Nicole Randolph is a financial advisor with Truist Advisory Services in Cape Coral, FL, holding a Series 66 license and eight years of industry experience. Her career includes roles at Truist and its predecessor firms, as well as PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary investment strategies.

Dave Iannone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica since 2014 and has prior experience in real estate and insurance through his involvement with Iannone Real Estate Exchange LLC, Sellstate Maximum Performance Realty, and Flagler Insurance Agency Inc. He is also active in insurance sales and real estate ventures outside his advisory role. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports clients through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Amanda Soloway is a Series 66-licensed financial advisor with two years of industry experience, currently with Fifth Third Securities, Inc. in Ft Myers, FL. Her prior experience includes roles at Wells Fargo Clearing and Doherty Enterprise. Outside of her advisory work, she also works as a restaurant server in Naples, FL. 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 discretionary managed account options with features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated municipal-advisor registration.

Joan Gilchrist is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Oppenheimer since 2003, following five years with CIBC World Markets Corp. Gilchrist is also a managing partner in family investment and real estate partnerships and serves on the board of a family-owned real estate corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management across asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Deanne Mathis is a financial advisor with Commonwealth Financial Network and Emerald Wealth Management Solutions, Inc., holding the CFP® designation along with Series 63 and Series 66 licenses. She has 33 years of industry experience and has been with both firms since 2008. Mathis is also the owner of Emerald Wealth Management Solutions, a private entity created to operate her securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.

Thomas Peluse Jr. is a financial advisor with Fifth Third Securities, Inc. in Crystal Lake, IL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wintrust Investments LLC and employment at Miromar Lakes Golf Club and Park Ridge Country Club. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business 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 subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Adam Zimmerman is a financial advisor with Primerica Advisors who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Ferguson Enterprises, and Lake Aurora Christian Camp, as well as experience in full-time education and the food service industry. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Joseph Russo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior roles include positions at LPL Financial, Advantage Investment Management, National Planning Corporation, Walnut Street Advisers, and operating his own firm, J.R. Russo Investment Advisors. He is a board member of Race Realty, an activity separate from his advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Malaika Cook is a financial advisor at Empower Advisory Group with nine years of industry experience. Her prior roles include positions at Fisher Investments, Morgan Stanley, and T. Rowe Price. She holds Series 63 and Series 66 licenses and is based in Cape Coral, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, leveraging a tightly integrated model with Empower’s recordkeeping and administrative platforms.

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, and operates as a wholly owned subsidiary of Fifth Third Bank.

Michael Duncan is a financial advisor at Prime Capital Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services, CETERA Advisor Networks LLC, United Capital Financial Advisers LLC, and Girard Securities, Inc. In addition to his advisory role, he is also licensed to sell fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, using various investment strategies and platforms tailored to client needs.

Lewis King is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and Boyd Global Capital, LLC. King is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums.

Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, Tisch is involved in business consulting through SWAG Business Consulting, which supports business owners and professional athletes in organizing their personal lifestyles, and he is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs that include proprietary and third-party strategies.

Hector Cruz is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2012 and Fifth Third Bank since 2010. He is based in Estero, Florida. 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 a tax-overlay service, operating as a subsidiary of Fifth Third Bank with regulatory registrations as a broker-dealer, investment adviser, and municipal advisor.

Susan Priem is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and bringing 39 years of industry experience. She has been associated with Commonwealth Equity Services, Inc. since 1997. Outside of her advisory role, she is licensed to sell fixed insurance and is a co-owner of Hydrangea Cottage on Seneca Lake, LLC, an entity involved in residential real estate management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, offering a range of investment options and back-office services.

Victoria Luzardo Ocando is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and based in Fort Myers, FL. She has been with Transamerica Financial Advisors since 2025 and has prior experience at Wfgia and All Insurance Agency of Florida. Outside of finance, she also worked at 1803 Pizza Kitchen and spent twelve years in education. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with various program options, including proprietary and third-party model portfolios, operating as both a registered broker-dealer and RIA.

Mark Bryant is a financial advisor with Commonwealth Financial Network in Bonita Springs, FL. He holds the CFP® designation and Series 63 license, and has 45 years of industry experience. He has been with Commonwealth Financial Network since 2003. Bryant is also vice president and co-owner of Bryant Asset Protection, Inc., a private insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

James Haltigan is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds a Series 66 designation and has 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, including high-net-worth clients, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service.

Marissa Beltran is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working with Fifth Third Bank since 2010. Outside of her advisory role, she is a co-owner of Lily Property Services, LLC, a lawn and property care business in Fort Myers, Florida. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed account programs, including discretionary and advisor-directed options, and combines third-party portfolio managers with proprietary strategies, supported by a platform that includes direct indexing and tax-overlay services.