Gregory Diamond is a financial advisor at Carson Wealth with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is the managing member of GCD Advisors, LLC, a full-service CPA firm providing tax planning and preparation services to small businesses and families. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, using a model portfolio approach combined with tailored investment solutions.

Valerie Gomes is a financial advisor with Transamerica Financial Advisors, holding a Series 65 license and bringing four years of industry experience. She has been with Transamerica Financial Advisors since 2022 and is also involved as a volunteer secretary with the Science Alliance Volunteer Committee at the Tampa Bay Research Institute. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Barry Gassman is a CFP® with 40 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2002 and Sigma Financial Corporation since 1995, and has been with Security Benefit Life since 1985. Outside of his advisory roles, he operates a financial practice under the trade name Gassman Financial, specializing in the sale of all lines of insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

William Franz is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2010. Outside of his advisory role, he serves on the boards of the Miramonte Homeowner Association and the Grey Oaks Property Owners Association in Naples, FL. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of planning, consulting, and advisory solutions tailored to client needs.

Colette Cox is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank NA and Florida Southwestern State College. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple managed-account options and unique platform features such as direct indexing and tax-overlay services.

Ty Totzke is a financial advisor with Carson Wealth, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc. and Sweet Financial Partners, LLC. Carson Wealth is an enterprise-level SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Gavin Mcdavitt is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer in 2026, his background includes roles in information technology systems and various part-time positions during his time as a student at Florida State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Bart Singleton is a financial advisor at Guardian Life with 14 years of industry experience and holds a Series 66 designation. He has worked with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory role, he is involved with Doctors Wealthcare LLC and assists individuals with student loan repayment options through Doctors Student Loan Care. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Julie Abdo is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Stifel and Brighthouse Securities, and has experience in education with the Lee County School District. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across various asset classes.

Martha Wilson is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience and holds a Series 65 designation. Her prior experience includes roles at JPMorgan Securities LLC, UBS Financial Services, and FineMark National Bank & Trust. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Jon Skaff is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2016 and Truist Investment Services since 2006. Outside of his advisory role, Skaff owns and manages a rental property business. 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 for manager selection and oversight.

Michael Wilhelm is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been associated with Cetera and its related entities since 2019 and operates Michael A. Wilhelm Investments, Inc. since 2008. Outside of his advisory role, he serves on the finance committee of St. Columbkille Catholic Church, assisting with budgeting and fundraising. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services and access to various third-party money managers.

Bruno Gonzalez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and no prior industry experience. His background includes service in the United States Marine Corps from 2017 to 2021 and various roles in the retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Elizabeth Scoggins is a financial advisor at Stifel with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Next Level Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Dawn Salerno is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options through the firm’s brokerage or advisory programs.

Jennifer Monty is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes a role at UBS Financial Services and operating The Monty Agency, where she provides proofreading and editing services for legal transcripts. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Susan Watts is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1985. Outside of her financial career, she has written a fictional book along with a prequel and two sequels and is seeking publication for these works. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of financial services.

Michael Morin is a financial advisor at Charles Schwab in Fort Myers, FL, holding a Series 66 credential with four years of industry experience. His prior positions include roles at Merrill Lynch, Bank of America, and TigerDirect. Outside of financial services, he is the sole owner and manager of an LLC involved in a rental investment property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, and custody services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and research-backed alternative investments.

Michael Stone is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including First Allied Advisory Services and Cetera, over the past decade. Outside of his advisory role, he is a partner at Freedom Tax and Financial, providing tax preparation and consulting services, and he coaches at Iron Mikes High Performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of program structures and investment strategies.

Bharat Kikani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1999 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.