Brian Bothe is a financial advisor at Amerity Wealth Management, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Prudential Financial, Merrill, and Bank of America, among others. Amerity Wealth Management is a multi-advisor fiduciary serving individual clients, high-net-worth households, businesses, pension and profit-sharing plans, and trusts. The firm manages approximately $339 million in assets across various investment solutions, including discretionary account management and specialized UK pension transfer services.

Andrew Krone is a financial advisor at Naples Wealth Planning with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Advisory Group, CapitalRock Financial, and Laidlaw Wealth Management prior to his current role. Naples Wealth Planning serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and institutions, managing over $356 million in client assets. The firm offers customized, primarily long-term investment portfolios and comprehensive financial planning, using both internal management and selected independent managers.

Jasen Gilbert is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at Ciccarelli Advisory Management, LLC, FSC Securities Corporation, and Ciccarelli Advisory Services. Gilbert is also a partner at Ciccarelli Advisory Management LLC and serves as an associate planner at CAM LLC, both of which involve financial planning and client relationship management. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Howard Jordan is a CFP® with 30 years of industry experience. He is currently with The High Net Worth Advisory Group, LLC, where he has worked since 2020. Prior to that, he spent 17 years at Raymond James & Associates. Jordan is also a licensed Florida insurance agent specializing in life, health, and annuities. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm employs fundamental analysis and a mix of long- and short-term strategies, including option writing and exchange-traded products, managing approximately $861.7 million for around 418 clients through a five-person advisory team.

Joseph Barry is a CFA® charterholder with 18 years of industry experience. He is a principal at Barry Investment Advisors, LLC, where he has worked since 2014. Barry serves as a trustee and member of the finance and investment committees at the Old Dartmouth Historical Society/NB Whaling Museum. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, integrating equities, fixed income, and cash with a value-oriented equity selection process and tailoring asset allocation to client risk profiles.

Michael Morris is a Series 65-licensed financial advisor with Naples Global Advisors, where he has worked since 2011. He has 11 years of industry experience. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment philosophy that combines quantitative screening with fundamental analysis. The firm serves high-net-worth individuals, retirement accounts, corporations, trustees, and charitable organizations, typically managing portfolios built from individual equities and diversified fixed-income strategies.

Benjamin Borchardt is a CFP® with six years of industry experience, currently serving as a financial advisor at Private Capital Management in Naples, FL. His prior roles include positions at Carnes Capital Corporation, Solas Wealth LLC, and Ameriprise Financial Services, Inc. Private Capital Management is an employee-owned firm managing approximately $1.4 billion for individual and high-net-worth clients, focusing on a bottom-up, fundamental value strategy that emphasizes smaller capitalization equities and multi-year investment horizons. The firm offers a range of active and passive investment solutions across various account types, including separately managed portfolios and private funds.

David Morgan is a CFP® with 30 years of industry experience. He has worked at The High Net Worth Advisory Group, LLC since 2020 and previously spent 23 years at Raymond James & Associates, Inc. In addition to his advisory role, he oversees his family's real estate development activities as CEO. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, trusts, estates, and business entities. The firm employs a mix of fundamental analysis, long- and short-term strategies, and option writing to manage approximately $861.7 million across roughly 418 clients.

Jill Rapps is a CFP® professional with 34 years of experience in the financial services industry. She is affiliated with Ciccarelli Advisory Services Inc and has held roles at Osaic Wealth, Inc., Ciccarelli Advisory Management, LLC, and E.P. Planners Corp. Outside of her advisory work, she serves as a director for the Euphoric Living Foundation, a nonprofit involved in strategic planning for local wellness initiatives, and holds a coaching certification from the IPEC school. Ciccarelli Advisory Services serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial management and retirement planning, generally managing portfolios on a non-discretionary basis with an emphasis on strategic long-term investing combined with tactical flexibility.

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 with 12 years of industry experience, currently serving at Covenant Asset Management, LLC. He has worked at Morse and Company CPA's LLC, where he is involved in tax preparation and accounting. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a growth-at-a-reasonable-price investment approach combined with fundamental and technical analysis, emphasizing tax efficiency and risk management.

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 who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Laidlaw Wealth Management, and American Global Wealth Management. He serves as Treasurer on the board of the Maxwell Football Club, where he assists with financial oversight and strategic planning. Naples Wealth Planning serves individuals, families, trusts, and institutions with investment management and financial planning, managing over $356 million in client assets. The firm develops customized, primarily long-term portfolios using a variety of investment instruments and provides ongoing client monitoring and discretionary portfolio management.

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.