Mark Generales is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Southern Trust Financial Planning, and Securities America Inc. He also serves as an insurance agent with Beacon Pointe Insurance Services, focusing on life, health, and accident products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

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.

Nicholas Purdue is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Farragut Square Group, Gartner, TD Ameritrade, and Fidelity Brokerage Services. Outside of financial services, he is involved with Maritime Commercial Charters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Traina is a financial advisor at Fifth Third Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2021 as well as Cuna Mutual Group and its affiliated firms since 2013. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

David Morton is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC and Wells Fargo Clearing. 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 services feature an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Rodney Meyer is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 credentials. He has 34 years of industry experience, including tenures at Investors Financial Group, LLC and LPL Financial, LLC. He operates under the DBA Meyer & Norland Financial Group and Meyer Financial & Consulting, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with a variety of investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

James Carter is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2021. Outside of his advisory role, he operates an e-commerce business selling goods online. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using a combination of proprietary and third-party investment strategies.

Chad Burns is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes ownership of Burns Bail Bond and Burns Construction, as well as operating a BBQ food trailer business, Tweeders Smokehouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program administered through third-party platforms.

Michael Corrigan is a financial advisor with Eagle Strategies (New York Life) based in Estero, FL. He holds Series 63 and Series 66 designations and has 36 years of experience in the financial services industry. Corrigan has been with Eagle Strategies since 2014 and has also worked with Nylife Securities Inc. and New York Life Insurance since 1993. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a notable focus on non-discretionary assets and relationships with a wide range of institutional sponsors.

Steven Jefferis is a financial advisor at William Blair with 26 years of industry experience. He previously worked at Stifel for 28 years before joining William Blair in 2026. Outside of his advisory role, Jefferis manages Maplewing Farm LLC, which is involved in standardbred horse racing and operates an Airbnb at his farm in Delaware, Ohio. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and private fund access to its clients.

Nicholas Wychocki is a CFP® and holds a Series 66 license with 21 years of industry experience. He currently serves at OSAIC Institutions, INC., and has held prior positions at Infinex Investments, Inc., Finemark Financial Services, Global Wealth Consultants, LLC, and Banc of America Investment Services, Inc. He also works as a portfolio manager providing investment management for Finemark National Bank & Trust’s trust clients. 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 services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model that emphasizes both discretionary and non-discretionary management.

Marianne Sivak is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. She has two years of industry experience and previously worked at Kovack Securities, Inc. Outside of finance, she has extensive involvement in home health care, with over a decade of experience across multiple home health organizations. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.

Scott Zedeker is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. He has worked at Park Avenue Securities since 2021 and Guardian Life Insurance since 2020. Outside of finance, he is involved in local businesses including a hair salon and a coffee shop in Fort Myers. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages accounts using various strategies and supports features such as securities-based lending and tax harvesting.

Gary Bell Jr Jr. is a Series 66 licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Evolution Retirement Services and Elavon. He is based in Cape Coral, FL. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and various business entities, through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of strategies including mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Arthur Lavallie is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Kestra Advisory since 2016, also affiliated with Kestra Investment Services since 2004. Outside of his advisory work, he owns AJ Lavallie, an insurance business, and Tecla Partners LLC, a real estate company. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that range from plan sponsors to sovereign wealth funds.