business venture and owns support companies related to his financial advisory work. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets across over 900 client relationships, using a primarily long-term investment approach that combines fundamental and technical analysis tailored to client goals, risk tolerance, and tax considerations.