James Nici is a financial advisor with Financial Transparency in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He is also the sole owner of NICI Law Firm, which provides trustee and registered agent services, and manages Strategic Planners Group, LLC, a company that develops intellectual property tools for the estate planning field. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, utilizing an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis with a range of passive and active portfolio models.

James Means IV is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Wilmington Capital Securities in 2019. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for Bayview 2 Community Associates, overseeing condominium finances and operations. Wilmington Capital Securities, LLC provides portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm utilizes a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, and offers customized portfolios that may include equities, mutual funds, fixed income, options, and cash.

James Vertich is a CFP® with 37 years of experience in financial services, currently serving at Uhler Vertich White Advisors since 2023 after a long tenure with Raymond James Financial Services beginning in 1993. He is a board member and participates on the investment committee for the Southwest Florida Symphony Endowment Foundation. 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 employs diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, and it integrates third-party research and fund managers in its investment approach.

James Novakovich is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, holding a Series 66 designation with 24 years of industry experience. He has been with Nova Wealth Management since 2013 and has been involved in various business activities including tax planning and apparel printing. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm utilizes both fundamental and technical analysis, employing a range of strategies and offering additional services such as retirement plan consulting and held-away account management.

Thomas Palmer is an advisor at Neptune Wealth with a Series 65 designation and one year of industry experience. Prior to joining Neptune Wealth, he operated NT Yoga and Wellness, LLC and was involved with Hot Yoga Naples. Outside of financial advising, he has a background in yoga and wellness through his business activities. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by offering investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support market and planning analysis.

Mackenzie Rickman is a CFP® with 26 years of industry experience, currently serving at Naples Wealth Planning. His prior roles include positions at Stifel Nicolaus & Co Inc and various Naples-based wealth management firms. He is also an insurance agent with Naples Insurance Strategies. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions, generally requiring a minimum relationship of $250,000. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client engagement and portfolio oversight.

Steven Grabarczyk is a financial advisor with Regal Advisory Services, Inc. in Fort Meyers, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer Regal Securities since 2007. Outside of his advisory role, he has been involved with Super T Shirts since 2005. Regal Advisory Services 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’s investment approach combines fundamental and quantitative research tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

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.

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.

Richard Liburdi is a ChFC® with 42 years of industry experience. He has been with Compass Ion Advisors, LLC since 2008 and previously worked at APW Capital, Inc. (formerly CAMAS) for 14 years. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting through a team-based model. The firm manages approximately $1.59 billion and focuses on strategic asset allocation and long-term holding periods using a range of investment vehicles.

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.

Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.

Steven Strauss is a financial advisor at Droms Strauss Wealth Management with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at ELIAS STRAUSS CPAs, LLC and Integrated Financial Solutions, LLC. Outside of his advisory work, he prepares tax returns as a CPA through S & S Strauss LLC. Droms Strauss Wealth Management is a six-advisor team managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized investment management and integrated financial planning, emphasizing asset allocation and employing an internal Investment Committee to guide portfolio decisions.

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.

Jason Derosa is a CFP® professional with 12 years of industry experience, currently serving at Vertis Wealth, LLC. His prior work includes roles at Grace Capital Management, Morgan Stanley, and AEWealth Management. He is also licensed as an insurance agent, a role he has held since 2006. Vertis Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, delivering both discretionary asset management and non-discretionary financial consulting.

Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.

Tamara Clingan is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Purshe Kaplan Sterling Investments and LPL Financial. 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 firm employs fundamental and technical analysis in portfolio construction and provides specialized services including option strategies, tax-efficient asset location, and consulting for retirement plan sponsors and institutional clients.