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.

Kyle Van Liere is a Series 65-credentialed advisor at Hilltop Wealth & Tax Solutions with one year of industry experience. His prior roles include positions at The Club at the National and Ave Maria University, as well as entrepreneurial involvement with Coach's Bar and Grill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with discretionary portfolio management, financial and tax planning, and retirement plan account management. The firm integrates tax and estate considerations into customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Tamara Clingan is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Purshe Kaplan Sterling Investments and LPL Financial. 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 fundamental and technical analysis in portfolio construction and provides specialized services including option strategies, tax-efficient asset location, and consulting for retirement plan sponsors and institutional clients.

Steve Kuhlman is a financial advisor with Shepherd Financial Partners, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has been with Shepherd Financial Partners and affiliated with LPL Financial since 2016. Outside his advisory role, he serves as a for-profit board member for Lead Surge LLC and is a commissioned notary public. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across six offices.

John Napolitano is a CFP® and PFS™ with 33 years of experience in the financial industry. He is currently with Napier Financial and has previously worked at firms including Truro Asset Management, LPL Financial, U S Insurance Brokers, and U.S. Financial Advisors. In addition to his advisory roles, he has authored a weekly syndicated newspaper column and monthly magazine articles, as well as an investment-related book. Napier Financial serves individuals, foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation approach and manages client portfolios using a variety of investment vehicles, including private real estate funds managed through affiliated entities.

Chad Leatherwood is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with Summit Wealth Partners, LLC since 2015 and also serves as managing member of Signature Financial Strategies, LLC, where he is involved in sales of fixed insurance and annuity products as well as business seminars, consulting, and coaching. Summit Wealth Partners serves individuals, including high-net-worth clients, and a variety of institutional and tax-sheltered entities across more than 20 states. The firm provides wealth management, investment advice, and pension consulting with an investment approach that emphasizes diversification, strategic asset allocation, and tax efficiency through the use of registered funds and third-party managers when appropriate.

Charles Stephan Jr. is a financial advisor with Coordinated Capital Securities, Inc. in Estero, FL, holding a ChFC® designation and Series 63 and 66 licenses, with 37 years of industry experience. He has been with Coordinated Capital Securities since 1991. Outside of his advisory role, he is an independent insurance agent and owner of Stephan Financial Services, 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 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 approximately $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 with WNY Asset Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Morlock & Company, LLC. WNY Asset Management serves individual investors, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations, providing discretionary portfolio management along with financial planning and consulting. The firm employs a client-focused approach with diversified asset allocation strategies and maintains relationships with other professional service providers, including CPAs and attorneys.

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 at Advantage Wealth Partners in Fort Myers, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in hospitality and investment-related roles including positions at Campana Hospitality Group and Pfs Investments Inc. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $675 million across about 570 clients using a long-term, strategic asset allocation approach that incorporates ETFs, mutual funds, and select individual securities.

Ryan Boyle is a CFP® professional with three years of industry experience, currently serving as an advisor at Q3 Advisors, LLC. His career includes roles at Fisher Investments, Vantage Financial Partners, and Fidelity Investments. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through fixed-fee packaged programs, emphasizing retirement, tax, estate, insurance, and employee-benefit planning without managing investment portfolios.

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 financial advisor at Marquis Wealth Management Group in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Marquis Wealth Management, he worked at Wildcat Run Country Club and was a full-time student at Florida Gulf Coast University and the University of Central Florida. Marquis Wealth Management Group serves individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment advisory services and standalone financial planning. The firm offers portfolio management with both discretionary and non-discretionary engagements, utilizing a range of investment vehicles including equities, fixed income, mutual funds, ETFs, and private investment funds.

Robert Chastain is a financial advisor at Neptune Wealth with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Annex Wealth Management, CUNA Brokerage Services, and Allstate Insurance Company. Outside of finance, he serves as a sports referee for football, soccer, and basketball with the Greater Naples Officials Association. Neptune Wealth serves retail and high-net-worth individuals, businesses, and other registered investment advisers by providing investment advisory services, financial planning, model portfolios, outsourced CIO arrangements, and consulting. The firm uses a top-down macro allocation framework combined with bottom-up fundamental analysis and incorporates AI research tools to support market and planning analysis.

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.

Ross Moody is a financial advisor at Evolution Wealth Management Inc. in Fort Myers, FL, holding a Series 65 designation. He has one year of industry experience, including prior work at Parady Financial and GE Healthcare. Evolution Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management through its EWMWrap Fee Program, emphasizing diversified, longer-term, buy-and-hold strategies 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.