Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Morgan Stanley Private Bank, and Merrill. 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 other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

David Mathers is a financial advisor with ValMark Advisers, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining ValMark in 2023, he worked at Robert W. Baird and Johnson Controls International. Outside of his advisory role, he serves as a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing with oversight from an investment committee.

Melissa Ray is a financial advisor with Capital Analysts in Fort Myers, FL. She holds a Series 65 designation and has six years of industry experience. Her prior work includes roles at Trifound Advisory, LLC, Trifound Financial LLC, and Brookstone Capital Management LLC. Additionally, she is involved with GCE Insurance Solutions and Wealth Management, providing financial advice through Lincoln. Capital Analysts serves a range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary services via independent advisors and third-party managers.

Michael Mcintyre is a financial advisor with B. Riley Wealth Advisors, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and U.S. Bancorp Investments. Outside of finance, he is involved with the Cape Coral Running Group. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets through a range of internally managed and third-party programs.

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 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.

Mark Hegstrom is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He has been with LPL Financial since 2010 and operates multiple business entities related to fixed non-variable insurance and business owner succession strategies. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with an emphasis on individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

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.

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Prudential Insurance Company of America, and Scottrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using portfolio strategies supported by Morningstar Investment Management and offering both discretionary and non-discretionary recommendations.

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.

Daniel Swanson is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He has held roles at Kestra Investment Services, The Advisors Group of Chicago LLC, and currently serves as managing member of BlueLake Wealth Advisors, LLC, where he combines financial planning, investment management, and insurance services. Outside of advisory work, he owns an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

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.