Blake Fortune is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at GCG Wealth Management and experience in education at the University of Central Florida and Fort Myers High School. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and lending solutions, utilizing multiple program models and a mix of proprietary and third-party platforms.

Stephen Freeman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Seminole Casino Immokalee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Gustave Krafve is a financial advisor with Oppenheimer in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Oppenheimer in 2023. Outside of his advisory role, Krafve is involved as a partner in several residential real estate investments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Lynn Petkus is a financial advisor with Empower Advisory Group in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. Her career includes roles at Financial Engines Advisors, Regions Bank, Fischer Investment Strategies LLC, Symmetry Financial Group, and Aviance Capital Partners LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Paul Parsons is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at PlanStrong Investment Management and Next Financial Group prior to his current roles. Parsons is also president of PRP Holdings 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 advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options.

Paul Wagner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fifth Third Securities since 2019 and has been affiliated with Fifth Third Bank since 2013. Outside of his advisory role, Wagner is the owner of Four Seasons Mountain Investments LLC, a rental operation in Ruskin, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

John Mcgee II is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Mcgee is a partner in 1280 JM LLC, an operating entity for his investment advisory business. 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 over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, operating under a fiduciary standard when formal advisory agreements are in place.

Richard Gallant is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. for 15 years. Outside of his advisory role, he is involved with Kaufy Baseball, a minor league baseball concessions support business providing running supplies to concession stands. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing in its financial planning services.

Lucas Sopchak is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Alliance Financial Group and Estero Country Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans through a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee. The firm offers a range of investment and implementation services across multiple program options.

Richard Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked at Private Advisor Group since 2022 and has concurrent experience with Investors Financial Group, LLC and LPL Financial dating back to 2009 and 2010. Anderson has also been involved in the sale of life insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Robert Ramsay is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. He has worked with Infinex Investments, Inc. and Finemark National Bank & Trust since 2013. In addition to his advisory role, he serves as Senior Vice President and Private Wealth Advisor at Finemark National Bank & Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2005. Outside of his advisory role, he is a musician who performs regionally, serves as music director at Our Lady of Lourdes church in Venice, Florida, and participates in a music partnership that provides entertainment to assisted living venues. He also serves on the board of a nonprofit Free Pain Clinic. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Jason Sulvinski is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. His career includes roles at Truist Advisory Services, TRUIST Investment Services, and SunTrust/Truist dating back to 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated team overseeing manager selection and portfolio reviews.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Connor Mackay is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked with Fifth Third Securities in two periods, totaling eight years, and has been associated with FIFTH THIRD BANK since 2014. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides investment solutions that include advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

Lisa Pickering is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has held positions at PNC Investments since 2017 and previously worked at The Huntington Investment Company from 2009 to 2017. She holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based investment models implemented with mutual funds and ETFs.

Sarah Scheld is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2015, with prior experience at First Citizens Investor Services and First Citizens Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Mc Gee is an advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HUB International Investment Services, Inc. and Leading Edge Retirement Plan Advisors. Outside of financial advisory, he is a 50% partner in Property Brothers FL, LLC, a real estate business involved in property purchases and renovations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.