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 with Invariant Investment Management, holding Series 65 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Ameriprise Financial Services and founding Turner Consulting LLC, where he authored and published a book titled *Stop Faking It, Start Making It*. He is also involved in managing merchant portfolios and real estate flipping through related outside business activities. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by providing portfolio management and financial planning services. The firm uses a tailored investment approach combining fundamental, technical, and cyclical analyses alongside modern portfolio theory, managing client accounts typically 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.

Jeffrey Lent is a financial advisor at Torray Investment Partners LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Torray since 2010. The firm provides discretionary portfolio management to individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations, and serves as investment adviser to The Torray Equity Income Fund. Torray employs a bottom-up, fundamental stock-selection process across large cap growth, small/mid cap growth, and equity income strategies, typically managing concentrated portfolios with explicit risk controls.

Makenzie Falduto is a financial advisor at Naples Global Advisors with a Series 65 designation and approximately one year of industry experience. Prior to joining Naples Global Advisors, she worked at UBS Financial Services Inc. and held various roles in education and hospitality. 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 in-house fundamental research, managing roughly $2 billion in assets.

Matthew Oleksak is a CFP® with 10 years of industry experience. He is currently with Naples Global Advisors and previously worked at Brighthouse Securities, LLC and MetLife. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that emphasizes fundamental company analysis and portfolio management primarily through individual securities.

Frederick Dunbar is a financial advisor with Common Cents Planning in Naples, FL, holding a ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including long tenures at Planning Directions, Inc. and Commonwealth Financial Network. Outside of his advisory role, he serves as an executor of an estate. Common Cents Planning advises individual and high-net-worth clients on investment management and comprehensive financial planning, managing approximately $542 million for around 450 clients. The firm emphasizes client-specific investment policy statements and fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary portfolio supervision.

Ryan Bousquet is a financial advisor at Intellus Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Intellus Advisors, he worked at Raymond James & Associates and Northwestern Mutual Investment Services, and he has experience outside finance, including a role at Snappers Comedy Club. Intellus Advisors serves individuals, pension plans, trusts, charitable organizations, and businesses, 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, including stocks, bonds, mutual funds, ETFs, and alternatives, and also serves as a fiduciary under ERISA.

Karen Curry is a financial advisor with Young Richard C & Co Ltd, holding a Series 65 credential and 17 years of industry experience. She has been with Richard C. Young & Co., Ltd. since 2009 and is also employed as a bookkeeper at N Viro Metal Roof Supply, Inc., a roofing materials supplier. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, using a range of investment management programs tailored to client goals, risk tolerance, and liquidity needs. The firm employs a diverse analytical approach and emphasizes asset allocation across multiple asset classes, managing approximately $1.8 billion in discretionary assets.

Robert Tilson is a CFP® professional with 39 years of industry experience, currently serving at Tilson Financial Group Inc in Naples, FL. He has been with Tilson Financial Group since 1991 and also worked at American Portfolios Financial Services Inc from 2012 to present. Outside of his advisory role, he serves as vice president and board member of the Joan Capps Foundation, where he evaluates charities and advises on tax and investment matters. Tilson Financial Group serves individuals, trusts, charitable organizations, pension and profit-sharing plans, and business entities by providing discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, multi-asset portfolios primarily composed of mutual funds and ETFs, with an emphasis on asset allocation, diversification, and rebalancing.

Andrew Leedy is a Series 65-credentialed financial advisor at Private Capital Management with one year of industry experience. His prior roles include positions at Carnes Capital Corporation and Martin Brown CPA and Advisor. 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 emphasizes a bottom-up, fundamental value investment approach, primarily targeting smaller capitalization equities with a multi-year horizon, and offers both active and passive strategies tailored to client needs.

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.

David Williams is a CFP® professional with 33 years of experience in the financial services industry. He is a founding member of WMS Advisors, LLC, where he has worked for 27 years, and has held positions at Grove Point Advisors and TWG Advisor Group. Williams is also involved in insurance sales and serves as trustee for an investment-related trust. WMS Advisors, LLC is a team-based SEC-registered investment adviser managing approximately $281 million for over 130 client households. The firm offers comprehensive portfolio management, financial planning, and retirement-plan consulting services, utilizing core asset-class strategies implemented with ETFs, index funds, and select alternatives.

Thomas Russo is a CFA® charterholder with eight years of industry experience. He is currently with Naples Global Advisors, where he has worked since 2023, following positions at Goldman Sachs & Co. LLC, Columbia Business School, and Bloomberg LP. Naples Global Advisors provides discretionary investment management to individuals, corporations, and charitable organizations. The firm employs a global, multi-cap value investment approach that combines quantitative screening with in-house fundamental research, focusing primarily on individual equities complemented by fixed income and cash equivalents.

Christian Papazian is a CFP®, CFA® with 10 years of industry experience. He has worked at Cookson Peirce Wealth Management since 2024, following roles at Income Research + Management and Fidelity Investments. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and other professional advisors. The firm implements a quantitative, rules-based approach to equities and a modified ladder structure for fixed-income portfolios, and is notable for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

Kevin Crumly is a CFP® with 32 years of industry experience, currently practicing at Evergreen Wealth, where he has been since 2011. His prior experience includes roles at LPL Financial from 1998 to 2018 and Mutual Securities, Inc. from 2018 to 2020. Outside of his advisory work, he serves on the board of directors for a family-run restaurant franchise, providing consulting services. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities. The firm offers portfolio management and integrated financial planning, employing fundamental analysis and a variety of investment tools tailored to client goals.

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.

Bradley Ward is a financial advisor at Asset One Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Lifeworks Advisors, LLC, MML Investors Services, Mass Mutual Life Insurance Company, Northwestern Mutual Investment Management, and Wells Fargo Clearing. Asset One Wealth Management is an SEC-registered advisory firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm provides customized strategic asset allocation and family-office style coordination for clients with at least $2 million in assets under management.

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.