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 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.

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

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.

Chelsea Ganey is a CFA® charterholder with 12 years of industry experience. She has worked at Summit Wealth Group since 2026, following roles at Moran Wealth Management and Wells Fargo Advisors. Ganey serves on the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on client profiles and employs a range of analytical approaches, frequently implementing strategies via third-party money managers and sub-advised models.

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.

Larry Mccoy is a financial advisor with Capital Analysts in Cape Coral, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare insurance sales. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management with discretionary and non-discretionary investment options, utilizing a proprietary mutual-fund screening process and providing retirement-plan advice through a nationwide network of independent advisors.

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. 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 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.

Michael Conticelli is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Interactive Financial Advisors since 2022 and previously was affiliated with First Advisors National LLC and Royal Fund Management, LLC. In addition to his advisory role, he owns Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory services. He also teaches for the Lee County School District. Interactive Financial Advisors serves individuals, retirement plans, and institutional clients, offering financial planning and discretionary portfolio management through a multi-advisor network. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and integrates third-party managers and proprietary processes to align investment allocations with client objectives.

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.