Christopher Berte is a financial advisor with Signet Financial Management, LLC in Naples, FL, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at TD Ameritrade before joining Signet Financial Management in 2018 and later Summit Financial, LLC in 2026. Outside of his advisory role, Berte owns Skywalker Applications, LLC, which develops mobile applications, including TKD Tracker, a tool for the ATA Taekwondo community. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach that combines fundamental and quantitative analysis with diversified portfolios and model-based strategies.

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.

Michael Lundon is a financial advisor at Evertern Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 27 years before joining Evertern Wealth. Lundon is a partner in Nittany Blue Cat Investment Group LLC, where he collaborates with other partners to select private investments. Evertern Wealth provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals, families, business owners, and other complex clients. The firm combines portfolio management with tax-aware planning and estate coordination, utilizing a range of investment strategies including direct securities, third-party managers, and alternative investments.

David Morgan is a financial advisor at The High Net Worth Advisory Group, LLC with a Series 65 credential and three years of industry experience. He has held roles at the University of Alabama and University of Virginia and is the CEO of Grand Cru Concierge LLC, a concierge wine brokerage. The High Net Worth Advisory Group serves individuals, pension and profit sharing plans, trusts, estates, and business entities by providing wealth management, portfolio review, consulting, and pension services. The firm employs fundamental analysis and a range of investment strategies, managing approximately $861.7 million for about 418 clients through a five-person advisory team.

Jason Kohut is a financial advisor at Summit Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Signet Financial Management, LLC and TD Waterhouse Investor Services Inc. Outside of his advisory role, he is involved with Signet Financial Management of SWFL, LLC. Summit Financial, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment programs and retirement plan advisory services, managing approximately $15 billion in client assets as of the end of 2024.

James Snyder is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Intellus Advisors since 2024 and previously held roles at Raymond James & Associates, Wells Fargo Clearing, Coastal IT Consulting, and Wells Fargo Advisors. 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 employs tailored asset allocation strategies across various asset classes and manages portfolios on both discretionary and non-discretionary bases.

Kevin Rice is a financial advisor at Intellus Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Robert W. Baird & Co., and several companies outside the financial sector, including SP Plus Parking Corporation and Citigroup. 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 employs tailored asset allocation strategies and manages portfolios using a range of investment vehicles while also selecting and monitoring third-party managers.

Ronald Briggs Jr. is the Founder, CEO, and Chief Investment Strategist of A Smarter Way to Invest, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management and Guardian Pointe Private Wealth Management. He is also involved with Caitlin John, LLC, through which he facilitates investment advisory services under Briggs Financial Group Wealth Advisors. A Smarter Way to Invest provides third-party investment advisory services exclusively to registered investment adviser firms and institutions. The firm employs a data-driven, systematic approach that combines fundamental and technical analysis with proprietary and third-party signals to manage a range of actively traded and dynamically managed models tailored for RIA clients.

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.

Tyler Stephens is a financial advisor at Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at UBS Global Wealth Management and UBS Financial Services Inc. before joining Evertern Wealth. Prior to his financial career, he spent time at Sherwin Williams Company and studied at Elon University. Evertern Wealth, LLC provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals and families, business owners, and multi-generational entities. The firm uses a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending, employing a range of investment strategies from direct securities to alternative assets.

Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with a Series 65 credential and three years of industry experience. His prior work includes roles at Fifth Third Wealth Advisors, US Bank Wealth Management, PNC, and Sabadell Bank & Trust. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and emphasizes diversified, asset-class oriented portfolios using pooled vehicles, strategic asset allocation, and academic investment models.

Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Truist Advisory Services, and LPL Financial. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios consisting of low-cost mutual funds, ETFs, individual securities, and REITs, while offering discretionary portfolio management and access to WealthVision.

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.

John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.

Steven Tarr IV is a CFP® with 24 years of industry experience, currently serving at Private Capital Management since 2013. He also maintains a long-term affiliation with Carnes Capital Corporation, where he has worked since 2004. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and advisory roles for both registered mutual funds and private funds.

Steven Zangmeister is a financial advisor with Aspire Growth Partners LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 38 years of industry experience. He previously worked at Raymond James Financial and operated his own firm, Zangmeister Financial Services. Outside of advising, he is a partner in an unpaid business venture and owns support companies related to his financial advisory work. Aspire Growth Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages nearly $1 billion in assets across over 900 client relationships, using a primarily long-term investment approach that combines fundamental and technical analysis tailored to client goals, risk tolerance, and tax considerations.

Karen Chancy is a CFP® with 26 years of industry experience, currently serving as CEO and Managing Partner at Intellus Advisors, LLC. She previously worked at Raymond James & Associates for 11 years. Through Chancy Ventures, LLC, she provides management and strategic oversight for Intellus Advisors. Intellus Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and consulting, implementing tailored asset allocation strategies and managing portfolios using a range of investment vehicles.