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.

John Gilchrist is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he is managing partner and ownership interest holder in family investment and real estate partnerships and serves as a trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Owen Wilson is a financial advisor with Rockefeller Financial LLC in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked at Truist Advisory Services, BB&T Securities, UBS Financial Services, and USAA Financial Planning Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and the Rockefeller Global Investment Management platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joan Gilchrist is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Oppenheimer since 2003, following five years with CIBC World Markets Corp. Gilchrist is also a managing partner in family investment and real estate partnerships and serves on the board of a family-owned real estate corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management across asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Adam Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Ferguson Enterprises and Lake Aurora Christian Camp, as well as prior experience in education and the food service industry. Park Avenue Securities, 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 range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Irene Garber is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available by invitation. The firm employs algorithm-driven risk assessments and utilizes third-party managers to execute investment strategies primarily via mutual funds and ETFs.

Anne Hagan is a CFP® professional with 30 years of industry experience, currently serving at SPC since 2009. She holds Series 63 and Series 65 licenses and is based in Naples, FL. Outside of her advisory role, she participates in the Toastmasters Speakers Bureau in Naples and is a published author of a financial workbook available through BLURB.com. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, with a service model that includes both discretionary and nondiscretionary management options.

Ann Margret Graham is a financial advisor with Hightower Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower since 2013. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering services such as portfolio management, financial planning, and retirement consulting. The firm utilizes a multi-manager investment approach with emphasis on manager selection, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Richard Beebe Jr. is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at MWM Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, 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 various asset classes and integrates financial planning and tax services into many client relationships.

Michael Duncan is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, and Private Client Services. He is also active as an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts with both discretionary and non-discretionary strategies.

Timothy Hawkins is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously led Hawkins Wealth Management for ten years. Outside of his advisory role, he is involved as a partner in non-investment business ventures. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory work, Tisch is involved in business consulting for professional athletes and business owners through SWAG Business Consulting and is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Hector Cruz is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2012 and Fifth Third Bank since 2010. He is based in Estero, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with regulatory registrations as a broker-dealer, investment adviser, and municipal advisor.

Dustin Smith is a financial advisor at Citizens Securities, Inc. in Naples, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, RBC Capital Markets, and City National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with other business conducted on a commission basis.

Susan Priem is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and bringing 39 years of industry experience. She has been associated with Commonwealth Equity Services, Inc. since 1997. Outside of her advisory role, she is licensed to sell fixed insurance and is a co-owner of Hydrangea Cottage on Seneca Lake, LLC, an entity involved in residential real estate management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, offering a range of investment options and back-office services.

Mark Lofgren is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm utilizes a multi-manager approach that incorporates both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

Mark Bryant is a financial advisor with Commonwealth Financial Network in Bonita Springs, FL. He holds the CFP® designation and Series 63 license, and has 45 years of industry experience. He has been with Commonwealth Financial Network since 2003. Bryant is also vice president and co-owner of Bryant Asset Protection, Inc., a private insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Marissa Beltran is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working with Fifth Third Bank since 2010. Outside of her advisory role, she is a co-owner of Lily Property Services, LLC, a lawn and property care business in Fort Myers, Florida. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed account programs, including discretionary and advisor-directed options, and combines third-party portfolio managers with proprietary strategies, supported by a platform that includes direct indexing and tax-overlay services.

Cory Shapira is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab Investment Management, Wasmer, Schroeder & Company, and Westmount Asset Management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving third-party promoters and multiple affiliated entities.