Michael O'Connor is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Chicago Partners since 2017 and previously spent ten years at Woodbury Financial Services, Inc. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment strategy with customized portfolios, offering services such as discretionary portfolio management, financial planning, retirement plan consulting, and family-office reporting.

John Blacklidge is a financial advisor at Portfolio Medics, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2019, following prior roles at Horter Investment Management and Cambridge Investment Research. In addition to his advisory work, he owns an insurance sales business focusing on insurance and annuities. Portfolio Medics is an SEC-registered 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, offering a range of discretionary and non-discretionary investment management services that combine strategic and tactical approaches with various model portfolios and trading strategies.

Sisse Ferguson Torok is a financial advisor at Portfolio Medics, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Capital Analysts, Lincoln Investment, Northwestern Mutual Investment Management, and Ameriprise. Outside of her advisory role, she is the owner and managing member of Oracle Tax Services, a full-service accounting firm, and serves as managing partner and chief financial officer of Healthcare Transportation, LLC, a non-emergency medical transportation company. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios that may include diversified mutual funds, ETFs, individual stocks and bonds, and independent managers.

Mark Fenton is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, and Osaic FA, Inc. since 2005. In addition to his advisory work, he operates as an independent insurance agent, selling fixed insurance products including equity-indexed annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis to build customized portfolios, offering both discretionary and non-discretionary management alongside access to independent managers and a trading signal service for other advisors.

William Meyer is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds the ChFC® and Series 63 designations and previously spent 39 years at Cutter & Company, Inc. Meyer serves as a board member and volunteer for Broken and Beautiful Ministries, a prison ministry organization. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lawrence Zavadoff is a CFP® with 31 years of industry experience, currently affiliated with William Joseph Capital Management, Inc. He has worked at Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Zavadoff is also an associate at The Evolution Group, where he provides financial planning services. William Joseph Capital Management, Inc. delivers investment advisory and financial planning to individuals, charitable organizations, businesses, and retirement plans, combining portfolio management with wealth management engagements and offering ERISA plan consulting and fee-based insurance product services.

John Desantis is a financial advisor with Fifth Third Securities, Inc. in Estero, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he is involved with Uptown Express Productions, a singing group based in Naples, FL. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.

Troy Hedman is a financial advisor with Cetera Planning Partners in Estero, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera in 2021, he worked for Visionary Wealth Advisors from 2016 to 2021. Outside of his advisory role, he is a member and business operations consultant at Aspen Digital, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations through mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Thomas Burt is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 13 years. 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 independent investment adviser representatives through a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary where agreements exist.

John Spaeth is a financial advisor with Integrated Wealth Concepts LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Adam Redenshek is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Guardian Life and its related entities since 2009. Outside of his primary role, he is involved in the sale of non-Guardian fixed life and health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

James Woodard is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Mathew Verrengia is a CFP® credentialed advisor with 26 years of industry experience, currently affiliated with Hightower Advisors since 2014. He is also involved in managing operations for Excel Communications, focusing on long distance sales and recruitment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Jerry Hemmer is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Guardian Life and its affiliate since 2007. Outside of his advisory role, Hemmer is president of Jayden's Journey Incorporated, a nonprofit organization, and operates a boat charter business, HK Global Adventures, LLC. He is also an author of a children's Christmas book. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, ongoing consulting, and access to both proprietary and third‑party investment programs, with tailored client relationships supported by advisor‑led discretionary and model-based strategies.

Keith Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has held roles at Guardian Life Insurance Company, Park Avenue Securities, Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party advisory solutions.

William Jeffrey Traum is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 50 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Richard Kula Jr. is a CFP® with 22 years of industry experience currently with Hightower Advisors since 2022. His prior experience includes roles at Annex Wealth Management, LLC and H Beck, Inc totaling 13 years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and a range of investment strategies.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account options and program types on the Passageway platform, providing clients with a range of portfolio management strategies and investment solutions.

Trevor Swartz is a CFP® with 26 years of industry experience, currently serving at Hightower Advisors in Fort Myers, FL. He has worked with Hightower Securities and Hightower Advisors since 2014 and previously spent 14 years at Merrill. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.