Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Daniel Swanson is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He has held roles at Kestra Investment Services, The Advisors Group of Chicago LLC, and currently serves as managing member of BlueLake Wealth Advisors, LLC, where he combines financial planning, investment management, and insurance services. Outside of advisory work, he owns an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Wayne Meland III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities for 19 years before joining his current firm in 2019. Meland also serves as a director for the Rotary Club of Naples Gulf Shore. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory services including wrap-fee programs, financial planning, retirement plan consulting, investment management, brokerage services, and certain M&A advisory services.

Joshua Williams is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Country Trust Bank and related affiliates for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Andrew Lenart is a financial advisor with Truist Advisory Services in Naples, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Christopher Klenk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Jazz Wealth Managers, Inc. and Northwestern Mutual. Outside of his advisory work, Klenk serves on the board of Naples Interagency, a nonprofit focused on the senior healthcare industry and scholarship fundraising for healthcare students. 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 plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary approaches.

Donald Settina is a CFP® with 43 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, where he has worked since 2022. Prior to Kestra, he spent 12 years at LPL Financial. Settina is also involved in consulting and insurance advisory roles related to executive benefits through multiple entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves a broad client base that includes large institutional investors and utilizes multiple management platforms and third-party solutions.

Eric Bressman is a CFP® with 22 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC since 2019 and previously worked at DaVinci Financial Designs LLC and LPL Financial. Integrated Wealth Concepts 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, and consulting services, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, while employing both long-term and shorter-term trading approaches.

Paul Saks is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Guardian Life. He has worked at Guardian Life and its affiliated entities since 2003, including roles at Park Avenue Securities and World Investments. Outside of his advisory work, he is also an insurance agent involved in the sales and service of non-variable insurance and annuities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and nonprofit organizations. The firm provides a mix of discretionary and model-based investment management, financial planning, and access to insurance and alternative investment products.

Joshua Klump is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. He holds Series 65 and Series 63 credentials and has 29 years of industry experience, including 19 years at Fifth Third Securities. Outside of his advisory role, he manages a rental property business on a limited basis. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm features the Passageway Managed Account Program, which provides a range of investment strategies through multiple program types and third-party portfolio managers.

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.

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.