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 an investment advisor representative with Naples Wealth Planning and a registered representative with American Global Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Laidlaw Wealth Management. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions. The firm constructs customized, primarily long-term portfolios using a mix of mutual funds, ETFs, individual equities, and bonds, and employs both fundamental and technical analysis.

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-licensed financial advisor with 26 years of industry experience. He has been with Private Capital Management since 2013 and has been associated with its predecessor entity, Private Capital Management, L.P., since 1988. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual, high-net-worth, and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and serves as adviser or sub-adviser to registered and private funds.

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.

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.

Jessica Beckett is a financial advisor with Byrne Financial Freedom, LLC in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Additionally, she is a notary public. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with a focus on fundamental analysis and a generally long-term investment approach using low-cost mutual funds, ETFs, and other securities.

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 roles include positions at Carnes Capital Corporation, Solas Wealth LLC, and Ameriprise Financial Services, Inc. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients, focusing on a bottom-up, fundamental value strategy that emphasizes smaller capitalization equities and multi-year investment horizons. The firm offers a range of active and passive investment solutions across various account types, including separately managed portfolios and private funds.

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® professional with 34 years of experience in the financial services industry. She is affiliated with Ciccarelli Advisory Services Inc and has held roles at Osaic Wealth, Inc., Ciccarelli Advisory Management, LLC, and E.P. Planners Corp. Outside of her advisory work, she serves as a director for the Euphoric Living Foundation, a nonprofit involved in strategic planning for local wellness initiatives, and holds a coaching certification from the IPEC school. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial management and retirement planning, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

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.

Stephen Herrington is a CFP® with nine years of industry experience, currently serving as an advisor at Nova Wealth Management, Inc. He previously worked at Wells Fargo Clearing and Regions Bank. Herrington is also involved in tax preparation through Nova Tax Advisors. Nova Wealth Management serves individual and high-net-worth clients, small businesses, and corporations, offering discretionary asset management, comprehensive financial planning, and held-away account management. The seven-advisor team applies fundamental and technical analysis to portfolio construction and incorporates option strategies and tax-efficient asset management.

Dexter Morse is a CFP® professional with 12 years of industry experience, currently serving at Covenant Asset Management, LLC. He has worked at Morse and Company CPA's LLC, where he is involved in tax preparation and accounting. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, emphasizing tax efficiency and risk management.

Lawrence King is a financial advisor with King Wealth Management Group, LLC in Bonita Springs, FL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments for six years. King is the sole shareholder of King Wealth Management Group of Florida, Inc., which provides management and administrative services to the firm. King Wealth Management provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm manages approximately $931 million in client assets and employs a portfolio construction approach that integrates individual equities, fixed income, ETFs, and selective use of derivatives and margin, supported by institutional tools primarily through Fidelity.

Richard Calhoun is a financial advisor with Naples Wealth Planning who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and American Global Wealth Management. He serves as Treasurer on the board of the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning serves individuals, families, trusts, and institutions with investment management and financial planning, managing over $356 million in client assets. The firm develops customized, primarily long-term portfolios using a variety of investment instruments and provides ongoing client monitoring and discretionary portfolio management.