Jonathan Turner is a financial advisor with Invariant Investment Management, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and founding Turner Consulting LLC, where he authored and published a book titled *Stop Faking It, Start Making It*. He is also involved in managing merchant portfolios and real estate flipping through related outside business activities. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by providing portfolio management and financial planning services. The firm uses a tailored investment approach combining fundamental, technical, and cyclical analyses alongside modern portfolio theory, managing client accounts typically on a discretionary basis.

Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Torray since 2010. The firm provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund. Torray employs a bottom-up, fundamental stock-selection process across large cap growth, small/mid cap growth, and equity income strategies, typically managing concentrated portfolios with explicit risk controls.

Makenzie Falduto is a financial advisor at Naples Global Advisors with a Series 65 designation and approximately one year of industry experience. Prior to joining Naples Global Advisors, she worked at UBS Financial Services Inc. and held various roles in education and hospitality. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with in-house fundamental research, managing roughly $2 billion in assets.

Matthew Oleksak is a CFP® with 10 years of industry experience. He is currently with Naples Global Advisors and previously worked at Brighthouse Securities, LLC and MetLife. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that emphasizes fundamental company analysis and portfolio management primarily through individual securities.

Frederick Dunbar is a financial advisor with Common Cents Planning in Naples, FL, holding a ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including long tenures at Planning Directions, Inc. and Commonwealth Financial Network. Outside of his advisory role, he serves as an executor of an estate. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary portfolio supervision.

Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.

Robert Tilson is a CFP® professional with 39 years of industry experience, currently serving at Tilson Financial Group Inc in Naples, FL. He has been with Tilson Financial Group since 1991 and also worked at American Portfolios Financial Services Inc from 2012 to present. Outside of his advisory role, he serves as vice president and board member of the Joan Capps Foundation, where he evaluates charities and advises on tax and investment matters. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset portfolios primarily composed of mutual funds and ETFs, with an emphasis on asset allocation, diversification, and rebalancing.

David Williams is a CFP® professional with 33 years of experience in the financial services industry. He is a founding member of WMS Advisors, LLC, where he has worked for 27 years, and has held positions at Grove Point Advisors and TWG Advisor Group. Williams is also involved in insurance sales and serves as trustee for an investment-related trust. WMS Advisors, LLC is a team-based SEC-registered investment adviser managing approximately $281 million for over 130 client households. The firm offers comprehensive portfolio management, financial planning, and retirement-plan consulting services, utilizing core asset-class strategies implemented with ETFs, index funds, and select alternatives.

Thomas Russo is a CFA® charterholder with eight years of industry experience. He is currently with Naples Global Advisors, where he has worked since 2023, following positions at Goldman Sachs & Co. LLC, Columbia Business School, and Bloomberg LP. Naples Global Advisors provides discretionary investment management to individuals, corporations, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with in-house fundamental research, focusing primarily on individual equities complemented by fixed income and cash equivalents.

Christian Papazian is a CFP®, CFA® with 10 years of industry experience. He has worked at Cookson Peirce Wealth Management since 2024, following roles at Income Research + Management and Fidelity Investments. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and other professional advisors. The firm implements a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and is notable for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

Kevin Crumly is a CFP® with 32 years of industry experience, currently practicing at Evergreen Wealth, where he has been since 2011. His prior experience includes roles at LPL Financial from 1998 to 2018 and Mutual Securities, Inc. from 2018 to 2020. Outside of his advisory work, he serves on the board of directors for a family-run restaurant franchise, providing consulting services. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities. The firm offers portfolio management and integrated financial planning, employing fundamental analysis and a variety of investment tools tailored to client goals.

Bradley Ward is a financial advisor at Asset One Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Lifeworks Advisors, LLC, MML Investors Services, Mass Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Wells Fargo Clearing. Asset One Wealth Management is an SEC-registered advisory firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm provides customized strategic asset allocation and family-office style coordination for clients with at least $2 million in assets under management.

Michael Lundon is a financial advisor with Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Evertern Wealth and Purshe Kaplan Sterling Investments in 2026. Lundon is also a partner in Nittany Blue Cat Investment Group LLC, a private investment partnership. Evertern Wealth advises high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often working with clients facing liquidity events or complex financial transitions.

Anthony Curatolo is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Ciccarelli Advisory Services since 1996 and previously worked at FSC Securities Corporation for nearly four decades. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial management and planning services, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Kathleen McDermott is a Series 65 licensed financial advisor with 20 years of industry experience. She has been with McDermott Investment Advisors, LLC since 2005. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately 700 accounts and $211 million in assets. The firm uses both proprietary and third-party model portfolios and employs sub-advisers for trading, reporting, and back-office support.

Scott Richardson is a financial advisor at Richardson Capital Management, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Richardson has been with Richardson Capital Management since 2004 and is also president of Richardson Financial Group, Inc., where he provides analysis and recommendations on life, disability, and long-term care insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial planning. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, and it offers account aggregation and specialized family office services.

Kim Kantor is a CFP® with 43 years of industry experience and is affiliated with Ciccarelli Advisory Services Inc in Naples, FL. She has held positions at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Outside of her advisory work, she serves on the FGCU Foundation Board of Directors and participates in local nonprofit committees related to healthcare and planned giving. Ciccarelli Advisory Services serves individuals, families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services with an emphasis on strategic long-term investing, managing client portfolios primarily on a non-discretionary basis while acting in a fiduciary capacity.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Global Wealth Management and UBS Financial Services Inc. He also has a background at Sherwin Williams Company and Elon University. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, focusing on long-term portfolio management integrated with tax-aware planning, concentrated stock management, and intergenerational estate coordination. The firm offers comprehensive financial planning and utilizes a range of investment strategies, including direct securities, ETFs, mutual funds, third-party managers, and private investments for qualified clients.

John Barnes is a financial advisor at Wilmington Capital Securities, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining Wilmington Capital Securities in 2019. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a range of securities and analysis techniques, managing approximately $258 million in client assets.

Matthew Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1997. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering continuous portfolio management through various firm-designed programs. The firm employs a multi-faceted investment process that includes fundamental, technical, cyclical, quantitative, and qualitative analysis, focusing on asset-allocation-driven strategies across a broad range of securities.