Deborah De Matteo is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. Her prior experience includes roles at Purshe Kaplan Sterling Investments and 10-15 Associates, Inc. She also works as a life insurance agent in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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 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 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.

Martin Bernal is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2012. Bernal is based in Bonita Springs, FL. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various program types on the Passageway Managed Account platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at Stratos Wealth Partners since 2011 and previously held roles at LPL Financial, UBS Financial Services, and Morgan Stanley. He operates the Thomas Cash Financial Group, LLC, a business used for tax and payroll purposes. Stratos Wealth Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting through a large network of advisors, combining individualized asset allocation with both proprietary and third-party strategies.

Debra Lobello is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Fifth Third Bank, BB&T, and Chase J.P. Morgan. She is based in Naples, Florida. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm features multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Vincent Mazzei is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, Mazzei serves as Chief Financial Officer of National Financial Network and is involved with Mazzei & Mazzei, P.C. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, including proprietary and third-party model portfolios and a hybrid digital advisory solution.

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 with Principal Financial Services in Fort Myers, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

Theresa Schmitt is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, providing clients access to third-party portfolio managers and various investment strategies.

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.

William Zaika is a CFP® professional with 24 years of experience in financial advising. He is currently with Farther and previously spent 17 years at Commonwealth Financial Network. Zaika is also president of WTZ Wealth Management, Inc., where he focuses on investment management and financial planning. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and employs proprietary algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.

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® professional with 21 years of experience in financial advising. He is currently with Creative Planning and has held prior roles at Mutual Securities, Inc., Raymond James Financial Services, and has operated Kowal Investment Group, LLC since 2007. Kowal also serves as president and financial advisor of Kowal Investment Group, an independent registered investment advisory firm. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process focused on low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad advisory team and centralized investment infrastructure.

Paul Colchamiro is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Fahnestock & Co., Inc. since 1998. Outside of his advisory work, he is involved in music performance and is president of two companies that manage his musical groups, Hammer of the Gods and Zeppelin Complete. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Chelsea Carter is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.