Nancy Farias is a financial advisor at Intellus Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 11 years before joining Intellus Advisors in 2024. Intellus Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers financial planning and investment management with tailored asset allocation strategies, managing portfolios through a mix of stocks, bonds, mutual funds, ETFs, and alternatives, while also serving as a fiduciary under ERISA.

Jeffrey Fortier is a financial advisor at Private Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Capital Management and its affiliated firm Carnes Capital Corporation since 2000. Outside of his advisory role, he serves as managing member of two entities focused on acquiring vacant land for investment purposes. 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 both discretionary portfolio management and wealth advisory services through a seven-adviser team.

James Nici is a financial advisor with Financial Transparency in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He is also the sole owner of NICI Law Firm, which provides trustee and registered agent services, and manages Strategic Planners Group, LLC, a company that develops intellectual property tools for the estate planning field. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, utilizing an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis with a range of passive and active portfolio models.

Stephen Cucchiaro is a financial advisor at 3Edge Asset Management, LP with 29 years of industry experience. He holds a Series 63 designation and has been with 3Edge since 2015. Outside of his advisory role, he is involved with 3EDGE Technology Company, providing technology services related to investment. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. 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.

Nicholas Schultz is a financial advisor at Private Capital Management with a Series 65 credential and three years of industry experience. His prior roles include positions at Carnes Capital Corporation, National Christian Foundation of South Florida, and involvement with Chik-fil-A franchises. Outside of his advisory work, he is a member of Rock River Partners, LLC, which facilitates finder's fee payments related to commodity supply introductions. 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 across its discretionary portfolio management strategies and also offers wealth advisory services and management of registered and private funds.

James Means IV is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Wilmington Capital Securities in 2019. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for Bayview 2 Community Associates, overseeing condominium finances and operations. Wilmington Capital Securities, LLC provides portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm utilizes a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, and offers customized portfolios that may include equities, mutual funds, fixed income, options, and cash.

James Novakovich is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, holding a Series 66 designation with 24 years of industry experience. He has been with Nova Wealth Management since 2013 and has been involved in various business activities including tax planning and apparel printing. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm utilizes both fundamental and technical analysis, employing a range of strategies and offering additional services such as retirement plan consulting and held-away account management.

Paul Ciccarelli is a CFP® and ChFC® with 35 years of experience in financial planning and advisory services. He is affiliated with Ciccarelli Advisory Services Inc and has held roles at firms including Osaic Wealth, Inc. and FSC Securities Corporation. Ciccarelli serves as a board member of the Bentley Village Foundation and is the managing member of Asklepia Group, LLC, a microgreens farm operated by his children. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management, retirement and tax planning, family wealth protection, and advisory insurance options, managing most client portfolios on a non-discretionary basis with an emphasis on long-term strategic investing.

Mackenzie Rickman is a CFP® with 26 years of industry experience, currently serving at Naples Wealth Planning. His prior roles include positions at Stifel Nicolaus & Co Inc and various Naples-based wealth management firms. He is also an insurance agent with Naples Insurance Strategies. 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, generally requiring a minimum relationship of $250,000. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client engagement and portfolio oversight.

Kearsley Lewis is a financial advisor with Intellus Advisors, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Intellus Advisors in 2024, he worked for Raymond James & Associates, Inc. for 11 years. He is also co-owner and managing partner of Intellus Advisors through Bifrost Management, LLC. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, investment management, and consulting services. The firm employs tailored asset allocation strategies and manages portfolios using a range of securities and alternative investments, while also selecting third-party managers and serving as a fiduciary for retirement accounts.

John Bellino is a financial advisor with Colomb Investment Management Company, LLC in Fort Myers, FL, holding a ChFC® designation and over 37 years of industry experience. He has worked with Guardian Life Insurance Company since 1996 and held roles at Park Avenue Securities from 1999 to 2024. Outside of advising, he is licensed to foster children through the Florida Baptist organization. Colomb Investment Management Company, LLC provides fee-based investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and often works with third-party managers under both discretionary and nondiscretionary mandates.

Richard Liburdi is a ChFC® with 42 years of industry experience. He has been with Compass Ion Advisors, LLC since 2008 and previously worked at APW Capital, Inc. (formerly CAMAS) for 14 years. Compass Ion Advisors serves individuals, families, trusts, retirement plan sponsors, and various institutions, providing integrated financial planning, investment advisory, and retirement plan consulting through a team-based model. The firm manages approximately $1.59 billion and focuses on strategic asset allocation and long-term holding periods using a range of investment vehicles.

Lynn Ferraina is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with firms including FSC Securities Corporation and Ciccarelli Advisory Management. Outside of her advisory role, she serves on local nonprofit committees focused on community support and women’s empowerment. Ciccarelli Advisory Services provides financial management and planning for individuals, families, trusts, charitable organizations, and business entities. The firm emphasizes strategic long-term investing with a non-discretionary, fiduciary approach and serves a large client base across multiple advisory teams.

Erick Sonne is a CFA® charterholder with three years of industry experience. He has been with Private Capital Management, LLC since 2013. Private Capital Management, LLC 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 across its small-cap value strategies and offers wealth advisory services through a dedicated team.

Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.

Steven Strauss is a financial advisor at Droms Strauss Wealth Management with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at ELIAS STRAUSS CPAs, LLC and Integrated Financial Solutions, LLC. Outside of his advisory work, he prepares tax returns as a CPA through S & S Strauss LLC. Droms Strauss Wealth Management is a six-advisor team managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized investment management and integrated financial planning, emphasizing asset allocation and employing an internal Investment Committee to guide portfolio decisions.

Ryan Bousquet is a financial advisor at Intellus Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Intellus Advisors, he worked at Raymond James & Associates and Northwestern Mutual Investment Services, and he has experience outside finance, including a role at Snappers Comedy Club. Intellus Advisors serves individuals, pension plans, trusts, charitable organizations, and businesses, providing financial planning, investment management, consulting, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of investment vehicles, including stocks, bonds, mutual funds, ETFs, and alternatives, and also serves as a fiduciary under ERISA.

Jason Derosa is a CFP® professional with 12 years of industry experience, currently serving at Vertis Wealth, LLC. His prior work includes roles at Grace Capital Management, Morgan Stanley, and AEWealth Management. He is also licensed as an insurance agent, a role he has held since 2006. Vertis Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, delivering both discretionary asset management and non-discretionary financial consulting.

Andrew Leedy is a financial advisor at Private Capital Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Carnes Capital Corporation and Martin Brown CPA and Advisor. Private Capital Management, LLC 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 across small-cap value strategies and offers wealth advisory services alongside management of registered and private funds.

Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. 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 financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.