Charles Stephan Jr. is a financial advisor with Coordinated Capital Securities, Inc. in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including 35 years with Coordinated Capital Securities. Outside of his advisory role, he is an independent insurance agent selling and servicing life insurance and fixed annuities, and he owns Stephan Financial Services, an S-corporation involved in securities and life insurance. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers both discretionary and non-discretionary management programs, access to wrap programs, and referrals to third-party managers, supported by a team of 16 financial professionals managing roughly $137 million for about 186 clients.

Lauren Traulsen is a financial advisor at Evolution Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles in the hospitality sector at Potts Sports Cafe, Lansdowne Street Bar & Grill, and Jacks Seafood Bar & Grill. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a long-term, buy-and-hold strategy through diversified portfolios and sponsors an in-house wrap fee program that integrates external Independent Managers and research support.

David Jarosz is a financial advisor at WNY Asset Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at LPL Financial, Cadaret, Grant & Co., Inc., and Morlock & Company, LLC. WNY Asset Management provides discretionary investment advisory services and financial planning to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients using diversified investment strategies and offers educational seminars and workshops.

Brett Barry is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL. He holds a Series 65 designation and has been with Evolution Wealth Management since 2024, with prior work experience outside the financial industry. Evolution Wealth Management provides tailored investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $134 million in discretionary client assets, employing a long-term, passive buy-and-hold investment approach with diversified allocations across mutual funds, ETFs, bonds, equities, and Independent Managers.

Amy Novakovich is a CFP® professional with 18 years of experience, currently serving at Nova Wealth Management, Inc. in Bonita Springs, FL. She has held roles at firms including Purshe Kaplan Sterling Investments and Brandon Brokerage, and she serves on the board of Youth Haven, a children’s shelter. Amy is also a partner at NOVA Tax Advisors, focusing on tax planning. Nova Wealth Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and small businesses. The firm employs a range of investment strategies supported by fundamental and technical analysis and offers retirement plan consulting and held-away account management through a Pontera integration.

Stephen Cully is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles in hospitality and investment firms prior to joining Advantage Wealth Partners, where he has worked since 2026. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, strategic asset allocation approach with discretionary portfolio management primarily using ETFs and mutual funds, supported by sub-advisory and back-office services from AE Wealth Management.

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.

Arnold Gillard Jr. is a CFP® and Series 65-registered advisor with Marquis Wealth Management Group, bringing two years of industry experience. Prior to joining Marquis Wealth Management in 2023, he held roles at Wildcat Run Country Club and taught at Florida Gulf Coast University, the University of Central Florida, and Bishop Verot High School. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, businesses, pension plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of securities including equities, fixed income, mutual funds, and ETFs, with an emphasis on ongoing monitoring and treating cash as an asset class.

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.

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 experience in the financial industry. He is affiliated with Total Clarity Wealth Management, Inc., where he has been active since 2006. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Outside of advisory services, he has been involved in tax preparation and accounting through a related business. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs discretionary portfolio management using a range of investment vehicles and offers customized asset allocations, including an active PreActive strategy that utilizes derivatives and margin where suitable.

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.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.

John Cimino is a financial advisor at Naples Wealth Planning with 19 years of industry experience. He holds a Series 66 license and has previously worked at Wells Fargo Advisors, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and portfolio monitoring.

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 with Aegis Capital Corp. in Fort Myers, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is also involved with ACC Corp., a general insurance agency. Aegis Capital Corp. serves a diverse client base including individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing advisory services through multiple platforms with a focus on non-discretionary client approval for trades.

Damian Varela is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group in Fort Myers, FL. His prior experience includes roles at Cambridge Investment Research, Cetera Wealth Services, and Thrivent Financial. Outside of his advisory work, he is involved in several business ventures, including managing Damian Varela Management LLC and providing bookkeeping and payroll services for a therapy practice. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management, utilizing model asset allocations and discretionary manager relationships, with client accounts custodied at multiple major custodians.

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.