Marion Berg Hallock is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has 19 years of industry experience, all with Citigroup Global Markets since 2007. Outside of her advisory role, she is the owner of Coast2CoastCharters, LLC, a fishing charter business based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and has unique market roles including security-based swap dealing and futures commission merchant activities.

Gregory Diamond is a financial advisor at Carson Wealth with 24 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is the managing member of GCD Advisors, LLC, a full-service CPA firm providing tax planning and preparation services to small businesses and families. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, using a model portfolio approach combined with tailored investment solutions.

Anthony Nigro is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allstate Insurance Company and Prudential-affiliated firms. He is based in Estero, FL. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and includes acting as adviser to a donor-advised fund.

Valerie Gomes is a financial advisor with Transamerica Financial Advisors, holding a Series 65 license and bringing four years of industry experience. She has been with Transamerica Financial Advisors since 2022 and is also involved as a volunteer secretary with the Science Alliance Volunteer Committee at the Tampa Bay Research Institute. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary options.

Kimberly Fuchs is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked in various roles within First Command firms since 2021, as well as at BlueWater Federal Solutions and Global Resource Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to manage model portfolios through discretionary authority granted by clients.

Barry Gassman is a CFP® with 40 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2002 and Sigma Financial Corporation since 1995, and has been with Security Benefit Life since 1985. Outside of his advisory roles, he operates a financial practice under the trade name Gassman Financial, specializing in the sale of all lines of insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

William Franz is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2010. Outside of his advisory role, he serves on the boards of the Miramonte Homeowner Association and the Grey Oaks Property Owners Association in Naples, FL. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of planning, consulting, and advisory solutions tailored to client needs.

Colette Cox is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank NA and Florida Southwestern State College. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple managed-account options and unique platform features such as direct indexing and tax-overlay services.

Ty Totzke is a financial advisor with Carson Wealth, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. His prior experience includes roles at Raymond James Financial Services, Inc. and Sweet Financial Partners, LLC. Carson Wealth is an enterprise-level SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Gavin Mcdavitt is a financial advisor at Oppenheimer with a Series 66 credential and one year of industry experience. Prior to joining Oppenheimer in 2026, his background includes roles in information technology systems and various part-time positions during his time as a student at Florida State University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Bart Singleton is a financial advisor at Guardian Life with 14 years of industry experience and holds a Series 66 designation. He has worked with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory role, he is involved with Doctors Wealthcare LLC and assists individuals with student loan repayment options through Doctors Student Loan Care. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, 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 and access to insurance products and alternative investments.

Patrick Murphy is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and leads Murphy Financial Group. His prior experience includes over a decade at Lenox Advisors, Inc. and four decades at MML Investors Services, Inc. Murphy is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services. The firm offers various portfolio management options and operates as a back-office platform supporting affiliated advisors with operations, trading, compliance, and practice management.

Julie Abdo is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Stifel and Brighthouse Securities, and has experience in education with the Lee County School District. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across various asset classes.

Martha Wilson is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience and holds a Series 65 designation. Her prior experience includes roles at JPMorgan Securities LLC, UBS Financial Services, and FineMark National Bank & Trust. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Jon Skaff is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2016 and Truist Investment Services since 2006. Outside of his advisory role, Skaff owns and manages a rental property business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools for manager selection and oversight.

Thomas Faber II is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has also been affiliated with LPL Financial since 2019. His prior experience includes two years at Ameriprise Financial Services, Inc. Faber maintains multiple business activities related to investment advisory services under Independent Advisor Alliance and its DBAs. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm delivers discretionary and non-discretionary portfolio management and utilizes various analytical techniques and technology platforms to support client services.

Stanley Roy is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and several affiliated firms prior to joining TLG Advisors in 2025. Outside of his advisory role, he owns and operates Heritage Tax & Consulting Services, providing tax return preparation and consulting services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Blake Otto is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier experience at the University of Connecticut and the Community School of Naples. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies through a large network of financial advisors and supports accounts with custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Christopher Macfarlane is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He previously worked at Robert W Baird & Co for 10 years and Wells Fargo Clearing for 5 years. His credentials include the Series 66 designation. Outside of his advisory role, he has ownership interests in real estate development and investment-related entities in Naples and Bonita Springs, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Michael Wilhelm is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been associated with Cetera and its related entities since 2019 and operates Michael A. Wilhelm Investments, Inc. since 2008. Outside of his advisory role, he serves on the finance committee of St. Columbkille Catholic Church, assisting with budgeting and fundraising. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services and access to various third-party money managers.