Nelson Pereira is a CFP® professional at Naples Wealth Planning with 18 years of industry experience. He has worked at firms including The Leaders Group Inc, American Global Wealth Management, and Fidelity Personal and Workplace Advisors. He also serves as Director of Naples Insurance Strategies, a separate insurance business. Naples Wealth Planning manages over $356 million in client assets and provides investment management and financial planning services to individuals, families, and institutions, typically with a minimum relationship size of $250,000. The firm offers customized, primarily long-term portfolios using mutual funds, ETFs, equities, and bonds, with discretionary authority within client guidelines.

Carlo Magno Santos Ocampo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent five years at Raymond James & Associates. He is also a licensed Florida insurance agent, licensed in Life, Health, and Annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, pension and profit sharing plans, trusts, estates, and business entities. The firm manages approximately $861.7 million for around 418 clients through a five-person advisory team and employs a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Kelly Walker is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Naples Global Advisors since 2019 and previously was employed at Florida Southern College from 2016 to 2019. Kelly is based in Naples, FL, and is part of a 16-advisor team. Naples Global Advisors provides discretionary investment management to individuals, retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis, managing portfolios primarily with individual equities, fixed income, and cash equivalents.

J Miller is a financial advisor at Blue Bell Private Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Blue Bell since 2005. Blue Bell Private Wealth Management serves individual and high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other advisers. The firm focuses on discretionary and non-discretionary portfolio management using exchange-traded funds, closed-end funds, and structured investments, and incorporates fundamental and cyclical analysis alongside options strategies and structured notes in its investment approach.

Michael Iacampo is a financial advisor with Naples Wealth Planning and American Global Wealth Management, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at firms including Merrill, Morgan Stanley, Wells Fargo Clearing, and Laidlaw Wealth Management. He is dually registered and divides his time primarily as an investment advisor representative. Naples Wealth Planning, a team-based firm with over $350 million in assets under management, provides investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and manager due diligence.

Kelso Huffman is a financial advisor with The High Net Worth Advisory Group, LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining his current firm in 2021. Huffman is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, consulting, and pension services to individuals, trusts, estates, and business entities. The firm manages approximately $861.7 million for about 418 clients, using a mix of fundamental analysis, long- and short-term strategies, option writing, and exchange-traded products tailored to client objectives.

Allison Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 1999. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through a range of firm-designed portfolio programs. The firm employs a multi-faceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Nathan Shaffer is a financial advisor at Intellus Advisors, LLC in Naples, FL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley Private Bank, Morgan Stanley, and SunTrust Bank. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, consulting, and retirement plan services. The firm uses tailored asset allocation strategies and manages portfolios with a range of securities and alternative investments, also selecting and monitoring third-party managers while serving as a fiduciary to retirement accounts under ERISA.

Grzegorz Debski is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Naples Global Advisors since 2013. He holds a Series 65 license and is based in Naples, 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 individual equities and diversified fixed-income strategies, supported by in-house fundamental research and an employee-ownership structure.

Charles Kerwood is a CFP® and ChFC® with 29 years of experience in financial advising. He has been with Waller Financial Planning Group, Inc. since 2008. The firm serves individual investors across wealth levels, pension and profit-sharing plans, and charitable organizations, providing investment management and written financial planning. Waller Financial Planning Group uses a team-based approach and customized investment programs that incorporate fundamental and technical analysis, supported by ongoing client communication and educational resources.

Gregg Powers is a Series 65-credentialed advisor with 27 years of industry experience. He has worked at Private Capital Management in various capacities since 1988 and is currently part of their team in Naples, FL. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm emphasizes a bottom-up, fundamental value investment approach, focusing on smaller capitalization equities with multi-year horizons and offers a blend of active and passive strategies tailored to client needs.

Brian Bothe is a financial advisor at Amerity Wealth Management, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including Merrill, Prudential Financial, and Morgan Stanley. Amerity Wealth Management is a multi-advisor fiduciary that serves individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm offers asset management, financial planning, retirement consulting, and specialized UK pension transfer and ongoing pension management services, managing approximately $339 million in assets across 15 advisors.

Andrew Krone is a financial advisor at Naples Wealth Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Advisory Group, CapitalRock Financial, and Laidlaw Wealth Management prior to his current role. Naples Wealth Planning serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions, managing over $356 million in client assets. The firm offers customized, primarily long-term investment portfolios and comprehensive financial planning, using both internal management and selected independent managers.

Lewis Ringham is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and 10 years of industry experience. His prior experience includes roles at Skybound Wealth Management, Beacon Global Advisor Network, and deVere USA Inc. He also works as an independent insurance agent with Amerity Financial, LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, U.S. persons, and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and custodians.

Jasen Gilbert is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at Ciccarelli Advisory Management, LLC, FSC Securities Corporation, and Ciccarelli Advisory Services. Gilbert is also a partner at Ciccarelli Advisory Management LLC and serves as an associate planner at CAM LLC, both of which involve financial planning and client relationship management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Howard Jordan is a CFP® with 30 years of industry experience. He is currently with The High Net Worth Advisory Group, LLC, where he has worked since 2020. Prior to that, he spent 17 years at Raymond James & Associates. Jordan is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm employs fundamental analysis and a mix of long- and short-term strategies, including option writing and exchange-traded products, managing approximately $861.7 million for around 418 clients through a five-person advisory team.

Joseph Barry is a CFA® charterholder with 18 years of industry experience. He is a principal at Barry Investment Advisors, LLC, where he has worked since 2014. Barry serves as a trustee and member of the finance and investment committees at the Old Dartmouth Historical Society/NB Whaling Museum. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, integrating equities, fixed income, and cash with a value-oriented equity selection process and tailoring asset allocation to client risk profiles.

Michael Morris is a Series 65-licensed financial advisor with Naples Global Advisors, where he has worked since 2011. He has 11 years of industry experience. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment philosophy that combines quantitative screening with fundamental analysis. The firm serves high-net-worth individuals, retirement accounts, corporations, trustees, and charitable organizations, typically managing portfolios built from individual equities and diversified fixed-income strategies.

Benjamin Borchardt is a CFP® with six years of industry experience, currently serving as a financial advisor at Private Capital Management in Naples, FL. His prior experience includes roles at Carnes Capital Corporation, Solas Wealth LLC, and Ameriprise Financial Services, Inc. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients. The firm employs a bottom-up, fundamental value investment approach focusing on smaller capitalization equities with a multi-year horizon and offers a variety of strategies across account types, including separately managed portfolios and private fund advisory services.

David Morgan is a CFP® with 30 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent 23 years at Raymond James & Associates, Inc. In addition to his advisory role, he oversees his family's real estate development activities as CEO. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, trusts, estates, and business entities. The firm employs a mix of fundamental analysis, long- and short-term strategies, and option writing to manage approximately $861.7 million across roughly 418 clients.