Michael Corrigan is a financial advisor with Eagle Strategies (New York Life) based in Estero, FL. He holds Series 63 and Series 66 designations and has 36 years of experience in the financial services industry. Corrigan has been with Eagle Strategies since 2014 and has also worked with Nylife Securities Inc. and New York Life Insurance since 1993. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a notable focus on non-discretionary assets and relationships with a wide range of institutional sponsors.

Douglas Morris is a financial advisor at Creative Planning with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lockton Financial Advisors, Lockton Companies, and Lockton Investment Advisors from 2008 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by targeted active management and private market exposure.

Thomas Olexa is a financial advisor at Hightower Advisors with 39 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Hightower in 2023, he worked at Valmark Advisors, Inc. and Valmark Securities, Inc. for 11 years, and at A.K.J., Ltd. for 22 years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Charles Outlaw III is an advisor with Truist Advisory Services, holding Series 65 and Series 63 licenses. He has been with Truist since 2025, including roles at Truist Bank and Truist Investment Services. Prior to joining Truist, his work experience includes positions at Wynns Market, The Home Depot, and Target. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Alicia Fuller is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. Her prior career includes 35 years at Merrill and 15 years at Bank of America, N.A. She holds the Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

James Phelps is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Moran Wealth Management, LLC and has experience in educational roles at Florida State University and the Community School of Naples. 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 and various program offerings. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Paul Furlong is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following an 11-year tenure at Stifel. Outside of finance, Furlong is the president and writer for Furlong Tales, Inc., a children’s book publishing company. 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house portfolio management and third-party managers.

Rebecca Gruber is a financial advisor with Truist Advisory Services in Naples, FL, holding Series 66 and Series 63 credentials and 11 years of industry experience. She previously worked at Fifth Third Securities for seven years before joining Truist in 2022. 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 uses a mix of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Deborah De Matteo is a CFP® with 40 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2020. Her prior experience includes roles at Purshe Kaplan Sterling Investments and 10-15 Associates, Inc. She also works as a life insurance agent in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Anthony Dibrino is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. He holds the Series 66 designation and is based in Naples, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active management techniques and private market opportunities.

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.

David Bahnick is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including roles at Private Advisor Group since 2011, LPL Financial since 2007, and Capital Planning Services Corp. since 1997. Outside of his advisory work, he is involved in non-variable insurance businesses and manages entities related to real estate investment. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and proprietary managed account programs through a network of investment adviser representatives who tailor solutions to client objectives.

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.