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.

Ricky Speicher is a CFP® professional with 41 years of industry experience, currently affiliated with Commonwealth Financial Network and Berks Financial since 2001. He is based in Bonita Springs, FL, and holds Series 63 and Series 65 licenses. In addition to his advisory role, he sells fixed insurance as an agent, dedicating less than 10% of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform offering advisory programs, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Lynn Petkus is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Financial Engines Advisors, Regions Bank, and Aviance Capital Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and rebalancing within plan lineups selected 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.

Johnathan Mantila is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has previously worked at Fifth Third Bank, Gogebic Community College, Superior National Bank, and Baraga Area High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs such as managed accounts, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Christine Delbrocco is a financial advisor with Fifth Third Securities, Inc. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. 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 with a unique combination of municipal-advisor registration and bank affiliation.

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 and Acadia Wealth Management since 2006. Sevigny also 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 broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm provides advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement investment strategies.

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.

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® and Series 63 designations and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2005. Outside of his advisory role, he is a musician who performs regionally, serves as music director at Our Lady of Lourdes church in Venice, Florida, and participates in a music partnership that provides entertainment to assisted living venues. He also serves on the board of a nonprofit Free Pain Clinic. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Jason Sulvinski is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. His career includes roles at Truist Advisory Services, TRUIST Investment Services, and SunTrust/Truist dating back to 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated team overseeing manager selection and portfolio reviews.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Wells Fargo Advisors, Fifth Third Securities, and Fifth Third Bank prior to joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment strategies.

Connor Mackay is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 65 and Series 63 licenses and having nine years of industry experience. He has worked with Fifth Third Securities in two periods, totaling eight years, and has been associated with FIFTH THIRD BANK since 2014. FIFTH THIRD SECURITIES, Inc. serves a broad range of individual and institutional clients through both advisory and brokerage services, offering multiple program types and third-party portfolio managers on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides investment solutions that include advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing.

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.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. 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 such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

John Gilchrist is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he is managing partner and ownership interest holder in family investment and real estate partnerships and serves as a trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.