Marion Berg Hallock is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has 19 years of industry experience, all with Citigroup Global Markets since 2007. Outside of her advisory role, she is the owner of Coast2CoastCharters, LLC, a fishing charter business based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and has unique market roles including security-based swap dealing and futures commission merchant activities.

Gregory Diamond is a financial advisor with CWM, LLC based in Fort Myers, FL. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He is also the managing member of a CPA firm providing tax planning and preparation services to small businesses and families. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Mark Taylor is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has held various roles within SunTrust entities since 2007, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate arrangements that integrate broker-dealer and banking services.

Anthony Nigro is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Allstate Insurance Company and Prudential-affiliated firms. He is based in Estero, FL. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management and includes acting as adviser to a donor-advised fund.

Valerie Gomes is a financial advisor with Transamerica Financial Advisors, holding a Series 65 credential and four years of industry experience. She has worked with Transamerica Financial Advisors since 2022 and has been involved with World Financial Group, Inc. since 2015. Gomes volunteers as secretary for the Tampa Bay Research Institute’s Science Alliance Volunteer Committee, which focuses on immune health research. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, and charitable organizations through advisory and broker-dealer services. The firm offers proprietary and third-party investment programs with discretionary and non-discretionary options, and manages approximately $1.66 billion in discretionary assets.

Kimberly Fuchs is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked in various roles within First Command firms since 2021, as well as at BlueWater Federal Solutions and Global Resource Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to manage model portfolios through discretionary authority granted by clients.

Barry Gassman is a CFP® with 40 years of industry experience, currently affiliated with SPC. He has worked at Sigma Planning Corporation since 2002 and Sigma Financial Corporation since 1995, and has been with Security Benefit Life since 1985. Outside of his advisory roles, he operates a financial practice under the trade name Gassman Financial, specializing in the sale of all lines of insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

William Franz is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance, where he has worked since 2017, and previously worked with Primerica Advisors and Guardian Life Insurance from 2010 to 2017. Outside of his advisory roles, he serves as a board member for the Miramonte Homeowner Association and the Grey Oaks Property Owners Association. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Colette Cox is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank NA and Florida Southwestern State College. 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 its municipal-advisor registration with a corporate affiliation to Fifth Third Bank, providing multiple managed-account options and unique platform features such as direct indexing and tax-overlay services.

Ty Totzke is a ChFC®-designated financial advisor with 27 years of industry experience, currently serving with CWM, LLC in Cape Coral, FL. His prior experience includes roles at Sweet Financial Partners, LLC, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement plan solutions.

Gavin Mcdavitt is a financial advisor with Oppenheimer in Fort Myers, FL. He holds a Series 66 designation and has been with Oppenheimer since 2026. Prior to entering the financial industry, he held various positions including roles in information technology and the service sector. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management and financial planning. The firm utilizes diverse investment strategies tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Bart Singleton is a financial advisor with Primerica Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory work, he is involved with Doctors Student Loan Care, assisting individuals with repayment options. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Patrick Murphy is a CFP® and ChFC® with 40 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and leads Murphy Financial Group. His prior experience includes over a decade at Lenox Advisors, Inc. and four decades at MML Investors Services, Inc. Murphy is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services. The firm offers various portfolio management options and operates as a back-office platform supporting affiliated advisors with operations, trading, compliance, and practice management.

Julie Abdo is a financial advisor at William Blair with six years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Stifel and Brighthouse Securities, as well as experience with the Lee County School District and Delaware Golf Club. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

Martha Wilson is a Series 65-licensed financial advisor at OSAIC Institutions, Inc. with nine years of industry experience. Her previous roles include positions at JPMorgan Securities LLC, UBS Financial Services, and Evolution Wealth Management Inc. She has also worked in human and veteran services at Lee County. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments while combining adviser and broker-dealer models with a focus on both discretionary and non-discretionary account management.

Jon Skaff is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2016 and Truist Investment Services since 2006. Outside of his advisory role, Skaff owns and manages a rental property business. 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 for manager selection and oversight.

Stanley Roy is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and several affiliated firms prior to joining TLG Advisors in 2025. Outside of his advisory role, he owns and operates Heritage Tax & Consulting Services, providing tax return preparation and consulting services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Blake Otto is a financial advisor with Primerica Advisors in Bonita Springs, FL. He holds Series 65 and Series 63 licenses and has one year of industry experience. His work history includes roles at PFS Investments Inc., University of Connecticut, Primerica Financial Services, and Community School of Naples. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through third-party providers.

Christopher Macfarlane is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He previously worked at Robert W Baird & Co for 10 years and Wells Fargo Clearing for 5 years. His credentials include the Series 66 designation. Outside of his advisory role, he has ownership interests in real estate development and investment-related entities in Naples and Bonita Springs, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

William Mihm Jr. is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding a Series 63 designation and over 30 years of industry experience. He has been associated with Raymond James since 2006 and owns an independent support company, BMIHM LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and tailored non-discretionary advisory services and maintains unique offerings such as municipal advisory support and SIMPLE IRA Employer Advisory programs.