Nanci Spires is a financial advisor with Truist Advisory Services and holds the Series 63 and Series 66 licenses. She has 12 years of industry experience, including prior roles at Fifth Third Securities and Fifth Third Bank. 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 combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support investment decisions.

Lynette Susi is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and PNC Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates as both an investment advisor and a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Margaret Webb is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with Wealth Enhancement Group and affiliated firms since 1999 and has been involved with LPL Financial and Wealth Enhancement Brokerage Services since 2007. Outside of advising, she serves as president of a consulting business and participates in a radio program related to her firm. 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 provides comprehensive financial planning and asset management, using a mix of passive and active strategies overseen by an internal Investment Committee.

Keith Minogue is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Corient and Segall Bryant & Hamill. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers, and incorporates risk management tools and alternative investments where appropriate.

Joyce Slutsker is a financial advisor with United Planners Financial Services of America, holding the ChFC® designation and Series 63 license with 42 years of industry experience. Her prior experience includes positions at Grove Point Investments, Grove Point Advisors, and H.Beck, Inc. She is also the managing partner of DSSTT, LLC, a partnership covering office expenses. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm provides advisory and brokerage services through independent representatives and employs a mostly non-discretionary approach to portfolio management.

Daniel Honan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, he owns and manages a vacation rental property in Florida. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.

Carlos Tocabens Jr. is a financial advisor with GWN Securities Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Money Concepts Capital Corp. and RetirementRX since 2006. Outside of his advisory role, he serves as President of RetirementRX, focusing on pension and benefit plan design, administration, and compliance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset-allocation and legacy market-timing strategies.

Rudina Ruci is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. She has been with Truist in various capacities since 2010, including roles at Truist Bank and Truist Investment Services. 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 manager‑selection programs, implementing advice through a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and an AI-enhanced equity research team.

John Clark is a CFP® and CFA® charterholder with 18 years of industry experience. He has been with The Colony Group, LLC since 2013. Clark serves on the board of directors for the CFA Society of Naples, where he helps plan events and oversee the organization’s finances. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.

Nadia Keric is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at Family Wealth Tax Advisory, Family Wealth Planning Group, and Raymond James Financial Services, among other firms. Mercer Global Advisors offers investment advisory and planning services to a diverse client base including individuals, families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and provides a range of portfolio management and planning services.

Mark Winland is a CFP® with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked at Buckingham Asset Management, LLC since 2010. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside third-party managers and alternative strategies.

John Lemieux is a CFP® professional with 32 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network and Anton Lemieux LLC since 2009. Outside of advisory work, he is the author of the book *Life > Limb - My Journey to Becoming Whole*. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, providing operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

Victor Lora is a Series 65-licensed financial advisor with Bankers Life Advisory Services, Inc. in Naples, FL, where he has worked since 2019. He previously worked at JW Marriott from 2016 to 2019. In addition to his advisory role, he is a licensed insurance agent authorized to write Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios focused on clients’ goals and risk tolerances.

Jack Miciak is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked extensively with Securities America, Inc. from 2001 to 2023 before joining Commonwealth in 2024. In addition to his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range 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, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by its Investment Management and Research team.

Jeffrey Tews is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Lebenthal Financial Services, Lebenthal Global Advisors, and Thrivent Investment Management. His background also includes roles outside of finance, such as involvement with K-Rico Mexican Grill and Boulder View Tavern. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using a variety of low-cost funds and specialized programs.

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.