Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.

Philip Shaffer is a financial advisor at OneAscent Family Offices with Series 63 and Series 65 credentials and 45 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Inc. and Morgan Stanley, among other firms. OneAscent Family Office provides investment advisory and family office services primarily to high-net-worth individuals and institutional clients. The firm offers customized asset management, financial planning, and family office solutions, utilizing multiple affiliated entities and various third-party managers to implement client portfolios.

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Gladstone in 2021, he worked at UBS Financial Services from 2007 to 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level.

Craig Bolanos Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes over two decades at LPL Financial, LLC and roles at Wealth Management Group, L.L.C. and Private Client Services. He is also a partner and owner of several holding companies unrelated to investment activities. VestGen Advisors manages approximately $6.66 billion for nearly 22,790 clients through 53 advisors, offering a range of investment and retirement plan services. The firm employs a client-specific approach combining fundamental, technical, and quantitative analysis, and serves a diverse client base including institutional investors.

Kent Schmidt is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2004 and is also affiliated with Private Advisor Group, LLC, where he provides financial plans for a fee. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

Christian Compton is a financial advisor at &Partners with 30 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Compton serves as a brand ambassador for pickleball equipment through a sponsorship arrangement. &Partners serves a diverse clientele, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of strategies and third-party managers.

Jeffrey Schulte is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including eight years with First Capital Advisors Group, LLC prior to joining Wealth Enhancement Advisory Services in 2015. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified, risk-class based investment approach that combines passive and active managers overseen by an internal Investment Committee.

Amber Fealy Lopez is a financial advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and three years of industry experience. She has been associated with Fifth Third Bank since 2019 and previously worked at the University of Florida from 2015 to 2019. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, allowing clients to select investment strategies tailored to their risk profiles, with access to mutual funds, ETFs, separately managed accounts, tax overlays, and direct indexing.

Miguel Ricardo Quinones is a financial advisor at Fifth Third Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill, JPMorgan Securities LLC, and Fifth Third Bank prior to joining his current firm. He also operated a small business focused on signage from 2023 to 2024. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through both investment advisory and brokerage channels. The firm offers multiple program types via the Passageway Managed Account Platform, including mutual fund models, SMA strategies, and direct indexing, and operates as a wholly owned subsidiary of Fifth Third Bank.

Scott Schuster is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Creative Planning since 2021, following roles at The Orchard Group and Raymond James Financial Services Advisors. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

James Boxma is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Richard C. Young & Co., Ltd. He also teaches personal self-defense and fitness instruction at Defense Fitness Club. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active approaches, and offers a wide range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Richard Holland is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment strategies tailored to client objectives.

Brent Besinger is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds a Series 63 designation and has worked at firms including LINCOLN FINANCIAL ADVISORS Corporation and Beacon Financial Group, Inc. Outside of advising, he is involved in insurance sales and owns an LLC that leases an office building to Osaic. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through various program models, utilizing both proprietary and third-party platforms.

Joseph E. Zdeb is a financial advisor with Prime Capital Financial in Marco Island, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Private Client Services, Cambridge Investment Research, and Lawing Financial Inc. He is also involved as a partner in CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings. The firm uses a variety of investment strategies and platforms, and it operates an affiliated accounting subsidiary providing tax planning and bill-pay services.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Anthony Peracchia is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Brookmont Capital Management and Sei Investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for more than 24,000 clients. The firm offers a range of portfolio management and financial planning services through a network of independent investment adviser representatives, utilizing an open-architecture approach that integrates external platforms and active monitoring strategies.

Brian Mazgaj is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I affiliated companies since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary research and third-party subadvisors.

Robert Lynch is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured financial planning processes supported by proprietary tools and serves clients through both direct individual plans and Corporate Financial Planning agreements.