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 46 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 28 years. Outside of advisory work, he is involved in horse racing as the owner of Maplewing Farm LLC and manages an AirBNB operation at the farm. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, and corporate clients. The firm emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

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.

Scott Zedeker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and five years of industry experience. Prior to his financial services career, he worked for 17 years at Fort Myers Broadcasting. Outside of his advisory role, he is involved in managing a hair salon and a coffee shop in Fort Myers. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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 an investment advisor with Kestra Advisory, holding Series 66 and Series 63 licenses and possessing 40 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Kestra Investment Services, LLC and The Advisors Group, Inc. Outside of advisory services, he owns and operates AJ Lavallie, an insurance business, and Tecla Partners LLC, a company involved in real estate operations. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and plan-level investment advice, supporting recommended investments with due diligence and managing significant assets for clients such as 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.

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 prior roles at LPL Financial and Valley National Advisers Inc. Bahnick is also involved in non-variable insurance activities through Capital Planning Services Corp. and related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Brian Simon is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career has been with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, he is involved in community activities including serving as treasurer for the Jewish Federation of Lee and Charlotte Counties and vice president of finance and building at Temple Judea, as well as owning a newsletter and website promoting youth sports in Southwest Florida. Park Avenue Securities LLC, 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 blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

Rick Pearl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He previously 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 for an insurance agency and owns a marketing DBA under Pearl Financial Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through a range of platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to implement tailored investment strategies.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Stratos in 2011, he worked at UBS Financial Services and Morgan Stanley. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutional clients, offering a range of advisory services through an independent adviser model and an open-architecture investment platform.

Shelby Peltier is a financial advisor at Truist Advisory Services with two years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Citizens Securities, Inc. and Citizens Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

William Hoffer is a financial advisor at Principal Financial Services with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, N.A. and Wells Fargo Clearing. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Mario Battistini is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at JP Morgan and Merrill Lynch. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Luke Finchem is a financial advisor with Eagle Strategies (NY Life) based in Cape Coral, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at New York Life Insurance Company and NYLife Securities LLC since 2005, as well as operating 2M Financial Group, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Russell Ogan is a financial advisor with Oppenheimer in Fort Myers, Florida, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 15 years. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse investment programs and advisory services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Aaron Kowal is a CFP® with 22 years of industry experience and is currently affiliated with Creative Planning. He has held positions at Mutual Securities, Inc., Raymond James Financial Services, and operates Kowal Investment Group, LLC, where he serves as president and financial advisor. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a varied client base including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, supplemented by selective private market exposure and advanced portfolio management techniques.