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.

Nicholas Constantino is a financial advisor with Lincoln Investment in Fort Myers, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, he prepares individual tax returns through a separate tax preparation business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and investment management using a combination of strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of 2025.

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.

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® professional with 21 years of industry experience, currently associated with OSAIC Institutions, Inc. based in Fort Myers, FL. He has worked at Infinex Investments, Inc. since 2012 and Finemark Financial Services since 2010, where he also serves as a portfolio manager for Finemark National Bank & Trust’s trust clients. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a hybrid adviser/broker-dealer structure with a focus on customized advisory services and access to alternative investments and lending solutions.

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.

William Carlson is a financial advisor with Transamerica Financial Advisors in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is involved in multiple business activities including offering estate planning services through LegacyShield Solutions Inc and promoting financial literacy locally through The Financial Literacy Project. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

Casey Brock is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, including roles at Truist Advisory Services, Truist Investment Services, and previously as a Truist Banker for twelve years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and third-party platforms to deliver its services.

Jonathan Shaw is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked within the Truist organization since 2012, including roles at Truist Bank, Truist Investment Services, and Truist Advisory Services. Outside of his advisory work, Shaw serves as a director of the Abantika & Piyush Shah Foundation, which focuses on educational and medical support for disadvantaged communities in India. 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 with non-discretionary consulting and employs AI-enhanced research and inter-affiliate collaboration to support its investment programs.

Devon Philip is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He operates under the Philip Financial Group DBA, providing employee benefits consulting and financial advisory services to businesses of various sizes, including health, life, and annuity products, as well as individual insurance through ACA plans and Medicare supplements. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

David Bahnick is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including roles at Private Advisor Group since 2011, LPL Financial since 2007, and Capital Planning Services Corp. since 1997. Outside of his advisory work, he is involved in non-variable insurance businesses and manages entities related to real estate investment. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary managed account programs through a network of investment adviser representatives who tailor solutions to client objectives.

Brian Simon is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, Simon is involved in community activities including serving as Treasurer for the Jewish Federation of Lee and Charlotte Counties and as Vice President of Finance and Building for Temple Judea. He also owns Youth Sports Southwest Florida, a newsletter and website promoting youth sports in the region. 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 brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a variety of proprietary and third-party investment programs.

Rick Pearl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at LPL Financial for 17 years before joining Independent Financial Group in 2019. Outside of his advisory role, he serves as an officer and director of an insurance agency and owns a marketing DBA, Pearl Financial Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and employs multiple advisory platforms and third-party asset managers to implement client investment strategies.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach, utilizing multiple custodians and a range of affiliated and third-party sub-advisors to deliver tailored investment strategies.

Judith Shimota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of her advisory work, she owns and designs jewelry and accessories through her business, JWS Studio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio and non-discretionary advisory services focused on asset allocation, contribution guidance, and retirement planning. The firm leverages Morningstar Investment Management for portfolio construction and oversight, serving approximately 212,700 clients with a high client-to-advisor ratio.