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 has worked at Buckingham Asset Management, LLC since 2010. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers and alternative strategies.

Ana Stevenson is a financial advisor with Commonwealth Financial Network in Fort Myers, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Element Financial Group LLC, Ameriprise, LTC Global, and Wax & Beyond. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

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.

Craig Jones is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Osaic. He is based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach features multi-manager solutions and access to proprietary research, offering a range of portfolio management, financial planning, and retirement consulting services.

Caitlin Thompson is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Hudson Valley Credit Union. Before entering finance, she worked at Springbrook Hollow Farm Distillery and the Plattekill Public Library. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Steven Hess is a CFP® with 27 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc since 1998 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Hess participates in a Wealth Enhancement Group radio program. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management guided 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.

Steven Belcher is a financial advisor with Eagle Strategies (NY Life) based in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with New York Life and its affiliates since 1995 and operates several related businesses, including Belcher & Company and Mahoney Financial Organization. Outside of advisory work, he serves as president-elect of the Rotary Club of Fort Myers and is a board member of the Compass Rose Foundation, a nonprofit vocational college in Southeast Florida. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services, offering a variety of advisory programs tailored to client objectives within the integrated New York Life affiliate structure.

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.

William Haley is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Brokers Alliance, and US Health Advisors. Outside of his advisory role, Haley coaches high school girls softball for the Charlotte County Public School District. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research, with a notable level of integration among its affiliated entities.

Shane Stelma is a ChFC® and holds a Series 66 license, currently affiliated with Primerica Advisors. He has four years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Burke, Warren, MacKay & Serritella P.C. In addition to his advisory work, he is involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies across various platforms and supports a range of account-level services, including lending and donor-advised funds.

Darrell Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Securities, Inc. since 1997. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver comprehensive investment solutions.

Alison Free is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2013, where she also serves as an insurance representative specializing in Medicare, life, long-term care, and retirement income products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.

Eric Somodio is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hertz Corp., Murad LLC, and Brajitsu Inc. Outside of his advisory work, he owns Sow to Harvest, LLC, an entity involved in client consultation and insurance sales, and is associated with Inheritguard, LLC, which provides estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services primarily through model portfolios and third-party managers across multiple platforms, managing regulatory assets of approximately $1.7 billion.