Rezny Wealth Management, Inc. is a Fee-Only Registered Investment Advisor established in 1992, with offices in Fort Myers, FL, and Aurora, IL. The firm offers investment advisory and financial planning services primarily to individuals, focusing on active portfolio management using Stocks, Bonds, and ETFs. Clients can choose from different investment styles based on their goals and risk profile. Rezny Wealth Management requires a minimum of $2,000,000 to open and maintain an Investment Advisory account. The firm charges an annualized fee based on a percentage of assets under management, with fees billed quarterly in advance. Rezny Wealth Management does not participate in wrap fee programs and manages over $435 million in client assets on a discretionary basis. The firm may provide financial planning services at no additional cost, tailored to client needs. Additionally, under limited circumstances, the firm may advise on annuity sub-accounts. Rezny Wealth Management does not have outside business activities and may provide services to ERISA retirement plans. The firm's investment strategies involve detailed research, daily portfolio reviews, and a focus on risk management. Clients are encouraged to meet regularly with the firm to review their financial status and investment portfolios. Rezny Wealth Management does not compensate third parties for client referrals and does not vote proxies on behalf of clients. The firm exercises investment discretion with client authorization and does not have custody of client funds or securities. Client privacy and data security are a top priority for the firm, with strict policies in place to protect personal information.

Uhler Vertich White Advisors, LLC is a registered investment adviser based in Fort Myers, Florida, providing investment advisory services since 2004. Founded in July 2002, the firm is owned by J. Thomas Uhler and J. Corey Vertich. They offer discretionary wealth management services, requiring clients to grant discretionary authority for account management. The firm may also provide non-discretionary wealth management services upon client approval before executing transactions. Uhler Vertich White Advisors may use sub-advisers to manage portions of client accounts on a discretionary basis. Additionally, the firm offers financial planning services based on client goals and financial circumstances. They manage fee-based accounts like the Investment Management Program for Advisory Clients and the Freedom Investment Management Program. Clients are regularly monitored for suitability, performance, and risk tolerance. The firm primarily recommends mutual funds and may advise on various investments based on client needs. Uhler Vertich White Advisors is a fiduciary under ERISA and the IRC, acting in clients' best interests. They do not accept performance-based fees or participate in side-by-side management. The firm does not have any financial impairments and does not take physical custody of client funds. Clients receive quarterly statements from Raymond James & Associates, the custodian of client assets. Uhler Vertich White Advisors does not have any disciplinary actions to report.

Liberty Private Client, LLC is a fee-only registered investment advisor specializing in providing investment management services to individuals and trusts. Founded in June 2019 by Michael McCort, the firm became a registered investment advisor in September 2019 in Florida and later in Pennsylvania in May 2020. Liberty Private Client merged with Girard Private Investment Group in April 2020, retaining all employees and maintaining the Pennsylvania office. The firm manages accounts on a discretionary basis, with assets under management totaling $246,903,131 as of December 31, 2024. The fee structure is based on a percentage of assets under management, with fees calculated at 100 basis points per annum. Liberty Private Client does not charge performance fees and requires a minimum relationship size of $500,000, which may be waived at the advisor's discretion. The firm's investment philosophy emphasizes asset allocation and security selection, utilizing a variety of securities including stocks, options, mutual funds, and bonds. Clients have the option to restrict certain investments if desired. Liberty Private Client does not engage in referral fee arrangements and has limited custody of client funds. The firm exercises investment discretion, allowing full authority to make purchase and sale decisions for client accounts. Clients receive quarterly statements detailing holdings and account activity. Michael McCort, the President, and other key personnel have no legal or disciplinary events to report.

Campbell Financial Partners, LLC, established in 2006 by Kathleen Campbell, is a fee-only financial advisor firm based in Ft. Myers, FL. The firm specializes in financial planning and investment management services, with a focus on tailored relationships and client-specific investment strategies. Campbell Financial Partners does not sell annuities, insurance, or commissioned products. Kathleen Campbell is the sole principal owner of the firm. The firm offers financial planning services at a fixed price or hourly rate, with a minimum fee of $1,200. For investment management, the firm primarily recommends no-load or low-cost mutual funds and ETFs. The annual investment advisory fee ranges from 0.3% to 0.9% based on assets under management, with a minimum annual fee of $10,000. Clients receive periodic account reviews and reports, and the firm has discretionary authority for trading. Campbell Financial Partners does not accept performance-based fees, has a fiduciary duty, and is a member of Garrett Planning Network and NAPFA. The firm does not vote proxies on client securities and does not have any financial impairment affecting client commitments.

Scott White Advisors, LLC, established on January 1, 2009, is a registered investment adviser based in Fort Myers, Florida. The firm specializes in providing wealth management services, including financial planning and investment advisory services. Clients receive personalized financial plans covering income tax, estate planning, insurance, and investment management. Investment advice is tailored to meet clients' needs and objectives, with the firm offering both discretionary and non-discretionary investment management services. Clients may impose restrictions on investing in certain securities, and SWA assists in coordinating the implementation of recommendations. The firm primarily advises on mutual funds and may recommend various types of investments based on client goals. SWA follows a comprehensive financial planning approach, with a focus on diversification, asset allocation, and professional management to increase the probability of long-term investing success. Clients are continuously monitored, and regular reviews and meetings are conducted at least annually. SWA does not engage in performance-based fees, and clients have the option to use their preferred broker-dealer for transactions. The firm upholds a Code of Ethics and maintains strict privacy policies to protect clients' information. SWA does not take physical custody of client funds and securities, and clients have the right to decline any advice provided on a non-discretionary basis. The firm prioritizes client interests and does not participate in legal proceedings on behalf of clients. SWA emphasizes transparency and privacy, ensuring the security of clients' personal information.