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 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.

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 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.

Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked with Private Advisor Group since 2014 and previously was with Chatham Wealth Management, LLC from 2009 to 2015, while also maintaining a role at Raab & Moskowitz Asset Management LLC since 2008. He provides investment advice under the name Private Advisor Partners through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Philip Masi is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Naples, FL. He has worked at Integrated Wealth Concepts since 2016 and was previously associated with Osaic FA, Inc. from 2013 to 2016. Outside of his advisory duties, Masi is involved in non-variable insurance activities and long-term care brokerage. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach combined with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

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.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory role, he serves as a committee member responsible for golf policy at Medinah Country Club. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and foundations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and offers a consolidated investment platform with a range of portfolio management services, including access to third-party managers and alternative investments.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC with 17 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 in 2021. 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, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and administrative services within client relationships.

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® professional with 33 years of industry experience. He is currently with Rockefeller Financial LLC and has held prior roles at Truist Advisory Services, BB&T Securities, Wells Fargo Clearing, Harrisdirect LLC, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across various asset classes.