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.

Bradford Koeneman is a CFP® professional with 22 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2005. He is based in Naples, FL, and holds Series 63 and Series 65 licenses. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Edgar Juarez is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities in various capacities, and he also attended Florida Southwestern State College. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, including mutual fund and ETF models, SMA strategies, and tax-optimized solutions.

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.

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.

William Becker is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes seven years at Wells Fargo Advisors. Outside of advisory services, he is a partner in Windsor Metal Finishing, LLC, a private business where he provides oversight and advisory support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, non-discretionary and discretionary investment management, supported by due diligence and access to multiple management platforms.

Peter Speros is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for 18 years at Sullivan, Bruyette, Speros & Blayney. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

William Casagrande is a financial advisor with Commonwealth Financial Network based in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Commonwealth since 2001, also serving at Axial Financial Group since 2014. Casagrande operates a private entity, William J. Casagrande, LLC, through which he conducts securities and fixed insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

John Loden is a financial advisor with MAI Capital Management, LLC in Naples, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. His career includes roles at JD Loden Wealth Management, Cetera Advisors LLC, and Investors Capital Corporation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 31, 2026, and offers a range of customized portfolio management strategies alongside trust and insurance administration services.

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.

Margaret Webb is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Wealth Enhancement Group and affiliated firms since 1999 and has been involved with LPL Financial and Wealth Enhancement Brokerage Services since 2007. Outside of advising, she serves as president of a consulting business and participates in a radio program related to her firm. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm provides comprehensive financial planning and asset management, using a mix of passive and active strategies overseen by an internal Investment Committee.

Keith Minogue is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers, and incorporates risk management tools and alternative investments where appropriate.

Joyce Slutsker is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63 license with 42 years of industry experience. Her prior experience includes positions at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. She is also the managing partner of DSSTT, LLC, a partnership covering office expenses. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs a mostly non-discretionary approach to portfolio management.

Daniel Honan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he owns and manages a vacation rental property in Florida. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Carlos Tocabens Jr. is a financial advisor with GWN Securities Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Money Concepts Capital Corp. and RetirementRX since 2006. Outside of his advisory role, he serves as President of RetirementRX, focusing on pension and benefit plan design, administration, and compliance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

Rudina Ruci is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. She has been with Truist in various capacities since 2010, including roles at Truist Bank and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and an AI-enhanced equity research team.