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 with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. She has been with Truist in various capacities since 2010, including roles at Truist Bank and Truist Investment Services. 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 manager‑selection programs, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and an AI-enhanced equity research team.

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 at Truist Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes eight years at BB&T Securities before joining Truist in 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations.

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.