Deborah De Matteo is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. Her prior experience includes roles at Purshe Kaplan Sterling Investments and 10-15 Associates, Inc. She also works as a life insurance agent in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Devon Philip is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He operates under the Philip Financial Group DBA, providing employee benefits consulting and financial advisory services to businesses of various sizes, including health, life, and annuity products, as well as individual insurance through ACA plans and Medicare supplements. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

David Bahnick is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at LPL Financial and Valley National Advisers Inc. Bahnick is also involved in non-variable insurance activities through Capital Planning Services Corp. and related entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Jennifer Mcmanus is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016, having worked with Truist Investment Services, Inc. since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary approaches, enhanced by AI-enabled research tools and inter-affiliate integration.

William Barnett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Trifound Financial LLC, J.P. Morgan Securities, Royal Alliance Associates, and Mass Mutual Investors Services. He serves on the Old Hickory Golf Club Compliance Committee. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, delivering tailored financial planning, consulting, and investment solutions.

Brian Simon is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His career has been with Park Avenue Securities and Guardian Life Insurance Company since 2005. Outside of his advisory role, he is involved in community activities including serving as treasurer for the Jewish Federation of Lee and Charlotte Counties and vice president of finance and building at Temple Judea, as well as owning a newsletter and website promoting youth sports in Southwest Florida. 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 blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with a range of financial planning, consulting, and digital advisory solutions tailored to client needs.

James Beckman is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities for 13 years. Since 2022, he has been with Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through discretionary and non‑discretionary arrangements supported by third‑party platforms and AI-enabled research.

Jeffery Darwish is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with UBS Financial Services and Sigma Financial Corporation. Additionally, he is president of Pinnacle Wealth Advisors, Inc., where he provides financial planning, research, and investment management, and also operates as an independent insurance agent. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers diverse investment solutions such as representative-managed and third-party manager programs, retirement plan consulting, and access to alternative investments, utilizing a mix of analytical and trading strategies within an integrated platform ecosystem.

Martin Bernal is a financial advisor with Fifth Third Securities, Inc. in Bonita Springs, FL. He holds Series 65 and Series 63 designations and has 10 years of industry experience, having worked at Fifth Third Securities since 2015 and at Fifth Third Bank since 2012. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers various managed account programs, including mutual fund, ETF, SMA, and direct indexing strategies, supported by a large network of advisors and affiliated entities.

Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Her prior experience includes roles at Bridgewater Wealth & Financial Management, Madison Wealth Management, and Ferguson-Johnson Wealth Management, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies alongside advanced portfolio management tools and access to private and registered pooled investment vehicles.

Joan Malloy is a CFP® and CFA® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2020, and previously held roles at Visionary Wealth Advisers and Greenway Family Office. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and combines financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Debra Lobello is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Fifth Third Bank, BB&T, and Chase J.P. Morgan. She is based in Naples, Florida. 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 features multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Vincent Mazzei is a financial advisor at Guardian Life with four years of industry experience. He holds a Series 66 designation and has previously worked at National Financial Network, Inc. in a chief financial officer role. Outside of financial advising, he is involved with Mazzei & Mazzei, P.C., a separate professional business. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering clients access to proprietary and third-party advisory solutions.

L J Knoll is a financial advisor at Janney Montgomery Scott in Naples, FL, holding a Series 66 credential with 15 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years with Edward Jones. Outside of advisory work, he is the managing member of QuickIntellect LLC, a holding company established for personal real estate. 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 including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Glenis Salazar is an advisor with FIFTH THIRD SECURITIES, Inc. and holds Series 63 and Series 65 credentials. She has been with the firm since 2025 and has prior work experience in banking, retail, and education. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Program and utilizing third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across more than 900 advisors.

Laurie Daugs is a financial advisor with Janney Montgomery Scott in Naples, FL, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Lukas Masterson is a financial advisor with Hightower Advisors, holding a Series 66 designation. He began his advisory career in 2026 and previously worked with the Las Vegas Raiders and Wake Forest University. 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, utilizing both affiliated and third-party managers across various investment vehicles.

Theresa Schmitt is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fifth Third Securities since 2016. Fifth Third Securities serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account platform, providing clients access to third-party portfolio managers and various investment strategies.

William Zaika is a Certified Financial Planner (CFP®) and holds a Series 66 license with 25 years of industry experience. He has worked at Farther since 2025 and previously spent 17 years with Commonwealth Financial Network. Zaika is also president of WTZ Wealth Management, Inc., where he focuses on investment management and financial planning. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Charles Campbell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, CFA®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. He serves as a member of the investment committee for the Diocese of Venice Pension Plan. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, supported by quantitative and fundamental research and an internal Investment Committee.