Darin Morgan is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds the CFP® and CFA® designations. His prior roles include positions at Maryland Capital Management, LLC and Ascendant Wealth Management LLC. Cerity Partners serves a diverse client base ranging from high-net-worth individuals and families to institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

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 with Private Advisor Group since 2014 and previously was with Chatham Wealth Management, LLC from 2009 to 2015, while also maintaining a role at Raab & Moskowitz Asset Management LLC since 2008. He provides investment advice under the name Private Advisor Partners through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that incorporates technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Philip Masi is a CFP® professional with 34 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC in Naples, FL. He has worked at Integrated Wealth Concepts since 2016 and was previously associated with Osaic FA, Inc. from 2013 to 2016. Outside of his advisory duties, Masi is involved in non-variable insurance activities and long-term care brokerage. 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 family office services, employing a long-term investment approach combined with customized portfolios that utilize mutual funds, ETFs, individual equities, and fixed income.

Jon Robert Price is a Series 66–licensed financial advisor with Benjamin F. Edwards & Company, Inc., based in Naples, FL, with two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wesco and held various roles in sectors including insurance and hospitality. 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 offers a range of advisory and brokerage services, including discretionary and non-discretionary managed solutions that combine proprietary strategies and third-party model providers.

Rajeev Rathi is a financial advisor at Rockefeller Financial LLC with 31 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and UBS Financial Services. Outside of his advisory role, he serves as a committee member responsible for golf policy at Medinah Country Club. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and foundations through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates under a Private Advisor model and offers a consolidated investment platform with a range of portfolio management services, including access to third-party managers and alternative investments.

Rakesh Bharti is a CFP® professional at SPC with 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Morgan Stanley. He also serves as a manager for Ellington Farms Association. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers a range of account programs with tailored, discretionary investment advice delivered at the advisor level.

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 with 17 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 in 2021. MAI Capital Management, LLC 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, trusts, and institutional clients. The firm offers a range of investment strategies and integrates financial planning and administrative services within client relationships.

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® professional with 33 years of industry experience. He is currently with Rockefeller Financial LLC and has held prior roles at Truist Advisory Services, BB&T Securities, Wells Fargo Clearing, Harrisdirect LLC, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and delivers investment solutions through a consolidated platform that includes discretionary and non-discretionary management across various asset classes.

Robert Traina is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes roles at Cuna Mutual Group, Wells Fargo Clearing, and HSBC Securities. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including high-net-worth individuals and institutional clients through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway platform, utilizing third-party portfolio managers and tailored strategies such as advisor-directed mutual funds, SMAs, tax overlays, and direct indexing.

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 Series 65 licensed advisor with nine years of industry experience. 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 individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis.

Mark Burns is a financial advisor at Hightower Advisors with 42 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes eight years at Wells Fargo Advisors Financial Network LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager selection approach with multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Michael Scroggins is a CFP® professional with 28 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Raymond James Financial and managing his own firm, Scroggins Wealth Management. Outside of advising, he has been involved in fitness and nutritional consulting as well as serving as a trustee for a family trust. Wealth Enhancement Advisory Services delivers financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, backed by an internal Investment Committee, and manages over $122 billion in assets across a large advisor network.

Bridget Hussey is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at various firms including Synovus and BB&T Securities prior to her current role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Rodney Meyer is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His career includes over two decades at LPL Financial and nearly a decade with Investors Financial Group. He operates additional financial consulting businesses under the names Meyer Financial & Consulting, LLC, and Meyer & Norland Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates various investment strategies and technology platforms, often implementing solutions through third-party managers and managed account programs.

Danielle Tieman is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes roles at FIFTH THIRD SECURITIES and FIFTH THIRD BANK, and earlier she spent nine years with Starbucks Coffee Company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.