Timothy Flatley is a ChFC® credentialed financial advisor with Sterling Investment Advisors Ltd., bringing 43 years of industry experience. He has held roles at Purshe Kaplan Sterling Investments and IFG Russell Advisors Inc. Flatley is involved in angel investing as a member of several private investment groups and serves as a board observer for a technology company. Sterling Investment Advisors, Ltd. is a team-based SEC-registered investment adviser serving individuals, pension plans, and other entities with discretionary portfolio management and financial planning. The firm employs a customized investment approach that includes mutual funds, ETFs, individual securities, and derivative strategies, and occasionally incorporates cryptocurrency exposure as part of its offerings.

Richard Calhoun is a financial advisor with Naples Wealth Planning, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and Citigroup Global Markets. He serves as Treasurer on the Board of Directors for the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning manages over $350 million in client assets and offers investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client contact and portfolio monitoring.

Austin Herzer is a financial advisor at Naples Global Advisors with a Series 65 credential and three years of industry experience. Prior to joining Naples Global Advisors in 2022, he held positions at Vive Health, Germain Honda, Artichoke & Co, Josephine Jasper MD PA, and the University of Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on quantitative screening and fundamental analysis, managing portfolios primarily with individual securities through an employee-owned structure.

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 with 30 years of industry experience currently at 3EDGE Asset Management, LP. He holds the Series 63 designation and has worked at 3EDGE since 2015, including time before the firm’s current formation, with prior roles at Windhaven Investment Management, Inc. and Windward Investment Management Inc. He is also involved with 3EDGE Technology Company, providing technology services related to investment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy combining quantitative research with committee judgment.

Laura Culp is a financial advisor at Sikich Financial with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Laura also serves as a director at Sikich LLP, and she is involved in several nonprofit roles, including trustee positions with the Mary S. and David C. Corbin Foundation and the GAR Foundation, as well as board membership at the Akron Community Foundation and an alumni associate role on Lafayette College’s Committee on Financial Policy. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management and retirement plan consulting, utilizing an asset-allocation framework supported by both in-house and third-party portfolio management across multiple platforms.

Dennis Park is a financial advisor with Epsilon Financial Group, Inc. in Naples, FL, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Epsilon Financial Group since 2005. Epsilon Financial Group provides advisory and consulting services to individuals, corporations, and other business entities, focusing on portfolio management, financial planning, and project-based consulting. The firm employs a hybrid advisory model and integrates AI and quantitative research tools while ensuring licensed professionals review all strategies.

Douglas Geisser is a financial advisor at Romano Brothers and Company with 42 years of industry experience. He has been with Romano Brothers since 1990 and holds Series 63 and Series 66 designations. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach that emphasizes customized asset allocation, income and tax considerations, and periodic rebalancing.

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.

Nicholas Deans is a financial advisor at Fort Point Capital Partners LLC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including NightHawk Capital and Muirfield Investment Partners. Deans serves on the board of directors for Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management through global diversification, active oversight, tax-aware techniques, and the use of derivatives, while sponsoring and managing private fund structures with performance-based fee arrangements.

David Descalzi is a financial advisor at Seabridge Investment Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Seabridge since 2002. Seabridge Investment Advisors provides discretionary portfolio management, consultative investment advice, and standalone financial planning to individuals, including high-net-worth clients, as well as institutional clients such as profit-sharing plans, foundations, and endowments. The firm constructs global, equity-focused portfolios across various strategies and serves other advisers as a sub-adviser, supporting a mix of retail, institutional, and adviser-client relationships.

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.

Thomas Kluttz III is a CFP® and ChFC® at Analog Capital Partners LLC with one year of industry experience. His prior roles include positions at Aviance Capital Partners LLC, Huntington Bank, and JP Morgan Chase Bank, where he worked for over two decades. Analog Capital Partners provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as acting as a subadviser for other investment advisers. The firm constructs customized portfolios based on clients’ time horizons and risk tolerances, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory methodologies.

John Suddeth is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2011. He holds a Series 63 license and is based in Naples, FL. 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 manages portfolios primarily with individual securities and serves clients with approximately $1 million or more in investable assets.

Kearsley Lewis is a financial advisor at Intellus Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Morgan Keegan & Company, LLC, and Legg Mason Wood Walker, Incorporated. Lewis is also CEO and Managing Partner of Intellus Advisors through his ownership stake in Bifrost Management, LLC. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pensions, trusts, charitable organizations, and businesses. The firm employs tailored asset-allocation strategies and access to third-party managers and private offerings, managing over $1.3 billion in client assets with a nine-advisor team.

Juan Botero is a financial advisor at Naples Global Advisors with a Series 65 designation and one year of industry experience. Prior to joining Naples Global Advisors, he worked at Citigroup for six years and New York Community Bank for two years. He also has a background in academia from Florida State University. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm follows a global, multi-cap value investment approach focused on individual equities and diversified fixed-income strategies, supported by an employee-ownership structure.

Richard Liburdi is a financial advisor at Compass Ion Advisors, LLC with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Keel Point Capital, LLC, APW Capital, Inc. (formerly CAMAS), EGE Advisors, Ltd., and New England Securities. Compass Ion Advisors serves individuals and families, trusts, retirement plan sponsors, educational institutions, and charitable organizations by offering integrated financial planning, investment advisory services, and retirement plan consulting. The firm manages approximately $1.59 billion and uses a team-driven advisory model focused on strategic asset allocation and long-term holding periods.

Pran Tiku is a CFP® and ChFC® with 32 years of industry experience, currently serving at Peak Financial Management Inc since 1991. He holds a trustee position with the Harbor Towers Condominium Association in Boston, where he is chairman of the finance committee. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and employs model-based investment policies across multiple asset-allocation portfolios.