Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo, where he worked from 2016 to 2022. He is based in Ft. Myers, Florida. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy offering for employees. The firm uses algorithmic questionnaires to guide investment models composed of mutual funds and ETFs, with portfolio implementation handled by third parties.

Michael Mccort is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He held prior roles at Liberty Private Client LLC and Girard Capital, LLC, and Girard Partners Ltd. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies using internal portfolio managers and third-party sub-advisers while offering additional services such as trust administration and insurance.

John Toliuszis is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 15 years of industry experience. He has worked with Money Concepts Capital Corp since 2018 and previously with FSC Securities Corporation. Outside of his advisory role, he owns and operates several businesses including Toliuszis Consulting, which provides long-term care and health benefits consulting as well as process improvement and sales training for the automobile industry. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages assets through various portfolio management programs, using fundamental and technical analysis alongside modern portfolio theory, and offers both discretionary and non-discretionary account structures.

William Shorack is a financial advisor with Transamerica Financial Advisors based in Fort Myers, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His work history includes roles at multiple firms, including DebtMerica and Novus Home Mortgage. Outside of his advisory role, he is president of Luna Life Design and Development Inc., a marketing company. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment programs. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered broker-dealer and Registered Investment Adviser.

David Pikop is a Series 66-credentialed financial advisor with Transamerica Financial Advisors, bringing 15 years of industry experience. He has held roles at several firms including World Financial Group and Titan Machinery, and is also involved in seasonal farming and driving for Uber in his spare time. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a variety of advisory and broker-dealer services through proprietary and third-party investment programs.

Ernest Hartlieb is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He previously worked for Fifth Third Securities for 12 years before joining Truist in 2022. Outside of his advisory role, Hartlieb owns and operates Hartlieb Elite Athletic Training, a training facility in Estero, Florida. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Kelby Wendzel is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at multiple firms including 20/20 Capital Management Inc. and Ameritas Life Insurance Corp. Outside of advisory roles, he is involved in roofing sales and operations through GSD Construction. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services delivered through affiliated investment adviser representatives.

Glen Van Derzee is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 63 license. He has 51 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He is also involved with Coordinated Resources of Buffalo, Inc., which provides life, health, and group insurance products. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Tomas Zimmermann is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he has been employed with Fifth Third Bank since 2016. Outside of his advisory work, Zimmermann is involved in online sales through eBay on a nominal basis. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers to provide a range of investment strategies through its Passageway platform.

Catherine Brashears is a financial advisor with Valic Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has worked at Valic Financial Advisors since 2018 and has also been an agent at Agia since 2022, where she engages in non-securities insurance product activities. 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, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

Robert Moro is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 42 years of industry experience. He has held roles at New York Life Insurance Company and Nylife Securities LLC since 1983 and has been with Eagle Strategies since 2001. Moro serves as president of Pinnacle Strategies, Inc., and is a board member for Canterbury School in Fort Myers, FL. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Winland is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked at Buckingham Asset Management, LLC since 2010. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Ana Stevenson is a financial advisor with Commonwealth Financial Network in Fort Myers, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Element Financial Group LLC, Ameriprise, LTC Global, and Wax & Beyond. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

Eliot Sokalsky is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he provides financial education programs for medical students and works as a consultant and coach within the financial services industry. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Craig Jones is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Osaic. He is based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach features multi-manager solutions and access to proprietary research, offering a range of portfolio management, financial planning, and retirement consulting services.

Caitlin Thompson is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Hudson Valley Credit Union. Before entering finance, she worked at Springbrook Hollow Farm Distillery and the Plattekill Public Library. 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 integrated approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Steven Hess is a CFP® with 27 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc since 1998 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Hess participates in a Wealth Enhancement Group radio program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

John Gust is a financial advisor with Eagle Strategies (New York Life) based in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies and affiliated firms since 2010 and was previously employed by Uber from 2016 to 2019. Gust is also involved in insurance brokering activities unrelated to registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and primarily manages assets on a non-discretionary basis.

Richard Pope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, with recent roles at Park Avenue Securities and Guardian Life Insurance. He is also the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Steven Belcher is a financial advisor with Eagle Strategies (NY Life) based in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with New York Life and its affiliates since 1995 and operates several related businesses, including Belcher & Company and Mahoney Financial Organization. Outside of advisory work, he serves as president-elect of the Rotary Club of Fort Myers and is a board member of the Compass Rose Foundation, a nonprofit vocational college in Southeast Florida. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services, offering a variety of advisory programs tailored to client objectives within the integrated New York Life affiliate structure.