Nicole Eirich is a Certified Financial Planner™ with 17 years of industry experience. She is currently with Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Morgan Stanley, Landaas & Company, and Robert W Baird & Co. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and 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 research and fund managers rather than individual securities.

Nelson Pereira is a CFP® professional at Naples Wealth Planning with 18 years of industry experience. He has worked at firms including The Leaders Group Inc, American Global Wealth Management, and Fidelity Personal and Workplace Advisors. He also serves as Director of Naples Insurance Strategies, a separate insurance business. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, with discretionary authority within client guidelines.

David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. 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 for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select individual securities.

Richard Krichbaum is a CFP® with 26 years of experience in the financial industry. He has been associated with Mns Financial Management LLC since 1999. 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 offers portfolio management through both discretionary and non-discretionary engagements, typically allocating assets across equities, fixed income, mutual funds, ETFs, and private investment funds, with a notable emphasis on non-discretionary management.

Michael Iacampo is a financial advisor with Naples Wealth Planning and American Global Wealth Management, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at firms including Merrill, Morgan Stanley, Wells Fargo Clearing, and Laidlaw Wealth Management. He is dually registered and divides his time primarily as an investment advisor representative. Naples Wealth Planning, a team-based firm with over $350 million in assets under management, provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and manager due diligence.

Matthew Russo is a financial advisor at Chicago Investment Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Berkshire Hathaway and The Vanguard Group. Outside of advisory work, he is also active as a real estate agent with Berkshire Hathaway. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework using fundamental, technical, charting, and cyclical analysis, and implements both long-term buy-and-hold and shorter-term trading strategies tailored to client objectives.

Andrew Krone is a financial advisor at Naples Wealth Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Advisory Group, CapitalRock Financial, and Laidlaw Wealth Management prior to his current role. Naples Wealth Planning serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions, managing over $356 million in client assets. The firm offers customized, primarily long-term investment portfolios and comprehensive financial planning, using both internal management and selected independent managers.

Brian Rezny is a CFP® professional with 29 years of industry experience. He is a founding advisor at Rezny Wealth Management, Inc., where he has worked since 2013. Outside of his advisory role, he hosts a weekly radio show, "The Rezny Wealth Report," broadcast live in both the Chicagoland and Southwest Florida markets. He is also a licensed life insurance agent, a role he engages in minimally during non-trading hours. Rezny Wealth Management is a fee-only registered investment adviser serving individual clients and pension/profit-sharing plans. The firm employs active portfolio management strategies with a range of portfolio styles and uses a Global Tactical Opportunity Portfolios approach that integrates quantitative and fundamental analysis.

John Uhler is a financial advisor at Uhler Vertich White Advisors with 49 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services since 1990. Uhler also serves as Treasurer on the board of the Florida Cancer Specialists Foundation, a nonprofit organization. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships through a five-advisor team, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research sources.

John Mann III is a financial advisor at High Probability Advisors, LLC with 16 years of industry experience. He holds Series 65 and Series 66 credentials. His prior work includes roles at Brighthouse Financial and Manning & Napier. Outside of his advisory role, he owns Backyard Social, a food and hospitality business. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management and financial planning services. The firm employs quantitative, fundamental, and technical analysis to develop individualized portfolio allocations and offers both discretionary and non-discretionary account management.

Curtis Harrell III is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, and Makke Financial Advisory Group. In addition to his advisory role, he is a licensed insurance agent affiliated with National Benefit Legacy d/b/a Advantage Retirement Group. Advantage Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $675 million across about 570 clients. The firm focuses on long-term, strategic asset allocation using a combination of ETFs, mutual funds, and other securities, with portfolio construction tailored to client objectives and risk tolerances.

Marcus Henderson is a CFP® professional with nine years of industry experience, currently serving at Marquis Wealth Management Group since 2022. His prior experience includes roles at Raymond James Financial Services Advisors, Busey Bank, and Investors Security Trust Company. Outside of his advisory work, he is also involved as a real estate sales associate with Corbin Henderson Company in Fort Myers, FL. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, and charitable organizations. The firm emphasizes a portfolio management approach that includes discretionary and non-discretionary engagements, diversified asset allocations, and the use of limited options and derivatives strategies.

Jennifer Brown is a financial advisor with Uhler Vertich White Advisors in Fort Myers, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at J.P. Morgan Securities LLC for 13 years before joining Raymond James Financial Services and Uhler Vertich White Advisors in 2025. Outside of finance, she owns Peace Pose Yoga LLC, where she teaches online yoga classes and sells jewelry. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across around 300 client relationships, focusing on diversified, asset-allocated portfolios primarily built with mutual funds and utilizing third-party research and experienced fund managers.

Stephen Herrington is a CFP® with nine years of industry experience, currently serving as an advisor at Nova Wealth Management, Inc. He previously worked at Wells Fargo Clearing and Regions Bank. Herrington is also involved in tax preparation through Nova Tax Advisors. Nova Wealth Management serves individual and high-net-worth clients, small businesses, and corporations, offering discretionary asset management, comprehensive financial planning, and held-away account management. The seven-advisor team applies fundamental and technical analysis to portfolio construction and incorporates option strategies and tax-efficient asset management.

Scott Carson is a financial advisor with CarsonAllaria Wealth Management, LTD., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at CarsonAllaria since 2014 and concurrently with Purshe Kaplan Sterling Investments since 2013. In addition to advisory work, he operates a sole proprietorship providing non-variable insurance sales. CarsonAllaria Wealth Management serves individuals, trusts, estates, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses quantitative optimization and a combination of traditional research and technology platforms, including a sub-advisory arrangement with Betterment, to tailor investment strategies and provide fiduciary and consulting services.

Richard Calhoun is a financial advisor with Naples Wealth Planning, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and Citigroup Global Markets. He serves as Treasurer on the Board of Directors for the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning manages over $350 million in client assets and offers investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client contact and portfolio monitoring.

Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds a Series 65 designation and has previously worked at firms including PFS Investments Inc. and Quail West. Eisenhauer is also a licensed insurance agent, spending a portion of his time in insurance sales. Advantage Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing approximately $675 million across roughly 570 clients. The firm emphasizes long-term, strategic asset allocation and provides discretionary portfolio management using ETFs, mutual funds, and other securities.

Anthony White is a CFP® professional with 38 years of experience in the financial services industry. He is currently part of Uhler Vertich White Advisors in Fort Myers, FL, and has previously worked at Scott White Advisors, LLC and Raymond James Financial Services, Inc. He is involved in selling long-term care and non-variable life insurance products and provides a range of financial planning services including estate planning and legacy planning. Uhler Vertich White Advisors offers discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach centers on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party research and fund managers.

Michael McGrail is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. McGrail is also a licensed insurance agent who sells life, health, casualty, and long-term care insurance. McDonald Partners serves individual and institutional clients, including high-net-worth individuals, banks, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, and pension consulting services, employing fundamental, technical, and cyclical analysis across multiple platforms.

Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.