Michael Corrigan is a financial advisor with Eagle Strategies (New York Life) based in Estero, FL. He holds Series 63 and Series 66 designations and has 36 years of experience in the financial services industry. Corrigan has been with Eagle Strategies since 2014 and has also worked with Nylife Securities Inc. and New York Life Insurance since 1993. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a notable focus on non-discretionary assets and relationships with a wide range of institutional sponsors.

Steven Jefferis is a financial advisor at William Blair with 26 years of industry experience. He previously worked at Stifel for 28 years before joining William Blair in 2026. Outside of his advisory role, Jefferis manages Maplewing Farm LLC, which is involved in standardbred horse racing and operates an Airbnb at his farm in Delaware, Ohio. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and private fund access to its clients.

Nicholas Wychocki is a CFP® professional with 21 years of industry experience, currently associated with OSAIC Institutions, Inc. based in Fort Myers, FL. He has worked at Infinex Investments, Inc. since 2012 and Finemark Financial Services since 2010, where he also serves as a portfolio manager for Finemark National Bank & Trust’s trust clients. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a hybrid adviser/broker-dealer structure with a focus on customized advisory services and access to alternative investments and lending solutions.

Scott Zedeker is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. He has worked at Park Avenue Securities since 2021 and Guardian Life Insurance since 2020. Outside of finance, he is involved in local businesses including a hair salon and a coffee shop in Fort Myers. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages accounts using various strategies and supports features such as securities-based lending and tax harvesting.

Gary Bell Jr Jr. is a Series 66 licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Evolution Retirement Services and Elavon. He is based in Cape Coral, FL. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and various business entities, through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of strategies including mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Arthur Lavallie is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Kestra Advisory since 2016, also affiliated with Kestra Investment Services since 2004. Outside of his advisory work, he owns AJ Lavallie, an insurance business, and Tecla Partners LLC, a real estate company. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that range from plan sponsors to sovereign wealth funds.

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 roles at Private Advisor Group since 2011, LPL Financial since 2007, and Capital Planning Services Corp. since 1997. Outside of his advisory work, he is involved in non-variable insurance businesses and manages entities related to real estate investment. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary managed account programs through a network of investment adviser representatives who tailor solutions to client objectives.

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.

Rick Pearl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He worked at LPL Financial for 17 years before joining Independent Financial Group in 2019. Outside of his advisory role, he serves as an officer and director of an insurance agency and owns a marketing DBA, Pearl Financial Inc. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and employs multiple advisory platforms and third-party asset managers to implement client investment strategies.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach, utilizing multiple custodians and a range of affiliated and third-party sub-advisors to deliver tailored investment 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 with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities and National Financial Network, where he served as Chief Financial Officer. Outside his advisory work, he is involved with Mazzei & Mazzei, P.C., a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.

Judith Shimota is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2015. Outside of her advisory work, she owns and designs jewelry and accessories through her business, JWS Studio. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio and non-discretionary advisory services focused on asset allocation, contribution guidance, and retirement planning. The firm leverages Morningstar Investment Management for portfolio construction and oversight, serving approximately 212,700 clients with a high client-to-advisor ratio.

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.