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.

Donna Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 34 years of industry experience, having worked extensively at Guardian Life since 2008. Beyond her advisory role, she is involved with The Opus Foundation, which raises funds through events such as annual golf outings, and she operates as a self-employed travel advisor. 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 tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Mark Alpert is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Private Advisor Group since 2013 and has worked with LPL Financial since 2011. Outside of his advisory roles, he is also a CPA providing tax preparation and accounting services, and he operates a financial firm that offers non-variable insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model utilizing a variety of investment strategies and technology platforms, often implementing client advice through third-party managers and managed account programs.

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.

David Skarbek is a financial advisor with Commonwealth Financial Network in Naples, FL, holding a Series 63 designation and 35 years of industry experience. He has served at Commonwealth and EBA Consulting since 2007 and at Comprehensive Planning Investment Center since 1998. Skarbek is also the owner and managing member of Employee Benefit Advisors, LLC, a business involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

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.

Kenneth Smith is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory role, he participates in a radio program associated with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

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.

Kenneth Heidelberger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Naples, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Fifth Third Securities since 2009. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He currently works at Capital Group Private Client Services, Inc. and has previous experience at City National Bank, Fidelity Investments, and Equitable Advisors. Outside of his advisory role, he is involved in managing short-term rental properties with a business partner. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

James Hiles is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His prior roles include positions at First Capital Advisors Group, LLC and Purshe Kaplan Sterling Investments. Outside of advisory work, he is involved as a Senior Vice President in a fixed insurance business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management with quantitative and fundamental research.

Randal Studer is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has worked at Central Financial Group and Ameritas Investment Corp since 1996, and also owns Central Financial Services, which focuses on life insurance sales and servicing. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs various portfolio construction strategies using model portfolios, mutual funds, ETFs, and individual securities, and offers multiple program platforms supported by third-party technology and managers.

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.

Sumera Yousaf is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Rockefeller Financial LLC and has previously worked at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC, BB&T (now Truist), and BMO Harris Bank. Rockefeller Financial LLC serves 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, and consulting, alongside broker-dealer services such as securities transactions, variable insurance sales, and investment banking.

Tamar Mogilski is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes roles at Legacy Financial Insurance Services, Raymond James Financial Services, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Stephen Cordasco is a financial advisor at Mercer Global Advisors Inc. with 36 years of industry experience. He has held roles at Mercer Global Advisors since 2022 and previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., Cordasco Financial Network, Inc., RBC Capital Markets, and Wells Fargo Clearing. Outside of his advisory work, he provides informal advice related to real estate management for properties owned by his wife. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, direct indexing, and private funds, and offers educational content and specialized services for its clients.