Erica Solas is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes eight years at BB&T Securities before joining Truist in 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integrations.

Juana Garcia is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with FIFTH THIRD SECURITIES since 2020 and has worked at Fifth Third Bank since 2014. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, 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 broker-dealer, investment adviser, and municipal advisor registrations.

Blake Jones is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large enterprise broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Darin Morgan is a financial advisor with Cerity Partners LLC, holding CFP® and CFA® designations and bringing 18 years of industry experience. He previously worked at Maryland Capital Management, LLC and Ascendant Wealth Management LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm customizes portfolios based on client investment profiles and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Tara Lobl is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and with six years of industry experience. Her career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2017, and Majestic Transportation from 2014 to 2017. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs, including direct indexing and tax-overlay services.

Ralph Rosamilia is a financial advisor with Private Advisor Group, LLC, holding 18 years of industry experience. He has worked at Private Advisor Group since 2014 and also maintains roles at Chatham Wealth Management, LLC and Raab & Moskowitz Asset Management LLC. He provides investment advice under the business name Private Advisor Partners through Private Advisor Group. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Philip Masi is a CFP® with 34 years of industry experience, currently serving with Integrated Wealth Concepts LLC since 2016. Prior to this, he worked at Lincoln Financial Advisors Corp from 2003 to 2016. He is also involved in non-variable insurance activities through New York Long-Term Care Brokers, LTD and National Long-Term Care Brokers, LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services with a long-term investment approach complemented by shorter-term trading for rebalancing needs.

Christopher Seebeck is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, First Foundation Advisors, LPL Financial, and Fifth Third Securities. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.

Jon Robert Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Wesco and several other firms across various industries. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary account management with periodic portfolio monitoring and rebalancing.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill from 2014 to 2025 before joining Rockefeller Financial in 2025. Outside of his advisory role, he serves as a committee member at Medinah Country Club, where he helps set golf policy. 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 provides portfolio management, financial planning, and consulting services within a Private Advisor model, and it operates as a registered broker-dealer offering a range of investment and placement services.

Rakesh Bharti is a CFP® and Series 66 licensed financial advisor with 21 years of industry experience. He is currently with SPC and Sigma Financial Corporation, having previously worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, he serves as a manager for Ellington Farms Association. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, utilizing both discretionary and nondiscretionary management approaches through a network of over 460 advisors.

Mark Generales is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Southern Trust Financial Planning, and Securities America Inc. He also serves as an insurance agent with Beacon Pointe Insurance Services, focusing on life, health, and accident products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Matthew Mathias is a financial advisor at MAI Capital Management, LLC in Naples, FL, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mwm Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies through a combination of in-house management, third-party sub-advisers, and other investment vehicles.

Wayne Stella is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and employs mutual funds and ETFs with annual rebalancing.

Matthew Caras is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities and Wells Fargo Advisors. Caras is based in Naples, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by an Equity Research team and AI-enabled tools.

Darrell Brown is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and has been affiliated with SunTrust Securities, Inc. since 1997. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools, to deliver comprehensive investment solutions.

Robert Traina is a financial advisor at Fifth Third Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2021 as well as Cuna Mutual Group and its affiliated firms since 2013. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels. The firm offers a variety of investment programs via its Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Vincent Virga is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at Madison Avenue Securities, Inc. and PFS Wealth Management Group, where he also serves as president. In addition to his advisory roles, he is an author and speaker on the S.M.A.R.T. approach and teaches financial courses for a nonprofit organization. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios managed internally and by third-party strategists, employing a mix of fundamental, technical, and cyclical investment strategies.

David Emma is a financial advisor with Hightower Advisors in Naples, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Julie Colucci is a CFP® and holds a Series 65 license with nine years of experience in financial advisory. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, and NEIRG Wealth Management, LLC. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture and integrates a variety of managed and held-away assets alongside a network of affiliated service companies offering insurance, lending, cash management, and real estate investment solutions.