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 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.

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.

John Clark is a CFP®, CFA®, and Series 66 licensed financial advisor with 19 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, UBS Financial Services, and Raymond James Financial. He serves on the board of directors for the CFA Society of Naples, FL, where he helps plan events and oversee the society’s finances. Focus Partners serves individuals, families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Nadia Keric is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked for Family Wealth Tax Advisory and Family Wealth Planning Group, as well as multiple roles at Raymond James Financial Services from 2013 to 2025. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a globally diversified investment approach based on Modern Portfolio Theory, employing a mix of low-cost ETFs, index funds, separate account managers, and alternative strategies, alongside various specialized client services.

John Lemieux is a CFP® professional with 32 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network and Anton Lemieux LLC since 2009. Outside of advisory work, he is the author of the book *Life > Limb - My Journey to Becoming Whole*. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Victor Lora is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Naples, FL, where he has worked since 2019. He previously worked at JW Marriott from 2016 to 2019. In addition to his advisory role, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios focused on clients’ goals and risk tolerances.

Jeffrey Tews is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Lebenthal Financial Services, Lebenthal Global Advisors, and Thrivent Investment Management. His background also includes roles outside of finance, such as involvement with K-Rico Mexican Grill and Boulder View Tavern. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using a variety of low-cost funds and specialized programs.

Erica Solas is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes eight years at BB&T Securities before joining Truist in 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations.