Daniel Henderson is a financial advisor with Cookson Peirce Wealth Management in Naples, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, all with Cookson, Peirce & Co., Inc. since 2002. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to investment decisions and manages fixed-income portfolios using investment-grade bonds arranged in a modified ladder structure.

Kerry Geroy is a financial advisor at Naples Global Advisors with 10 years of industry experience. He holds the Series 65 designation and has been with Naples Global Advisors since 2011. 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 and fundamental company analysis. The firm serves clients with approximately $1 million in investable assets and emphasizes managing portfolios primarily with individual securities.

Roger Denha is a financial advisor at SkyOak Wealth in Naples, FL, holding Series 65 and Series 63 licenses with 25 years of industry experience. He previously worked for Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC from 2003 to 2018. SkyOak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, comprehensive financial planning, and family office services. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core-satellite framework, integrating proprietary actively managed strategies with third-party separately managed accounts and alternative strategies under client consent.

Craig Huntington is a financial advisor at MPM Wealth Advisors in Naples, FL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He worked previously at SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily using low-expense mutual funds and ETFs, guided by client suitability and risk profiles.

Sara Perkins is a Series 65-licensed financial advisor at Naples Global Advisors with seven years of industry experience. She has been with Naples Global Advisors since 2017 and previously worked at Schlumberger / Cameron International for five years. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis. The firm serves clients with approximately $1 million or more in investable assets and emphasizes portfolio management using primarily individual securities.

Amy Evans is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with the firm since 2001. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, offering both defined investment management programs and tailored custom portfolios. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, qualitative, and cyclical analysis, with a focus on asset allocation across multiple asset classes.

Tracey Labrecque is a financial advisor with Planning Alternatives Ltd, holding Series 65, Series 63, and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors before joining Planning Alternatives. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management services to individual clients, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a risk-based, globally diversified investment approach grounded in Modern Portfolio Theory and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

David Mc Dermott is a Series 65-registered financial advisor with McDermott Investment Advisors, LLC in Naples, FL. He has three years of industry experience and has been with McDermott Investment Advisors since 2021. His background also includes work at McDermott Investment Services, LLC since 2016 and ongoing studies since 2008. McDermott Investment Advisors is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $203 million using firm-developed models, third-party portfolios, and both fundamental and technical analysis across a range of investment vehicles.

Robert Strommen is a financial advisor with Oakwood Capital, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oakwood Capital since 2013 and has operated Strommen and Associates since 1978. Outside of his advisory work, he is the author and sole owner of Purpose +3, a non-investment-related business. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets across 591 relationships. The firm offers portfolio management, financial planning, and retirement plan consulting, typically constructing portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.

Philip Shaffer is a financial advisor with OneAscent Family Offices, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Halite Partners, Morgan Stanley, and Citigroup Global Markets. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities, offering discretionary and non-discretionary asset management, financial planning, and a range of family office services. The firm manages portfolios according to individualized asset-allocation guidelines and provides outsourced Chief Investment Officer solutions and philanthropic services through affiliated entities.

John Cheesborough is a financial advisor with Naples Global Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Naples Global Advisors in 2021, he worked at Investors Trust Company and Brownstone Investment Group, LLC. Naples Global Advisors provides discretionary investment management to individuals—including high net worth clients—as well as retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach combining quantitative screening and in-house fundamental research, managing portfolios primarily composed of individual equities with fixed income and cash equivalents.

Kathleen Herget is a financial advisor at Moran Wealth Management, LLC in Naples, FL, with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis across various asset classes and offers specialized strategies through its Pelican Bay Capital Management division.

Anthony Wauterlek is a financial advisor with HBKS Wealth Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Park Shore Partners LLC since 2008 and Hbk Sorce Advisory LLC since 2001, serving as a portfolio manager for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides comprehensive wealth management services.

Keith George is a financial advisor with Lifemark Securities Corp. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His background includes roles at Foresters Equity Services, Inc. and his ongoing work as an independent insurance agent since 2005, specializing in life, disability, long-term care insurance, and fixed annuities. He is also involved with University Funding Professionals, LLC, a company providing ACT exam preparation and career consulting referrals. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides tailored, suitability-driven advice through various managed account programs and allows discretionary or non-discretionary management, with custody maintained by third-party custodians.

Uriel Castillo is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and four years of industry experience. He has worked with firms including Fifth Third Bank, Bank of America, and Merrill prior to his current role. Castillo is based in Naples, Florida. RFG Advisory provides investment advisory and planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach primarily utilizes discretionary portfolio management with a range of model strategies and third-party platforms, and it acts as sub-adviser to multiple Bluemonte ETFs.

John Freund is a financial advisor with Kovack Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Moors & Cabot, Inc., Morgan Stanley, and Citigroup Global Markets. Freund also owns a non-investment business unrelated to finance. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, using a risk-tolerance-driven investment process supported by both internally created models and third-party managers.

Stephen Manus is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and three years of industry experience. He has been with Chicago Partners since 2022 and has worked at CastleArk Management since 2004. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, using fundamental analysis and strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Mark Lichtenfeld is a financial advisor at Arax Advisory Partners with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Citigroup Global Markets, and RBC Capital Markets. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, blending traditional and alternative investments while utilizing in-house teams, independent managers, and AI tools.