Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. 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 along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.

Tamara Clingan is a financial advisor with Nova Wealth Management, Inc. in Bonita Springs, FL, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. Her background includes roles at Purshe Kaplan Sterlings Investments and Envy Sport, Inc. She has been with Nova Wealth Management since 2015. Nova Wealth Management serves individual and high-net-worth clients, small businesses, and corporations, offering discretionary asset management, comprehensive financial planning, and held-away account services. The firm employs a team approach with seven advisors and integrates option strategies, tax-efficient asset location, and retirement-plan consulting in its investment process.

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 the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including 35 years with Coordinated Capital Securities. Outside of his advisory role, he is an independent insurance agent selling and servicing life insurance and fixed annuities, and he owns Stephan Financial Services, an S-corporation 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 both 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 roughly $137 million for about 186 clients.

Michael Lundon is a financial advisor with Evertern Wealth, LLC in Naples, FL, holding Series 63 and Series 65 designations and offering 28 years of industry experience. He previously worked at UBS Financial Services for 27 years before joining Evertern Wealth and Purshe Kaplan Sterling Investments in 2026. Lundon is also a partner in Nittany Blue Cat Investment Group LLC, a private investment partnership. Evertern Wealth advises high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and wealth advisory services. The firm focuses on tax-aware planning, concentrated stock management, and intergenerational estate coordination, often working with clients facing liquidity events or complex financial transitions.

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® professional at Intellus Advisors, LLC with 11 years of industry experience. He has worked at Raymond James & Associates, Inc., Wells Fargo Clearing, and Coastal IT Consulting. Snyder holds the Series 66 designation and is based in Naples, FL. Intellus Advisors provides financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, trusts and estates, charitable organizations, and business entities. The firm employs tailored asset allocation strategies and manages over $1.3 billion in client assets through a nine-advisor team.

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 a financial advisor with SimplyRIA Advisor Network in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at several firms, including Guardian Pointe Private Wealth Management and Peace of Mind Private Wealth Management, and is the Founder, CEO, and Chief Investment Strategist of A Smarter Way to Invest, Inc., a third-party asset management firm serving investment advisers. He also operates Briggs Financial Group Wealth Advisors through Caitlin John, LLC. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, and retirement plan fiduciary support. The firm combines strategic asset allocation, active and passive management, and multiple account management options, supporting a broad range of client needs through a corporate RIA structure hosting multiple independent adviser practices.

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 with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Global Wealth Management and UBS Financial Services Inc. He also has a background at Sherwin Williams Company and Elon University. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, focusing on long-term portfolio management integrated with tax-aware planning, concentrated stock management, and intergenerational estate coordination. The firm offers comprehensive financial planning and utilizes a range of investment strategies, including direct securities, ETFs, mutual funds, third-party managers, and private investments for qualified clients.

Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fifth Third Wealth Advisors LLC, US Bank Wealth Management, and PNC. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with a focus on broad diversification, strategic asset allocation, and tax-efficient investment strategies.

Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His career includes roles at LPL Financial LLC, Ameriprise Financial Services, Truist Advisory Services, and other firms. 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 offers comprehensive financial planning and discretionary portfolio management, emphasizing fundamental analysis and a long-term investment approach using low-cost mutual funds, ETFs, and other securities.

Stephen Cully is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding Series 65 and Series 63 licenses with four years of industry experience. His background includes roles in hospitality and investment firms prior to joining Advantage Wealth Partners, where he has worked since 2026. Advantage Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, strategic asset allocation approach with discretionary portfolio management primarily using ETFs and mutual funds, supported by sub-advisory and back-office services from AE Wealth Management.

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.