Iris Serrano Faria is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 designation and having two years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank and Morgan Stanley, as well as a four-year tenure at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients across a range of wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a variety of strategies and platforms to create tailored portfolios and offers additional services including high-net-worth client solutions and back-office support for affiliated advisers.

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® 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.

Larry Mccoy is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he is involved in insurance sales, focusing on life, annuity, and Medicare products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, relying on an in-house investment management team and proprietary screening tools, while supporting advisors with custom portfolios and third-party manager access.

Roger Faulring is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at National Asset Management and United Advisors Services, LLC. Outside of his advisory work, he is a partner in an investment advisory business and is also an author and poet. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset management solutions.

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.

Gregory Esposito is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. He serves as an advisor board member for KPM Exceptional LLC, a company that distributes outdoor power equipment, where he helps develop strategy and provides guidance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

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.

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.

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.

John Heck is a financial advisor at Avior Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Protection Point Advisors and Adagio Capital Advisors, Inc. He is also president of Adagio Financial Group, Inc., where he is involved in sales and marketing related to life and fixed annuities. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and manages accounts using both direct portfolio management and separately managed account models.