Laurence Hulbert is a financial advisor at Naples Wealth Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at various firms including BB&T Wealth Management and multiple iterations of Naples Wealth Planning since 2017. 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, typically with a minimum relationship size of $250,000. The firm offers customized, long-term portfolios using a mix of securities and employs both fundamental and technical analysis, with ongoing client oversight and portfolio rebalancing.

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 at Harvest Financial Advisors, LLC in Naples, FL, holding Series 63 and Series 65 designations with 10 years of industry experience. She has been with Harvest Financial Advisors since 2021 and previously worked at Legacy Family Office, LLC. Harvest Financial Advisors is a team-based SEC-registered investment adviser managing approximately $582.6 million for individual clients, high-net-worth individuals, trusts, estates, and other entities. The firm provides portfolio management, financial planning, and consulting services using fundamental, technical, and cyclical analysis, and maintains regular client communications including 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.

Mark Lichtenfeld is a financial advisor with Transcend Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm’s investment approach focuses on long-term, diversified asset allocation across various investment types and includes management of privately offered pooled investment vehicles.

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 financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including Charles Schwab Bank and CETERA Investment Advisers. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Scott Norris is a CFP® with 25 years of industry experience, currently working at Evergreen Wealth where he has been since 2011. Prior to that, he spent 14 years at LPL Financial. He is also an independent insurance agent and a member of C&N Investments, LLC, involved in private placement investments. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm’s investment approach is based on fundamental analysis and tailored client goals, with access to independent managers and alternative investment tools.

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 with 23 years of industry experience. He has been with Black Coral since 2012. He holds the Series 65 and Series 63 designations. Black Coral Financial Advisors serves primarily high-net-worth individuals, related entities, and corporate clients by providing financial counseling, retirement and estate planning support, and investment account management. The firm uses portfolio management teams and model portfolios, coordinating with outside specialists and offering customized employer seminars.

Jonathan Harris is a financial advisor at Transcend Capital Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network, Black Point Wealth Management, and Arax Advisory Partners. Outside of his advisory role, he serves as Secretary and Treasurer of the Aquidneck Country Club in Portsmouth, Rhode Island. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation and offers holistic financial planning, discretionary and non-discretionary portfolio management, retirement-plan advisory, and a sponsored wrap fee program.

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®-certified financial advisor with 28 years of industry experience. He is currently with Evertern Wealth, LLC and was previously with UBS Financial Services for 19 years. Stephens serves on the board of a children’s charity and is involved in local nonprofit activities, including supporting military veterans through a fishing program and coordinating events for the American Heart Association. Evertern Wealth, LLC provides discretionary investment management and family wealth advisory services primarily for high-net-worth individuals, families, and business owners. The firm employs a fiduciary, integrated approach combining portfolio management with tax planning, estate coordination, and strategic lending guidance, utilizing a range of securities, third-party managers, and alternative investments.

Max Deifik is a financial advisor with Private Capital Management and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Ameriprise Financial Services and Carnes Capital Corporation. Outside of his advisory work, he is a secondary authorized signer for a travel agency owned by his spouse. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients. The firm employs a bottom-up, fundamental value investment approach and offers discretionary portfolio management, wealth advisory services, and serves as adviser or sub-adviser to both registered mutual funds and private pooled vehicles.