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.

Stuart Miller is a financial advisor with Commonwealth Financial Network in Naples, FL, holding CFP®, ChFC®, and Series 63 designations. He has 45 years of industry experience, including prior roles at Private Wealth Advisors, Inc. and PWA Securities, Inc. Miller is also a co-owner of Miller McCurry, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and personalized investment solutions through multiple program structures.

Maribel Mapes is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 37 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, she is a 50% owner of Almars Naples Properties LLC in Naples, FL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap‑fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies supported by an internal trading desk and a combination of custodial services.

Stephen North is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. His career includes roles at Investors Financial Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and a range of managed account solutions. The firm employs a fiduciary-based advisory model, using various strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

John Spillane is a CFP®-certified financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 1991. He has 35 years of industry experience and also maintains a longstanding affiliation with Penn Mutual Life Insurance. Spillane is involved in insurance brokerage through his role as an agent for two related entities focused on insurance sales and service, including Penn Mutual products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm combines both advisory and broker-dealer services, offering clients a range of investment management and execution options supported by third-party asset managers and a dual-registered platform.

James Anderson is a financial advisor with Bankers Life Advisory Services, Inc. based in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been associated with Bankers Life and its related entities since 2003, serving in roles related to insurance and investment services. In addition to his advisory work, Anderson is a licensed insurance agent focusing on educating clients about indexed annuities and life insurance policies. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering both wrap and non-wrap programs and working with a range of securities to meet clients’ goals.

Sarah Kellard is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, 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 municipal-advisor registration and corporate affiliation.

John Hinkson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Breiter Capital Management, Inc. and Platinum Wealth Partners, Inc. Prior to joining his current firm in 2022, he accumulated experience at these firms. Additionally, he acts in a fiduciary capacity as a trustee of a family trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

Brian Bedford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 credential and 25 years of industry experience. His prior roles include positions at Raymond James Financial, Legacy Financial Planning LLC, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management with quantitative and fundamental research, supported by an internal Investment Committee and periodic rebalancing.

Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a role at LPL Financial since 2004. Outside of advisory work, Gazall is the owner and board member of Bio-Care Inc, a private testing company providing occupational medical surveillance services across Michigan and Ohio. 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 employs a fiduciary-based advisory model and uses a mix of proprietary and third-party investment platforms and strategies to tailor portfolio solutions.

Jeffrey Slepian is a financial advisor at Corient with 32 years of industry experience. He holds a Series 65 designation and previously spent 29 years at Segall Bryant & Hamill before joining Corient and its related entities in 2023 and 2024. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party managers, employing risk management tools and offering specialized affiliated private fund capabilities.

Enrique Medellin Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. Prior to his financial services career, he worked for Collier County Public Schools for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Walter Schacht is a CFP® professional with 25 years of industry experience. He is currently affiliated with Truist Advisory Services and Truist Investment Services, having joined in 2025. His prior experience includes eight years at Cetera and one year with SunTrust Advisory Services and related entities. 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 utilizes a combination of discretionary and non-discretionary strategies, supported by AI-enabled research tools and inter-affiliate integration, to manage and oversee client investments.

Jon Blahnik is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Raymond James Financial and Chambers Island Capital Investors LLC. Outside of advising, he owns a family transport vessel LLC serving Chambers Island, Wisconsin, and operates Blahnik Investment Group Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporations through more than 500 advisors. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across equity and fixed income.

Kelly Osorio is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Naples, FL, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Fifth Third Securities, Osorio worked at Fifth Third Bank and spent eight years with Dental Designs. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through investment advisory and brokerage services. The firm offers the Passageway Managed Account Program with multiple portfolio management options and operates as a wholly owned subsidiary of Fifth Third Bank.

Delfina Buenrostro is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Morgan Stanley, Truist Advisory Services, Truist Investment Services, and Fifth Third Securities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing proprietary and third-party strategies within discretionary and non-discretionary managed solutions.

Douglas Frawley is a CFP® professional with seven years of industry experience. He is currently with GWN Securities Inc. and has previously worked at Fisher Investments and Morgan Stanley in various roles. Frawley also operates a financial services DBA and is involved in life and health insurance sales. 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 and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.

Kevin Nast is a financial advisor with J. W. Cole Advisors, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with several firms, including Continuum Advisory, LLC, Triad Advisors, and Transamerica Financial Advisors. Outside of his advisory work, Nast is the owner and president of NastGroup Financial. J. W. Cole Advisors is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing both discretionary and non-discretionary strategies across various platforms.

Steven Coplin is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2010 until joining Rockefeller Financial in 2026. Outside of advising, he has a sole proprietorship as a landlord. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, placement, and investment banking services.

Adam Masterson is a CFP® with three years of industry experience currently serving at Hightower Advisors in Naples, FL. He previously worked at Moran Wealth Management and has held roles at Florida State University, Roland George Investment Program, and Stetson University. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.