William Zaika is a Certified Financial Planner (CFP®) and holds a Series 66 license with 25 years of industry experience. He has worked at Farther since 2025 and previously spent 17 years with Commonwealth Financial Network. Zaika is also president of WTZ Wealth Management, Inc., where he focuses on investment management and financial planning. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Charles Campbell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP®, CFA®, ChFC®, and Series 66 designations and bringing 21 years of industry experience. His prior roles include positions at Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. He serves as a member of the investment committee for the Diocese of Venice Pension Plan. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active managers, supported by quantitative and fundamental research and an internal Investment Committee.

Paul Colchamiro is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Fahnestock & Co., Inc. since 1998. Outside of his advisory work, he is involved in music performance and is president of two companies that manage his musical groups, Hammer of the Gods and Zeppelin Complete. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services with both discretionary and non-discretionary approaches, maintaining custody of client assets while operating its broker-dealer and advisory businesses.

Sumera Yousaf is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Rockefeller Financial LLC and has previously worked at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC, BB&T (now Truist), and BMO Harris Bank. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services such as securities transactions, variable insurance sales, and investment banking.

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 36 years of industry experience. He has held roles at Mercer Global Advisors since 2022 and previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., Cordasco Financial Network, Inc., RBC Capital Markets, and Wells Fargo Clearing. Outside of his advisory work, he 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 with investment advisory, financial, tax, retirement, estate planning, and family office services. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, direct indexing, and private funds, and offers educational content and specialized services for its clients.

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., holding a Series 63 designation and bringing 37 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of advising, she is a 50% owner of Almars Naples Properties LLC in Naples, FL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap‑fee advisory programs, financial planning, and investment management, utilizing both proprietary and third-party strategies supported by an internal trading desk and a combination of custodial services.

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 36 years of industry experience. He has worked at Private Advisor Group since 2022 and previously was with Investors Financial Group and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using a range of investment strategies and technology platforms while employing third-party managers and managed account solutions.

Lynn Petkus is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms, including Financial Engines Advisors, Regions Bank, and Aviance Capital Partners. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

John Spillane is a CFP®-certified financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 1991. He has 35 years of industry experience and also maintains a longstanding affiliation with Penn Mutual Life Insurance. Spillane is involved in insurance brokerage through his role as an agent for two related entities focused on insurance sales and service, including Penn Mutual products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm combines both advisory and broker-dealer services, offering clients a range of investment management and execution options supported by third-party asset managers and a dual-registered platform.

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 the Series 66 designation. He has 23 years of industry experience and has been associated with United Planners and Acadia Wealth Management since 2006. Outside of his advisory work, Sevigny serves on the finance committee of Gulfshore Playhouse, a regional professional theater in Naples, FL. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm utilizes both advisory and brokerage services through independent representatives and employs a mix of custodians, third-party 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 38 years of industry experience. He has been with Private Advisor Group since 2015 and also maintains a role at LPL Financial since 2004. Outside of advisory work, Gazall is the owner and board member of Bio-Care Inc, a private testing company providing occupational medical surveillance services across Michigan and Ohio. 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 employs a fiduciary-based advisory model and uses a mix of proprietary and third-party investment platforms and strategies to tailor portfolio solutions.

Jeffrey Slepian is a financial advisor at Corient with 32 years of industry experience. He holds a Series 65 designation and previously spent 29 years at Segall Bryant & Hamill before joining Corient and its related entities in 2023 and 2024. 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 with a combination of in-house strategies and third-party managers, employing risk management tools and offering specialized affiliated private fund capabilities.