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.

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.

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.

Erin Powers Westendorf is a financial advisor with Truist Advisory Services who holds the Series 66 designation and has 18 years of industry experience. She has been with Truist Investment Services since 2008 and with Truist Advisory Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration.

Carolyn Insley is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. She has 33 years of industry experience, including 16 years at United Planners and over three decades operating Insley Financial. She is a co-owner of several investment-related businesses in Monte Vista, Colorado, including a non-variable insurance firm and a company selling fixed and indexed annuities. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management through both fee-based and commission-based options.

Steven Meinbresse is a financial advisor with Valic Financial Advisors in Fort Myers, FL. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at BayWater Exclusive Boat Club & Rentals for seven years. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kaylin Hukill is a financial advisor with Valic Financial Advisors in Fort Myers, FL, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Valic, Hukill worked at Peoples Bank, Holbrook and Holbrook Law Office, and held various roles in education and research. Hukill is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Curtis is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Ion Bank since 2019 as a Senior Vice President, alongside roles at Infinex Investments, Inc. and United Bank. Curtis is based in Fort Meyers, Florida. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker‑dealer model with both discretionary and non‑discretionary accounts and utilizes third‑party promoters and platform affiliations to enhance its service and distribution capabilities.

Michael Kochis is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and over 40 years of industry experience. He has been with Guardian Life since 1984 and has worked at the firm in its current form since 1999. Outside of his advisory role, he operates HK Global Adventures, LLC, a boat charter business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and investment advisory services. The firm offers a range of advisory programs including discretionary and non-discretionary options utilizing both proprietary and third-party models.

Lisa Chambers is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at OneAmerica Securities, American United Life, and American Funds. Outside of financial advising, she is co-owner and a board member of Hail Appraisals Inc., a company specializing in auto appraisals. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jacqueline Lambros is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Commonwealth Financial Network since 2016. She is also the owner and president of The Lambros Group, Inc., a business facilitating securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing client assets totaling around $212.7 billion. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jhuler Villegas is a Certified Financial Planner® with 22 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Investment Services and Bb&T Securities. Outside of financial advising, he is a part owner of a cigar retail business in Fort Myers Beach. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary approaches supported by third-party manager platforms and AI-enabled research tools.

Edgar Atnip is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside various investment strategies, with client objectives documented in investment policy statements and accounts reviewed periodically.

Albert Abdo is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven management approach across various asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Murphy Adriano Rhodes is a Series 65-credentialed financial advisor with one year of industry experience. He is currently with Mercer Global Advisors Inc. and has prior experience at Sohonet and Verizon Wireless. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, using a mix of low-cost ETFs, index funds, separate account managers, and private funds.