Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

John Ruff is a financial advisor with Sowell Management in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Naples AIS, Inc. for 13 years before joining Sowell Management in 2021. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various model portfolios and third-party manager solutions through an independent-contractor model of over 100 investment advisor representatives.

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 with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. Her background includes roles at Capital Analysts, Lincoln Investment, and Northwestern Mutual Investment Management. Outside of her advisory work, she is the owner and managing member of a full-service accounting firm and serves as managing partner and CFO of a non-emergency medical transportation company. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, offering customized portfolios that may include independent managers and a range of investment strategies tailored to client objectives.

Mark Fenton is a financial advisor at Portfolio Medics, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Portfolio Medics since 2014. In addition to his advisory role, he works as an independent insurance agent selling fixed insurance products, including equity-indexed annuities. 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, using a combination of strategic and tactical investment approaches across various model portfolios and strategies.

William Meyer is a ChFC® and Series 63 licensed financial advisor with 44 years of industry experience. He joined Prospera Financial Services, Inc. in 2025 after a 39-year tenure at Cutter & Company, Inc. Outside of his advisory work, Meyer serves as a board member and volunteer with Broken and Beautiful Ministries, supporting prison ministry efforts. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple delivery platforms and customizable portfolio management options.

Lawrence Zavadoff is a CFP® with 31 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2013. He previously worked with Capital Investment Group, Inc. and spent 29 years with the Nassau County Police Department. Outside of his advisory role, he is involved with The Evolution Group, providing financial planning services to clients and is engaged in life insurance sales. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized investment approach utilizing discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

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.

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 Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Greyson Huber is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with firms including Pruco Securities LLC and BB&T. Outside of his advisory role, he serves as a board member for the SWF Roy Hobbs Baseball men's adult recreation league. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Woodard is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2010. Based in Cape Coral, FL, Woodard’s career spans over five decades in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

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 Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory work, Hemmer serves as president of Jayden's Journey Incorporated and operates a boat charter business, HK Global Adventures, LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs and integrated account-level solutions.

Christopher Ottolini is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. His professional experience includes roles at Sanctuary Securities, Inc., UBS, and Alliance Financial Group, alongside prior positions in education and retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple investment approaches within a fiduciary framework.

Keith Smith is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that provides brokerage, financial planning, and retirement plan consulting services to individuals, charitable organizations, and corporate clients. The firm offers a combination of proprietary and third-party investment advisory programs and features both discretionary and non-discretionary advisory relationships.

William Jeffrey Traum is a financial advisor with Primerica Advisors in Fort Myers, FL, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and various investment programs utilizing proprietary and third-party strategies across multiple asset classes.