Scott Nelson is a financial advisor at Nova Wealth Management, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work history at Herc Rentals Inc. and Lasker, Kim & Co. LLP. Outside of his advisory role, he owns Nelson CPA Inc., a certified public accounting firm registered in Florida. Nova Wealth Management provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm also offers retirement plan consulting and manages held-away accounts, employing a range of strategies including option writing and tax-efficient asset location.

Robert Bjork is a CFP® with 45 years of industry experience. He is currently a wealth advisor and founder at Navista Wealth Management, Inc. in Naples, FL, and has held advisory roles at various firms including Raymond James Financial and Collaborative Legacy Partners. Outside of his advisory work, he is owner and president of Bjork Financial Services, Inc., a payroll services company. Navista Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and consultative services, including specialized divorce planning. The firm combines model portfolios, third-party manager strategies, and various analytical methods to tailor investment advice, primarily allocating among mutual funds and ETFs.

Gaye Clarke Lampert is a financial advisor with Harvest Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at firms including Legacy Family Office, LLC and PGIM Investments LLC. Lampert has been with Harvest Financial Advisors since 2021. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, and estates. The firm provides portfolio management and financial planning services using a combination of fundamental, technical, and cyclical analysis and maintains ongoing client communication through newsletters and educational seminars.

Michael Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a partner at Aviance Capital Partners LLC since 2018. He is also the managing director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers portfolio management across tailored strategies using internal research and a range of investment vehicles, including equities, fixed income, mutual funds, and ETFs.

Stephanie Gomez is a financial advisor at Nova Wealth Management, Inc. She holds a Series 65 credential and has one year of industry experience. Prior to joining Nova Wealth Management, she worked at Pinnacle USA LLC for one year and has been involved with Stabilized Steps LLC and SCG Business Consulting LLC since 2016. 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 firm employs both fundamental and technical analysis in portfolio construction and incorporates option strategies and tax-efficient asset location in its investment approach.

Lyndon Harrison is a CFP® professional with 14 years of experience, currently associated with Wealthspan Investment Management, LLC in Naples, FL. His prior experience includes roles at Bison Advisors, Gulf Harbor Financial, and several other firms. Outside of financial advising, he is involved in nonprofit work promoting financial education for seniors and maintains accounting records for a local church. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing comprehensive financial planning, consulting, and discretionary portfolio management through both active and passive model portfolios. The firm utilizes fundamental and technical analysis and can engage third-party sub-advisers when appropriate.

Isaac Codrey is a CFA® charterholder with nine years of industry experience. He has been with Naples Global Advisors since 2017 and previously worked at CreditSights from 2009 to 2016. Isaac holds the Series 66 designation. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening with fundamental analysis. The firm emphasizes managing portfolios primarily with individual securities and serves clients with approximately $1 million in investable assets.

Alireza Kandi is a CFA® charterholder and registered financial advisor with 12 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, having previously worked at Charles Schwab and Cetera Investment Services. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment.

Scott Norris is a CFP® with 26 years of industry experience, currently serving at Evergreen Wealth. He has worked at Evergreen Wealth and affiliated firms since 2011 and previously held roles at LPL Financial and Equitable Advisors. Outside of his advisory work, Norris is an independent insurance agent and a member of a private placement investment management firm. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, offering portfolio management and integrated financial planning. The firm employs fundamental analysis and may recommend independent managers and alternative investments tailored to client objectives.

Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.

Jonathan Cathey is a financial advisor at Slagle Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Oxenfree Capital LLC dba Oxenfree Financial. Outside of advisory work, he is involved with Oxenfree Technology LLC, a fintech company, where he serves as an operations associate. Slagle Financial provides investment supervisory services and financial planning to individuals, families, and businesses, focusing on globally diversified portfolios that align with clients’ goals and risk tolerance. The firm utilizes both internal management and third-party managers with a preference for index mutual funds and ETFs.

Stephen Liska is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, with 23 years of industry experience. He holds the Series 65 and Series 63 credentials and has worked at Black Coral since 2012, following eight years at Goldman Sachs Wealth Services. Black Coral Financial Advisors provides comprehensive financial counseling and investment advisory services primarily to high-net-worth individuals, corporate clients, and employer-sponsored programs, using a team-based approach that emphasizes individualized asset allocation and ongoing portfolio monitoring.

Tanner Betts is a financial advisor at Intellus Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Lincoln Investment Planning, LLC, and other firms. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored asset-allocation strategies and combines discretionary and non-discretionary services through wealth management engagements and retirement-plan consulting.

Richard Owen Jr. is a financial advisor at Point Windward Advisors, Inc. with 18 years of industry experience. He holds a Series 66 designation and has been associated with Beech Hill Advisors, Inc. and Beech Hill Securities, Inc. since 2014. In addition to his role at Point Windward Advisors, he serves as Vice-President at Beech Hill Advisors, providing investment advice and general planning. Beech Hill Advisors, Inc. offers discretionary and occasional non-discretionary investment management, annuity oversight, and comprehensive financial planning to individuals, pension and profit-sharing plans, and other entities. The firm employs a combination of fundamental, quantitative, qualitative, and technical analysis, managing approximately $358.6 million in client assets with a dually registered structure that includes brokerage services.

Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.

Jason Stephens is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Evertern Wealth, LLC. His prior roles include nearly two decades at UBS Financial Services and earlier positions at Morgan Stanley. Stephens is active in community and charitable organizations, including serving on the board of SWFL Children Charity and participating as a boat captain for Naples Take A Soldier Fishing. Evertern Wealth primarily advises high-net-worth individuals, business owners, senior executives, and families, offering portfolio management, comprehensive financial planning, and wealth advisory services. The firm focuses on tax-aware strategies, concentrated stock management, and intergenerational estate coordination, utilizing a range of investment approaches including direct securities, ETFs, and alternative investments.

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.

Ward Cantrall Jr. is a CFP® professional with eight years of industry experience, currently serving at Evergreen Wealth. Prior to joining Evergreen Wealth in 2018, he worked for Marine Bank from 2010 to 2018. He is active as a committee member overseeing fundraising and events for the American Lung Association. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis tailored to client goals and offers access to independent investment managers and alternative investment strategies for suitable clients.