Robert Moro is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 42 years of industry experience. He has held roles at New York Life Insurance Company and Nylife Securities LLC since 1983 and has been with Eagle Strategies since 2001. Moro serves as president of Pinnacle Strategies, Inc., and is a board member for Canterbury School in Fort Myers, FL. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Rudina Ruci is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. She has held various roles within Truist, including positions at Truist Investment Services and Truist Bank, spanning over a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary and non-discretionary approaches, leveraging third-party platforms and manager arrangements, and emphasizes inter-affiliate integration in its service delivery.

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.

Mark Winland is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Asset Management and Moneta Group Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Eliot Sokalsky is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Guardian Life since 2008 and is also involved with Campuspeak Inc. Sokalsky provides financial programs for medical students and works as a consultant and coach within the financial services industry. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions alongside insurance and alternative investment 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.

Jack Miciak is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked extensively with Securities America, Inc. from 2001 to 2023 before joining Commonwealth in 2024. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range 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, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by its Investment Management and Research team.

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 with Rockefeller Financial LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. Her prior roles include positions at Truist Advisory Services, BB&T Securities, Merrill, and Banc of America Investment Services. She is based in Naples, FL. 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 range of portfolio management and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes while also operating as a registered broker-dealer.

Juana Garcia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with FIFTH THIRD SECURITIES since 2020 and has worked at Fifth Third Bank since 2014. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with a distinctive combination of broker-dealer, investment adviser, and municipal advisor registrations.

Blake Jones is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large enterprise broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Darin Morgan is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds the CFP® and CFA® designations. His prior roles include positions at Maryland Capital Management, LLC and Ascendant Wealth Management LLC. Cerity Partners serves a diverse client base ranging from high-net-worth individuals and families to institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

Tara Lobl is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and with six years of industry experience. Her career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2017, and Majestic Transportation from 2014 to 2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs, including direct indexing and tax-overlay services.

Richard Pope is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been associated with Guardian Life and its affiliate Park Avenue Securities since 1988. Outside of his advisory role, he is the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

Stacey Schall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Park Avenue Securities since 2017 and with Guardian Life since 2015. In addition to her advisory role, she is involved in the sale of life insurance products outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary digital advisory solutions.

Jon Robert Price is a Series 66–licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Naples, FL, with two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wesco and held various roles in sectors including insurance and hospitality. 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 offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party model providers.

Rakesh Bharti is a CFP® professional at SPC with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. He also serves as a manager for Ellington Farms Association. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers a range of account programs with tailored, discretionary investment advice delivered at the advisor level.

Mark Generales is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Southern Trust Financial Planning, and Securities America Inc. He also serves as an insurance agent with Beacon Pointe Insurance Services, focusing on life, health, and accident products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.