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.

Larry Mccoy is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare health insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering services through a nationwide network of advisors and an in-house investment management team.

Samantha Galindo is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc and Gulf Coast Business Bank. Outside of finance, she has experience in diverse roles including work with USA Taekwondo Center and Sanibel Sea School. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory strategies, utilizes third-party managers and a TAMP platform, and provides both discretionary and non-discretionary portfolio management.

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 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated firms since 2021. Prior to that, he worked at World Choice Securities, Inc. and Securian Financial Services, Inc. Casciotta is also owner of Leverage Insurance Agency, which appoints agents for life and disability insurance products. CoreCap Advisors serves individual, high-net-worth, self-directed retirement, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term approach with a focus on mutual funds, ETFs, equities, and bonds, and manages multiple ownership and affiliate relationships that impact its service offerings.

Rosalie Mathers is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. She previously worked at MP&H Financial Group LLC from 2016 to 2018. Outside of her advisory role, she is the managing member of Private Wealth Advisers LLC, where she assists in placing certain non-variable insurance products. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, with implementation primarily through mutual funds, ETFs, and separate-account managers.

Sidney Yeomans is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LaSalle St. since 2010. In addition to his advisory work, Yeomans serves as a professor at Trinity International University and is involved with the nonprofit Good Sense NFP. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, with a notable predominance of non-discretionary assets under management.

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 at Westminster Financial Advisory Corp with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at GW & Wade Asset Management Company, Lincoln National Equity Sales, and his own firm, Paul P St Onge Company. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, primarily using a buy-and-hold framework complemented by discretionary trading and option strategies.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.

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 with five years of experience at Procyon Private Wealth Partners, LLC. 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 offers investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base, including high-net-worth families, businesses, and government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and non-discretionary strategies using fundamental analysis, with a distinctive emphasis on private fund advising and portfolio management for pooled vehicles.

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.

Morgan Lemaitre is a CFP® with 14 years of industry experience, currently serving as an advisor at OneSeven since 2019. Prior to joining OneSeven, Morgan gained experience at firms including Park City Family Office, International Assets Advisory, and Raymond James & Associates. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, while also leveraging third-party platforms and independent managers.

Jaslyn Marques is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Fidelity Investments and Key Bank. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes.