Margaret Webb is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Wealth Enhancement Group and affiliated firms since 1999 and has been involved with LPL Financial and Wealth Enhancement Brokerage Services since 2007. Outside of advising, she serves as president of a consulting business and participates in a radio program related to her firm. 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 provides comprehensive financial planning and asset management, using a mix of passive and active strategies overseen by an internal Investment Committee.

Keith Minogue is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers, and incorporates risk management tools and alternative investments where appropriate.

Joyce Slutsker is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63 license with 42 years of industry experience. Her prior experience includes positions at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. She is also the managing partner of DSSTT, LLC, a partnership covering office expenses. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs a mostly non-discretionary approach to portfolio management.

Daniel Honan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he owns and manages a vacation rental property in Florida. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Carlos Tocabens Jr. is a financial advisor with GWN Securities Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Money Concepts Capital Corp. and RetirementRX since 2006. Outside of his advisory role, he serves as President of RetirementRX, focusing on pension and benefit plan design, administration, and compliance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

John Clark is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with The Colony Group, LLC since 2013. Clark serves on the board of directors for the CFA Society of Naples, where he helps plan events and oversee the organization’s finances. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

John Lemieux is a CFP® professional with 32 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network and Anton Lemieux LLC since 2009. Outside of advisory work, he is the author of the book *Life > Limb - My Journey to Becoming Whole*. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Victor Lora is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Naples, FL, where he has worked since 2019. He previously worked at JW Marriott from 2016 to 2019. In addition to his advisory role, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios focused on clients’ goals and risk tolerances.

Erica Solas is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes eight years at BB&T Securities before joining Truist in 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations.

Blake Jones is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large enterprise broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked at Private Advisor Group since 2014 and also maintains roles at Chatham Wealth Management, LLC and Raab & Moskowitz Asset Management LLC. He provides investment advice under the business name Private Advisor Partners through Private Advisor Group. Private Advisor Group 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, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Philip Masi is a CFP® with 34 years of industry experience, currently serving with Integrated Wealth Concepts LLC since 2016. Prior to this, he worked at Lincoln Financial Advisors Corp from 2003 to 2016. He is also involved in non-variable insurance activities through New York Long-Term Care Brokers, LTD and National Long-Term Care Brokers, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services with a long-term investment approach complemented by shorter-term trading for rebalancing needs.

Christopher Seebeck is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, First Foundation Advisors, LPL Financial, and Fifth Third Securities. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jon Robert Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Wesco and several other firms across various industries. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary account management with periodic portfolio monitoring and rebalancing.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill from 2014 to 2025 before joining Rockefeller Financial in 2025. Outside of his advisory role, he serves as a committee member at Medinah Country Club, where he helps set golf policy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services within a Private Advisor model, and it operates as a registered broker-dealer offering a range of investment and placement services.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC in Naples, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mwm Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies through a combination of in-house management, third-party sub-advisers, and other investment vehicles.

Wayne Stella is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and employs mutual funds and ETFs with annual rebalancing.

Matthew Caras is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities and Wells Fargo Advisors. Caras is based in Naples, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by an Equity Research team and AI-enabled tools.

Jeffrey Schulte is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including eight years with First Capital Advisors Group, LLC prior to joining Wealth Enhancement Advisory Services in 2015. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and utilizes a diversified, risk-class based investment approach that combines passive and active managers overseen by an internal Investment Committee.

Vincent Virga is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Madison Avenue Securities, Inc. and PFS Wealth Management Group, where he also serves as president. In addition to his advisory roles, he is an author and speaker on the S.M.A.R.T. approach and teaches financial courses for a nonprofit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios managed internally and by third-party strategists, employing a mix of fundamental, technical, and cyclical investment strategies.