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.

Desiree Moreno Pineyro is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Citigroup Global Markets where she has worked since 2010. Prior to that, she spent five years at Merrill. Outside of finance, she is the director and owner of DreamPrint, Inc. LLC, a business focused on writing children’s picture books and creating related products. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of advisory programs including discretionary and non-discretionary strategies. The firm utilizes a multi-asset, multi-manager approach combined with in-house research and specialized market roles.

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.

Ralph Trecaso is a financial advisor at Carson Wealth with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Morgan Stanley Smith Barney, UBS Financial Services, and Citigroup Global Markets. Outside of advising, he is also an insurance agent licensed since 1986, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion in assets through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Cornelius Snyder is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a silent partner in Polar Eye LLC, an animal eye care business in Alaska operated with his son. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

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.

Jay Sabot is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Investment Planning, Inc. for 10 years and has been involved with American Senior Benefits and Oxford IT Consulting, Inc. for over 17 and 25 years respectively. Outside of his advisory role, he serves as president of ASB Retirement Solutions, Inc., where he conducts insurance sales. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans with a broad range of services including portfolio management, financial planning, and third-party manager referrals. The firm employs various investment strategies and supports both discretionary and non-discretionary accounts while operating as both an SEC-registered investment adviser and broker-dealer.

Dale Kramer is a financial advisor with Commonwealth Financial Network based in Naples, FL, holding Series 63 and Series 65 licenses with 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. He is also the owner of Kramer Wealth Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors, while its Investment Management and Research team manages discretionary model portfolios using a structured due-diligence process.

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.

John Maloney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at M&R Capital Management, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Harold Gianopulos is a CFP® with 32 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Kovitz Securities, Harrisdirect LLC, and Foreside Financial Services. He serves as chairman of the investment committee for the Barrington Area Community Foundation. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Louis Mohn is a financial advisor with Guardian Life, holding a Series 66 designation and 15 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities since 2011. Outside of his advisory duties, he serves on the board of the Louzan Family Scholarship Corporation. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary insurance and alternative investment products.

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.

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.

James Weimar Jr. is an investment advisor representative at Kestra Advisory with 42 years of experience in the financial services industry. He holds Series 63, Series 65, and Series 66 credentials and has been with Kestra since 2016. He is also president of Coastline Private Wealth Management, a non-investment business activity. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and third-party solutions.

Courtney Carey is a financial advisor at Lincoln Investment with one year of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at Ameriprise for six years and has experience in hospitality roles at The Naples Beach Hotel & Golf Club, Burntwood Tavern, and Artichoke and Company. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and dynamic strategies.

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 with Focus Partners Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at G. W. & Wade Asset Management Company, Inc. for 34 years and G. W. & Wade, Inc. for 38 years. Wade joined The Colony Group, LLC in 2024 before moving to his current firm. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.