Theresa Schmitt is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, providing clients access to third-party portfolio managers and various investment strategies.

Mario Battistini is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Farther. His prior experience includes roles at JP Morgan and Merrill Lynch. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Luke Finchem is a financial advisor with Eagle Strategies (NY Life) based in Cape Coral, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at New York Life Insurance Company and NYLife Securities LLC since 2005, as well as operating 2M Financial Group, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

William Zaika is a Certified Financial Planner (CFP®) and holds a Series 66 license with 25 years of industry experience. He has worked at Farther since 2025 and previously spent 17 years with Commonwealth Financial Network. Zaika is also president of WTZ Wealth Management, Inc., where he focuses on investment management and financial planning. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Russell Ogan is a financial advisor with Oppenheimer in Fort Myers, Florida, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Citigroup Global Markets for 15 years. Oppenheimer is a registered investment adviser and broker-dealer serving a range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse investment programs and advisory services, utilizing both discretionary and non-discretionary approaches across equity, balanced, and fixed-income portfolios.

Aaron Kowal is a CFP® with 22 years of industry experience and is currently affiliated with Creative Planning. He has held positions at Mutual Securities, Inc., Raymond James Financial Services, and operates Kowal Investment Group, LLC, where he serves as president and financial advisor. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a varied client base including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and long-term strategies, supplemented by selective private market exposure and advanced portfolio management techniques.

Paul Colchamiro is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Fahnestock & Co., Inc. since 1998. Outside of his advisory work, he is involved in music performance and is president of two companies that manage his musical groups, Hammer of the Gods and Zeppelin Complete. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Chelsea Carter is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

William Gibson is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third since 2009. Outside of his advisory role, Gibson is a co-owner of Florida Wedding Design, Inc., a wedding planning business based in Cape Coral, FL. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

John Offenburger is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and EmVision Capital Advisors LLC. Offenburger is also the owner and president of Offenburger Capital Management, LLC, where he operates securities, advisory, and insurance businesses, and he serves as a notary public. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of about 2,900 advisors and managing approximately $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Blake Fortune is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Osaic Advisory Services, he worked at GCG Wealth Management and has experience in educational roles at the University of Central Florida and Fort Myers High School. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and consulting services, utilizing a mix of fundamental and technical analysis, tactical trading, and alternative investment access, supported by extensive platform relationships and an affiliated management ecosystem.

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 Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has been since 2025, after working 13 years at UBS Financial Services and three years at Morgan Stanley. He is also a partner at 1280 JM LLC, an operating entity related to his investment advisory business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent investment adviser representatives. The firm employs multiple investment approaches and platforms, providing both discretionary and non-discretionary account management while acting as a fiduciary under written advisory agreements.

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 the Series 66 designation. He has 23 years of industry experience and has been associated with United Planners and Acadia Wealth Management since 2006. Outside of his advisory work, Sevigny 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 diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm utilizes both advisory and brokerage services through independent representatives and employs a mix of custodians, third-party managers, and platform programs to implement investment strategies.