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.

Arnold Gillard Jr. is a financial advisor at Marquis Wealth Management Group in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Marquis Wealth Management, he worked at Wildcat Run Country Club and was a full-time student at Florida Gulf Coast University and the University of Central Florida. Marquis Wealth Management Group serves individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm offers portfolio management with both discretionary and non-discretionary engagements, utilizing a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Kurt Traulsen is a financial advisor at Evolution Wealth Management Inc. with 11 years of industry experience. He holds a Series 65 credential and has previously worked at truAdvice, LLC, Brokers International, and Grace Capital Management, LLC. Outside of advisory roles, he is involved as Vice President and Co-Owner of an insurance agency offering life insurance, annuities, and Medicare products. Evolution Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, and equities, employing a long-term, buy-and-hold approach tailored to client objectives and risk profiles.

Ross Moody is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, holding a Series 65 designation. He has one year of industry experience, including prior work at Parady Financial and GE Healthcare. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management through its EWMWrap Fee Program, emphasizing diversified, longer-term, buy-and-hold strategies tailored to client objectives and risk profiles.

Russell Wood is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Wood serves as a board member for The Victory Center, a nonprofit organization focused on fundraising. McDonald Partners LLC serves a diverse client base, including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a network of Financial Advisors, combining advisory and broker-dealer activities along with affiliated private fund management.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor 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 discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.

Sean Murphy is a financial advisor with Pine Valley Investments in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, pension plan, charitable, and corporate clients. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and referred clients through Tri‑Party Agreements.

Richard Tarsitano is a financial advisor at HighPoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighPoint Planning Partners since 2013 and LPL Financial since 2009. He is president of Partners Advisors Ltd., a subchapter S corporation involved in non-variable insurance marketing. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a range of investment vehicles while maintaining multiple custodian relationships and offering both ongoing wealth management and stand-alone advisory services.

Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and has prior experience at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors serves retirement plan sponsors and individual clients, including high-net-worth households, providing retirement-plan consulting, wealth management, financial planning, and related services. The firm employs a long-term, disciplined investment approach using diversified, lower-cost investments and selective third-party sub-advisers, supported by client education and periodic portfolio reviews.

Michael Gillespie is a financial advisor at CG Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Pershing Advisor Solutions. His recent roles include positions at MPS LORIA Financial Planners and CG Advisory Services. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers both discretionary and non-discretionary management options, serving a broad client base including non-high-net-worth and high-net-worth clients.

Ryan Mclain is a financial advisor with M Holdings Securities, Inc. in Fort Myers, FL, holding the Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at AXA Advisors and Fifth Third Securities. Outside of his advisory work, he serves as President Elect and board member of LeeLac, a nonprofit youth lacrosse organization. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, businesses, and retirement plans. The firm offers a range of advisory services such as investment management, financial planning, and sub-advisory services, working through a nationwide network of financial professionals and utilizing multiple sponsored platforms and custodial providers.

Rafael Casillas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Mass Mutual Financial Group and operated Casillas Accounting & Consulting LLC for ten years. Outside of advising, he is involved in an office furniture business and provides accounting and tax planning services through Vertex Business Consulting LLC. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, access to third-party money managers, and retirement plan consulting through a network of Investment Advisor Representatives.

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.

Wendy Nicholson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. She has experience working in wealth management and insurance since 2019, including roles at Ibis Point Wealth Management and Safety First Financial Inc. Nicholson has also worked as a self-employed insurance agent since 2019. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, providing tailored advice through local advisers using model portfolios and a broad range of investment products.

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.

Donald Retallick III is a financial advisor with Gibbs Wealth Management, LLC in Fort Myers, FL. He holds a Series 65 designation and has four years of industry experience, with prior roles at Visionary Wealth Management, LLC and Retallick Financial Group, Inc. He is also actively involved as an insurance agent at Retallick Financial Group, where he spends approximately 85% of his time. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed model portfolios offered via third-party platforms and strategists. The firm focuses on aligning client financial situations, goals, and risk tolerance with these model portfolios rather than managing individual securities.