Philip Masi is a CFP® with 34 years of industry experience, currently serving with Integrated Wealth Concepts LLC since 2016. Prior to this, he worked at Lincoln Financial Advisors Corp from 2003 to 2016. He is also involved in non-variable insurance activities through New York Long-Term Care Brokers, LTD and National Long-Term Care Brokers, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services with a long-term investment approach complemented by shorter-term trading for rebalancing needs.

Christopher Seebeck is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, First Foundation Advisors, LPL Financial, and Fifth Third Securities. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jon Robert Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Wesco and several other firms across various industries. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary account management with periodic portfolio monitoring and rebalancing.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill from 2014 to 2025 before joining Rockefeller Financial in 2025. Outside of his advisory role, he serves as a committee member at Medinah Country Club, where he helps set golf policy. 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 provides portfolio management, financial planning, and consulting services within a Private Advisor model, and it operates as a registered broker-dealer offering a range of investment and placement services.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC in Naples, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mwm Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies through a combination of in-house management, third-party sub-advisers, and other investment vehicles.

Wayne Stella is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and employs mutual funds and ETFs with annual rebalancing.

Matthew Caras is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities and Wells Fargo Advisors. Caras is based in Naples, FL. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supported by an Equity Research team and AI-enabled tools.

Vincent Virga is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Madison Avenue Securities, Inc. and PFS Wealth Management Group, where he also serves as president. In addition to his advisory roles, he is an author and speaker on the S.M.A.R.T. approach and teaches financial courses for a nonprofit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios managed internally and by third-party strategists, employing a mix of fundamental, technical, and cyclical investment strategies.

David Emma is a financial advisor with Hightower Advisors in Naples, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Julie Colucci is a CFP® and holds a Series 65 license with nine years of experience in financial advisory. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, and NEIRG Wealth Management, LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture and integrates a variety of managed and held-away assets alongside a network of affiliated service companies offering insurance, lending, cash management, and real estate investment solutions.

Mark Burns is a CFP® with 42 years of industry experience, currently serving as an advisor at Hightower Advisors since 2017. He previously worked at Wells Fargo Advisors Financial Network LLC for eight years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Michael Scroggins is a CFP® professional with 27 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include leadership at Scroggins Wealth Management and long tenure at Raymond James Financial. Outside of advising, he is a notary public and provides tax preparation and accounting services. 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 employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Bridget Hussey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at various firms including Synovus and BB&T Securities prior to her current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Danielle Tieman is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at FIFTH THIRD SECURITIES and FIFTH THIRD BANK, and earlier she spent nine years with Starbucks Coffee Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Douglas Morris is a financial advisor at Creative Planning with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Lockton Investment Advisors from 2008 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted active management and private market exposure.

Thomas Olexa is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower in 2023, he worked at Valmark Advisors, Inc. and Valmark Securities, Inc. for 11 years, and at A.K.J., Ltd. for 22 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Charles Outlaw III is an advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses. He has been with Truist since 2025, including roles at Truist Bank and Truist Investment Services. Prior to joining Truist, his work experience includes positions at Wynns Market, The Home Depot, and Target. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Alicia Fuller is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. Her prior career includes 35 years at Merrill and 15 years at Bank of America, N.A. She holds the Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

James Phelps is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Moran Wealth Management, LLC and has experience in educational roles at Florida State University and the Community School of Naples. 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 and various program offerings. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Paul Furlong is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following an 11-year tenure at Stifel. Outside of finance, Furlong is the president and writer for Furlong Tales, Inc., a children’s book publishing company. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house portfolio management and third-party managers.