Austin Herzer is a financial advisor at Naples Global Advisors with a Series 65 credential and three years of industry experience. Prior to joining Naples Global Advisors in 2022, he held positions at Vive Health, Germain Honda, Artichoke & Co, Josephine Jasper MD PA, and the University of 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 quantitative screening and fundamental analysis, managing portfolios primarily with individual securities through an employee-owned structure.

Laura Culp is a financial advisor at Sikich Financial with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Laura also serves as a director at Sikich LLP, and she is involved in several nonprofit roles, including trustee positions with the Mary S. and David C. Corbin Foundation and the GAR Foundation, as well as board membership at the Akron Community Foundation and an alumni associate role on Lafayette College’s Committee on Financial Policy. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management and retirement plan consulting, utilizing an asset-allocation framework supported by both in-house and third-party portfolio management across multiple platforms.

Joseph Pignatano is a financial advisor at Transcend Capital Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Arax Advisory Partners, Key Private Bank, Charles Schwab & Co., Inc., Charles Schwab Bank, and Morgan Stanley. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, and private foundations. The firm provides holistic financial planning, discretionary and non-discretionary portfolio management, and retirement-plan advisory, employing a long-term, diversified asset allocation strategy across a range of investment types.

Dennis Park is a financial advisor with Epsilon Financial Group, Inc. in Naples, FL, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Epsilon Financial Group since 2005. Epsilon Financial Group provides advisory and consulting services to individuals, corporations, and other business entities, focusing on portfolio management, financial planning, and project-based consulting. The firm employs a hybrid advisory model and integrates AI and quantitative research tools while ensuring licensed professionals review all strategies.

Douglas Geisser is a financial advisor at Romano Brothers and Company with 42 years of industry experience. He has been with Romano Brothers since 1990 and holds Series 63 and Series 66 designations. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach that emphasizes customized asset allocation, income and tax considerations, and periodic rebalancing.

Paul Ciccarelli is a CFP® and ChFC® with 35 years of experience in financial planning and advisory services. He is affiliated with Ciccarelli Advisory Services Inc and has held roles at firms including Osaic Wealth, Inc. and FSC Securities Corporation. Ciccarelli serves as a board member of the Bentley Village Foundation and is the managing member of Asklepia Group, LLC, a microgreens farm operated by his children. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management, retirement and tax planning, family wealth protection, and advisory insurance options, managing most client portfolios on a non-discretionary basis with an emphasis on long-term strategic investing.

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including NightHawk Capital, Muirfield Investment Partners, and Finalis Securities. Deans serves on the board of Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk control, and tax-aware strategies, and manages a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

David Descalzi is a financial advisor at Seabridge Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Seabridge since 2002. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, and endowments. The firm constructs global, equity-focused portfolios across various strategies and serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

Thomas Kluttz III is a CFP® and ChFC® at Analog Capital Partners LLC with one year of industry experience. His prior roles include positions at Aviance Capital Partners LLC, Huntington Bank, and JP Morgan Chase Bank, where he worked for over two decades. Analog Capital Partners provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as acting as a subadviser for other investment advisers. The firm constructs customized portfolios based on clients’ time horizons and risk tolerances, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methodologies.

John Suddeth is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2011. He holds a Series 63 license and is based in Naples, FL. 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 manages portfolios primarily with individual securities and serves clients with approximately $1 million or more in investable assets.

Juan Botero is a financial advisor at Naples Global Advisors with a Series 65 designation and one year of industry experience. Prior to joining Naples Global Advisors, he worked at Citigroup for six years and New York Community Bank for two years. He also has a background in academia from Florida State University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm follows a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by an employee-ownership structure.

Pran Tiku is a CFP® and ChFC® with 32 years of industry experience, currently serving at Peak Financial Management Inc since 1991. He holds a trustee position with the Harbor Towers Condominium Association in Boston, where he is chairman of the finance committee. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and employs model-based investment policies across multiple asset-allocation portfolios.

Lynn Ferraina is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including FSC Securities Corporation and Ciccarelli Advisory Management. Outside of her advisory role, she serves on local nonprofit committees focused on community support and women’s empowerment. Ciccarelli Advisory Services provides financial management and planning for individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes strategic long-term investing with a non-discretionary, fiduciary approach and serves a large client base across multiple advisory teams.

Erin Crumly is a CFP® professional with 10 years of industry experience, currently advising at Evergreen Wealth in Naples, FL. She has been with the firm, also known as Crumly & Assoc., Inc. and Troxell Financial, since 2013. Outside of her advisory role, she serves as a board member at St. Patrick's Catholic Grade School, where she oversees financial records and reporting. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm employs fundamental analysis and tailored strategies, including the use of independent managers, options, and alternative investments, with ongoing monitoring and clear documentation of fiduciary responsibilities.

Jonathan Turner is a financial advisor at Invariant Investment Management with 12 years of industry experience. He holds Series 66 and Series 65 designations and previously worked at Ameriprise Financial Services and Turner Wealth Advisors. Outside of advising, he has authored and published a book and contributed a chapter to a collaborative work. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management and financial planning services. The firm uses a disciplined investment approach incorporating fundamental, technical, and cyclical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis.

Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Torray since 2010. The firm provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund. Torray employs a bottom-up, fundamental stock-selection process across large cap growth, small/mid cap growth, and equity income strategies, typically managing concentrated portfolios with explicit risk controls.

Matthew Oleksak is a CFP® with 10 years of industry experience. He is currently with Naples Global Advisors and previously worked at Brighthouse Securities, LLC and MetLife. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that emphasizes fundamental company analysis and portfolio management primarily through individual securities.

Frederick Dunbar is a financial advisor at Common Cents Planning in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term service with Planning Directions, Inc. and CommonWealth Financial Network. Dunbar also serves as an executor for a family estate. Common Cents Planning provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm manages approximately $542 million for around 450 clients, emphasizing tailored portfolios based on client-specific investment policies and fundamental analysis.

Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.

Robert Tilson is a CFP® professional with 39 years of industry experience, currently serving at Tilson Financial Group Inc in Naples, FL. He has been with Tilson Financial Group since 1991 and also worked at American Portfolios Financial Services Inc from 2012 to present. Outside of his advisory role, he serves as vice president and board member of the Joan Capps Foundation, where he evaluates charities and advises on tax and investment matters. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset portfolios primarily composed of mutual funds and ETFs, with an emphasis on asset allocation, diversification, and rebalancing.