Scott Norris is a CFP® with 25 years of industry experience, currently working at Evergreen Wealth where he has been since 2011. Prior to that, he spent 14 years at LPL Financial. He is also an independent insurance agent and a member of C&N Investments, LLC, involved in private placement investments. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm’s investment approach is based on fundamental analysis and tailored client goals, with access to independent managers and alternative investment tools.

Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC with 23 years of industry experience. He has been with Black Coral since 2012. He holds the Series 65 and Series 63 designations. Black Coral Financial Advisors serves primarily high-net-worth individuals, related entities, and corporate clients by providing financial counseling, retirement and estate planning support, and investment account management. The firm uses portfolio management teams and model portfolios, coordinating with outside specialists and offering customized employer seminars.

Jonathan Harris is a financial advisor at Transcend Capital Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network, Black Point Wealth Management, and Arax Advisory Partners. Outside of his advisory role, he serves as Secretary and Treasurer of the Aquidneck Country Club in Portsmouth, Rhode Island. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and a sponsored wrap fee program.

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®-certified financial advisor with 28 years of industry experience. He is currently with Evertern Wealth, LLC and was previously with UBS Financial Services for 19 years. Stephens serves on the board of a children’s charity and is involved in local nonprofit activities, including supporting military veterans through a fishing program and coordinating events for the American Heart Association. Evertern Wealth, LLC provides discretionary investment management and family wealth advisory services primarily for high-net-worth individuals, families, and business owners. The firm employs a fiduciary, integrated approach combining portfolio management with tax planning, estate coordination, and strategic lending guidance, utilizing a range of securities, third-party managers, and alternative investments.

Michael Heiser is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to joining Evertern, he was with UBS Financial Services, Inc. for nine years and Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser is involved with Heiser Capital, LLC, where he manages a passive equity investment in a brewery. Evertern Wealth, LLC offers discretionary investment management, financial planning, and family wealth advisory services primarily for high-net-worth individuals, families, and related entities. The firm employs a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending guidance, utilizing a range of investment vehicles and third-party resources.

Ward Cantrall Jr. is a CFP® professional with seven years of industry experience, currently working at Evergreen Wealth. Prior to joining Evergreen Wealth, he spent eight years at Marine Bank. He serves as a committee member for the American Lung Association, overseeing fundraising and events. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and businesses, providing portfolio management and integrated financial planning. The firm employs fundamental analysis and may incorporate independent managers, options, and alternative investments to align with client objectives.

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 the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Prudential Financial, Merrill, and Bank of America, among others. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment solutions, including discretionary account management and specialized UK pension transfer services.

Joseph Barry is a CFA® charterholder with 18 years of industry experience. He is a principal at Barry Investment Advisors, LLC, where he has worked since 2014. Barry serves as a trustee and member of the finance and investment committees at the Old Dartmouth Historical Society/NB Whaling Museum. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, integrating equities, fixed income, and cash with a value-oriented equity selection process and tailoring asset allocation to client risk profiles.

Michael Morris is a Series 65-licensed financial advisor with Naples Global Advisors, where he has worked since 2011. He has 11 years of industry experience. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment philosophy that combines quantitative screening with fundamental analysis. The firm serves high-net-worth individuals, retirement accounts, corporations, trustees, and charitable organizations, typically managing portfolios built from individual equities and diversified fixed-income strategies.

Jill Rapps is a CFP® professional with 34 years of experience in the financial services industry. She is affiliated with Ciccarelli Advisory Services Inc and has held roles at Osaic Wealth, Inc., Ciccarelli Advisory Management, LLC, and E.P. Planners Corp. Outside of her advisory work, she serves as a director for the Euphoric Living Foundation, a nonprofit involved in strategic planning for local wellness initiatives, and holds a coaching certification from the IPEC school. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial management and retirement planning, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Timothy Nash is a financial advisor with Evergreen Wealth, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of financial advising, he is president and CEO of Nash Innovations, LLC, an intellectual property management company. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis, offers access to independent managers, and utilizes tools like options and alternative investments tailored to client goals.

Timothy Flatley is a ChFC® credentialed financial advisor with Sterling Investment Advisors Ltd., bringing 43 years of industry experience. He has held roles at Purshe Kaplan Sterling Investments and IFG Russell Advisors Inc. Flatley is involved in angel investing as a member of several private investment groups and serves as a board observer for a technology company. Sterling Investment Advisors, Ltd. is a team-based SEC-registered investment adviser serving individuals, pension plans, and other entities with discretionary portfolio management and financial planning. The firm employs a customized investment approach that includes mutual funds, ETFs, individual securities, and derivative strategies, and occasionally incorporates cryptocurrency exposure as part of its offerings.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.