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 Rockefeller Financial LLC in Naples, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes prior roles at Truist Advisory Services, SunTrust Bank, BB&T Securities, Merrill, Banc of America Investment Services, and Putnam Investment Management. Outside of his advisory work, he is the owner of a rental property through FAMILY GAINS, LLC. 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 offers a comprehensive investment platform combining discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, with distinctive capabilities in alternative investments and integrated trust and insurance services.

Robert Weiss is a financial advisor with Key Investment Services LLC in Naples, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Securities Company, and SunTrust Advisory Services, among others. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services with KeyCorp affiliates, combining portfolio management, model-based advisory products, and ancillary insurance offerings.

Hector Camarero is a financial advisor at Steward Partners Investment Advisory, LLC with Series 65 and Series 63 licenses and no prior industry experience. Before joining the financial advisory field, he worked at Evernote for seven years. Hector is based in Naples, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Siegrid Vohs is an advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and beginning her industry experience in 2023. Her prior experience includes six years at HSBC / Bradesco Private Bank. She also has been associated with Fifth Third Bank since 2023. Fifth Third Securities, Inc. serves individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers various program types and third-party portfolio managers via the Passageway Managed Account Program, emphasizing multiple investment strategies and risk-profile-based client service.

Rose Cooke is a financial advisor at Mercer Global Advisors Inc. in Naples, FL, with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Dimensional Fund Advisors LP, Sutherland Global, Collier County Public Schools, Mason Classical Academy, Wells Fargo Clearing, and Citigroup Global Markets. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services, including investment management, financial planning, and retirement consulting. The firm employs a Modern Portfolio Theory-based approach using globally diversified portfolios and a variety of investment vehicles while also offering educational content and integrated service platforms.

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, Florida. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he worked at Fifth Third Bank and Fifth Third Securities, with a background that includes four years at Florida Southwestern State College. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers multiple investment programs via its Passageway Managed Account platform, supporting a range of strategies from mutual fund and ETF models to separately managed accounts and direct indexing.

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.

William Becker is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes seven years at Wells Fargo Advisors. Outside of advisory services, he is a partner in Windsor Metal Finishing, LLC, a private business where he provides oversight and advisory support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm provides services such as fiduciary consulting, plan design, non-discretionary and discretionary investment management, supported by due diligence and access to multiple management platforms.

Peter Speros is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, he worked for 18 years at Sullivan, Bruyette, Speros & Blayney. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that includes low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

William Casagrande is a financial advisor with Commonwealth Financial Network based in Naples, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Commonwealth since 2001, also serving at Axial Financial Group since 2014. Casagrande operates a private entity, William J. Casagrande, LLC, through which he conducts securities and fixed insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.