Alison Free is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2013, where she also serves as an insurance representative specializing in Medicare, life, long-term care, and retirement income products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.

Eric Somodio is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hertz Corp., Murad LLC, and Brajitsu Inc. Outside of his advisory work, he owns Sow to Harvest, LLC, an entity involved in client consultation and insurance sales, and is associated with Inheritguard, LLC, which provides estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services primarily through model portfolios and third-party managers across multiple platforms, managing regulatory assets of approximately $1.7 billion.

Nicholas Purdue is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Farragut Square Group, Gartner, TD Ameritrade, and Fidelity Brokerage Services. Outside of financial services, he is involved with Maritime Commercial Charters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Nicholas Constantino is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he is involved in tax preparation through a separate business activity. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house investment management, model portfolios, and third-party managers, maintaining a fiduciary role in certain retirement advice.

Mark Medina is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Fifth Third Bank for six years and was employed at Carrabba's Italian Grill for four years. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supporting a range of investment strategies and risk profiles.

David Morton is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

James Carter is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, RSTROCK, Trilogy Home Health, and Chicago MedX. Outside of his advisory role, he operates an e-commerce business selling goods online. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers tailored client solutions including financial planning and access to proprietary and third-party investment programs.

Chad Burns is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes ownership of Burns Bail Bond and Burns Construction, as well as operating a BBQ food trailer business, Tweeders Smokehouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program administered through third-party platforms.

Steven Jefferis is a financial advisor at William Blair with 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 28 years. Outside of advisory work, he is involved in horse racing as the owner of Maplewing Farm LLC and manages an AirBNB operation at the farm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Nicholas Wychocki is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves at OSAIC Institutions, INC., and has held prior positions at Infinex Investments, Inc., Finemark Financial Services, Global Wealth Consultants, LLC, and Banc of America Investment Services, Inc. He also works as a portfolio manager providing investment management for Finemark National Bank & Trust’s trust clients. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model that emphasizes both discretionary and non-discretionary management.

Scott Zedeker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and five years of industry experience. Prior to his financial services career, he worked for 17 years at Fort Myers Broadcasting. Outside of his advisory role, he is involved in managing a hair salon and a coffee shop in Fort Myers. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Gary Bell Jr Jr. is a Series 66 licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Evolution Retirement Services and Elavon. He is based in Cape Coral, FL. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and various business entities, through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of strategies including mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Arthur Lavallie is an investment advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and possessing 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and The Advisors Group, Inc. Outside of advisory services, he owns and operates AJ Lavallie, an insurance business, and Tecla Partners LLC, a company involved in real estate operations. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and plan-level investment advice, supporting recommended investments with due diligence and managing significant assets for clients such as sovereign wealth funds.

Deborah De Matteo is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. Her prior experience includes roles at Purshe Kaplan Sterling Investments and 10-15 Associates, Inc. She also works as a life insurance agent in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

William Carlson is a financial advisor with Transamerica Financial Advisors in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is involved in multiple business activities including offering estate planning services through LegacyShield Solutions Inc and promoting financial literacy locally through The Financial Literacy Project. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

Casey Brock is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, including roles at Truist Advisory Services, Truist Investment Services, and previously as a Truist Banker for twelve years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and third-party platforms to deliver its services.

Brian Simon is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career has been with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, he is involved in community activities including serving as treasurer for the Jewish Federation of Lee and Charlotte Counties and vice president of finance and building at Temple Judea, as well as owning a newsletter and website promoting youth sports in Southwest Florida. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Rick Pearl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He previously worked at LPL Financial for 17 years before joining Independent Financial Group in 2019. Outside of his advisory role, he serves as an officer and director for an insurance agency and owns a marketing DBA under Pearl Financial Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through a range of platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to implement tailored investment strategies.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Stratos in 2011, he worked at UBS Financial Services and Morgan Stanley. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an independent adviser model and an open-architecture investment platform.