Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Ameriprise, Wells Fargo Clearing, Ast Investment Services, Inc., and A. G. Edwards & Sons, Inc. since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available to select employees. The program uses algorithm-driven risk assessments and implements portfolios through approved model strategies managed by PNC or third-party strategists.

Michael Mccort is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining MAI Capital Management in 2025, he worked at Liberty Private Client LLC, Girard Capital, LLC, Girard Partners Ltd, and Charles Schwab. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

John Toliuszis is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Fort Myers, FL, bringing 16 years of industry experience. He previously worked with FSC Securities Corporation and Guardian Life. Outside of his advisory role, he owns and operates a tax preparation and accounting firm, One Solution Advisors Inc. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supplemented by third-party managers and platforms such as Envestnet.

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 in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at 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 sports training facility. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, and integrates services across affiliated entities.

Kelby Wendzel is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience and a Series 66 designation. He has held roles at multiple firms including 20/20 Capital Management Inc. and Ameritas Life Insurance Corp. Outside of financial services, he is involved with GSD Construction, a roofing company where he is engaged in sales and client inspections. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement advisory services through a combination of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Glen Van Derzee is a financial advisor with Guardian Life, holding the ChFC® designation and a Series 63 license, and has 52 years of industry experience. He has been with Guardian Life and its affiliated entities since 2012 and has also worked with Park Avenue Securities since 2016. Outside of his advisory role, he coordinates resources for Coordinated Resources of Buffalo, Inc., a company involved in the sale and service of life, health, and group insurance products. Park Avenue® Wealth Management, 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party advisory solutions.

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 previously worked at Buckingham Asset Management and Moneta Group Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

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 work includes roles 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 managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed account programs, third-party asset manager access, retirement and plan consulting, and custody/clearing services.

Eliot Sokalsky is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Guardian Life since 2008 and is also involved with Campuspeak Inc. Sokalsky provides financial programs for medical students and works as a consultant and coach within the financial services industry. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions alongside insurance and alternative investment products.

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 two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Bank of America, Merrill, LPL Financial, and other firms. 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 integrates its services closely with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Steven Hess is a CFP®-designated advisor with Wealth Enhancement Advisory Services, LLC and has 28 years of industry experience. He has been associated with Wealth Enhancement firms since 1998 and worked with LPL Financial from 2007 to 2025. Outside of advising, he participates in a radio program related to Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies overseen 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 Guardian Life and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been associated with Guardian Life and its affiliate Park Avenue Securities since 1988. Outside of his advisory role, he is the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

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.