Brian Bedford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 credential and 25 years of industry experience. His prior roles include positions at Raymond James Financial, Legacy Financial Planning LLC, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management with quantitative and fundamental research, supported by an internal Investment Committee and periodic rebalancing.

Joseph Gazall is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Private Advisor Group since 2015 and has worked with LPL Financial since 2004. Outside of advising, he is the owner and board member of Bio-Care Inc, a private company specializing in occupational medical surveillance testing in Michigan and Ohio. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment platforms and third-party strategies, and is notable for its extensive industry affiliations and cross-professional roles among its representatives.

Jeffrey Slepian is a financial advisor at Corient with 31 years of industry experience. He holds a Series 65 designation and has been with Corient and its related entities since 2023, alongside a long tenure at Segall Bryant & Hamill dating back to 1994. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that incorporates in-house strategies and third-party managers, supported by continuous portfolio monitoring and risk management.

Enrique Medellin Jr. is a financial advisor with Primerica Advisors based in Naples, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual Investment Services LLC and Guardian Life Insurance Company. Before entering the financial industry, he worked for Collier County Public Schools for six years. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Walter Schacht is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has held roles at Cetera and Regions Bank, among others, before joining Truist in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and the AMC Advantage manager-selection program, with a focus on integrating third-party managers and technology-driven research.

Jon Blahnik is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Raymond James Financial and Chambers Island Capital Investors LLC. Outside of advising, he is the owner of Blahnik Investment Group Inc. and also owns a family transport vessel business on Chambers Island, Wisconsin. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs and comprehensive investment management services across multiple strategies, supported by a sizable advisor network and extensive operational infrastructure.

Kelly Osorio is a financial advisor at Fifth Third Securities, Inc. in Naples, FL, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Fifth Third Securities, Osorio worked at Fifth Third Bank and previously spent eight years at Dental Designs. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering multiple program types including mutual fund and ETF models, SMA strategies, and direct-indexing options via the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across nearly 1,000 advisors.

Delfina Buenrostro is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley and SunTrust Advisory Services. She is based in Naples, FL. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement and investment consulting, utilizing a range of strategies managed internally and by third parties.

Douglas Frawley is a CFP® professional with seven years of industry experience. He is currently with GWN Securities Inc. and has previously worked at Fisher Investments and Morgan Stanley in various roles. Frawley also operates a financial services DBA and is involved in life and health insurance sales. 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 and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.

Kevin Nast is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 66 credentials and having 28 years of industry experience. He has worked at J. W. Cole Advisors since 2021 and previously held positions at Continuum Advisory, Triad Advisors, and Signator Investors. Nast is also the owner and president of NastGroup Financial, an investment-related business. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment programs for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of discretionary and non-discretionary management approaches, combining fundamental and technical analysis with model- and manager-based strategies.

Steven Coplin is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2010 until joining Rockefeller Financial in 2026. Outside of advising, he has a sole proprietorship as a landlord. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, placement, and investment banking services.

Adam Masterson is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior roles include positions at Moran Wealth Management and teaching roles at Florida State University and Stetson University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management and retirement plan consulting.

John Gilchrist is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Oppenheimer since 2003. Outside of his advisory role, he is a managing partner in family investment and real estate partnerships and serves as trustee for multiple family trusts. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, with client objectives documented through investment policy statements and periodic reviews.

Owen Wilson is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at UBS Financial Services and BB&T Securities before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, plan sponsor fiduciary support, and a manager-selection program that relies on third-party platforms and AI-enabled research to support its investment approach.

Joan Gilchrist is a financial advisor with Oppenheimer in Bonita Springs, FL, holding Series 63 and Series 65 licenses and over 45 years of industry experience. She has been with Oppenheimer since 2003. Outside of her advisory role, she serves as managing partner in family investment and real estate partnerships and holds trustee and board member positions in several family trusts and corporations. Oppenheimer serves individuals, including high-net-worth clients, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs and services that include portfolio management, consulting, and financial planning. The firm employs various investment approaches tailored by program and advisor, with a notable emphasis on non-discretionary client relationships.

Desiree Moreno Pineyro is a financial advisor with Citigroup Global Markets who holds the Series 66 designation and has 18 years of industry experience. She has worked at CITI Private Bank since 2010 and previously at Merrill. Outside of her advisory role, she is the director and owner of DreamPrint, Inc. LLC, where she writes children’s picture books with coordinated products. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, supporting bespoke discretionary solutions and complex custodial arrangements.

Irene Garber is a financial advisor with PNC Wealth Management in Naples, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution currently available by invitation. The firm employs algorithm-driven risk assessments and utilizes third-party managers to execute investment strategies primarily via mutual funds and ETFs.

Ralph Trecaso is a financial advisor with CWM, LLC based in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Trecaso Financial Group, Carson Wealth, Cabot Lodge Securities, IFS Securities, and Morgan Stanley Smith Barney. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm focuses on discretionary account management using model portfolios, with a blend of fundamental and technical analysis, sub-advisors, and customized solutions, emphasizing fiduciary processes and retirement plan services.

Cornelius Snyder is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a silent partner in Polar Eye LLC, an animal eye care business in Alaska operated with his son. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under a fiduciary standard, with a focus on model and customized portfolios.

Anne Hagan is a CFP® professional with 30 years of industry experience, currently serving at SPC since 2009. She holds Series 63 and Series 65 licenses and is based in Naples, FL. Outside of her advisory role, she participates in the Toastmasters Speakers Bureau in Naples and is a published author of a financial workbook available through BLURB.com. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, consulting, and ERISA-related retirement plan services, with a service model that includes both discretionary and nondiscretionary management options.