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.

Joseph Guyton is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Co of America since 2013. He is involved in charitable activities through The Guyton Group Charitable Foundation and serves as a corporator for The Provident Bank. Primerica Advisors operates as part of a large enterprise serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets under management.

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.

Glen Van Derzee is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 63 license. He has 51 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He is also involved with Coordinated Resources of Buffalo, Inc., which provides life, health, and group insurance products. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

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.

Eliot Sokalsky is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he provides financial education programs for medical students and works as a consultant and coach within the financial services industry. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Jack Miciak is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked extensively with Securities America, Inc. from 2001 to 2023 before joining Commonwealth in 2024. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range 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, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by its Investment Management and Research team.

Darin Morgan is a CFP® and CFA® with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Maryland Capital Management, LLC and Ascendant Wealth Management LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities in its investment 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 Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, with recent roles at Park Avenue Securities and Guardian Life Insurance. He is also the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Stacey Schall is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Park Avenue Securities since 2017 and Guardian Life Insurance since 2015. Schall is also involved in the sale of life insurance products outside of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs including a digital advisory solution.

Michael Mitch is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has been associated with United Planners and Insley Financial since 2010. Outside of his advisory work, he is the owner of Eastwind Development, a business development firm established in 1987. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party managers to implement client strategies, with a notable emphasis on non-discretionary account management.

Kennie Day III is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Tri-State. In addition to his advisory role, he is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities.

Dusty Japp is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, having worked at various Truist affiliates since 2015. Outside of his advisory role, he manages a residential rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

Rakesh Bharti is a CFP® professional at SPC with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. He also serves as a manager for Ellington Farms Association. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers a range of account programs with tailored, discretionary investment advice delivered at the advisor level.