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 at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third since 2009. Outside of his advisory role, Gibson is a co-owner of Florida Wedding Design, Inc., a wedding planning business based in Cape Coral, FL. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

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, holding a Series 65 designation and one year of industry experience. Prior to joining Osaic Advisory Services, he worked at GCG Wealth Management and has experience in educational roles at the University of Central Florida and Fort Myers High School. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investment access, supported by extensive platform relationships and an affiliated management ecosystem.

Stephen Freeman is a financial advisor with Truist Advisory Services holding a Series 66 credential and four years of industry experience. His prior roles include positions at Fidelity Investments and Seminole Casino Immokalee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Gustave Krafve is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. He worked at Ameriprise Financial Services from 2016 to 2023 before joining Oppenheimer. Outside of his advisory role, he is a partner in a steel company and several residential real estate investment ventures. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs and advisory services that include strategic asset allocation and portfolio management. The firm operates both broker-dealer and registered investment adviser businesses and manages a significant portion of client assets on a non-discretionary basis.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has been since 2025, after working 13 years at UBS Financial Services and three years at Morgan Stanley. He is also a partner at 1280 JM LLC, an operating entity related to his investment advisory business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent investment adviser representatives. The firm employs multiple investment approaches and platforms, providing both discretionary and non-discretionary account management while acting as a fiduciary under written advisory agreements.

Aaron Sevigny is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has 23 years of industry experience and has been associated with United Planners and Acadia Wealth Management since 2006. Outside of his advisory work, Sevigny serves on the finance committee of Gulfshore Playhouse, a regional professional theater in Naples, FL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm utilizes both advisory and brokerage services through independent representatives and employs a mix of custodians, third-party 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 in Fort Myers, FL. He holds a Series 63 designation and has 38 years of industry experience. His prior experience includes roles at Investors Financial Group, LLC and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions using a fiduciary-based advisory model that incorporates a variety of investment strategies and third-party managers.

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.

Sarah Scheld is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2015, with prior experience at First Citizens Investor Services and First Citizens Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.