Jaslyn Marques is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Fidelity Investments and Key Bank. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes.

Kimberlee Brown is a financial advisor with JNBA Financial Advisors, LLC in Bonita Springs, FL, holding 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. Outside of her advisory role, she serves as a board member for Platinum Bank, participating in strategic planning. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and institutional entities. The firm employs a team-based approach and offers family office services, retirement plan consulting, and business consulting for professional athletes, using a range of investment strategies across various asset classes.

Arthur Merriman III is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Carnegie Investment Counsel since 2014 and previously held roles at MAI Capital Management, LLC and Stifel Independent Advisors, LLC. Merriman is based in Fort Meyers, FL. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Larry Eggers Jr. is a financial advisor at Inspire Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Inspire Investing, LLC prior to his current role. Additionally, he is an independent licensed insurance agent specializing in life insurance and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including model portfolios and affiliated ETFs.

Ralph Desire is a financial advisor with Regal Investment Advisors LLC in Estero, FL, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kinetic Investment Management, Dragon Financial Services, and Melaleuca. He is also involved in BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management through a sub-advisory platform serving SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution and portfolio management on behalf of its network of Primary Advisors.

Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Terry Pigeon is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions, and World Financial Group. He is also involved in insurance sales through his ownership of TAP Insurance and provides college admissions and funding advice via College Funding Solutions. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Timothy Schulze is a financial advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Financial Specialists, Cetera Investment Advisers, Nationwide Securities, and Nationwide Financial. Schulze is also owner of Pioneer Wealth Management and serves on the board and as treasurer for the Kirkwood School District Foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, employing strategies including ETFs, mutual funds, and options, while also offering sub-advisory services and private investment options.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

Phillip Evans is a CFP® with 24 years of industry experience, currently serving at Valeo Financial Advisors, LLC. He has worked with Valeo since 2003 and is also involved with Forensic Investments, LLC, which provides forensic accounting and expert witness consulting for securities and trust litigation. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, offering comprehensive financial planning and portfolio management for both retail and institutional clients. The firm’s investment approach includes strategic asset allocation, third-party research, use of independent managers, and tailored services such as portfolio management for pooled investment vehicles.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Horter Investment Management, LLC for five years and has been president of Taylor Enterprises of SW FL, DBA Premier Financial Group, since 2005, where she offers and sells annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing customized portfolio management, financial planning, and consulting through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and conducts due diligence on third-party managers and model strategies.

Shauna Barrier is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL. She holds a Series 66 designation and has six years of industry experience. Prior to joining Venture Visionary Partners, she worked at UBS Financial Services Inc., SunTrust Bank, and Renasant Bank. Outside of advising, she is the proprietor of a rental property business. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management alongside retirement-plan consulting.

Chase Di Bella is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2017. Outside of his advisory role, Di Bella is involved in authoring and publishing educational reading material, serves on the Illinois State Board of Education overseeing classroom activities, and manages businesses under Di Bella Vita Holdings and Di Bella Vita Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily utilizes a platform relationship with Envestnet and offers advisory solutions alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Douglas O'Connell is a financial advisor with Highpoint Planning Partners in Bonita Springs, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2016. O'Connell serves as an adjunct faculty member at Florida Gulf Coast University, teaching investment-related courses. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using fundamental analysis and a variety of investment vehicles to construct client portfolios.

Brendon Mc Donnell is a financial advisor at Portfolio Medics, LLC, holding a Series 65 credential with no prior industry experience before joining the firm in 2024. Outside of his advisory role, he is actively involved in multiple music-related activities, including serving as a bandleader and musical director, and he also works as a freelance web developer and software developer for music industry applications. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across various model portfolios and strategies.

Michael Wyrostek is a financial advisor at FourStar Wealth Advisors, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FourStar in 2017, he worked at Cabot Lodge Securities LLC and Broker Dealer Financial Services. In addition to his advisory role, Wyrostek has worked as a reverse mortgage specialist since 2014, educating clients and assisting with applications. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios across various asset types, offering financial planning, investment management, and retirement plan consulting.

Bryan Struckmann is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding a Series 65 designation and 14 years of industry experience. He has been with Archer Investment Corporation since 2011 and also serves as president of Advantage Tax & Business Services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary management and model-driven programs.

Richard Pascual is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Private Portfolio Partners, Gladstone Institutional Advisory, and PNC Wealth Management. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving his clients. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and business clients, offering portfolio management, financial planning, retirement consulting, and sub-advisory services through tailored strategies and a variety of platforms.

Ron Defreitas is a financial advisor with Capital Analysts in Fort Myers, FL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His career includes roles at Horace Mann Investors and United Partners Insurance. He serves as President and CEO of Gulf Coast Educators Insurance LLC and is involved in managing several insurance and real estate-related business interests. Capital Analysts provides portfolio management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and third-party managers, supporting a range of customized portfolio solutions.