Michelle Maciosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and offering 29 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024, and joined LPL Financial in 2024. Maciosek is also involved in managing her own advisory business, Next Level Planning & Wealth Management. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Douglas Lane is a financial advisor with Douglas C. Lane & Associates, holding a Series 65 designation and 10 years of industry experience. He previously worked at DCLA Partners LLC from 2016 to 2020. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across company sizes and sectors, offering customized portfolios, financial planning, and access to third-party cash, credit, and insurance solutions.

Scott Butler is a CFP® professional with 41 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. His prior roles include positions at StoneX Securities Inc. and Wrp Investments, Inc. Butler also maintains a sole proprietorship focused on insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a variety of model-based solutions and third-party money managers to implement strategies.

Robert Lane is a financial advisor at Douglas C. Lane & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated since 2007. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, utilizing proprietary fundamental research and flexible investment strategies with a long-term ownership orientation.

Alex Horvath is a financial advisor with Calton & Associates, Inc. holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Calton, he worked in various roles including entrepreneurial and content creation positions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and investment approaches, including discretionary and non-discretionary management, with services that combine advisory fees and commission-based product sales.

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

Larry Mccoy is a financial advisor with Capital Analysts in Cape Coral, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare insurance sales. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management with discretionary and non-discretionary investment options, utilizing a proprietary mutual-fund screening process and providing retirement-plan advice through a nationwide network of independent advisors.

Peter Casciotta is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated firms since 2021. Prior to that, he worked at World Choice Securities, Inc. and Securian Financial Services, Inc. Casciotta is also owner of Leverage Insurance Agency, which appoints agents for life and disability insurance products. CoreCap Advisors serves individual, high-net-worth, self-directed retirement, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term approach with a focus on mutual funds, ETFs, equities, and bonds, and manages multiple ownership and affiliate relationships that impact its service offerings.

Michael Conticelli is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Interactive Financial Advisors since 2022 and previously was affiliated with First Advisors National LLC and Royal Fund Management, LLC. In addition to his advisory role, he owns Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory services. He also teaches for the Lee County School District. Interactive Financial Advisors serves individuals, retirement plans, and institutional clients, offering financial planning and discretionary portfolio management through a multi-advisor network. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and integrates third-party managers and proprietary processes to align investment allocations with client objectives.

Scott Wauters is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with multiple firms including LPL Financial, Advisors Pride Inc., and BMO Harris Financial Advisors, Inc. He is also involved with Provisions Wealth Planners, an independent investment advisory business located in Appleton, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

Morgan Lemaitre is a CFP® with 14 years of industry experience, currently serving as an advisor at OneSeven since 2019. Prior to joining OneSeven, Morgan gained experience at firms including Park City Family Office, International Assets Advisory, and Raymond James & Associates. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments, while also leveraging third-party platforms and independent managers.

Michael Wyrostek is a financial advisor with FourStar Wealth Advisors, LLC in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at FourStar since 2017 and previously spent 14 years at Broker Dealer Financial Services. Outside his advisory work, he serves as a reverse mortgage specialist, educating and assisting clients with reverse mortgage applications. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, options, and third-party managers.

Bryan Struckmann is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding a Series 65 designation and 14 years of industry experience. He has been with Archer Investment Corporation since 2011 and also serves as president of Advantage Tax & Business Services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary management and model-driven programs.

Richard Pascual is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Private Portfolio Partners, Gladstone Institutional Advisory, and PNC Wealth Management. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving his clients. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and business clients, offering portfolio management, financial planning, retirement consulting, and sub-advisory services through tailored strategies and a variety of platforms.

Michael Mcintyre is a financial advisor with B. Riley Wealth Advisors, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and U.S. Bancorp Investments. Outside of finance, he is involved with the Cape Coral Running Group. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets through a range of internally managed and third-party programs.

Adriana Depalma is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Steward Partners Investment Solutions, Steward Partners Global Advisory, and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Fifth Third Securities in 2022, he worked at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management strategies via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to high-net-worth clients, corporations, trusts, and retirement accounts.

Austen Routte is an advisor at Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 designations. He joined the firm in 2025 and has prior work experience at Uber, Fifth Third Bank, Publix, and Gulf Coast Fudge. Fifth Third Securities serves a diverse client base including individuals, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account platform, employing various portfolio strategies and is a wholly owned subsidiary of Fifth Third Bank.

Kimberli Lambert is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2006. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo, where he worked from 2016 to 2022. He is based in Ft. Myers, Florida. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio strategy offering for employees. The firm uses algorithmic questionnaires to guide investment models composed of mutual funds and ETFs, with portfolio implementation handled by third parties.