Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Truist Advisory Services, and LPL Financial. 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 employs a fundamentally driven, long-term investment approach with diversified portfolios consisting of low-cost mutual funds, ETFs, individual securities, and REITs, while offering discretionary portfolio management and access to WealthVision.

Stephen Cully is a financial advisor at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in hospitality and investment-related roles including positions at Campana Hospitality Group and Pfs Investments Inc. 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 across about 570 clients using a long-term, strategic asset allocation approach that incorporates ETFs, mutual funds, and select individual securities.

Ryan Boyle is a CFP® professional with three years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His career includes roles at Fisher Investments, Vantage Financial Partners, and Fidelity Investments. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through fixed-fee packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios.

George Bokios is a financial advisor with Regal Advisory Services, Inc. in Ft. Myers, FL, holding a Series 63 designation and over 45 years of industry experience. He has worked with Regal Securities since 1980 and Board Broker Services since 1973. Outside of his advisory role, he serves as president of several holding companies and an advertising agency, dedicating limited time to these activities without compensation. Regal Advisory Services, Inc. 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 offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a combination of fundamental and quantitative research tailored to client objectives and risk tolerance.

Trevor Whitley is a CFP®, CFA®, and Series 65-licensed financial advisor with 20 years of industry experience. He has been with MNS Financial Management since 2004. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios through discretionary and non-discretionary engagements, employing a range of strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives.

Steven Zangmeister is a financial advisor with Aspire Growth Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He previously worked at Raymond James Financial and operated his own firm, Zangmeister Financial Services. Outside of advising, he is a partner in an unpaid business venture and owns support companies related to his financial advisory work. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets across over 900 client relationships, using a primarily long-term investment approach that combines fundamental and technical analysis tailored to client goals, risk tolerance, and tax considerations.

Arnold Gillard Jr. is a financial advisor at Marquis Wealth Management Group in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Marquis Wealth Management, he worked at Wildcat Run Country Club and was a full-time student at Florida Gulf Coast University and the University of Central Florida. Marquis Wealth Management Group serves individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm offers portfolio management with both discretionary and non-discretionary engagements, utilizing a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Robert Chastain is a financial advisor at Neptune Wealth with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Annex Wealth Management, CUNA Brokerage Services, and Allstate Insurance Company. Outside of finance, he serves as a sports referee for football, soccer, and basketball with the Greater Naples Officials Association. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a top-down macro allocation framework combined with bottom-up fundamental analysis and incorporates AI research tools to support market and planning analysis.

Kurt Traulsen is a financial advisor at Evolution Wealth Management Inc. with 11 years of industry experience. He holds a Series 65 credential and has previously worked at truAdvice, LLC, Brokers International, and Grace Capital Management, LLC. Outside of advisory roles, he is involved as Vice President and Co-Owner of an insurance agency offering life insurance, annuities, and Medicare products. Evolution Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, and equities, employing a long-term, buy-and-hold approach tailored to client objectives and risk profiles.

Ross Moody is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, holding a Series 65 designation. He has one year of industry experience, including prior work at Parady Financial and GE Healthcare. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management through its EWMWrap Fee Program, emphasizing diversified, longer-term, buy-and-hold strategies tailored to client objectives and risk profiles.

Russell Wood is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Wood serves as a board member for The Victory Center, a nonprofit organization focused on fundraising. McDonald Partners LLC serves a diverse client base, including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a network of Financial Advisors, combining advisory and broker-dealer activities along with affiliated private fund management.

Terrance Murphy is a CFP® professional with 34 years of industry experience, currently serving at Total Clarity Wealth Management, Inc. in Fort Myers Beach, FL. He has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks from 2013 to 2018. Outside of financial advising, he has experience managing a pizza business and operates an accounting and tax advisory service. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies from conservative wrap programs to actively traded accounts for sophisticated investors.

Stephen Casey is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Signet since 2007, following a recent role at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach using fundamental and quantitative analysis, including the use of back-tested and model-based strategies.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.

Troy Hedman is a financial advisor with Cetera Planning Partners in Estero, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera in 2021, he worked for Visionary Wealth Advisors from 2016 to 2021. Outside of his advisory role, he is a member and business operations consultant at Aspen Digital, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations through mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Dragi Paunovski is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corp for nine years before joining B. Riley Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in health insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of services including advisory programs, financial planning, and retirement solutions.

Phillip Farmer is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with ACC Corp., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

Gregory Wolfe is a financial advisor with Nations Financial Group, Inc. in Estero, FL, holding Series 63, 65, and 66 licenses and bringing 48 years of industry experience. He has been with Nations Financial Group since 1998. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, implementing investment strategies through proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is president of the Blue Heron Condo Association and owns hospitality businesses including a bar in Sidney, Illinois. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary CreativeOne Wealth platform.

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.