Jonathan Shaw is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked within the Truist organization since 2012, including roles at Truist Bank, Truist Investment Services, and Truist Advisory Services. Outside of his advisory work, Shaw serves as a director of the Abantika & Piyush Shah Foundation, which focuses on educational and medical support for disadvantaged communities in India. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enhanced research and inter-affiliate collaboration to support its investment programs.

Devon Philip is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He operates under the Philip Financial Group DBA, providing employee benefits consulting and financial advisory services to businesses of various sizes, including health, life, and annuity products, as well as individual insurance through ACA plans and Medicare supplements. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jennifer Mcmanus is a financial advisor at Truist Advisory Services with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Truist Advisory Services since 2016, having worked with Truist Investment Services, Inc. since 2008. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary approaches, enhanced by AI-enabled research tools and inter-affiliate integration.

Matthew Buikema is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates for 17 years before joining Janney in 2018. Janney Montgomery Scott LLC is a large, dually registered 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

William Barnett is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at firms including Park Avenue Securities, Trifound Financial LLC, and J.P. Morgan Securities. He serves on the compliance committee of Old Hickory Golf Club in Fort Myers, FL. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.

Carol Cassoli is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at G.W. & Wade, Inc. and GW & Wade Asset Management Company for over two decades before joining Focus Partners Wealth in 2024. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside a range of proprietary and legacy investment programs.

James Beckman is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities for 13 years. Since 2022, he has been with Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, implementing advice through discretionary and non‑discretionary arrangements supported by third‑party platforms and AI-enabled research.

Jeffery Darwish is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Hybrid Solutions, Triad Advisors, SPC, and Sigma Financial Corporation. Darwish is also president of Pinnacle Wealth Advisors, Inc., where he provides financial planning, investment management, and client advisory services. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Donna Katz is a financial advisor with Primerica Advisors and holds the ChFC®, Series 63, and Series 65 designations. She has 33 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved with The Opus Foundation, helping to raise funds through events such as golf outings and wine tastings, and also works as a self-employed travel advisor. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages assets through various strategies and platforms, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Martin Bernal is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2012. Bernal is based in Bonita Springs, FL. Fifth Third Securities serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers various program types on the Passageway Managed Account platform, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing options.

Mark Alpert is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Private Advisor Group since 2013 and also maintains a role at LPL Financial dating back to 2011. In addition to advisory services, he is a CPA involved in tax preparation and accounting and operates a business offering life, health, disability, and long-term care insurance. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment strategies and extensive industry affiliations.

Dawn Doebler is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2018. Prior to that, she worked at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Joan Malloy is a CFP® and CFA® with 16 years of industry experience. She is currently with MAI Capital Management, LLC, where she has worked since 2020, and previously held roles at Visionary Wealth Advisers and Greenway Family Office. MAI Capital Management, LLC provides investment management, integrated 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 multiple strategies and combines financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 2026.

Debra Lobello is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Her prior work history includes roles at Fifth Third Bank, BB&T, and Chase J.P. Morgan. She is based in Naples, Florida. 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 features multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

David Skarbek is a financial advisor with Commonwealth Financial Network in Naples, FL, holding a Series 63 designation and 35 years of industry experience. He has served at Commonwealth and EBA Consulting since 2007 and at Comprehensive Planning Investment Center since 1998. Skarbek is also the owner and managing member of Employee Benefit Advisors, LLC, a business involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

L J Knoll is a financial advisor at Janney Montgomery Scott in Naples, FL, holding a Series 66 credential with 15 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent six years with Edward Jones. Outside of advisory work, he is the managing member of QuickIntellect LLC, a holding company established for personal real estate. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Kenneth Smith is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Wealth Enhancement Advisory Services, LLC and has worked with related entities including Wealth Enhancement Brokerage Services and LPL Financial. Outside of his advisory role, he participates in a radio program associated with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting with an investment approach that combines passive and active managers guided by an internal Investment Committee.

Glenis Salazar is an advisor with FIFTH THIRD SECURITIES, Inc. and holds Series 63 and Series 65 credentials. She has been with the firm since 2025 and has prior work experience in banking, retail, and education. FIFTH THIRD SECURITIES, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types via the Passageway Managed Account Program and utilizing third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across more than 900 advisors.

Laurie Daugs is a financial advisor with Janney Montgomery Scott in Naples, FL, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Kenneth Heidelberger is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Naples, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Fifth Third Securities since 2009. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.