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 CFP® and CFA® with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Maryland Capital Management, LLC and Ascendant Wealth Management LLC. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities in its investment approach.

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 at Private Advisor Group since 2014 and also has concurrent experience with Chatham Wealth Management, LLC and Raab & Moskowitz Asset Management LLC dating back to 2008. He provides investment advice under the business name Private Advisor Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

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.

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 Series 65 licensed advisor with nine years of industry experience. 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 individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

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.