John Barnes is a financial advisor at Wilmington Capital Securities, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets Corporation for 11 years before joining Wilmington Capital Securities in 2019. Wilmington Capital Securities, LLC provides fee-based portfolio management and financial planning services to individuals, pensions, trusts, charitable organizations, and business entities. The firm employs a tactical asset allocation approach using a range of securities and analysis techniques, managing approximately $258 million in client assets.

Omar Bhangia is a financial advisor at Summit Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Fifth Third Wealth Advisors LLC, US Bank Wealth Management, and PNC. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers wealth management, investment advice, and pension consulting with a focus on broad diversification, strategic asset allocation, and tax-efficient investment strategies.

Matthew Young is a financial advisor with Young Richard C & Co Ltd in Naples, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1997. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering continuous portfolio management through various firm-designed programs. The firm employs a multi-faceted investment process that includes fundamental, technical, cyclical, quantitative, and qualitative analysis, focusing on asset-allocation-driven strategies across a broad range of securities.

Daniel Henderson is a financial advisor with Cookson Peirce Wealth Management in Naples, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, all with Cookson, Peirce & Co., Inc. since 2002. Cookson Peirce Wealth Management is a fee-only investment adviser serving private clients, institutions, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm employs a quantitative, rules-based approach to investment decisions and manages fixed-income portfolios using investment-grade bonds arranged in a modified ladder structure.

Kerry Geroy is a financial advisor at Naples Global Advisors with 10 years of industry experience. He holds the Series 65 designation and has been with Naples Global Advisors since 2011. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on global, multi-cap value investing through a process that combines quantitative screening and fundamental company analysis. The firm serves clients with approximately $1 million in investable assets and emphasizes managing portfolios primarily with individual securities.

John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. 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 as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.

Roger Denha is a financial advisor at Skyoak Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC from 2003 to 2018. Denha is currently not active in the industry since 2018. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm uses a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary actively managed strategies with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.

Craig Huntington is a financial advisor at MPM Wealth Advisors with 13 years of industry experience. He held a position at SJS Investment Consulting, Inc. for 10 years before joining MPM Wealth Advisors in 2022. Huntington holds Series 63 and Series 65 licenses. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm focuses on diversified portfolios using low-expense mutual funds, ETFs, and similar vehicles, guided by client suitability and risk profiles, and manages approximately $1.04 billion in assets.

Sara Perkins is a Series 65-licensed financial advisor at Naples Global Advisors with seven years of industry experience. She has been with Naples Global Advisors since 2017 and previously worked at Schlumberger / Cameron International for five years. Naples Global Advisors provides discretionary investment management to individual and institutional clients, focusing on a global, multi-cap value investment approach that combines quantitative screening with fundamental analysis. The firm serves clients with approximately $1 million or more in investable assets and emphasizes portfolio management using primarily individual securities.

Amy Evans is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with the firm since 2001. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and retirement plans, offering both defined investment management programs and tailored custom portfolios. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, qualitative, and cyclical analysis, with a focus on asset allocation across multiple asset classes.

Steven Tarr IV is a CFP® with 24 years of industry experience, currently serving at Private Capital Management since 2013. He also maintains a long-term affiliation with Carnes Capital Corporation, where he has worked since 2004. Private Capital Management, LLC is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and advisory roles for both registered mutual funds and private funds.

Tracey Labrecque is a financial advisor at Planning Alternatives Ltd with 24 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Planning Alternatives Ltd. provides wealth management, financial planning, and investment management to individuals, qualified retirement plans, trusts, charitable institutions, foundations, and business entities. The firm uses a Modern Portfolio Theory–based approach with diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.

David Mc Dermott is a Series 65-registered financial advisor with McDermott Investment Advisors, LLC in Naples, FL. He has three years of industry experience and has been with McDermott Investment Advisors since 2021. His background also includes work at McDermott Investment Services, LLC since 2016 and ongoing studies since 2008. McDermott Investment Advisors is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $203 million using firm-developed models, third-party portfolios, and both fundamental and technical analysis across a range of investment vehicles.

Robert Strommen is a financial advisor with Oakwood Capital, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oakwood Capital since 2013 and has operated Strommen and Associates since 1978. Outside of his advisory work, he is the author and sole owner of Purpose +3, a non-investment-related business. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets across 591 relationships. The firm offers portfolio management, financial planning, and retirement plan consulting, typically constructing portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Karen Chancy is a CFP® with 26 years of industry experience, currently serving as CEO and Managing Partner at Intellus Advisors, LLC. She previously worked at Raymond James & Associates for 11 years. Through Chancy Ventures, LLC, she provides management and strategic oversight for Intellus Advisors. Intellus Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers financial planning, investment management, and consulting, implementing tailored asset allocation strategies and managing portfolios using a range of investment vehicles.

Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.

Katherine Lauer is a Series 65-licensed financial advisor with The High Net Worth Advisory Group, LLC in Naples, FL, and has three years of industry experience. Her prior work includes roles at the Greater Naples Chamber of Commerce, Seaglass at Bonita Bay, and The Ritz Carlton. The High Net Worth Advisory Group, LLC offers wealth management, portfolio review, consulting, and pension services to individuals, pension plans, trusts, estates, and businesses. The firm employs fundamental analysis with a variety of strategies including option writing and exchange-traded products, managing approximately $861.7 million for around 418 clients.

Charles (Chad) Atkins is a financial advisor with Private Capital Management, LLC, holding a Series 65 designation and six years of industry experience. He has been with Private Capital Management since 2013 and also maintains a role with Carnes Capital Corporation since 2004. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and acts as adviser or sub-adviser to registered and private funds.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.

Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.