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.

Robert Ramsay is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 26 years of industry experience. His career includes positions at Infinex Investments, Inc., Finemark National Bank & Trust, BMO Asset Management Corp., M&I Investment Management Corp., and Merrill Lynch Investment Managers LP. Ramsay also 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 services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and third-party manager arrangements.

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2005 and previously spent nine years at Securian Financial Services, Inc. Outside of his financial advisory work, he is active as a musician and serves as music director at Our Lady of Lourdes church in Venice, Florida, as well as participating in music-related partnerships. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Jason Sulvinski is a Series 66-licensed financial advisor with Truist Advisory Services in Fort Myers, Florida, and has four years of industry experience. He has worked within various divisions of Truist since 2016, including Truist Investment Services and SunTrust/Truist. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Jason Chabek is a financial advisor with Oppenheimer, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, Fifth Third Securities, and Fifth Third Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of investment and consulting services, offering both discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and manager selection.

Lisa Pickering is a financial advisor with PNC Wealth Management in Ft. Myers, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at The Huntington Investment Company from 2009 to 2017 before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Angela Price is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working concurrently at Fifth Third Bank since 2013. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account Program platform, supporting a range of investment strategies from mutual fund and ETF models to SMA strategies and direct indexing.

John Gilchrist is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he is managing partner and ownership interest holder in family investment and real estate partnerships and serves as a trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

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.

Dave Iannone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica since 2014 and has prior experience in real estate and insurance through his involvement with Iannone Real Estate Exchange LLC, Sellstate Maximum Performance Realty, and Flagler Insurance Agency Inc. He is also active in insurance sales and real estate ventures outside his advisory role. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports clients through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Joan Gilchrist is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Oppenheimer since 2003, following five years with CIBC World Markets Corp. Gilchrist is also a managing partner in family investment and real estate partnerships and serves on the board of a family-owned real estate corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management across asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Deanne Mathis is a financial advisor with Commonwealth Financial Network and Emerald Wealth Management Solutions, Inc., holding the CFP® designation along with Series 63 and Series 66 licenses. She has 33 years of industry experience and has been with both firms since 2008. Mathis is also the owner of Emerald Wealth Management Solutions, a private entity created to operate her securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

Thomas Peluse Jr. is a financial advisor with Fifth Third Securities, Inc. in Crystal Lake, IL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wintrust Investments LLC and employment at Miromar Lakes Golf Club and Park Ridge Country Club. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Adam Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Ferguson Enterprises and Lake Aurora Christian Camp, as well as prior experience in education and the food service industry. Park Avenue Securities, 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 range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, and operates as a wholly owned subsidiary of Fifth Third Bank.

Michael Duncan is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, and Private Client Services. He is also active as an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts with both discretionary and non-discretionary strategies.

Lewis King is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services and Boyd Global Capital, LLC. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with quantitative, momentum, and fundamental analysis.

Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory work, Tisch is involved in business consulting for professional athletes and business owners through SWAG Business Consulting and is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Hector Cruz is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2012 and Fifth Third Bank since 2010. He is based in Estero, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with regulatory registrations as a broker-dealer, investment adviser, and municipal advisor.