David Flanders is a financial advisor at Momentum Wealth Planning with 35 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services from 2015 to 2024. Outside of his advisory role, he is involved with Modern Corinth Ministries, a Christian ministry. Momentum Wealth Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs a client-specific investment approach incorporating momentum-based allocation strategies and offers access to various investment vehicles and external money managers.

Tamara Surratt is a financial advisor at Legacy Family Office, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Legacy Family Office since 2014, following a tenure at Eton Advisors Group and managing Tarino Investments, LLC since 2000. Legacy Family Office provides comprehensive wealth management and family office services to high-net-worth individuals, trusts, estates, and other entities, offering investment advisory alongside estate planning, philanthropy, and lifestyle management. The firm operates with a single advising professional overseeing a multi-million dollar asset base and emphasizes client education and data security through institutional technology audits.

Jordan Johnson is a financial advisor at Pinelight Financial PLLC with nine years of industry experience. He holds a Series 65 designation and has worked at Pinelight Financial LLC since 2022. Prior to that, he was with DHJJ, Ltd. and DHJJ Financial Advisors, Ltd. from 2013 to 2022. In addition to his advisory role, Johnson provides accounting services in conjunction with investment advisory services. Pinelight Financial serves individual clients, retirement and pension plans, and business clients by offering financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analyses with active and passive strategies, emphasizing customized asset allocation, tax efficiency, and risk management.

Dawn Litchfield is a financial advisor with Naples Money Management LLC, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Naples Money Management since 2010 and has been associated with Litchfield & Nelson Partners since 1996, as well as Mutual Service Corporation since 1989. Naples Money Management provides investment management, financial planning, and wealth management services for individuals, high-net-worth clients, and charitable organizations. The firm utilizes a top-down, sector-oriented investment approach combined with branded strategies that may include options and derivative tactics.

Ryan Rocuant is a CFP® with four years of industry experience, currently serving as a financial advisor at Mutual Trust Advisory Group since 2021. Prior to joining Mutual Trust Advisory Group, he worked at Katherine L Nash Insurance Agency, Inc. and held roles outside finance including positions at Domino's Pizza and Miramar Lakes Beach and Golf. Mutual Trust Advisory Group provides financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an individualized, asset-allocation driven investment approach incorporating fundamental analysis, long- and short-term strategies, and uses tools such as direct indexing and AI for data processing.

Michael Farr is a financial advisor with FarrCrest Capital LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Hightower Advisors for five years and IA Farr, Miller & Washington, LLC for 25 years. He serves as an outside director for Goal Financial LLC, a student loan portfolio company. FarrCrest Capital is a family office managing portfolio and generational wealth exclusively for the founding family and affiliates. The firm focuses on long-term stewardship through fundamental research, managing concentrated, discretionary portfolios with an emphasis on legacy planning and governance.

Leo Renner is a CFP® with 12 years of industry experience, currently serving at Meritum Wealth Management LLC. His prior roles include positions at The Zois Group LLC, Capital Analysts, Lincoln Investment, Lincoln Financial Group, and Prudential Insurance Company of America, among others. He is also a licensed Medicare insurance agent offering Medicare Advantage and Supplement products. Meritum Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, institutional clients, and charitable organizations. The firm utilizes a blend of quantitative and qualitative investment strategies and offers active portfolio management including options trading.

Scott Schatzle is a CFP® professional with 18 years of industry experience. He has been with Mutual Trust Advisory Group since 2016 and has a background that includes work at Boston University. Schatzle also has experience in non-variable insurance. Mutual Trust Advisory Group offers financial planning, discretionary investment management, and wealth management services primarily to individual and high-net-worth clients. The firm employs an asset-allocation driven investment process with a variety of strategies and tools, and provides a broad range of consulting services including estate coordination and business succession planning.

Louis Lemos II is a CFA® charterholder and Series 63 licensee with three years of industry experience. He has worked at Navian Asset Management, LLC since 2025 and previously held roles at Luma Financial Technologies, Navian Capital LLC, and First Kentucky Trust. Navian Asset Management, LLC provides discretionary and non-discretionary portfolio management with integrated financial planning to individuals, including high net worth clients, and charitable organizations. The firm uses a customized portfolio construction approach that incorporates various analytical methods and a broad range of investment instruments, including options and digital assets.

Paul Murphy is a CFA® charterholder with 17 years of industry experience. He is currently with Front Edge Capital Management, LLC, where he has worked since 2019. His prior experience includes roles at Ironbridge, Quasar Distributors, LLC, and Credit Suisse Securities (USA) LLC. Front Edge Capital Management provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a proprietary research process focused on large U.S. companies with a blend of growth and value strategies and manages approximately $88.5 million in client assets across about a dozen relationships.

Christopher Covato is a financial advisor at Covato Capital Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CS Planning Corp and Covato Capital Management, LLC. Outside of his advisory role, Mr. Covato is a Captain and Simulator Check Airman for Atlas Air Inc., where he has been employed since 1999, flying Boeing 747s. Covato Capital Management, LLC is a fee-based registered investment adviser serving individuals, trusts, and other entities, including high-net-worth clients. The firm offers customized portfolio management and financial planning, utilizing a range of investment vehicles and model portfolios, and is notable for its involvement with sponsored private investment vehicles and commodity trading activities.

Paul Marinelli is a CFA® charterholder with 21 years of industry experience and has been with RiverGlades Family Offices, LLC since 2014. He is also a principal of Arcus Family Office Services, LLC, which provides personal financial reporting, bill pay, and administrative services to high net-worth individuals and families. Additionally, Marinelli holds minority interests in Hestia Holdings, LLC and Hestia Management, LLC, both private companies involved with private funds. RiverGlades Family Offices serves high-net-worth individuals, multigenerational families, charitable organizations, and corporations with portfolio management, external Chief Investment Officer services, and consulting engagements. The firm combines fundamental and technical analysis with modern portfolio theory, using ETFs, publicly traded real estate funds, fixed income securities, and TIPS, and offers options strategies and derivatives in separately managed accounts.

Shakeel Dewji is a financial advisor at Aurora Investment Managers, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Aurora Investment Managers since 2008. Aurora Investment Managers is a fee-only registered investment adviser managing approximately $323 million across about 179 client accounts. The firm offers customized portfolio management and investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, employing a strategy that integrates fundamental and technical analysis with both long- and short-term positions.

Robert Farr is a financial advisor at FarrCrest Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at Hightower Advisors, Digital Management, LLC, and ECS Federal, LLC. FarrCrest Capital is a privately held family office that provides portfolio management and generational wealth counsel exclusively for the founding family and affiliated members. The firm focuses on long-term stewardship through fundamental research and manages concentrated family mandates with discretionary oversight, combining governance and legacy services with traditional asset management.

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.