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.

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 at Steward Partners Investment Advisory, LLC with Series 65 and Series 63 licenses and no prior industry experience. Before joining the financial advisory field, he worked at Evernote for seven years. Hector is based in Naples, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Thomas Abood is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including ten years at SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside third-party platforms and AI-enabled research tools.

Thomas Vonderlieth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been associated with Lordship Capital and Commonwealth Equity Services, Inc. since 1993. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Dominick Chicago is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Edward Jones, and Equitable Advisors. Outside of his advisory roles, he has been involved with Windy City Rentals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical investment strategies across a large client platform.

Edgar Juarez is a financial advisor with Fifth Third Securities, Inc. in Naples, Florida. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities, with a background that includes four years at Florida Southwestern State College. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, supporting a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

Thomas Meyer is a financial advisor at Hightower Advisors with 20 years of industry experience. He holds a Series 65 designation and previously led Meyer Capital Group for over three decades before joining Hightower in 2023. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.

Eric Gauster is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2006. Gauster acts as a trustee for minor family trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals and institutional accounts, with a range of investment programs offered on discretionary and non-discretionary bases.

Steven Phillips is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, based in Fort Myers, FL. He has 17 years of industry experience, having been with both firms since 2009. Outside of his advisory role, Phillips operates a CPA tax and accounting practice and serves as a board member of the SWFL Free Pain Clinic. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, and access to insurance products and alternative investments.

Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Ameriprise, Wells Fargo Clearing, Ast Investment Services, Inc., and A. G. Edwards & Sons, Inc. since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available to select employees. The program uses algorithm-driven risk assessments and implements portfolios through approved model strategies managed by PNC or third-party strategists.

Caroline Coplin is a CFP® professional with 16 years of industry experience. She is currently with Rockefeller Financial LLC and has prior experience at Morgan Stanley in various private banking and wealth management roles. Outside of her advisory work, she is a rental property owner in Naples, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional capabilities in placement and investment banking services.

Lucas Paez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank, he worked at Citizens Securities, Wells Fargo Clearing, Wells Fargo Bank, T-Mobile, and DKNY. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs via the Passageway platform, providing access to mutual fund, ETF, SMA, and direct-indexing strategies.

John Loden is a financial advisor at MAI Capital Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JD Loden Wealth Management, LLC and Cetera Advisors LLC. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services in many client relationships.

Joseph Guyton is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Guardian Life since 2013. Outside of his advisory role, he is involved with The Guyton Group Charitable Foundation and serves as a corporator for The Provident Bank. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning and consulting solutions.

Timothy Duchesneau is a financial advisor at NewEdge Advisors with four years of industry experience and a Series 65 designation. He has previously worked at Hightower Advisors LLC, Argent Wealth Management LLC, Stage Capital, and Starship Capital LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisor and client needs.

Nanci Spires is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 12 years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decisions.

Lynette Susi is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and PNC Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as both an investment advisor and a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.