Robert Halldin is a financial advisor at Vestech Asset Management Inc. with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestech since 2017, following five years at American Portfolios Financial Services Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm uses a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering both discretionary management and project-based planning engagements.

Frederick Dunbar is a financial advisor at Common Cents Planning in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term service with Planning Directions, Inc. and CommonWealth Financial Network. Dunbar also serves as an executor for a family estate. Common Cents Planning provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm manages approximately $542 million for around 450 clients, emphasizing tailored portfolios based on client-specific investment policies and fundamental analysis.

Ryan Bousquet is a financial advisor at Intellus Advisors, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Intellus Advisors, he worked at Raymond James & Associates and Northwestern Mutual Investment Services, and he has experience outside finance, including a role at Snappers Comedy Club. Intellus Advisors serves individuals, pension plans, trusts, charitable organizations, and businesses, 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, including stocks, bonds, mutual funds, ETFs, and alternatives, and also serves as a fiduciary under ERISA.

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 financial advisor at Private Capital Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Carnes Capital Corporation and Martin Brown CPA and Advisor. Private Capital Management, LLC 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 across small-cap value strategies and offers wealth advisory services alongside management of registered and private funds.

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.

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® and CFA® with nine years of industry experience. He has worked at Cookson Peirce Wealth Management since 2024 and previously held positions at Income Research + Management and Fidelity Investments. Cookson Peirce & Co., Inc. provides wealth management and financial planning services to private clients, including individuals, high-net-worth clients, trusts, endowments, pensions, and foundations, as well as asset management services to professional advisors. The firm employs a quantitative, rules-based investment process and serves both investment-company and wrap-fee program sponsor roles.

Matthew Fassnacht is a financial advisor at Transcend Capital Advisors, LLC in Naples, FL, holding Series 63 and Series 65 credentials with three years of industry experience. He previously worked at Arax Advisory Partners and HHR Asset Management, LLC. Outside of his advisory role, Fassnacht serves as Executive Chairman of Racing Prodigy Inc. and Chief Executive Officer of First Principles Racing Inc., both entities unrelated to investing. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm emphasizes long-term, diversified asset allocation across public and private investments and offers both discretionary and non-discretionary portfolio management alongside holistic financial planning.

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.

Susan Fechtor is a financial advisor at LiveLife Capital Partners LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley & Co. Incorporated and Purshe Kaplan Sterling Investments. Fechtor serves as Director of Client Relations at LiveLife Capital Partners. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

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 with Asset One Wealth Management, LLC in Naples, FL, holding Series 66 and Series 65 credentials and with eight years of industry experience. His prior roles include positions at Lifeworks Advisors, LLC and Mass Mutual Life Insurance Company, as well as periods of self-employment. Asset One Wealth Management is an SEC-registered advisory firm providing discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm employs a customized strategic asset allocation process with a long-term buy-and-hold orientation and offers family-office style services for clients with at least $2 million in assets under management.

Michael Lundon is a financial advisor at Evertern Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 27 years before joining Evertern Wealth. Lundon is a partner in Nittany Blue Cat Investment Group LLC, where he collaborates with other partners to select private investments. Evertern Wealth provides discretionary investment management, financial planning, and family wealth advisory services to high-net-worth individuals, families, business owners, and other complex clients. The firm combines portfolio management with tax-aware planning and estate coordination, utilizing a range of investment strategies including direct securities, third-party managers, and alternative investments.

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® and holds a Series 66 license with 10 years of industry experience. He has worked at Intellus Advisors since 2024 and previously held roles at Raymond James & Associates, Wells Fargo Clearing, Coastal IT Consulting, and Wells Fargo Advisors. 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 across various asset classes and manages portfolios on both discretionary and non-discretionary bases.

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.

Ronald Briggs Jr. is the Founder, CEO, and Chief Investment Strategist of A Smarter Way to Invest, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Peace of Mind Private Wealth Management and Guardian Pointe Private Wealth Management. He is also involved with Caitlin John, LLC, through which he facilitates investment advisory services under Briggs Financial Group Wealth Advisors. A Smarter Way to Invest provides third-party investment advisory services exclusively to registered investment adviser firms and institutions. The firm employs a data-driven, systematic approach that combines fundamental and technical analysis with proprietary and third-party signals to manage a range of actively traded and dynamically managed models tailored for RIA clients.