Joseph Barry is a CFA® charterholder with 18 years of industry experience. He is a principal at Barry Investment Advisors, LLC, where he has worked since 2014. Barry serves as a trustee and member of the finance and investment committees at the Old Dartmouth Historical Society/NB Whaling Museum. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, integrating equities, fixed income, and cash with a value-oriented equity selection process and tailoring asset allocation to client risk profiles.

Michael Morris is a Series 65-licensed financial advisor with Naples Global Advisors, where he has worked since 2011. He has 11 years of industry experience. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment philosophy that combines quantitative screening with fundamental analysis. The firm serves high-net-worth individuals, retirement accounts, corporations, trustees, and charitable organizations, typically managing portfolios built from individual equities and diversified fixed-income strategies.

Jill Rapps is a CFP® with 35 years of experience in the financial services industry. She is currently with Ciccarelli Advisory Services Inc and has worked at firms including OSAIC, E.P. Planners Corp., and FSC Securities Corporation. Beyond her advisory role, she serves as a director of a local nonprofit focused on wellness and holds a certification in coaching. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, and business entities, offering comprehensive financial management and retirement planning. The firm manages portfolios primarily on a non-discretionary basis, employing a mix of fundamental, technical, and mutual fund/ETF analysis with an emphasis on strategic long-term investing.

Timothy Nash is a financial advisor with Evergreen Wealth, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of financial advising, he is president and CEO of Nash Innovations, LLC, an intellectual property management company. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis, offers access to independent managers, and utilizes tools like options and alternative investments tailored to client goals.

Timothy Flatley is a ChFC® credentialed financial advisor with Sterling Investment Advisors Ltd., bringing 43 years of industry experience. He has held roles at Purshe Kaplan Sterling Investments and IFG Russell Advisors Inc. Flatley is involved in angel investing as a member of several private investment groups and serves as a board observer for a technology company. Sterling Investment Advisors, Ltd. is a team-based SEC-registered investment adviser serving individuals, pension plans, and other entities with discretionary portfolio management and financial planning. The firm employs a customized investment approach that includes mutual funds, ETFs, individual securities, and derivative strategies, and occasionally incorporates cryptocurrency exposure as part of its offerings.

Steven Hardardt II is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

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.

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 credentials and has worked at several firms including NightHawk Capital and Muirfield Investment Partners. Deans serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management through global diversification, active oversight, tax-aware techniques, and the use of derivatives, while sponsoring and managing private fund structures with performance-based fee arrangements.

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.

Richard Liburdi is a financial advisor at Compass Ion Advisors, LLC with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Keel Point Capital, LLC, APW Capital, Inc. (formerly CAMAS), EGE Advisors, Ltd., and New England Securities. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by offering integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion and uses a team-driven advisory model focused on strategic asset allocation and long-term holding periods.

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.