James Weimar Jr. is an investment advisor representative at Kestra Advisory with over 40 years of industry experience. He has been with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016 and also serves as president of Coastline Private Wealth Management, Inc. Outside of his advisory roles, he owns and manages insurance and consulting businesses. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services that include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Courtney Carey is a Series 66 licensed financial advisor with one year of experience at Lincoln Investment and six years previously at Ameriprise. Prior to entering the financial industry, she worked in hospitality roles including positions at The Naples Beach Hotel & Golf Club and Burntwood Tavern. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both strategic and tactical approaches overseen by its Investment Management & Research team.

Richard Frick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including previous roles at Morgan Stanley and Gladstone Institutional Advisory LLC. He is also involved with Gladstone Wealth Group, providing administrative services to the independent investment advisory firm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans with a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, and operates as both an SEC-registered investment adviser and broker-dealer.

Roger Wade is a financial advisor at Focus Partners Wealth, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and for over three decades at G. W. & Wade Asset Management Company, Inc. and G. W. & Wade, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Curtis Cook is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has also worked with PFS Wealth Management Group and Madison Avenue Securities, LLC. Outside of his advisory work, Curtis serves as a pastor at Ever Church, where he leads and teaches home church and small groups. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting services through a platform that combines in-house, third-party, and advisor-managed models.

Ozro Brown is a CFP® professional with 11 years of industry experience. He is currently with Creative Planning, where he has worked since 2023, and has prior experience at CTB Financial Services, Ltd. He is also the majority shareholder and managing partner of Caldwell, Taylor and Brown, Ltd., a traditional CPA firm. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses such as a law firm and trust company.

Jacqueline Klauberg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Farther. She previously worked at Morgan Stanley in various roles between 2016 and 2024. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm applies Modern Portfolio Theory using proprietary model portfolios and algorithmic rebalancing, incorporating a range of investment vehicles and AI tools to support advisor decision-making.

Karen Barnes is a Series 66 licensed financial advisor with 19 years of industry experience. She currently works at &Partners, LLC and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is a partner in JBK Jackson LLC, a closely held business. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analytical methods and works with proprietary and third-party strategies while providing municipal advisory services and maintaining multiple compensation structures.

John Pappas is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with Steward Partners since 2014 in various capacities and previously worked with Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets and serving a nationwide client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services through Steward Partners-branded solutions and third-party money managers.

Melanie Migneault is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and nine years of industry experience. Her prior roles include over a decade at Commonwealth Financial Network and positions with Raymond James Financial Services. She previously operated Migneault Wealth Management, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms.

Jeffrey Rode is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Corient in Naples, FL, having joined the firm and its related entities in 2023 and 2024, respectively. Prior to Corient, he worked at Segall Bryant & Hamill for 27 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Jody Santiago is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including First Allied Securities Inc, Cetera Financial Specialists LLC, and Voya Financial Advisors. Outside of his financial career, Santiago was involved with Firehouse Scooterworks LLC and TJZ Arms for four years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm manages a digital advisory platform using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

David Duchesneau is a CFP® with 32 years of industry experience and has been with Hightower Advisors since 2020. He previously spent 28 years at Argent Wealth Management, Inc., followed by six years at Argent Wealth Management, LLC. Outside of his financial advisory work, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that includes proprietary research and a variety of portfolio construction options. The firm’s model incorporates discretionary and non-discretionary management, retirement plan consulting, and access to pooled vehicles and private funds.

Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. 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, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor with Mariner Wealth Advisors in Naples, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Deloitte and Cambridge Investment Research. Outside of his advisory work, he is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal and third-party resources, with notable integration of tax and accounting services alongside traditional portfolio management.