Edward Smith is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, including prior roles at C.R.I. Securities, Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Smith is also co-owner of Integrated Equity Management, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures designed to support advisors in delivering tailored financial advice.

Matthew Dogali is a financial advisor with Integrity Alliance, LLC in Naples, FL. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Integrity Alliance in 2022, he worked at Lincoln Investment and Northwestern Mutual. Outside of his advisory role, he is an insurance agent for American Senior Benefits, selling and servicing fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through its network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Robert Mizell is a CFA® charterholder with 38 years of industry experience, all at Davenport & Company LLC in Naples, FL. He serves on the board of Davenport Trust Co. and is treasurer of Operation Healing Forces, a nonprofit supporting U.S. Special Forces operators and their families. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes its investment management through portfolio manager teams, a policy committee, and manager research, providing a range of separate accounts, mutual funds, and model portfolios.

Mark Masterson is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2011. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides a range of portfolio management and consulting services.

Gordon Kellam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Truist Advisory Services since 2021, as well as prior positions at SunTrust Bank and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Weiss is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence, operating within the KeyCorp group and affiliated closely with KeyBank and KeyBanc Capital Markets.

Rose Cooke is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. She holds the Series 65 and Series 63 credentials. Her prior experience includes roles at Dimensional Fund Advisors LP and Sutherland Global, as well as positions in education at Mason Classical Academy and Collier County Public Schools. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with multi-factor strategies implemented through low-cost ETFs, index funds, and other vehicles.

Kent Schmidt is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2004 and is also affiliated with Private Advisor Group, LLC, where he provides financial plans for a fee. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

Christian Compton is a financial advisor at &Partners with 30 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, Compton serves as a brand ambassador for pickleball equipment through a sponsorship arrangement. &Partners serves a diverse clientele, including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a range of strategies and third-party managers.

Thomas Abood is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including ten years at SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside third-party platforms and AI-enabled research tools.

Thomas Vonderlieth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been associated with Lordship Capital and Commonwealth Equity Services, Inc. since 1993. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Dominick Chicago is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Edward Jones, and Equitable Advisors. Outside of his advisory roles, he has been involved with Windy City Rentals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical investment strategies across a large client platform.

Bradford Koeneman is a CFP® professional with 22 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2005. He is based in Naples, FL, and holds Series 63 and Series 65 licenses. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Caroline Coplin is a CFP® professional with 16 years of industry experience. She is currently with Rockefeller Financial LLC and has prior experience at Morgan Stanley in various private banking and wealth management roles. Outside of her advisory work, she is a rental property owner in Naples, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional capabilities in placement and investment banking services.

William Becker is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes seven years at Wells Fargo Advisors. Outside of advisory services, he is a partner in Windsor Metal Finishing, LLC, a private business where he provides oversight and advisory support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, non-discretionary and discretionary investment management, supported by due diligence and access to multiple management platforms.

Peter Speros is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for 18 years at Sullivan, Bruyette, Speros & Blayney. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

William Casagrande is a financial advisor with Commonwealth Financial Network based in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Commonwealth since 2001, also serving at Axial Financial Group since 2014. Casagrande operates a private entity, William J. Casagrande, LLC, through which he conducts securities and fixed insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

John Loden is a financial advisor with MAI Capital Management, LLC in Naples, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His career includes roles at JD Loden Wealth Management, Cetera Advisors LLC, and Investors Capital Corporation. 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- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 31, 2026, and offers a range of customized portfolio management strategies alongside trust and insurance administration services.

Nanci Spires is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 12 years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decisions.

Lynette Susi is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and PNC Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as both an investment advisor and a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.