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®-certified financial advisor with 32 years of industry experience. He is a founding member of WMS Advisors, LLC, where he has worked for 27 years, and has held advisory roles at Grove Point Advisors, LLC, and TWG Advisor Group, Inc. Outside of his advisory work, he serves as a trustee for the Newcomb Testamentary Trust and is involved in insurance sales related to life, long-term care, and disability coverage. WMS Advisors, LLC is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension and profit-sharing plans, trusts, estates, and other business entities. The firm focuses on core asset-class strategies using ETFs, index mutual funds, individual securities, and selected alternatives, providing comprehensive portfolio management, financial planning, and consulting services.

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.

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.

Anthony Curatolo is a financial advisor with Ciccarelli Advisory Services Inc in Naples, FL, holding Series 63 and Series 65 licenses and having 51 years of industry experience. He has been with Ciccarelli Advisory Services since 1996 and previously worked at FSC Securities Corporation for nearly four decades. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial management and planning services, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

Kathleen McDermott is a Series 65 licensed financial advisor with 20 years of industry experience. She has been with McDermott Investment Advisors, LLC since 2005. McDermott Investment Advisors, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations, managing approximately 700 accounts and $211 million in assets. The firm uses both proprietary and third-party model portfolios and employs sub-advisers for trading, reporting, and back-office support.

Scott Richardson is a financial advisor at Richardson Capital Management, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Richardson has been with Richardson Capital Management since 2004 and is also president of Richardson Financial Group, Inc., where he provides analysis and recommendations on life, disability, and long-term care insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial planning. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, and it offers account aggregation and specialized family office services.

Kim Kantor is a CFP® with 43 years of industry experience and is affiliated with Ciccarelli Advisory Services Inc in Naples, FL. She has held positions at FSC Securities Corporation and Ciccarelli Advisory Management, LLC. Outside of her advisory work, she serves on the FGCU Foundation Board of Directors and participates in local nonprofit committees related to healthcare and planned giving. Ciccarelli Advisory Services serves individuals, families, trusts, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services with an emphasis on strategic long-term investing, managing client portfolios primarily on a non-discretionary basis while acting in a fiduciary capacity.

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.