Carson Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Everhart Advisors, Carson worked at Case Pearlman Retirement Plan Advisors, LLC and has experience outside the financial sector including roles at Fedex and Ecoshield Pest Control. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Antonio Fernandez Salvador is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lincoln Investment, Legend Equities Corporation, and MSI Financial Services. He has been with Capital Analysts since 2025. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Dennis Pearlman is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2021 and previously spent a decade at Case Pearlman Retirement Plan Advisors, LLC. Outside of advisory work, Dennis is involved in professional development and consulting for business professionals and elected officials in the Southwest Florida community through Winning Dynamics, LLC. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers to manage diversified strategies, and offers additional services including participant education, tax and bookkeeping support, and retirement plan administration.

Jerry Sylvester Jr. is a financial advisor with Foundations Investment Advisors LLC based in Fort Myers, FL. He holds Series 65 and Series 63 credentials and has eight years of industry experience, including prior roles at Oxford Wealth Group, Walser Wealth Management, and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage client accounts.

Robert Mathers is a financial advisor with ValMark Advisers, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. Mathers has worked at Valmark Securities, Inc. since 2010 and has held roles at vonBriesen & Roper, s.c. and Quarles & Brady, where he currently provides legal and tax services. He serves as a board member of the Collier County Community Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with a range of proprietary platforms and sub-advisory services.

Darrans Desire is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including AM Benefit Services and Kinetic Investment Management, Inc. He also operates BettrLife Financial Services LLC, providing financial and insurance services. Regal Investment Advisors, operating as LionShare, offers sub-advisory services focused on model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within a sub-advisory framework.

Mark Lablance is a financial advisor at William Joseph Capital Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LaBlance Financial Group, LLC and M1 Capital Management. In addition to his advisory role, he provides tax preparation services as an Enrolled Agent during tax season. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management and utilizes various custodians, third-party models, and sub-advisors while maintaining discretionary oversight of client accounts.

Daniel Shannon is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has 24 years of industry experience and has been with M Holdings and Meridian Financial Group, LLC since 2016. Outside of advising, he owns Meridian Business Consultants, LLC, providing business consulting services, and serves as president of the Cypress Office Park Condo Association. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining portfolio management and oversight of third-party sub-advisors with platform and custodial support.

McFaddin Moise Jr. is a CFP® and ChFC® with 42 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has held prior roles at LPL Financial, Calton & Associates, Inc., and Principal Life Insurance Company. In addition to his advisory work, he is a licensed tax preparer providing tax preparation and business consulting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation through low-cost mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Jared Sorce is a financial advisor with HBKS Wealth Advisors based in Fort Myers, FL. He holds a Series 65 designation and has recently started his career in the industry. His prior roles include positions at Duquesne University, Mercyhurst University, Northwestern Pennsylvania Collegiate Academy, and Kahkwa Country Club. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts using proprietary models and multiple platform arrangements.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC in Bonita Springs, FL, with 18 years of industry experience. He holds the Series 65 designation and previously worked for Carnegie Investment Counsel and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, alongside discretionary and non-discretionary management and retirement-plan consulting.

Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

Todd Donofrio is a financial advisor at IP Financial Advisory Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services and Innovation Partners since 2021, following prior roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he owns a personal fitness training business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and discretionary management strategies.

Logan Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Steven Harrison is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 24 years of industry experience. He has worked at multiple firms over his career, including Alterity Financial Group, Eagle Financial Strategies, and Cambridge Investment Research Advisors. He is based in Cape Coral, FL. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Lisa Elkins is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Belpointe Asset Management LLC since 2015 and previously worked at Tuttle Wealth Management, LLC. Based in Estero, FL, she provides advisory services as part of a larger team at Belpointe. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Chelsea Seibel is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. Her prior roles include positions at City National Bank, RBC Capital Markets, Osaic FA, Inc., and Fidelity. Outside of her advisory work, she serves on the boards of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County. Manning & Napier Advisors, LLC primarily provides investment advisory services to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and possessing 15 years of industry experience. His career includes roles at David Moore Strategic Partners, Guidance Wealth Management, and Equitable Advisors. In addition to his advisory work, he is involved in accounting and business model management through David Moore Strategic Partners. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual securities, and various strategies, focusing primarily on retail and small-business clients.

Chelsea Ganey is a financial advisor at Summit Wealth Group with 12 years of industry experience. She holds the CFA® charter and Series 66 license. Prior to joining Summit Wealth Group, she worked at Moran Wealth Management, LLC, Wells Fargo Advisors, and Wells Fargo Clearing. She serves as an executive council member for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm provides integrated wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, typically offering discretionary portfolio management combined with financial planning and tax services.

Tillie Allison is a financial advisor at Portfolio Medics, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including at Dynametrics Financial and Guardian Life Insurance. Outside of her advisory duties, she owns Stonegate Way Consulting, where she provides trading and investment education to clients. Portfolio Medics offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and employs multiple investment strategies in line with client objectives and risk tolerance.