McFaddin Moise Jr. is a CFP® and ChFC® with 42 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has held prior roles at LPL Financial, Calton & Associates, Inc., and Principal Life Insurance Company. In addition to his advisory work, he is a licensed tax preparer providing tax preparation and business consulting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation through low-cost mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Iris Serrano Faria is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 designation and having two years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank and Morgan Stanley, as well as a four-year tenure at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients across a range of wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a variety of strategies and platforms to create tailored portfolios and offers additional services including high-net-worth client solutions and back-office support for affiliated advisers.

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

Peter Casciotta is a financial advisor at CoreCap Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CoreCap Advisors and CoreCap Investments since 2021, as well as Asset Management & Advisory Services of Lee County since 2015. Outside of advisory roles, he owns Leverage Insurance Agency, which appoints agents for life and disability insurance. CoreCap Advisors provides discretionary investment management and financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm follows a relationship-oriented, individualized approach with a long-term investment horizon and utilizes mutual funds, ETFs, equities, fixed income, and sub-advisors to manage client portfolios.

Michael Conticelli is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Interactive Financial Advisors since 2022 and previously was affiliated with First Advisors National LLC and Royal Fund Management, LLC. In addition to his advisory role, he owns Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory services. He also teaches for the Lee County School District. Interactive Financial Advisors serves individuals, retirement plans, and institutional clients, offering financial planning and discretionary portfolio management through a multi-advisor network. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified model portfolios and integrates third-party managers and proprietary processes to align investment allocations with client objectives.

Kerri Goldsmith is a Series 66-credentialed financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, where she has worked since 2014. She has 14 years of industry experience and has also been associated with Purshe Kaplan Sterling since 2011. Goldsmith serves on the Advisory Board of Trustees for the American Advertising Federation SWFL and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm employs a variety of strategies and manages assets primarily on a discretionary basis, while offering additional services such as pension consulting and a dedicated high-net-worth service branded as Level 3.

Scott Wauters is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with multiple firms including LPL Financial, Advisors Pride Inc., and BMO Harris Financial Advisors, Inc. He is also involved with Provisions Wealth Planners, an independent investment advisory business located in Appleton, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

Michael Wyrostek is a financial advisor with FourStar Wealth Advisors, LLC in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at FourStar since 2017 and previously spent 14 years at Broker Dealer Financial Services. Outside his advisory work, he serves as a reverse mortgage specialist, educating and assisting clients with reverse mortgage applications. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, options, and third-party managers.

Bryan Struckmann is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding a Series 65 designation and 14 years of industry experience. He has been with Archer Investment Corporation since 2011 and also serves as president of Advantage Tax & Business Services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary management and model-driven programs.

Richard Pascual is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Gladstone Institutional Advisory LLC. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving individual clients. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, sub-advisory and model portfolio programs, leveraging multiple third-party platforms and integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Michael Mcintyre is a financial advisor with B. Riley Wealth Advisors, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and U.S. Bancorp Investments. Outside of finance, he is involved with the Cape Coral Running Group. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets through a range of internally managed and third-party programs.

Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

Mathew Verrengia is a CFP® credentialed advisor with 26 years of industry experience, currently affiliated with Hightower Advisors since 2014. He is also involved in managing operations for Excel Communications, focusing on long distance sales and recruitment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Adriana Depalma is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Steward Partners Investment Solutions, Steward Partners Global Advisory, and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Richard Kula Jr. is a CFP® with 22 years of industry experience currently with Hightower Advisors since 2022. His prior experience includes roles at Annex Wealth Management, LLC and H Beck, Inc totaling 13 years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and a range of investment strategies.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Fifth Third Securities in 2022, he worked at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management strategies via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to high-net-worth clients, corporations, trusts, and retirement accounts.

Trevor Swartz is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2014, based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive advisory model that includes discretionary portfolio management, financial planning, and retirement consulting.

Austen Routte is an advisor at Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 designations. He joined the firm in 2025 and has prior work experience at Uber, Fifth Third Bank, Publix, and Gulf Coast Fudge. Fifth Third Securities serves a diverse client base including individuals, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account platform, employing various portfolio strategies and is a wholly owned subsidiary of Fifth Third Bank.

Kimberli Lambert is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2006. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Stoneburner is a financial advisor with Commonwealth Financial Network based in Boca Grande, Florida. He holds a Series 63 designation and has 31 years of industry experience. He has operated Stoneburner Wealth Management, LLC since 2009 and has been affiliated with Commonwealth Financial Network since 2008. Outside of his advisory work, he is co-owner of a tax and accounting firm and an entity focused on acquiring accounting practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.