Max Deifik is a Series 66 credentialed financial advisor at Private Capital Management with 19 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 10 years, followed by roles at Private Capital Management, LLC and Carnes Capital Corporation since 2018. Max is listed as an officer of Reveles Travel, LLC, a travel agency run by his spouse, though he has minimal involvement in its operations. Private Capital Management (PCM) is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value approach, primarily targeting smaller capitalization equities with a multi-year investment horizon and offers a range of active and passive strategies across account types.

Michael Heiser is a CFA® charterholder with nine years of industry experience. He is currently with Evertern Wealth, LLC, where he has worked since 2026. Prior to that, he was employed at UBS Financial Services, Inc. for nine years and at Cortland Capital Market Services, LLC for one year. Outside of his advisory role, Heiser has a passive equity investment in a brewery and is authorized to manage Heiser Capital, LLC. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, offering portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often for clients experiencing complex financial transitions.

Stuart Schrenzel is a financial advisor with Key Client Fiduciary Advisors, LLC in Bonita Springs, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Key Client Fiduciary Advisors since 2018 and previously was with Wells Fargo Advisors and Realta Equities, Inc. He also maintains a real estate license in New Jersey and serves as an executor for his father's estate. Key Client Fiduciary Advisors, LLC provides financial planning, consulting, and discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other business entities. The firm manages approximately $896 million in assets for over 2,100 clients and emphasizes fundamental analysis with tailored portfolios and ongoing monitoring.

Nelson Pereira is a CFP® professional at Naples Wealth Planning with 18 years of industry experience. He has worked at firms including The Leaders Group Inc, American Global Wealth Management, and Fidelity Personal and Workplace Advisors. He also serves as Director of Naples Insurance Strategies, a separate insurance business. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, with discretionary authority within client guidelines.

Carlo Magno Santos Ocampo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent five years at Raymond James & Associates. He is also a licensed Florida insurance agent, licensed in Life, Health, and Annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, pension and profit sharing plans, trusts, estates, and business entities. The firm manages approximately $861.7 million for around 418 clients through a five-person advisory team and employs a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Michael Iacampo is a financial advisor with Naples Wealth Planning and American Global Wealth Management, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at firms including Merrill, Morgan Stanley, Wells Fargo Clearing, and Laidlaw Wealth Management. He is dually registered and divides his time primarily as an investment advisor representative. Naples Wealth Planning, a team-based firm with over $350 million in assets under management, provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and manager due diligence.

Kelso Huffman is a financial advisor with The High Net Worth Advisory Group, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining his current firm in 2021. Huffman is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, consulting, and pension services to individuals, trusts, estates, and business entities. The firm manages approximately $861.7 million for about 418 clients, using a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Allison Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 1999. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through a range of firm-designed portfolio programs. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Nathan Shaffer is a financial advisor at Intellus Advisors, LLC in Naples, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and SunTrust Bank. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm uses tailored asset allocation strategies and manages portfolios with a range of securities and alternative investments, also selecting and monitoring third-party managers while serving as a fiduciary to retirement accounts under ERISA.

Charles Kerwood is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Waller Financial Planning Group, Inc. since 2008. The firm serves individual investors across wealth levels, pension and profit-sharing plans, and charitable organizations, providing investment management and written financial planning. Waller Financial Planning Group uses a team-based approach and customized investment programs that incorporate fundamental and technical analysis, supported by ongoing client communication and educational resources.

Gregg Powers is a Series 65-credentialed advisor with 27 years of industry experience. He has worked at Private Capital Management in various capacities since 1988 and is currently part of their team in Naples, FL. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value investment approach, focusing on smaller capitalization equities with multi-year horizons and offers a blend of active and passive strategies tailored to client needs.

Andrew Krone is a financial advisor at Naples Wealth Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Advisory Group, CapitalRock Financial, and Laidlaw Wealth Management prior to his current role. Naples Wealth Planning serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions, managing over $356 million in client assets. The firm offers customized, primarily long-term investment portfolios and comprehensive financial planning, using both internal management and selected independent managers.

Jasen Gilbert is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at Ciccarelli Advisory Management, LLC, FSC Securities Corporation, and Ciccarelli Advisory Services. Gilbert is also a partner at Ciccarelli Advisory Management LLC and serves as an associate planner at CAM LLC, both of which involve financial planning and client relationship management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Douglas Finley is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with ANTOLINO Wealth Advisors and previously spent 20 years at Finley Wealth Advisors. Finley has worked at several firms, including Haisman Wealth Management, LPL Financial, and Merrill. ANTOLINO Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and retirement plans with financial planning and investment management. The firm employs a multi-dimensional asset allocation approach and offers a planning process called the UltraVision System®, along with ongoing membership tiers and portfolio management services.

Howard Jordan is a CFP® with 30 years of industry experience. He is currently with The High Net Worth Advisory Group, LLC, where he has worked since 2020. Prior to that, he spent 17 years at Raymond James & Associates. Jordan is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm employs fundamental analysis and a mix of long- and short-term strategies, including option writing and exchange-traded products, managing approximately $861.7 million for around 418 clients through a five-person advisory team.

Benjamin Borchardt is a CFP® with six years of industry experience, currently serving as a financial advisor at Private Capital Management in Naples, FL. His prior experience includes roles at Carnes Capital Corporation, Solas Wealth LLC, and Ameriprise Financial Services, Inc. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients. The firm employs a bottom-up, fundamental value investment approach focusing on smaller capitalization equities with a multi-year horizon and offers a variety of strategies across account types, including separately managed portfolios and private fund advisory services.

David Morgan is a CFP® with 30 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent 23 years at Raymond James & Associates, Inc. In addition to his advisory role, he oversees his family's real estate development activities as CEO. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, trusts, estates, and business entities. The firm employs a mix of fundamental analysis, long- and short-term strategies, and option writing to manage approximately $861.7 million across roughly 418 clients.

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.

Joshua Sankes is a financial advisor at Intellus Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and operated several business ventures including 7footer Holdings. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment management, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of securities and alternative investments, also selecting and monitoring third-party managers while acting as a fiduciary for retirement accounts under ERISA.

David Sissman is a financial advisor at Private Capital Management with 16 years of industry experience. He holds a Series 65 designation and has been with Private Capital Management since 2013. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm employs a bottom-up, fundamental value investment approach focused on smaller capitalization equities and offers a variety of strategies including active and passive allocations, options, short sales, and derivatives-based funds.