Timothy Mc Gee is an advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HUB International Investment Services, Inc. and Leading Edge Retirement Plan Advisors. Outside of financial advisory, he is a 50% partner in Property Brothers FL, LLC, a real estate business involved in property purchases and renovations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.

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.

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.

Thomas Peluse Jr. is a financial advisor with Fifth Third Securities, Inc. in Crystal Lake, IL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wintrust Investments LLC and employment at Miromar Lakes Golf Club and Park Ridge Country Club. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Joseph Russo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent time with LPL Financial and Advantage Investment Management. Outside of his advisory role, he serves as a board member of Race Realty. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, and institutions. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple platforms.

Malaika Cook is a financial advisor at Empower Advisory Group with nine years of industry experience. Her prior roles include positions at Fisher Investments, Morgan Stanley, and T. Rowe Price. She holds Series 63 and Series 66 licenses and is based in Cape Coral, Florida. 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 approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, leveraging a tightly integrated model with Empower’s recordkeeping and administrative platforms.

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, and operates as a wholly owned subsidiary of Fifth Third Bank.

Lewis King is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and Boyd Global Capital, LLC. King is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums.

Victoria Luzardo Ocando is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and based in Fort Myers, FL. She has been with Transamerica Financial Advisors since 2025 and has prior experience at Wfgia and All Insurance Agency of Florida. Outside of finance, she also worked at 1803 Pizza Kitchen and spent twelve years in education. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various program options, including proprietary and third-party model portfolios, operating as both a registered broker-dealer and RIA.

James Haltigan is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, including high-net-worth clients, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service.

Carolyn Insley is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including 16 years at United Planners and over three decades operating Insley Financial. She is a co-owner of several investment-related businesses in Monte Vista, Colorado, including a non-variable insurance firm and a company selling fixed and indexed annuities. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management through both fee-based and commission-based options.

Steven Meinbresse is a financial advisor with Valic Financial Advisors in Fort Myers, FL. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at BayWater Exclusive Boat Club & Rentals for seven years. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kaylin Hukill is a financial advisor with Valic Financial Advisors in Fort Myers, FL, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Valic, Hukill worked at Peoples Bank, Holbrook and Holbrook Law Office, and held various roles in education and research. Hukill is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Curtis is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Ion Bank since 2019 as a Senior Vice President, alongside roles at Infinex Investments, Inc. and United Bank. Curtis is based in Fort Meyers, Florida. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker‑dealer model with both discretionary and non‑discretionary accounts and utilizes third‑party promoters and platform affiliations to enhance its service and distribution capabilities.