Jeffrey Rode is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Corient in Naples, FL, having joined the firm and its related entities in 2023 and 2024, respectively. Prior to Corient, he worked at Segall Bryant & Hamill for 27 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools to align portfolios with client objectives.

Brian Fischer is a financial advisor at Mariner with nine years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Mariner in 2023, he worked at Evensky & Katz/Foldes Financial Wealth Management from 2015 to 2023. Mariner serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and tax services, employing customized discretionary portfolios supported by both internal research and third-party managers.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Jody Santiago is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at firms including First Allied Securities Inc, Cetera Financial Specialists LLC, and Voya Financial Advisors. Outside of his financial career, Santiago was involved with Firehouse Scooterworks LLC and TJZ Arms for four years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm manages a digital advisory platform using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Richard Ellis III is a financial advisor at Transamerica Retirement Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Transamerica, he worked at Charles Schwab and Empower Financial Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education that emphasize asset allocation, contribution rates, and retirement age guidance. The firm relies on Morningstar Investment Management for portfolio construction and oversight and operates at scale with a large client base focused on non-discretionary assets.

Charles Riedesel is a financial advisor with Commonwealth Financial Network in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and co-owns Milestone Investment Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients. The firm offers a broad platform including managed-account programs, third-party asset managers, retirement consulting, and custody services.

David Duchesneau is a CFP® with 32 years of industry experience and has been with Hightower Advisors since 2020. He previously spent 28 years at Argent Wealth Management, Inc., followed by six years at Argent Wealth Management, LLC. Outside of his financial advisory work, he is a member of the law firm Duchesneau & Kahn LLP, where he provides limited legal services. Hightower Advisors serves a broad range of individual and institutional clients, offering investment advisory and planning services through a multi-manager approach that includes proprietary research and a variety of portfolio construction options. The firm’s model incorporates discretionary and non-discretionary management, retirement plan consulting, and access to pooled vehicles and private funds.

Biagio Delboccio is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2026, he worked at Morgan Stanley and Jeffrey Bogan: Allstate Insurance. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Zachary Oyer is a financial advisor with Mariner Wealth Advisors in Naples, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Deloitte and Cambridge Investment Research. Outside of his advisory work, he is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal and third-party resources, with notable integration of tax and accounting services alongside traditional portfolio management.

Jon Price is a financial advisor at Benjamin F. Edwards & Company, Inc. with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Benjamin F. Edwards in 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, utilizing strategies managed internally and by third-party managers.

Mark Taylor is a CFP® professional with 25 years of industry experience, currently serving at Truist Advisory Services. He has held various roles within SunTrust entities since 2007, including SunTrust Advisory Services and SunTrust Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate arrangements that integrate broker-dealer and banking services.

Michael Carlson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, LLC, and Pinnacle Private Wealth, LLC. He serves as a board member for the Bellevue Golf Club and the Frank E Mahoney Jr Memorial Fund Inc., both nonprofit organizations. 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 combining passive and active management, supported by an internal Investment Committee and multiple program offerings such as financial planning, asset management, and specialized retirement consulting.

Ryan Sherman is a CFP® with 16 years of industry experience, currently affiliated with Rockefeller Financial LLC since 2026. He previously worked at Morgan Stanley in various capacities from 2009 through 2026, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-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, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Kimberly Fuchs is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked in various roles within First Command firms since 2021, as well as at BlueWater Federal Solutions and Global Resource Solutions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to manage model portfolios through discretionary authority granted by clients.

Kenneth Thomalla is a CFP® with 28 years of industry experience, currently serving at MAI Capital Management, LLC since 2024. His prior roles include positions at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Thomalla is also involved with Treloar & Heisel, LLC, a firm specializing in fixed insurance and property and casualty products, and holds board memberships at the American Academy of Pediatric Dentistry Foundation and Involta, LLC. MAI Capital Management provides investment management and wealth services to individuals, families, trusts, institutional clients, and sports professionals. The firm offers a range of portfolio strategies and integrates financial planning and tax services, managing over $72 billion in assets as of mid-2026.

Ashley Gegenwarth is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley for 10 years and Raymond James & Associates for three years. She is based in Naples, Florida. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Christopher Fraga is a CFP® professional with 37 years of experience, currently serving at Commonwealth Financial Network since 1988. He also operates the Law Office of Christopher A. Fraga, providing estate planning and legal services. Fraga has been involved in fixed insurance sales under the name Fraga Wealth Management Group and acts as a trustee for various trusts. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, compliance, and technology support to affiliated advisors.

Paul Colwell III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Private Advisor Group since 2011 and has also been affiliated with LPL Financial since 2003. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, supported by a network of investment adviser representatives and extensive strategic partnerships.

Armando Posada is a CFP® professional with five years of industry experience, currently serving at Cerity Partners LLC. He previously worked at Graypoint LLC and The Ayco Company L.P./Goldman Sachs & Co. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors, using tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.

John Edwards is a financial advisor with Fifth Third Securities, Inc. in Naples, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 34 years of industry experience. He has been with Fifth Third Securities since 1999. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and corporate affiliation with Fifth Third Bank to provide a platform featuring discretionary managed-account programs, direct indexing, and tax-overlay services.