Jill Rapps is a CFP® with 35 years of experience in the financial services industry. She is currently with Ciccarelli Advisory Services Inc and has worked at firms including OSAIC, E.P. Planners Corp., and FSC Securities Corporation. Beyond her advisory role, she serves as a director of a local nonprofit focused on wellness and holds a certification in coaching. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, and business entities, offering comprehensive financial management and retirement planning. The firm manages portfolios primarily on a non-discretionary basis, employing a mix of fundamental, technical, and mutual fund/ETF analysis with an emphasis on strategic long-term investing.

Joshua Sankes is a financial advisor at Intellus Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates, Inc. and operated several business ventures including 7footer Holdings. Intellus Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, investment management, and retirement plan services. The firm employs tailored asset allocation strategies and manages portfolios using a range of securities and alternative investments, also selecting and monitoring third-party managers while acting as a fiduciary for retirement accounts under ERISA.

Timothy Nash is a financial advisor with Evergreen Wealth, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of financial advising, he is president and CEO of Nash Innovations, LLC, an intellectual property management company. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis, offers access to independent managers, and utilizes tools like options and alternative investments tailored to client goals.

David Sissman is a financial advisor at Private Capital Management with 16 years of industry experience. He holds a Series 65 designation and has been with Private Capital Management since 2013. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.4 billion for individual and high-net-worth clients through separately managed portfolios and wealth advisory accounts. The firm employs a bottom-up, fundamental value investment approach focused on smaller capitalization equities and offers a variety of strategies including active and passive allocations, options, short sales, and derivatives-based funds.

Stephen Herrington is a CFP® with nine years of industry experience, currently serving as an advisor at Nova Wealth Management, Inc. He previously worked at Wells Fargo Clearing and Regions Bank. Herrington is also involved in tax preparation through Nova Tax Advisors. 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 management. The seven-advisor team applies fundamental and technical analysis to portfolio construction and incorporates option strategies and tax-efficient asset management.

Dexter Morse is a CFP® professional affiliated with Covenant Asset Management, LLC in Bonita Springs, FL, with 13 years of industry experience. He has worked at Covenant Asset Management since 2013 and has also been involved with Morse and Company CPA's LLC for several years, focusing on tax preparation and accounting. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, combined with dividend appreciation and fixed-income strategies, emphasizing tax efficiency and low turnover.

Timothy Flatley is a ChFC® credentialed financial advisor with Sterling Investment Advisors Ltd., bringing 43 years of industry experience. He has held roles at Purshe Kaplan Sterling Investments and IFG Russell Advisors Inc. Flatley is involved in angel investing as a member of several private investment groups and serves as a board observer for a technology company. Sterling Investment Advisors, Ltd. is a team-based SEC-registered investment adviser serving individuals, pension plans, and other entities with discretionary portfolio management and financial planning. The firm employs a customized investment approach that includes mutual funds, ETFs, individual securities, and derivative strategies, and occasionally incorporates cryptocurrency exposure as part of its offerings.

Lawrence King is a financial advisor with King Wealth Management Group, LLC in Bonita Springs, FL, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments for six years. King is the sole shareholder of King Wealth Management Group of Florida, Inc., which provides management and administrative services to the firm. King Wealth Management provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm manages approximately $931 million in client assets and employs a portfolio construction approach that integrates individual equities, fixed income, ETFs, and selective use of derivatives and margin, supported by institutional tools primarily through Fidelity.

Richard Calhoun is a financial advisor with Naples Wealth Planning, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and Citigroup Global Markets. He serves as Treasurer on the Board of Directors for the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning manages over $350 million in client assets and offers investment management and financial planning services to individuals, families, trusts, businesses, and charitable organizations. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and maintains ongoing client contact and portfolio monitoring.

Austin Herzer is a financial advisor at Naples Global Advisors with a Series 65 credential and three years of industry experience. Prior to joining Naples Global Advisors in 2022, he held positions at Vive Health, Germain Honda, Artichoke & Co, Josephine Jasper MD PA, and the University of Florida. Naples Global Advisors provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a global, multi-cap value investment approach focused on quantitative screening and fundamental analysis, managing portfolios primarily with individual securities through an employee-owned structure.

Nancy Farias is a financial advisor at Intellus Advisors, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. for 11 years before joining Intellus Advisors in 2024. Intellus Advisors serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm offers financial planning and investment management with tailored asset allocation strategies, managing portfolios through a mix of stocks, bonds, mutual funds, ETFs, and alternatives, while also serving as a fiduciary under ERISA.

Jeffrey Fortier is a financial advisor at Private Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Capital Management and its affiliated firm Carnes Capital Corporation since 2000. Outside of his advisory role, he serves as managing member of two entities focused on acquiring vacant land for investment purposes. Private Capital Management 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 and offers both discretionary portfolio management and wealth advisory services through a seven-adviser team.

James Nici is a financial advisor with Financial Transparency in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He is also the sole owner of NICI Law Firm, which provides trustee and registered agent services, and manages Strategic Planners Group, LLC, a company that develops intellectual property tools for the estate planning field. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations, utilizing an investment approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis with a range of passive and active portfolio models.

Stephen Cucchiaro is a financial advisor with 30 years of industry experience currently at 3EDGE Asset Management, LP. He holds the Series 63 designation and has worked at 3EDGE since 2015, including time before the firm’s current formation, with prior roles at Windhaven Investment Management, Inc. and Windward Investment Management Inc. He is also involved with 3EDGE Technology Company, providing technology services related to investment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy combining quantitative research with committee judgment.

Laura Culp is a financial advisor at Sikich Financial with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Laura also serves as a director at Sikich LLP, and she is involved in several nonprofit roles, including trustee positions with the Mary S. and David C. Corbin Foundation and the GAR Foundation, as well as board membership at the Akron Community Foundation and an alumni associate role on Lafayette College’s Committee on Financial Policy. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management and retirement plan consulting, utilizing an asset-allocation framework supported by both in-house and third-party portfolio management across multiple platforms.

James Means IV is a financial advisor with Wilmington Capital Securities, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. He worked at RBC Capital Markets for 11 years before joining Wilmington Capital Securities in 2019. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for Bayview 2 Community Associates, overseeing condominium finances and operations. Wilmington Capital Securities, LLC provides portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm utilizes a tactical allocation approach incorporating fundamental, technical, and cyclical analysis, and offers customized portfolios that may include equities, mutual funds, fixed income, options, and cash.

Dennis Park is a financial advisor with Epsilon Financial Group, Inc. in Naples, FL, holding a Series 63 designation and bringing 23 years of industry experience. He has been with Epsilon Financial Group since 2005. Epsilon Financial Group provides advisory and consulting services to individuals, corporations, and other business entities, focusing on portfolio management, financial planning, and project-based consulting. The firm employs a hybrid advisory model and integrates AI and quantitative research tools while ensuring licensed professionals review all strategies.

James Novakovich is a financial advisor at Nova Wealth Management, Inc. in Bonita Springs, FL, holding a Series 66 designation with 24 years of industry experience. He has been with Nova Wealth Management since 2013 and has been involved in various business activities including tax planning and apparel printing. Nova Wealth Management provides personalized financial planning and discretionary investment management primarily to individuals, high-net-worth clients, and small businesses. The firm utilizes both fundamental and technical analysis, employing a range of strategies and offering additional services such as retirement plan consulting and held-away account management.

Douglas Geisser is a financial advisor at Romano Brothers and Company with 42 years of industry experience. He has been with Romano Brothers since 1990 and holds Series 63 and Series 66 designations. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach that emphasizes customized asset allocation, income and tax considerations, and periodic rebalancing.

Paul Ciccarelli is a CFP® and ChFC® with 35 years of experience in financial planning and advisory services. He is affiliated with Ciccarelli Advisory Services Inc and has held roles at firms including Osaic Wealth, Inc. and FSC Securities Corporation. Ciccarelli serves as a board member of the Bentley Village Foundation and is the managing member of Asklepia Group, LLC, a microgreens farm operated by his children. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm provides comprehensive financial management, retirement and tax planning, family wealth protection, and advisory insurance options, managing most client portfolios on a non-discretionary basis with an emphasis on long-term strategic investing.