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.

Gerard Papetti is a CFP® professional with 40 years of industry experience, currently serving with Kestra Advisory Services, LLC since 2016. He previously spent over two decades at U.S. Financial Services, LLC. Outside of his advisory work, Papetti participates in various civic and nonprofit activities, including serving as treasurer and board member for multiple foundations, and he is also involved as a drummer in a musical group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and outsourced plan solutions supported by due diligence and extensive third-party relationships.

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.

Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Richard Curtis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Outside of his advisory role, Curtis serves as treasurer and board member for a homeowners association and manages a small business involved in bookkeeping. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

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.

Joshua Williams is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Country Trust Bank and its affiliates. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s integrated model ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

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.

Christopher Klenk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Jazz Wealth Managers, Inc. and Northwestern Mutual. Outside of his advisory work, Klenk serves on the board of Naples Interagency, a nonprofit focused on the senior healthcare industry and scholarship fundraising for healthcare students. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary approaches.

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.

Paul Saks is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Guardian Life. He has worked at Guardian Life and its affiliated entities since 2003, including roles at Park Avenue Securities and World Investments. Outside of his advisory work, he is also an insurance agent involved in the sales and service of non-variable insurance and annuities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and nonprofit organizations. The firm provides a mix of discretionary and model-based investment management, financial planning, and access to insurance and alternative investment products.

Joshua Klump is a financial advisor with Fifith Third Securities, Inc. in Naples, FL, holding Series 63 and Series 65 designations and nearly 29 years of industry experience. He has been with Fifth Third Securities since 2007. Outside his advisory role, he manages a small rental property business. 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 multiple portfolio management programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Edward Smith is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, including prior roles at C.R.I. Securities, Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Smith is also co-owner of Integrated Equity Management, 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 a range of advisory programs, investment management, and practice support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures designed to support advisors in delivering tailored financial advice.

Matthew Dogali is a financial advisor with Integrity Alliance, LLC in Naples, FL. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Integrity Alliance in 2022, he worked at Lincoln Investment and Northwestern Mutual. Outside of his advisory role, he is an insurance agent for American Senior Benefits, selling and servicing fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through its network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Robert Mizell is a CFA® charterholder with 38 years of industry experience, all at Davenport & Company LLC in Naples, FL. He serves on the board of Davenport Trust Co. and is treasurer of Operation Healing Forces, a nonprofit supporting U.S. Special Forces operators and their families. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes its investment management through portfolio manager teams, a policy committee, and manager research, providing a range of separate accounts, mutual funds, and model portfolios.

Mark Masterson is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2011. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides a range of portfolio management and consulting services.

Gordon Kellam is a financial advisor with Rockefeller Financial LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Truist Advisory Services, SunTrust Bank, BB&T Securities, Merrill, Banc of America Investment Services, and Putnam Investment Management. Outside of his advisory work, he is the owner of a rental property through FAMILY GAINS, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a comprehensive investment platform combining discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, with distinctive capabilities in alternative investments and integrated trust and insurance services.

Robert Weiss is a financial advisor with Key Investment Services LLC in Naples, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services, among others. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates, combining portfolio management, model-based advisory products, and ancillary insurance offerings.

Hector Camarero is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses. He has been with the Steward Partners organizations since 2024, including roles at Steward Partners Global Advisory, LLC and Steward Partners Investment Solutions, LLC. Prior to entering the financial advisory field, he worked at Evernote for seven years. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Robert Weissbein is a financial advisor with Lincoln Investment, holding a Series 63 designation and 40 years of industry experience. Prior to joining Lincoln Investment, he worked at several firms including Capital Analysts, Complete Financial Wealth, Cetera Advisors LLC, and First Allied Advisory Services. He is the owner and president of Complete Financial Inc., where he is involved in insurance sales, business consulting, and tax preparation, and he also manages a residential construction business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.