Pasquale Antonetti Jr. is a financial advisor at Antonetti Capital Management, LLC in Naples, Florida, holding Series 63, 65, and 66 licenses with 19 years of industry experience. He has been with Antonetti Capital Management since 2010. Antonetti Capital Management provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, pensions, estates, and other entities. The firm combines customized and model portfolios, using a range of analytical approaches and offering ongoing account monitoring and reporting.

Susan Fechtor is a financial advisor at LiveLife Capital Partners LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley & Co. Incorporated, and Purshe Kaplan Sterling Investments. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for about 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm generally follows a long-term, diversified investment approach using low-cost mutual funds and ETFs, and also offers family-office-style services and retirement plan advisory work.

Steven Lebens is a financial advisor with Lebens Advisory Group LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to founding Lebens Advisory Group in 2014, he has been involved with SS Design since 1995. Outside of advisory work, he is also engaged in fixed insurance sales as a licensed insurance agent. Lebens Advisory Group serves individuals, corporations, and retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm manages approximately $56.9 million in assets and offers customized portfolios primarily composed of individual equities and ETFs, employing a mix of fundamental, technical, and charting analysis.

Patrick Logue is a CFP® professional with nine years of experience in financial planning. He has been with Prudent Financial Planning since 2017, following a period at Ave Maria University from 2013 to 2016. Prudent Financial Planning serves individual and high-net-worth clients, as well as charitable and corporate/employee benefit plan sponsors, managing approximately $17 million across around 79 clients. The firm focuses on individualized investment policy development using a primarily passive approach with low-cost index funds and ETFs, supplemented by outside managers and custodial managed-account platforms when appropriate.

Michael Cox is a financial advisor with CW Securities, LLC in Naples, FL, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has been with CW Securities since 2002 and is also an insurance agent, dedicating a small portion of his time to insurance appointments. Additionally, he operates Capital Wealth Management, LLC as a sole proprietor for expense management unrelated to securities. CW Securities, LLC provides investment supervisory services and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines discretionary management with financial planning and consulting, developing client-specific investment policies implemented across various asset classes and management styles.

Nevin Woulas is a financial advisor at Pelican Wealth Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been associated with Pelican Wealth Advisors and related entities since 2015. Outside of his advisory role, he is vice president of Michael J. Woulas Ph.D., Inc. Pelican Wealth Advisors serves individual clients, high-net-worth individuals, and trusts with personalized financial planning, discretionary portfolio management, and sub-advisory services. The firm employs a combination of fundamental, technical, and cyclical analysis to develop investment strategies and conducts regular account reviews supported by third-party research.

Andrew Hill is a CFA® charterholder and founder of Andrew Hill Investment Advisors, Inc. in Naples, FL, with 17 years of industry experience. He has led his firm since 2006. Hill serves as a board member for the Big Cypress Basin, an appointment made by Governor Ron DeSantis. Andrew Hill Investment Advisors provides discretionary and non-discretionary asset management, modular financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, insurance company clients, and institutional plan sponsors. The firm’s investment approach includes customized portfolios guided by fundamental, technical, cyclical, and behavioral analysis, with ESG factors integrated into security selection.

George Kiraly Jr. is a CFP® with 21 years of industry experience and has been with LodeStar Advisory Group, LLC since 2003. He is based in Naples, FL, and holds a Series 63 license. LodeStar Advisory Group is a fee-only wealth management firm serving individuals, trusts, estates, corporations, and charitable organizations. The firm combines tailored asset allocation with macroeconomic analysis and uses both long-term and tactical strategies, including derivatives and leveraged products, alongside a focus on behavioral finance.

Brian Ginty is a financial advisor at Ronald Gelok & Associates, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial and Bank of America. In addition to his advisory role, he is an agent for life insurance and non-variable annuities through various carriers. Ronald Gelok & Associates manages approximately $75 million for about 230 clients, offering comprehensive financial planning, discretionary investment management, and access to brokerage and insurance products. The firm uses independent managers and sub-advisory platforms, tailoring portfolio management to client risk tolerance and objectives with ongoing monitoring and quarterly reviews.

David Maggio is a financial advisor at Personal Financial Profiles Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes roles at Personal Financial Profiles Inc. since 2013 and Apw Capital, Inc. since 2014. Outside of advising, he is involved in insurance sales through ELM44 Financial Group, LLC. Personal Financial Profiles Inc. is an SEC-registered investment adviser serving individuals and pension and profit-sharing plans, managing approximately $335 million across about 228 client accounts with a two-advisor team. The firm offers discretionary portfolio management through managed-account programs and separate financial planning services, using a blend of behavioral, fundamental, and technical analysis with various investment strategies.

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.

Laurence Hulbert is a financial advisor at Naples Wealth Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at various firms including BB&T Wealth Management and multiple iterations of Naples Wealth Planning since 2017. 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, typically with a minimum relationship size of $250,000. The firm offers customized, long-term portfolios using a mix of securities and employs both fundamental and technical analysis, with ongoing client oversight and portfolio rebalancing.

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.

Michael Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a partner at Aviance Capital Partners LLC since 2018. He is also the managing director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers portfolio management across tailored strategies using internal research and a range of investment vehicles, including equities, fixed income, mutual funds, and ETFs.

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.

Alireza Kandi is a CFA® charterholder and registered financial advisor with 12 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, having previously worked at Charles Schwab and Cetera Investment Services. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.

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.