Stuart Miller is a financial advisor with Commonwealth Financial Network in Naples, FL, holding CFP®, ChFC®, and Series 63 designations. He has 45 years of industry experience, including prior roles at Private Wealth Advisors, Inc. and PWA Securities, Inc. Miller is also a co-owner of Miller McCurry, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and personalized investment solutions through multiple program structures.

Maribel Mapes is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 37 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, she is a 50% owner of Almars Naples Properties LLC in Naples, FL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap‑fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies supported by an internal trading desk and a combination of custodial services.

Stephen North is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked at Private Advisor Group since 2022 and previously was with Investors Financial Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms while employing third-party managers and managed account solutions.

Scott Schuster is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Creative Planning since 2021, following roles at The Orchard Group and Raymond James Financial Services Advisors. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

John Spillane is a CFP®-certified financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 1991. He has 35 years of industry experience and also maintains a longstanding affiliation with Penn Mutual Life Insurance. Spillane is involved in insurance brokerage through his role as an agent for two related entities focused on insurance sales and service, including Penn Mutual products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm combines both advisory and broker-dealer services, offering clients a range of investment management and execution options supported by third-party asset managers and a dual-registered platform.

James Anderson is a financial advisor with Bankers Life Advisory Services, Inc. based in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been associated with Bankers Life and its related entities since 2003, serving in roles related to insurance and investment services. In addition to his advisory work, Anderson is a licensed insurance agent focusing on educating clients about indexed annuities and life insurance policies. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering both wrap and non-wrap programs and working with a range of securities to meet clients’ goals.

John Hinkson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Breiter Capital Management, Inc. and Platinum Wealth Partners, Inc. Prior to joining his current firm in 2022, he accumulated experience at these firms. Additionally, he acts in a fiduciary capacity as a trustee of a family trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

James Boxma is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Richard C. Young & Co., Ltd. He also teaches personal self-defense and fitness instruction at Defense Fitness Club. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active approaches, and offers a wide range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Brian Bedford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 credential and 25 years of industry experience. His prior roles include positions at Raymond James Financial, Legacy Financial Planning LLC, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management with quantitative and fundamental research, supported by an internal Investment Committee and periodic rebalancing.

Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a role at LPL Financial since 2004. Outside of advisory work, Gazall is the owner and board member of Bio-Care Inc, a private testing company providing occupational medical surveillance services across Michigan and Ohio. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a mix of proprietary and third-party investment platforms and strategies to tailor portfolio solutions.

Richard Holland is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003, previously working five years at Cibc World Markets Corp. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Jeffrey Slepian is a financial advisor at Corient with 32 years of industry experience. He holds a Series 65 designation and previously spent 29 years at Segall Bryant & Hamill before joining Corient and its related entities in 2023 and 2024. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party managers, employing risk management tools and offering specialized affiliated private fund capabilities.

Walter Schacht is a CFP® professional with 25 years of experience in the financial industry. He is currently with Truist Advisory Services and has prior experience at Cetera and Regions Bank. Walter holds Series 63 and Series 65 licenses and is based in Naples, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Jon Blahnik is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Raymond James Financial and Chambers Island Capital Investors LLC. Outside of advising, he owns a family transport vessel LLC serving Chambers Island, Wisconsin, and operates Blahnik Investment Group Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across equity and fixed income.

Kelly Osorio is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fifth Third Securities, Osorio worked at Fifth Third Bank and Dental Designs. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of portfolio management programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Delfina Buenrostro is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Benjamin F. Edwards & Company, Inc. since 2019. Her prior experience includes roles at Morgan Stanley, Truist Advisory Services, Truist Investment Services, and Fifth Third Securities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, and brokerage services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations.

Douglas Frawley is a CFP® professional with seven years of industry experience. He is currently with GWN Securities Inc. and has previously worked at Fisher Investments and Morgan Stanley in various roles. Frawley also operates a financial services DBA and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.

Kevin Nast is a financial advisor with J. W. Cole Advisors, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with several firms, including Continuum Advisory, LLC, Triad Advisors, and Transamerica Financial Advisors. Outside of his advisory work, Nast is the owner and president of NastGroup Financial. J. W. Cole Advisors is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing both discretionary and non-discretionary strategies across various platforms.

Desiree Moreno Pineyro is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Citigroup Global Markets where she has worked since 2010. Prior to that, she spent five years at Merrill. Outside of finance, she is the director and owner of DreamPrint, Inc. LLC, a business focused on writing children’s picture books and creating related products. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of advisory programs including discretionary and non-discretionary strategies. The firm utilizes a multi-asset, multi-manager approach combined with in-house research and specialized market roles.

Irene Garber is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available by invitation. The firm employs algorithm-driven risk assessments and utilizes third-party managers to execute investment strategies primarily via mutual funds and ETFs.