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 a financial advisor with Roscoe Capital Management, LLC in Fort Myers, FL. He holds the Series 66 designation and has 12 years of industry experience. He has been with Roscoe Capital Management since 2015. Roscoe Capital Management provides discretionary portfolio management to individual and high-net-worth clients, applying a value-investing approach based on fundamental analysis. The firm offers both asset-based and performance-based fee arrangements and conducts periodic educational workshops on personal finance and investing.

Chad Kunc is a financial advisor with CPK Wealth Management LLC in Fort Myers, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before founding his current firm in 2018. Kunc is also a licensed insurance professional and dedicates a small portion of his time to this activity. CPK Wealth Management provides discretionary investment management, comprehensive wealth management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a relative-strength process combined with fundamental and technical analysis to construct portfolios with a generally long-term orientation, and it offers specialized retirement-plan and pension consulting services including ERISA fiduciary support.

Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.

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.

Keith Finkelstein is a financial advisor at MarketStrats, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, LLC. He is also an adjunct instructor for undergraduate finance courses at the University of Maryland University College. MarketStrats, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm uses quantitative and technical analysis to manage diversified portfolios and offers discretionary authority, quarterly reporting, and business consulting such as employee benefits and retirement plan advice.

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 in Fort Myers, FL, holding a Series 65 designation with two years of industry experience. She has been with ACE Wealth Management since 2023 and has been self-employed since 2012. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm utilizes a range of analytical approaches to construct tailored portfolios, focusing on equities and covered call strategies, and incorporates derivatives and related strategies 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.

Gavin Collins is a financial advisor at Monocacy Wealth Management, LLC, holding a Series 65 designation. He has no prior industry experience as a financial advisor but has worked in real estate and consulting roles, including as a sales agent and custom home specialist with Miloff Aubuchon Realty Group. Outside of advisory activities, he is involved in real estate consulting and custom home sales. Monocacy Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs diversified asset-allocation strategies and integrates tax, insurance, and real estate services through its affiliated companies.

Joseph Lanza is a financial advisor at Retirement Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Retirement Wealth Advisors since 2018. Outside of advising, he is a licensed insurance agent in Florida. Retirement Wealth Advisors is a fee-only registered investment adviser that provides financial planning, discretionary portfolio management, pension and retirement plan consulting, and educational workshops. The firm employs an active, risk-managed investment approach using low-cost ETFs, mutual funds, stocks, and bonds, primarily managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Guiseppi Morabito is a CFP® professional with 19 years of industry experience, currently serving as an advisor 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 insurance products through his ownership of M&M Insurance Services, LLC. M&M Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and business entities. The firm offers both discretionary and non-discretionary services, employing varied trading styles and a broad range of investment vehicles, including alternative and private investments.

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.

Jason Richmond is a CFP® with five years of industry experience, currently serving as an advisor at Pruitt Richmond Wealth Management LLC. His prior experience includes roles at Northwestern Mutual and Sandhill Environmental Services. In addition to his advisory work, he is an accounting associate for Pruitt Cordell and Associates. Pruitt Richmond Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients, focusing on tailored, discretionary portfolio management primarily using ETFs and mutual funds guided by modern portfolio theory. The firm maintains an affiliation with an accounting practice and emphasizes documented risk tolerance, asset allocation, and regular account reviews.

Wesley Pruitt is a CFP® professional with two years of industry experience, currently serving at Pruitt Richmond Wealth Management LLC. He has been with the firm since 2023 and also works as a CPA for Pruitt Cordell & Associates. Pruitt Richmond Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing tailored Investment Policy Statements and discretionary portfolio management primarily using ETFs and mutual funds. The firm applies modern portfolio theory with a long-term trading approach and maintains regular account reviews and reporting.

Thomas Geraci is a financial advisor at Purtill Financial LLC with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2007. Purtill Financial LLC provides fee-only wealth management, comprehensive financial planning, and consulting services to individuals, families, high-net-worth clients, and charitable organizations. The firm primarily operates on a non-discretionary basis, using fundamental, technical, and cyclical analysis to develop individualized investment policies.

Denis Ding is a financial advisor with Eagle Equity Holdings, LLC, holding a Series 65 designation and seven years of industry experience. He has been with Eagle Equity Holdings since 2014 and is also Vice President at Clean Energy Fuels, where he holds full-time employment. Eagle Equity Holdings is a small, discretionary investment manager serving qualified investors through pooled vehicles and strategies focused on capital appreciation with concentrated, energy-oriented portfolios. The firm employs fundamental, technical, and economic analysis and utilizes performance-based fees and trading discretion for client accounts.

Chad Michaels is a CFP® with 11 years of industry experience, currently serving as an advisor at Spyrnal Financial Group. He previously worked at Axa Advisors, LLC for five years before joining Spyrnal Wealth Management and Spyrnal & Associates, Inc. Michaels also acts as an insurance agent for Spyrnal & Associates, dedicating part of his time to insurance-related client services. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach using discretionary management, model portfolios, and outside managers, integrating fundamental, technical, and cyclical analysis in its security selection.

Dominic Nicosia is a financial advisor at Eagle Equity Holdings, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Eagle Equity Holdings since 2014. Outside of his advisory role, he is actively engaged in Nicosia Consulting International, LLC, a non-investment business he has operated since 1995. Eagle Equity Holdings is a small discretionary investment manager serving qualified investors through pooled vehicles and focused strategies. The firm emphasizes capital appreciation with concentrated, energy-oriented portfolios and employs a combination of fundamental, technical, and economic analysis.