Sumera Yousaf is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has worked previously at BMO Harris Bank and BB&T (now Truist). Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled equity research and inter-affiliate integration.

Tamar Mogilski is a CFP® and ChFC® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her career includes roles at Legacy Financial Insurance Services, Raymond James Financial Services, and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Stephen Cordasco is a financial advisor at Mercer Global Advisors Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, Inc. Outside of his advisory role, he occasionally provides informal advice related to real estate management for properties owned by his wife. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Stuart Miller is a financial advisor with Commonwealth Financial Network in Naples, FL, holding CFP®, ChFC®, and Series 63 designations. He has 45 years of industry experience, including prior roles at Private Wealth Advisors, Inc. and PWA Securities, Inc. Miller is also a co-owner of Miller McCurry, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and personalized investment solutions through multiple program structures.

Maribel Mapes is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naples, FL, holding a Series 63 designation and 37 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley for ten years. Benjamin F. Edwards & Company serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations, offering a range of investment management and financial planning services through fee-based wrap programs. The firm employs various investment strategies managed internally and by third-party managers, supported by an Investment Strategy Committee.

Ricky Speicher is a CFP® professional with 41 years of industry experience, currently affiliated with Commonwealth Financial Network and Berks Financial since 2001. He is based in Bonita Springs, FL, and holds Series 63 and Series 65 licenses. In addition to his advisory role, he sells fixed insurance as an agent, dedicating less than 10% of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform offering advisory programs, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside model portfolios managed by the firm’s Investment Management and Research team.

Stephen North is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He has worked at Private Advisor Group since 2022 and concurrently at Investors Financial Group and LPL Financial since 2010 and 2009, respectively. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

John Spillane is a CFP® professional with 34 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has been with the firm since 1991 and has concurrently worked with Penn Mutual Life Insurance since 1990. Outside of his advisory role, he is involved in insurance brokerage activities under the dba names Cornerstone Financial Group and CFGPLAN. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Johnathan Mantila is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 credentials and one year of industry experience. He has previously worked at Fifth Third Bank, Gogebic Community College, Superior National Bank, and Baraga Area High School. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs such as managed accounts, SMA strategies, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

James Anderson is a financial advisor with Bankers Life Advisory Services, Inc. based in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been associated with Bankers Life and its related entities since 2003, serving in roles related to insurance and investment services. In addition to his advisory work, Anderson is a licensed insurance agent focusing on educating clients about indexed annuities and life insurance policies. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering both wrap and non-wrap programs and working with a range of securities to meet clients’ goals.

Christine Delbrocco is a financial advisor with Fifth Third Securities, Inc. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and bank affiliation.

Sarah Kellard is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Fifth Third Securities since 2005. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, 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 municipal-advisor registration and corporate affiliation.

Aaron Sevigny is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and has been associated with United Planners since 2006. Sevigny is also president and CEO of Acadia Wealth Management, LLC, and serves on the finance committee of Gulfshore Playhouse, a regional professional theater in Naples, Florida. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and employs a mix of custodians, third-party money managers, and platform programs to implement investment strategies.

John Hinkson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Breiter Capital Management, Inc. and Platinum Wealth Partners, Inc. Prior to joining his current firm in 2022, he accumulated experience at these firms. Additionally, he acts in a fiduciary capacity as a trustee of a family trust. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management through a large advisor network and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

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.