John Mcgee II is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Mcgee is a partner in 1280 JM LLC, an operating entity for his investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, operating under a fiduciary standard when formal advisory agreements are in place.

Richard Gallant is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. for 15 years. Outside of his advisory role, he is involved with Kaufy Baseball, a minor league baseball concessions support business providing running supplies to concession stands. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing in its financial planning services.

Lucas Sopchak is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Alliance Financial Group and Estero Country Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans through a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee. The firm offers a range of investment and implementation services across multiple program options.

Richard Anderson is a financial advisor at Private Advisor Group, LLC with 38 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Investors Financial Group. Anderson also has experience in life insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap and non‑wrap advisory programs. The firm employs a fiduciary-based advisory model and utilizes a combination of proprietary technology platforms and third-party managers to implement investment strategies.

Robert Ramsay is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 26 years of industry experience. His career includes positions at Infinex Investments, Inc., Finemark National Bank & Trust, BMO Asset Management Corp., M&I Investment Management Corp., and Merrill Lynch Investment Managers LP. Ramsay also serves as Senior Vice President and Private Wealth Advisor at Finemark National Bank & Trust. 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 with significant non-discretionary assets and third-party manager arrangements.

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2005. Outside of his advisory role, he is a musician who performs regionally, serves as music director at Our Lady of Lourdes church in Venice, Florida, and participates in a music partnership that provides entertainment to assisted living venues. He also serves on the board of a nonprofit Free Pain Clinic. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Jason Sulvinski is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. His career includes roles at Truist Advisory Services, TRUIST Investment Services, and SunTrust/Truist dating back to 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated team overseeing manager selection and portfolio reviews.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Wells Fargo Advisors, Fifth Third Securities, and Fifth Third Bank prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment strategies.

Connor Mackay is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked with Fifth Third Securities in two periods, totaling eight years, and has been associated with FIFTH THIRD BANK since 2014. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides investment solutions that include advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Lisa Pickering is a financial advisor with PNC Wealth Management in Ft. Myers, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at The Huntington Investment Company from 2009 to 2017 before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Sarah Scheld is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2015, with prior experience at First Citizens Investor Services and First Citizens Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Nicole Randolph is a financial advisor with Truist Advisory Services in Cape Coral, FL, holding a Series 66 license and eight years of industry experience. Her career includes roles at Truist and its predecessor firms, as well as PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary investment strategies.

Dave Iannone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica since 2014 and has prior experience in real estate and insurance through his involvement with Iannone Real Estate Exchange LLC, Sellstate Maximum Performance Realty, and Flagler Insurance Agency Inc. He is also active in insurance sales and real estate ventures outside his advisory role. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports clients through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Todd Cottingham is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He previously worked at Pfizer, Inc. for 23 years and spent eight years with Seide Financial Group before joining Commonwealth. Outside of his advisory work, he is a co-owner of a real estate management entity, You Are Two Down, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement investment strategies through a mix of proprietary and external model portfolios.

Patrick O'Brien is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network and PBJ Wealth Management. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, he is co-owner of Neutral Corners, LLC, an entity involved in managing residential real estate in Syracuse, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers various investment management solutions and discretionary model portfolios developed by its Investment Management and Research team.

Amanda Soloway is a Series 66-licensed financial advisor with two years of industry experience, currently with Fifth Third Securities, Inc. in Ft Myers, FL. Her prior experience includes roles at Wells Fargo Clearing and Doherty Enterprise. Outside of her advisory work, she also works as a restaurant server in Naples, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines discretionary managed account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated municipal-advisor registration.

Gary Tangwall is a financial advisor at Beacon Pointe Advisors, LLC with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Beacon Pointe in 2024, he worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans, among other firms. In addition to his advisory role, he is an agent with Beacon Pointe Insurance Services, LLC, where he is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors such as charitable organizations and retirement plans. The firm utilizes a manager-of-managers approach, employing a proprietary “Focus List” of third-party independent managers, and offers a range of services including discretionary wealth management, financial planning, and outsourced CIO solutions.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account management. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Deanne Mathis is a financial advisor with Commonwealth Financial Network and Emerald Wealth Management Solutions, Inc., holding the CFP® designation along with Series 63 and Series 66 licenses. She has 33 years of industry experience and has been with both firms since 2008. Mathis is also the owner of Emerald Wealth Management Solutions, a private entity created to operate her securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.