Mark Hegstrom is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He has been with LPL Financial since 2010 and operates multiple business entities related to fixed non-variable insurance and business owner succession strategies. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with an emphasis on individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

Charles Kolias is a financial advisor at Confluence Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm uses a combination of active and passive investment vehicles, proprietary managed portfolios, and third-party managers, focusing on asset allocation and macroeconomic analysis while operating as a fiduciary.

Zachary Metrovich is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Marc Joseph New York and held positions at Pelicans Nest Golf Club and Fiddlesticks Country Club. In addition to advising, he serves as a unit field trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

John Desantis is a financial advisor with Fifth Third Securities, Inc. in Estero, FL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2016. Outside of his advisory role, he is involved with Uptown Express Productions, a singing group based in Naples, FL. Fifth Third Securities 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, including advisor-directed models and access to third-party portfolio managers, with features such as direct indexing and tax-overlay services.

Troy Hedman is a financial advisor with Cetera Planning Partners in Estero, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera in 2021, he worked for Visionary Wealth Advisors from 2016 to 2021. Outside of his advisory role, he is a member and business operations consultant at Aspen Digital, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations through mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Robert Hannon is a CFA® charterholder based in Naples, FL, with six years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and has previously held roles at Citizens Securities, Citizens Bank, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing affiliated and third-party managers along with proprietary research to construct multi-manager solutions.

Andrew Reddish is a financial advisor at Key Investment Services LLC in Naples, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Bank of America, N.A. and Merrill, where he worked for over 20 years combined. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining internal and third-party portfolio management, with a focus on non-discretionary client model selection and integrated services through KeyCorp affiliates.

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Prudential Insurance Company of America, and Scottrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using portfolio strategies supported by Morningstar Investment Management and offering both discretionary and non-discretionary recommendations.

Duong Ho is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent over a decade in the hospitality sector, including positions at Campielo and The French Brasserie. Park Avenue Securities LLC, 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 management with model-based strategies and access to various proprietary and third-party investment platforms.

Daniel Swanson is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He has held roles at Kestra Investment Services, The Advisors Group of Chicago LLC, and currently serves as managing member of BlueLake Wealth Advisors, LLC, where he combines financial planning, investment management, and insurance services. Outside of advisory work, he owns an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Adam Redenshek is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Guardian Life and its related entities since 2009. Outside of his primary role, he is involved in the sale of non-Guardian fixed life and health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Wayne Meland III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities for 19 years before joining his current firm in 2019. Meland also serves as a director for the Rotary Club of Naples Gulf Shore. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory services including wrap-fee programs, financial planning, retirement plan consulting, investment management, brokerage services, and certain M&A advisory services.

James Woodard is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Andrew Lenart is a financial advisor with Truist Advisory Services in Naples, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. 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 combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Donald Settina is a CFP® with 43 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, where he has worked since 2022. Prior to Kestra, he spent 12 years at LPL Financial. Settina is also involved in consulting and insurance advisory roles related to executive benefits through multiple entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and utilizes multiple management platforms and third-party solutions.

Eric Bressman is a CFP® with 22 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC since 2019 and previously worked at DaVinci Financial Designs LLC and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, while employing both long-term and shorter-term trading approaches.

Jerry Hemmer is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Guardian Life and its affiliate since 2007. Outside of his advisory role, Hemmer is president of Jayden's Journey Incorporated, a nonprofit organization, and operates a boat charter business, HK Global Adventures, LLC. He is also an author of a children's Christmas book. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, ongoing consulting, and access to both proprietary and third‑party investment programs, with tailored client relationships supported by advisor‑led discretionary and model-based strategies.

Keith Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has held roles at Guardian Life Insurance Company, Park Avenue Securities, Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party advisory solutions.

William Jeffrey Traum is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 50 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.