Brian Burgan is a financial advisor at Silver Thread Investments in Ft. Myers, FL, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Thread Investments since 2011. Outside of his advisory role, he is involved in real estate development through interests in several limited liability companies. Silver Thread Investments provides money management and investment consulting primarily to individual clients, as well as trusts, small businesses, and other entities. The firm employs a combination of fundamental, quantitative, and technical analysis to build core, long-term portfolios focused on stocks and bonds.

Andrew Pastrikos is the sole advisor at Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 13 years of industry experience, including prior work at Leucadia Asset Management LLC. Roscoe Capital Management provides investment advisory and discretionary portfolio management services to individual and high-net-worth clients. The firm uses a value-oriented, fundamental analysis approach and offers tailored investment guidelines, managing accounts on a discretionary basis with regular monitoring and rebalancing. It also hosts periodic complimentary educational workshops on personal finance and retirement topics.

Chad Kunc is a financial advisor at CPK Wealth Management LLC in Fort Myers, FL, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He is also a licensed insurance professional, dedicating less than 10% of his business time to this activity. CPK Wealth Management LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and sponsored retirement plans. The firm offers mostly discretionary, customized portfolio management using a relative-strength process combined with fundamental and technical analysis, and it is notable for its retirement plan and pension consulting services conducted in an ERISA fiduciary capacity.

Sven Lange is a financial advisor at Lange Asset Management, Inc. in Fort Myers, FL, holding a Series 65 designation and 23 years of industry experience. He has led Lange Asset Management since 2006. Lange Asset Management provides discretionary portfolio management and advisory consulting primarily to individual investors. The firm manages approximately $34 million in assets for about two dozen clients, employing an investment approach that combines rotation investing with fundamental, technical, and cyclical analysis, using both short- and long-term strategies tailored to client objectives and risk tolerances.

Brian Megibow is a financial advisor with Broaden Wealth LLC in Fort Myers, FL, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Ameriprise and SunTrust Investment Services. He is also an independent licensed insurance agent. Broaden Wealth LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of modern portfolio theory and technical analysis in its investment approach and offers both asset-based management and hourly financial planning.

Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.

Christine Shen is a financial advisor at ACE Wealth Management LLC with three years of industry experience. She holds a Series 65 designation and has been self-employed since 2012. ACE Wealth Management provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs and ongoing monitoring. The firm employs multiple analysis methods and incorporates equities, covered calls, fixed income, and options strategies, including uncovered options and short sales, within separately managed accounts.

Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.

Guiseppi Morabito is a CFP® professional with 20 years of industry experience, currently serving at M&M Wealth Management, LLC in Fort Myers, FL. His prior roles include positions at J P Turner & Company Capital Management, FSC Securities Corporation, and MSI Financial Services. He is also owner of M&M Insurance Services, LLC, where he analyzes insurance illustrations and provides quotes for new policies. M&M Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and maintains a structure where portfolio managers manage separate client books using different trading styles, while also being licensed insurance agents offering commissionable insurance products.

Adam Daniels is a financial advisor at Waterstone Financial Advisory LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial LLC, Park Avenue Securities, and Guardian Life Insurance Company. Daniels’s background also includes roles outside finance, such as positions with the United States Census Bureau and local government parks and recreation. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm uses a fiduciary approach with a long-term trading orientation and implements client programs through third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts.

Oliver Hohermuth is a financial advisor at Capview Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Rising Star Financial Advisers, LLC and International Union Bank, LLC. Hohermuth is involved in several investment-related business activities across the United States and Panama. Capview Advisors, LLC is a fee-only investment adviser serving high-net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm employs fundamental analysis combined with strategic, tactical, and dynamic asset-allocation, managing portfolios through qualified custodians and offering both discretionary and non-discretionary asset management.

James Gallagher is a financial advisor at Waterstone Financial Advisory LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including J.W. Cole Financial, Inc. and Global Financial Private Capital, LLC. Outside of advising, he is a partner in Stuart Software Solutions, LLC, a software development and sales business. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm utilizes third-party sub-advisers on the AssetMark platform as well as custom advisor-managed accounts, employing a fiduciary approach that combines cyclical and fundamental analysis with a long-term orientation.

Phillip Mc Grath is a financial advisor with Waterstone Financial Advisory LLC in Fort Myers, FL. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at TD Bank, Guaranteed Rate Affinity, United Wholesale Mortgage, and North American Bancard. Waterstone Financial Advisory LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, 401(k) plans, and LLCs. The firm utilizes third-party sub-advisers on the AssetMark platform alongside custom advisor-managed accounts, following a fiduciary approach based on cyclical and fundamental analysis with a long-term trading orientation.

Kevin Jordan is a CFP® and Series 65-licensed advisor with six years of industry experience. He has been with Makke Financial Advisory Group since 2019. Prior to that, he worked at Herc Rentals and Bishop Verot High School. Makke Financial Advisory Group serves individuals, high-net-worth clients, trusts and estates, and pension/profit-sharing plans with investment management, financial planning, and pension consulting. The firm employs a two-advisor support model and uses a range of strategies, including derivatives and options, alongside technology tools and a unique family office program.

Eric Marvin is a CFP® with 20 years of industry experience and has been a principal at M&M Wealth Management, LLC since 2014. He holds a Series 66 license and is also a licensed insurance agent offering life, health, and annuity products. In addition to his financial advisory work, Marvin is a shareholder in a company that provides hearing testing and assistance with hearing devices. M&M Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs distinct trading styles managed by two portfolio managers and offers both discretionary and non-discretionary services, including insurance products, with an emphasis on individualized investment policy statements and alternative investments.

Jonathan Busa is a financial advisor with Ceres Financial Group, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ceres Financial Group since 2001 and also works with OSAIC Wealth Inc. since 1998. In addition to his advisory roles, he serves as Chairman of the Laguna Lakes Community Development District Board Supervisor, overseeing local water and irrigation management. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and consulting services, employing a non-discretionary investment approach with customized asset allocations and third-party model portfolios.

Joseph Pendenza is a financial advisor at Makke Financial Advisory Group in Fort Myers, FL. He holds a Series 65 designation and has been in the industry for one year. Prior to his current role, he worked with Stan's Coffee and had experience with several minor league hockey teams. Makke Financial Advisory Group serves individuals, high-net-worth clients, related trusts and estates, and pension/profit-sharing plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and pension consulting, with a focus on tailored asset allocation and the use of advanced strategies including derivatives and options.

William Palmer is a financial advisor at Coyle with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including BB&T Bank, BB&T Investments, BB&T Securities, and SunTrust Advisory Services. Palmer serves as a board member for Candlelighters of Southwest Florida, a nonprofit supporting families of children with cancer or blood disorders, and for FGCU Planned Giving/Advancement, which focuses on philanthropic efforts for Florida Gulf Coast University. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, and family legacy services. The firm employs a combination of tactical and strategic asset allocation and utilizes sub-managers and third-party software for security-level analysis to tailor portfolios according to client goals, risk tolerance, and time horizon.

David Antonucci is a financial advisor with Advantage Wealth Partners in Fort Myers, FL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at BB&T and various entities affiliated with Advantage Retirement Group. He is also a licensed insurance agent, spending roughly half of his time in insurance sales. Advantage Retirement Group provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $518 million for around 527 clients, employing a long-term investment approach centered on strategic asset allocation using ETFs, mutual funds, and select individual securities.

Matthew Russo is a financial advisor at Chicago Investment Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Berkshire Hathaway and The Vanguard Group. Outside of advisory work, he is also active as a real estate agent with Berkshire Hathaway. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework using fundamental, technical, charting, and cyclical analysis, and implements both long-term buy-and-hold and shorter-term trading strategies tailored to client objectives.