Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked with Private Advisor Group since 2014 and previously was with Chatham Wealth Management, LLC from 2009 to 2015, while also maintaining a role at Raab & Moskowitz Asset Management LLC since 2008. He provides investment advice under the name Private Advisor Partners through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Philip Masi is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Naples, FL. He has worked at Integrated Wealth Concepts since 2016 and was previously associated with Osaic FA, Inc. from 2013 to 2016. Outside of his advisory duties, Masi is involved in non-variable insurance activities and long-term care brokerage. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach combined with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Jon Robert Price is a Series 66–licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Naples, FL, with two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wesco and held various roles in sectors including insurance and hospitality. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party model providers.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory role, he serves as a committee member responsible for golf policy at Medinah Country Club. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and foundations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and offers a consolidated investment platform with a range of portfolio management services, including access to third-party managers and alternative investments.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC with 17 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 in 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and administrative services within client relationships.

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.

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.

Julie Colucci is a CFP® and Series 65 licensed advisor with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, and NEIRG Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Michael Scroggins is a CFP® professional with 28 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Raymond James Financial and managing his own firm, Scroggins Wealth Management. Outside of advising, he has been involved in fitness and nutritional consulting as well as serving as a trustee for a family trust. Wealth Enhancement Advisory Services delivers financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, backed by an internal Investment Committee, and manages over $122 billion in assets across a large advisor network.

Bridget Hussey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at various firms including Synovus and BB&T Securities prior to her current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Danielle Tieman is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at FIFTH THIRD SECURITIES and FIFTH THIRD BANK, and earlier she spent nine years with Starbucks Coffee Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Douglas Morris is a financial advisor at Creative Planning with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Lockton Investment Advisors from 2008 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted active management and private market exposure.

Thomas Olexa is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower in 2023, he worked at Valmark Advisors, Inc. and Valmark Securities, Inc. for 11 years, and at A.K.J., Ltd. for 22 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Alicia Fuller is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. Her prior career includes 35 years at Merrill and 15 years at Bank of America, N.A. She holds the Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

James Phelps is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Moran Wealth Management, LLC and has experience in educational roles at Florida State University and the Community School of Naples. 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 and various program offerings. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Paul Furlong is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following an 11-year tenure at Stifel. Outside of finance, Furlong is the president and writer for Furlong Tales, Inc., a children’s book publishing company. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house portfolio management and third-party managers.

Rebecca Gruber is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at Fifth Third Securities for seven years before joining Truist Investment Services and Truist Advisory Services in 2022. 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, supplemented by AI-enabled research tools and inter-affiliate resources, to support its clients’ investment and fiduciary needs.

Anthony Dibrino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Naples, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management techniques and private market opportunities.

Amber Fealy Lopez is an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Fifth Third Securities and Fifth Third Bank since 2019. Prior to her financial career, she was employed at the University of Florida for four years. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, and business entities through advisory and brokerage services. The firm offers a variety of investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.