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.

Shane Stelma is a financial advisor with Guardian Life, holding the ChFC® and Series 66 designations, and has five years of industry experience. He has worked at Park Avenue Securities since 2021 and at Guardian Life Insurance Company since 2020. Prior to his financial advisory roles, he was employed at Burke, Warren, MacKay & Serritella P.C. from 2013 to 2020. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, 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 supported by proprietary and third-party platforms.

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.

Robert Traina is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes roles at Cuna Mutual Group, Wells Fargo Clearing, and HSBC Securities. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway platform, utilizing third-party portfolio managers and tailored strategies such as advisor-directed mutual funds, SMAs, tax overlays, and direct indexing.

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.

Mark Burns is a financial advisor at Hightower Advisors with 42 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes eight years at Wells Fargo Advisors Financial Network LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager selection approach with multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Michael Scroggins is a CFP® professional with 28 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Raymond James Financial and managing his own firm, Scroggins Wealth Management. Outside of advising, he has been involved in fitness and nutritional consulting as well as serving as a trustee for a family trust. Wealth Enhancement Advisory Services delivers financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, backed by an internal Investment Committee, and manages over $122 billion in assets across a large advisor network.

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.

Rodney Meyer is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes over two decades at LPL Financial and nearly a decade with Investors Financial Group. He operates additional financial consulting businesses under the names Meyer Financial & Consulting, LLC, and Meyer & Norland Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates various investment strategies and technology platforms, often implementing solutions through third-party managers and managed account programs.

James Carter is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, RSTROCK, Trilogy Home Health, and Chicago MedX. Outside of his advisory role, he operates an e-commerce business selling goods online. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers tailored client solutions including financial planning and access to proprietary and third-party investment programs.

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.

Michael Corrigan is a financial advisor with Eagle Strategies (New York Life) based in Estero, FL. He holds Series 63 and Series 66 designations and has 36 years of experience in the financial services industry. Corrigan has been with Eagle Strategies since 2014 and has also worked with Nylife Securities Inc. and New York Life Insurance since 1993. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a notable focus on non-discretionary assets and relationships with a wide range of institutional sponsors.

Charles Outlaw III is a financial advisor with Rockefeller Financial LLC and holds Series 65 and Series 63 credentials. He began his advisory career in 2026, previously working at Truist Advisory Services, Truist Investment Services, INC., and Truist Bank. 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 discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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.

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.

Marianne Sivak is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. She has two years of industry experience and previously worked at Kovack Securities, Inc. Outside of finance, she has extensive involvement in home health care, with over a decade of experience across multiple home health organizations. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of its assets managed on a non-discretionary basis.