Andrew Lenart is a financial advisor with Truist Advisory Services in Naples, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Christopher Klenk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Jazz Wealth Managers, Inc. and Northwestern Mutual. Outside of his advisory work, Klenk serves on the board of Naples Interagency, a nonprofit focused on the senior healthcare industry and scholarship fundraising for healthcare students. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary approaches.

Donald Settina is a CFP® with 43 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, where he has worked since 2022. Prior to Kestra, he spent 12 years at LPL Financial. Settina is also involved in consulting and insurance advisory roles related to executive benefits through multiple entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and utilizes multiple management platforms and third-party solutions.

Eric Bressman is a CFP® with 22 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC since 2019 and previously worked at DaVinci Financial Designs LLC and LPL Financial. Integrated Wealth Concepts 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, and consulting services, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, while employing both long-term and shorter-term trading approaches.

Joshua Klump is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has been with Fifth Third Securities since 2007. Outside of his advisory role, he manages a small rental property business. Fifth Third Securities serves individual and institutional clients through advisory and brokerage channels, offering a range of investment programs on the Passageway platform, including managed accounts, mutual fund and ETF models, SMA strategies, and tax-overlay services.

Edward Smith is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience, including prior roles at C.R.I. Securities, Securian Financial Services, Minnesota Life Insurance Company, and North Star Consultants. Smith is also co-owner of Integrated Equity Management, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice support. The firm offers discretionary model portfolios, personalized indexing options, and multiple program structures designed to support advisors in delivering tailored financial advice.

Matthew Dogali is a financial advisor with Integrity Alliance, LLC in Naples, FL. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Integrity Alliance in 2022, he worked at Lincoln Investment and Northwestern Mutual. Outside of his advisory role, he is an insurance agent for American Senior Benefits, selling and servicing fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through its network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Robert Mizell is a CFA® charterholder with 38 years of industry experience, all at Davenport & Company LLC in Naples, FL. He serves on the board of Davenport Trust Co. and is treasurer of Operation Healing Forces, a nonprofit supporting U.S. Special Forces operators and their families. Davenport & Company LLC serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes its investment management through portfolio manager teams, a policy committee, and manager research, providing a range of separate accounts, mutual funds, and model portfolios.

Mark Masterson is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2011. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and provides a range of portfolio management and consulting services.

Gordon Kellam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Truist Advisory Services since 2021, as well as prior positions at SunTrust Bank and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Robert Weiss is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring and due diligence, operating within the KeyCorp group and affiliated closely with KeyBank and KeyBanc Capital Markets.

Rose Cooke is a financial advisor at Mercer Global Advisors Inc. with 19 years of industry experience. She holds the Series 65 and Series 63 credentials. Her prior experience includes roles at Dimensional Fund Advisors LP and Sutherland Global, as well as positions in education at Mason Classical Academy and Collier County Public Schools. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with multi-factor strategies implemented through low-cost ETFs, index funds, and other vehicles.

Thomas Abood is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 designations. He has 33 years of industry experience, including ten years at SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside third-party platforms and AI-enabled research tools.

Thomas Vonderlieth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been associated with Lordship Capital and Commonwealth Equity Services, Inc. since 1993. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Dominick Chicago is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch, Edward Jones, and Equitable Advisors. Outside of his advisory roles, he has been involved with Windy City Rentals. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical investment strategies across a large client platform.

Bradford Koeneman is a CFP® professional with 22 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2005. He is based in Naples, FL, and holds Series 63 and Series 65 licenses. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, including retirement plans and foundations. The firm employs a Partner-led Team model supported by a centralized Investment Department and offers diversified, multi-asset portfolio management along with specialized services such as family office support and planning for professional athletes.

Edgar Juarez is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities in various capacities, and he also attended Florida Southwestern State College. Fifth Third Securities serves a wide range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options, including mutual fund and ETF models, SMA strategies, and tax-optimized solutions.

Thomas Meyer is a financial advisor at Hightower Advisors with 20 years of industry experience. He holds a Series 65 designation and previously led Meyer Capital Group for over three decades before joining Hightower in 2023. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a variety of investment vehicles.

Caroline Coplin is a CFP® professional with 16 years of industry experience. She is currently with Rockefeller Financial LLC and has prior experience at Morgan Stanley in various private banking and wealth management roles. Outside of her advisory work, she is a rental property owner in Naples, FL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional capabilities in placement and investment banking services.

Lucas Paez is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank, he worked at Citizens Securities, Wells Fargo Clearing, Wells Fargo Bank, T-Mobile, and DKNY. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple managed account programs via the Passageway platform, providing access to mutual fund, ETF, SMA, and direct-indexing strategies.