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 at Everhart Advisors in Fort Myers, FL, with two years of industry experience. He holds a Series 65 designation and previously worked in educational roles at Covenant College and Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and tailors portfolios to client circumstances, offering additional services such as tax preparation and bookkeeping through close coordination with accounting professionals.

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 14 years of industry experience. She currently serves as an advisor at Manning & Napier Advisors, LLC and has held positions at City National Bank and RBC Capital Markets, LLC. She is a board member of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County, both non-investment related organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts and non-discretionary advice for various funds. The firm employs a team-based investment approach that combines top-down macro analysis with bottom-up security selection and maintains affiliations with an in-house trust company and a broker-dealer to support its offerings.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

Sladana Bukalov is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios. The firm employs a mix of passive, active, hybrid tax-aware, and tactical strategies, incorporating proprietary risk overlays through its affiliate Corbett Road Capital Management.

Chelsea Ganey is a CFA® with 10 years of experience in financial services. She currently serves as an advisor at Summit Wealth Group and has previously worked at Moran Wealth Management and Wells Fargo Advisors. Ganey is a member of the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients' financial profiles and employs a variety of analytical approaches, including third-party money managers and tax-loss harvesting.

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 previously worked at firms including Guardian Life Insurance, Park Avenue Securities, and Westshore Financial Group. Outside of her advisory role, Ms. Allison owns Stonegate Way Consulting, where she provides trading and investment education to clients, and she is also active as an insurance broker and in real estate-related business activities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Samantha Galindo is a financial advisor at Venture Visionary Partners LLC with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc, Gulf Coast Business Bank, and Equitable Mortgage Corporation. Her background includes roles outside finance, such as at USA Taekwondo Center and Sanibel Sea School. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolio management and financial planning, employing a range of investment approaches and leveraging third-party managers and technology platforms.

William Mc Alpin is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Alphastar Capital Management, and New York Life Insurance. Mc Alpin also owns McAlpin Financial Group, which focuses on life insurance and fixed/indexed annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Peter Casciotta is a financial advisor at CoreCap Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CoreCap Advisors and CoreCap Investments since 2021, as well as Asset Management & Advisory Services of Lee County since 2015. Outside of advisory roles, he owns Leverage Insurance Agency, which appoints agents for life and disability insurance. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and sub-advisors to manage client portfolios.

Rosalie Mathers is a CFP® and ChFC® with 10 years of industry experience. She has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018 and previously worked at MP&H Financial Group LLC. Outside of her advisory role, she serves as managing member of Private Wealth Advisers LLC, which assists in placing certain non-variable insurance products. ValMark Advisers serves individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of investment advisory representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Sidney Yeomans is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LaSalle St. Investment Advisors and its affiliated entities since 2010. In addition to his advisory role, Yeomans serves as a professor at Trinity International University, a position he has held for over 20 years, and is involved with the nonprofit Good Sense NFP. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Fred Liebau III is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lake Life Financial Planning, Driven Wealth Strategies, and Liebau Greer Wealth Management Group. In addition to advisory work, he is president of a tax services company, TBC Services, Inc. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios that may include diversified mutual funds, ETFs, individual securities, and independent managers, utilizing a range of analytical approaches and strategies aligned with client objectives and risk tolerance.

John Conrath is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Portfolio Medics since 2008 and previously at BenefitPros, LLC from 2012 to 2017. Outside of advisory work, he is a musician and band partner, dedicating time weekly to practice. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Paul Stonge is a financial advisor with Westminster Financial Advisory Corp in Bonita Springs, FL, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including roles at Lincoln National Equity Sales and operating his own firm, Paul P St Onge Company, since 1983. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy, complemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

Kerri Goldsmith is a Series 66-credentialed financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, where she has worked since 2014. She has 14 years of industry experience and has also been associated with Purshe Kaplan Sterling since 2011. Goldsmith serves on the Advisory Board of Trustees for the American Advertising Federation SWFL and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm employs a variety of strategies and manages assets primarily on a discretionary basis, while offering additional services such as pension consulting and a dedicated high-net-worth service branded as Level 3.

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

Roger Ciacco is a CFP® professional at Procyon with four years of industry experience. He is also the founder and owner of Satty, Levine & Ciacco, CPAs, P.C., where he provides consulting services in accounting, auditing, and taxation. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and private funds. The firm offers investment management, financial planning, retirement plan advisory, and consulting services, with an investment approach that emphasizes customized, fundamentally driven portfolios using a combination of internal management and third-party managers.

Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.