Ashley Smith is a financial advisor at Aurora Investment Managers, LLC with 12 years of industry experience. Prior to joining Aurora in 2024, she worked at J.P. Morgan Securities and JPMorgan Chase from 2016 to 2024. She holds Series 63 and Series 65 designations. Smith serves as a board member and chair of the Planned Giving Council at Gulfshore Playhouse, a local theater in Naples, FL. Aurora Investment Managers is a fee-only registered investment adviser managing approximately $359 million across individual and institutional clients. The firm uses fundamental and technical analysis with discretionary portfolio management and employs both long- and short-term strategies.

Jennifer Figurelli is a financial advisor at Andrew Hill Investment Advisors, Inc. in Naples, FL, holding a Series 65 designation with 13 years of industry experience. She has been with Andrew Hill Investment Advisors since 2010. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, captive insurance companies, and institutional plan sponsors. The firm customizes portfolios based on client objectives, incorporates ESG factors in security selection, and offers services that extend to project-based administrative assistance after client death or incapacity.

Robert Bjork is a CFP® with 45 years of industry experience. He is currently a wealth advisor and founder at Navista Wealth Management, Inc. in Naples, FL, and has held advisory roles at various firms including Raymond James Financial and Collaborative Legacy Partners. Outside of his advisory work, he is owner and president of Bjork Financial Services, Inc., a payroll services company. Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning. The firm combines model portfolios, third-party manager strategies, and various analytical methods to tailor investment advice, primarily allocating among mutual funds and ETFs.

Gaye Clarke Lampert is a financial advisor with Harvest Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at firms including Legacy Family Office, LLC and PGIM Investments LLC. Lampert has been with Harvest Financial Advisors since 2021. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, and estates. The firm provides portfolio management and financial planning services using a combination of fundamental, technical, and cyclical analysis and maintains ongoing client communication through newsletters and educational seminars.

Lyndon Harrison is a CFP® professional with 14 years of experience, currently associated with Wealthspan Investment Management, LLC in Naples, FL. His prior experience includes roles at Bison Advisors, Gulf Harbor Financial, and several other firms. Outside of financial advising, he is involved in nonprofit work promoting financial education for seniors and maintains accounting records for a local church. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing comprehensive financial planning, consulting, and discretionary portfolio management through both active and passive model portfolios. The firm utilizes fundamental and technical analysis and can engage third-party sub-advisers when appropriate.

Isaac Codrey is a CFA® charterholder with nine years of industry experience. He has been with Naples Global Advisors since 2017 and previously worked at CreditSights from 2009 to 2016. Isaac holds the Series 66 designation. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm emphasizes managing portfolios primarily with individual securities and serves clients with approximately $1 million in investable assets.

Scott Norris is a CFP® with 26 years of industry experience, currently serving at Evergreen Wealth. He has worked at Evergreen Wealth and affiliated firms since 2011 and previously held roles at LPL Financial and Equitable Advisors. Outside of his advisory work, Norris is an independent insurance agent and a member of a private placement investment management firm. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, offering portfolio management and integrated financial planning. The firm employs fundamental analysis and may recommend independent managers and alternative investments tailored to client objectives.

Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, with 23 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Black Coral since 2012, following eight years at Goldman Sachs Wealth Services. Black Coral Financial Advisors provides comprehensive financial counseling and investment advisory services primarily to high-net-worth individuals, corporate clients, and employer-sponsored programs, using a team-based approach that emphasizes individualized asset allocation and ongoing portfolio monitoring.

Richard Owen Jr. is a financial advisor at Point Windward Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been associated with Beech Hill Advisors, Inc. and Beech Hill Securities, Inc. since 2014. In addition to his role at Point Windward Advisors, he serves as Vice-President at Beech Hill Advisors, providing investment advice and general planning. Beech Hill Advisors, Inc. offers discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, managing approximately $358.6 million in client assets with a dually registered structure that includes brokerage services.

Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.

Jason Stephens is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Evertern Wealth, LLC. His prior roles include nearly two decades at UBS Financial Services and earlier positions at Morgan Stanley. Stephens is active in community and charitable organizations, including serving on the board of SWFL Children Charity and participating as a boat captain for Naples Take A Soldier Fishing. Evertern Wealth primarily advises high-net-worth individuals, business owners, senior executives, and families, offering portfolio management, comprehensive financial planning, and wealth advisory services. The firm focuses on tax-aware strategies, concentrated stock management, and intergenerational estate coordination, utilizing a range of investment approaches including direct securities, ETFs, and alternative investments.

Michael Heiser is a CFA® charterholder with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to that, he was employed at UBS Financial Services, Inc. for nine years and at Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser has a passive equity investment in a brewery and is authorized to manage Heiser Capital, LLC. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, offering portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often for clients experiencing complex financial transitions.

Ward Cantrall Jr. is a CFP® professional with eight years of industry experience, currently serving at Evergreen Wealth. Prior to joining Evergreen Wealth in 2018, he worked for Marine Bank from 2010 to 2018. He is active as a committee member overseeing fundraising and events for the American Lung Association. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis tailored to client goals and offers access to independent investment managers and alternative investment strategies for suitable clients.

Kelly Walker is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Naples Global Advisors since 2019 and previously was employed at Florida Southern College from 2016 to 2019. Kelly is based in Naples, FL, and is part of a 16-advisor team. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis, managing portfolios primarily with individual equities, fixed income, and cash equivalents.

J Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Bell since 2005. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm focuses on discretionary and non-discretionary portfolio management using exchange-traded funds, closed-end funds, and structured investments, and incorporates fundamental and cyclical analysis alongside options strategies and structured notes in its investment approach.

Allison Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 1999. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through a range of firm-designed portfolio programs. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Grzegorz Debski is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2013. He holds a Series 65 license and is based in Naples, Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by in-house fundamental research and an employee-ownership structure.

Charles Kerwood is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Waller Financial Planning Group, Inc. since 2008. The firm serves individual investors across wealth levels, pension and profit-sharing plans, and charitable organizations, providing investment management and written financial planning. Waller Financial Planning Group uses a team-based approach and customized investment programs that incorporate fundamental and technical analysis, supported by ongoing client communication and educational resources.

Brian Bothe is a financial advisor at Amerity Wealth Management, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Merrill, Prudential Financial, and Morgan Stanley. Amerity Wealth Management is a multi-advisor fiduciary that serves individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and ongoing pension management services, managing approximately $339 million in assets across 15 advisors.

Lewis Ringham is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and 10 years of industry experience. His prior experience includes roles at Skybound Wealth Management, Beacon Global Advisor Network, and deVere USA Inc. He also works as an independent insurance agent with Amerity Financial, LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, U.S. persons, and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and custodians.