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.

Garrett Eisenhauer is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation with three years of industry experience. He has worked at several firms, including PFS Investments Inc. and Quail West, and currently splits his time between advisory work and licensed insurance sales. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million for around 570 clients using discretionary portfolio management focused on long-term strategic asset allocation and value investing.

Anthony White is a CFP® and ChFC® with 37 years of experience in financial advising. He is currently with Uhler Vertich White Advisors and has prior experience at Scott White Advisors, LLC, which he owned until its sale in 2023, and Raymond James Financial Services, Inc. He also sells long-term care insurance, non-variable life insurance, and non-variable annuities through Uhler Vertich White Advisors. Uhler Vertich White Advisors is a registered investment adviser serving individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm manages approximately $467 million across about 300 client relationships, focusing on diversified, asset-allocated portfolios primarily composed of mutual funds, and provides comprehensive financial planning and ongoing portfolio management.

Michael McGrail is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with McDonald Partners since 2011. In addition to his advisory role, he is a licensed insurance agent selling life, health, casualty, and long-term care insurance. McDonald Partners LLC serves a diverse client base that includes individual investors as well as institutional clients such as pension plans, foundations, and charitable organizations. The firm provides investment management, financial planning, pension consulting, and brokerage services through a combination of advisory and broker-dealer activities, including affiliated private fund management.

Ted Stone is a financial advisor with McDonald Partners LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Stone serves as Vice President of the Farwell Lake Riparian Association, a nonprofit organization. McDonald Partners LLC serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and offers a range of portfolio management options alongside private fund management through affiliated entities.

Rodney Kramp is a financial advisor at Asset One Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Cetera Wealth Services, Voya Financial Advisors, and Fifth Third Securities. Outside of his advisory role, he owns and oversees operations for Truly Natural Therapies, a spa business. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm’s investment approach centers on strategic asset allocation tailored to client risk profiles, utilizing a mix of individual securities, ETFs, mutual funds, and independent managers, with a focus on periodic rebalancing and institutional support services.

James Vertich is a CFP® with 37 years of experience in financial services, currently serving at Uhler Vertich White Advisors since 2023 after a long tenure with Raymond James Financial Services beginning in 1993. He is a board member and participates on the investment committee for the Southwest Florida Symphony Endowment Foundation. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, and it integrates third-party research and fund managers in its investment approach.

James Novakovich is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, holding a Series 66 designation with 24 years of industry experience. He has been with Nova Wealth Management since 2013 and has been involved in various business activities including tax planning and apparel printing. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm utilizes both fundamental and technical analysis, employing a range of strategies and offering additional services such as retirement plan consulting and held-away account management.

Thomas Palmer is an advisor at Neptune Wealth with a Series 65 designation and one year of industry experience. Prior to joining Neptune Wealth, he operated NT Yoga and Wellness, LLC and was involved with Hot Yoga Naples. Outside of financial advising, he has a background in yoga and wellness through his business activities. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by offering investment advisory services, financial planning, and outsourced CIO arrangements. The firm uses a combination of top-down macro allocation and bottom-up fundamental analysis, incorporating AI research tools to support market and planning analysis.

Mackenzie Rickman is a CFP® with 26 years of industry experience, currently serving at Naples Wealth Planning. His prior roles include positions at Stifel Nicolaus & Co Inc and various Naples-based wealth management firms. He is also an insurance agent with Naples Insurance Strategies. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions, generally requiring a minimum relationship of $250,000. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client engagement and portfolio oversight.

Steven Grabarczyk is a financial advisor with Regal Advisory Services, Inc. in Fort Meyers, FL, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with Regal Advisory Services and its affiliated broker-dealer Regal Securities since 2007. Outside of his advisory role, he has been involved with Super T Shirts since 2005. Regal Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm’s investment approach combines fundamental and quantitative research tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

David Parsons is a CFP®, ChFC®, and PFS™ with 28 years of industry experience. He is currently CEO and Personal Financial Specialist at Old North State Wealth Management, LLC and also provides CPA consulting services with Knott, Richartz & Co. CPAs, PLLC. Parsons holds roles as an independent insurance agent and serves on the Useppa Island Board of Governors, advising on social member matters. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm employs fundamental, technical, and cyclical analysis and incorporates derivatives and margin strategies, serving primarily clients with account minimums around $500,000.

Alfred Tounjian is a CFP® with 15 years of experience, currently serving at Advantage Wealth Partners in Fort Myers, FL. He has been involved with various entities operating under the Advantage Retirement Group name since 1991. Outside of advisory work, he is also engaged in insurance sales and owns STI Property Management LLC. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million across roughly 527 clients and employs a primarily long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, individual securities, and alternative positions.

John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.

Patrick Fitzsimmons is a financial advisor with Woodstock Wealth Management, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at IFS Advisory, LLC and International Financial Solutions, Inc. Outside of his advisory work, he contributes strategic and business advice to an internet sales company specializing in luggage and travel goods. Woodstock Wealth Management, Inc. serves individuals, businesses, charities, and retirement plans by providing financial planning, discretionary portfolio management, and access to third-party asset managers. The firm manages approximately $630 million on a discretionary basis and offers a performance-based fee program alongside managed accounts and financial planning services.

Adam Bruno is a financial advisor at Evolution Wealth Management Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Grace Advisory Group. In addition to his advisory role, he is involved as an insurance agent with Evolution Retirement Services Inc. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios and manages a proprietary wrap fee program that incorporates independent managers and external research support.

Richard Liburdi is a ChFC® with 42 years of industry experience. He has been with Compass Ion Advisors, LLC since 2008 and previously worked at APW Capital, Inc. (formerly CAMAS) for 14 years. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting through a team-based model. The firm manages approximately $1.59 billion and focuses on strategic asset allocation and long-term holding periods using a range of investment vehicles.

Thomas Andersen is a financial advisor with Evolution Wealth Management Inc. in Punta Gorda, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Bison Advisors and operating Andersen Harrison Advisors, Inc., as well as involvement in insurance sales through Andersen Harrison Insurance, LLC, where he serves as President and Owner. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, emphasizing a long-term, passive investment approach with diversified portfolios and the use of independent managers.

Shane Carrier is a CFP® certificant with five years of industry experience, currently serving as a financial planner at Uhler Vertich White Advisors in Fort Myers, FL. His career includes roles at Northwestern Mutual and Raymond James Financial Services. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm focuses on diversified mutual fund and ETF portfolios guided by written financial plans and investment policy statements, utilizing third-party fund managers and research.

Bryan Fiore is a financial advisor at Uhler Vertich White Advisors in Fort Myers, FL, with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James Financial Services and Scottrade, Inc. He is involved in youth soccer organizations through the West Pasco Youth Soccer Association and Lee County Strikers Youth Soccer Club. Uhler Vertich White Advisors provides discretionary and non-discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes diversified, asset-allocated mutual fund and ETF portfolios based on written financial plans and investment policy statements, without recommending individual stocks or bonds.