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 II is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds the Series 66 designation 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 discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private investment funds.

Philip Shaffer is a financial advisor with OneAscent Family Offices, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Halite Partners, Morgan Stanley, and Citigroup Global Markets. OneAscent Family Office provides investment advisory and family office services to high-net-worth individuals, trusts, pension and profit-sharing plans, and other entities, offering discretionary and non-discretionary asset management, financial planning, and a range of family office services. The firm manages portfolios according to individualized asset-allocation guidelines and provides outsourced Chief Investment Officer solutions and philanthropic services through affiliated entities.

John Salvino is a CFP® with 24 years of experience in financial advising. He is currently with Performance Wealth Partners, LLC, where he has worked since 2021, following a 19-year tenure at William Blair & Co., L.L.C. Salvino serves as a board member for Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni network. He is also a passive investor with Irish Angels, an angel investing group of Notre Dame alumni. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets through a multi-advisor team and employs a long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

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 possessing 29 years of industry experience. His career includes roles at LPL Financial, LLC, Wealth Management Group, L.L.C., and Principal Financial Services. He is also a partner and owner in several holding companies related to VestGen Wealth Partners, though these activities are not investment related. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm uses a combination of advisor-level client relationships and centralized portfolio construction, managing about $6.66 billion in assets with 61 advisors serving a diverse client base that includes institutional and government entities.

Kent Schmidt is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including positions at Private Advisor Group since 2013 and LPL Financial since 2004. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates discretionary and non-discretionary services, utilizing proprietary and third-party platforms and strategies.

Christian Compton is a financial advisor with &PARTNERS, LLC, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. His previous roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he serves as a brand ambassador for a pickleball paddle company, participating in tournaments and organizing demonstration events. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary services, utilizing a range of analytical approaches and third-party strategies.

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 an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to her financial career, she was employed at the University of Florida for four years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through advisory and brokerage services. The firm offers a variety of investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

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 at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, previously working five years at Cibc World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Brent Besinger is a financial advisor with Osaic Advisory Services, LLC, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 24 years and has held roles at Beacon Financial Group, Inc. and Private Client Services. Outside of his advisory work, he is an insurance agent selling life insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing various investment strategies and platform integrations.

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 at Brookmont Capital Management and Sei Investments. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services including advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions, using an open-architecture approach that integrates multiple third-party platforms and managers.

Brian Mazgaj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior positions include roles at BMO Harris Financial Advisors, M&I Trust Company, M&I Insurance Services, Wells Fargo Clearing, and Merrill. He is based in Marco Island, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad range of customizable investment strategies.

John Keeley is a financial advisor at Edward Jones with 37 years of industry experience, all of which has been spent at the firm. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Keeley owns and manages commercial properties in Naperville, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.