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.

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.

Joseph Pignatano is a financial advisor at Transcend Capital Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Arax Advisory Partners, Key Private Bank, Charles Schwab & Co., Inc., Charles Schwab Bank, and Morgan Stanley. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, including high-net-worth individuals, as well as entities such as family offices, trusts, and private foundations. The firm provides holistic financial planning, discretionary and non-discretionary portfolio management, and retirement-plan advisory, employing a long-term, diversified asset allocation strategy across a range of investment types.

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 licenses and has worked at firms including NightHawk Capital, Muirfield Investment Partners, and Finalis Securities. Deans serves on the board of Jane Technologies, Inc., an e-commerce software company. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management through global diversification, active risk control, and tax-aware strategies, and manages a multi-series fund-of-funds private investment program across alternative yield, growth equity, real estate, and credit strategies.

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 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.

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.

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.

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.

Erin Crumly is a CFP® professional with 10 years of industry experience, currently advising at Evergreen Wealth in Naples, FL. She has been with the firm, also known as Crumly & Assoc., Inc. and Troxell Financial, since 2013. Outside of her advisory role, she serves as a board member at St. Patrick's Catholic Grade School, where she oversees financial records and reporting. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm employs fundamental analysis and tailored strategies, including the use of independent managers, options, and alternative investments, with ongoing monitoring and clear documentation of fiduciary responsibilities.

Jonathan Turner is a financial advisor at Invariant Investment Management with 12 years of industry experience. He holds Series 66 and Series 65 designations and previously worked at Ameriprise Financial Services and Turner Wealth Advisors. Outside of advising, he has authored and published a book and contributed a chapter to a collaborative work. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management and financial planning services. The firm uses a disciplined investment approach incorporating fundamental, technical, and cyclical analysis alongside modern portfolio theory, managing accounts primarily on a discretionary basis.

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.