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.

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 at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and investment products such as mutual funds, ETFs, and fixed income.

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.

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.

William Gibson is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, he is a co-owner of Florida Wedding Design, a wedding planning business based in Cape Coral, FL. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features including direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and use of platforms like Fidelity Institutional Wealth Adviser.

John Offenburger is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and EmVision Capital Advisors LLC. Offenburger is also the owner and president of Offenburger Capital Management, LLC, where he operates securities, advisory, and insurance businesses, and he serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Blake Fortune is a financial advisor with Osaic Advisory Services, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at GCG Wealth Management and held teaching positions at the University of Central Florida and Fort Myers High School. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Stephen Freeman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Seminole Casino Immokalee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Gustave Krafve is a financial advisor with Oppenheimer in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Oppenheimer in 2023. Outside of his advisory role, Krafve is involved as a partner in several residential real estate investments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Lynn Petkus is a financial advisor with Empower Advisory Group in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. Her career includes roles at Financial Engines Advisors, Regions Bank, Fischer Investment Strategies LLC, Symmetry Financial Group, and Aviance Capital Partners LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Paul Parsons is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at PlanStrong Investment Management and Next Financial Group prior to his current roles. Parsons is also president of PRP Holdings Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options.

Paul Wagner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fifth Third Securities since 2019 and has been affiliated with Fifth Third Bank since 2013. Outside of his advisory role, Wagner is the owner of Four Seasons Mountain Investments LLC, a rental operation in Ruskin, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

John Mcgee II is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Mcgee is a partner in 1280 JM LLC, an operating entity for his investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, operating under a fiduciary standard when formal advisory agreements are in place.

Aaron Sevigny is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and has been associated with United Planners since 2006. Sevigny is also president and CEO of Acadia Wealth Management, LLC, and serves on the finance committee of Gulfshore Playhouse, a regional professional theater in Naples, Florida. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

Richard Gallant is a financial advisor at Empower Advisory Group with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc. for 15 years. Outside of his advisory role, he is involved with Kaufy Baseball, a minor league baseball concessions support business providing running supplies to concession stands. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing in its financial planning services.

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.

Richard Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 38 years of industry experience. He has worked at Private Advisor Group since 2022 and has concurrent experience with Investors Financial Group, LLC and LPL Financial dating back to 2009 and 2010. Anderson has also been involved in the sale of life insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.