Carson Pearlman is a financial advisor at Everhart Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Everhart Advisors since 2021. Prior to that, he gained experience at Case Pearlman Retirement Plan Advisors, Fedex, Ecoshield Pest Control, Hurley, and Jacksonville University. Everhart Advisors provides advisory services to retirement plan sponsors and individual clients, including high-net-worth households. The firm offers retirement-plan consulting, wealth management, financial planning, and related services, using a long-term, disciplined investment approach with diversified, lower-cost investments and selective use of third-party sub-advisers.

Dennis Pearlman is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 65 credential and previously worked for Case Pearlman Retirement Plan Advisors, LLC from 2011 to 2021 before joining Everhart Advisors. Outside of his advisory role, he serves as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board of Trustees and provides professional development consulting through Winning Dynamics, LLC, assisting business professionals and elected officials in the Southwest Florida community. Everhart Advisors offers advisory services to retirement plan sponsors and individual clients, including high-net-worth households, with a focus on retirement-plan consulting, wealth management, and financial planning. The firm employs a long-term, disciplined investment approach emphasizing diversified, lower-cost investments, client education, and strategic alliances to enhance service offerings.

Jerry Sylvester Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Oxford Wealth Group, Walser Wealth Management, and Park Avenue Securities. Outside of advisory roles, he operates as an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers, offering portfolio management, financial planning, retirement-plan support, and sub-advisory services.

Daniel Shannon is a financial advisor with M Holdings Securities, Inc. and Meridian Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He serves as managing member of Meridian Financial Group and owns Meridian Business Consultants, a firm providing business consulting services to business owners. Shannon is also president of the Cypress Office Park Condo Association. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements.

Iris Serrano Faria is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 designation and having two years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank and Morgan Stanley, as well as a four-year tenure at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients across a range of wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a variety of strategies and platforms to create tailored portfolios and offers additional services including high-net-worth client solutions and back-office support for affiliated advisers.

Todd Donofrio is a financial advisor at IP Financial Advisory Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services and Innovation Partners since 2021, following prior roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he owns a personal fitness training business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and discretionary management strategies.

Logan Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Covenant College and Evangelical Christian School. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and uses a formal due-diligence process for retirement plan options.

Roger Faulring is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at National Asset Management and United Advisors Services, LLC. Outside of his advisory work, he is a partner in an investment advisory business and is also an author and poet. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset management solutions.

Gregory Esposito is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. He serves as an advisor board member for KPM Exceptional LLC, a company that distributes outdoor power equipment, where he helps develop strategy and provides guidance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Kerri Goldsmith is a Series 66-credentialed financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, where she has worked since 2014. She has 14 years of industry experience and has also been associated with Purshe Kaplan Sterling since 2011. Goldsmith serves on the Advisory Board of Trustees for the American Advertising Federation SWFL and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm employs a variety of strategies and manages assets primarily on a discretionary basis, while offering additional services such as pension consulting and a dedicated high-net-worth service branded as Level 3.

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

John Heck is a financial advisor at Avior Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Protection Point Advisors and Adagio Capital Advisors, Inc. He is also president of Adagio Financial Group, Inc., where he is involved in sales and marketing related to life and fixed annuities. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and manages accounts using both direct portfolio management and separately managed account models.

Bon Keomany is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., Midland States Bank, and Midland Wealth Management. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets as of the end of 2024.

Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Larry Eggers Jr. is a financial advisor at Inspire Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Inspire Investing, LLC prior to his current role. Additionally, he is an independent licensed insurance agent specializing in life insurance and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including model portfolios and affiliated ETFs.

Dane Spencer is a CFP® with four years of industry experience currently serving at Foundations Investment Advisors LLC in Fort Myers, FL. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a large network of investment adviser representatives.

Terry Pigeon is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions LLC, and various insurance and healthcare companies. Outside of his advisory work, he owns and operates TAP Wealth Management and Tap Insurance, focusing on financial planning and Medicare health insurance sales, and is involved with College Funding Solutions, providing college admissions and funding advice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports a broad network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Horter Investment Management, LLC and serves as president of Taylor Enterprises of SW FL, dba Premier Financial Group, where she offers annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses strategic, tactical, and dynamic investment strategies primarily involving mutual funds and ETFs, supported by quantitative models and due diligence on third-party managers.

Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

John Ruff is a financial advisor with Sowell Management in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked for Naples AIS, Inc. from 2008 to 2021 before joining Sowell Management in 2021. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors, offering services including investment management, financial planning, and retirement-plan advisory, and utilizes a range of investment styles and third-party platforms and sub-advisors.