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.

Walter Schacht is a CFP® professional with 25 years of experience in the financial industry. He is currently with Truist Advisory Services and has prior experience at Cetera and Regions Bank. Walter holds Series 63 and Series 65 licenses and is based in Naples, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

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. His prior work includes roles at Raymond James Financial and Chambers Island Capital Investors LLC. Outside of advising, he owns a family transport vessel LLC serving Chambers Island, Wisconsin, and operates Blahnik Investment Group Inc. 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 corporations through more than 500 advisors. The firm offers a range of advisory and brokerage services, combining proprietary and third-party investment strategies across equity and fixed income.

Kelly Osorio is a financial advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fifth Third Securities, Osorio worked at Fifth Third Bank and Dental Designs. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers a range of portfolio management programs via the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Delfina Buenrostro is a CFP®-certified financial advisor with 20 years of industry experience, currently serving clients at Benjamin F. Edwards & Company, Inc. since 2019. Her prior experience includes roles at Morgan Stanley, Truist Advisory Services, Truist Investment Services, and Fifth Third Securities. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, and brokerage services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations.

Douglas Frawley is a CFP® professional with seven years of industry experience. He is currently with GWN Securities Inc. and has previously worked at Fisher Investments and Morgan Stanley in various roles. Frawley also operates a financial services DBA and is involved in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional and legacy market-timing and momentum-based strategies.

Kevin Nast is a financial advisor with J. W. Cole Advisors, Inc. in Naples, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked with several firms, including Continuum Advisory, LLC, Triad Advisors, and Transamerica Financial Advisors. Outside of his advisory work, Nast is the owner and president of NastGroup Financial. J. W. Cole Advisors is an enterprise firm serving individuals, high-net-worth clients, and institutional accounts through a large network of independent advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and digital advice, utilizing both discretionary and non-discretionary strategies across various platforms.

Steven Coplin is a financial advisor at Rockefeller Financial LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities from 2010 until joining Rockefeller Financial in 2026. Outside of advising, he has a sole proprietorship as a landlord. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with capabilities in securities transactions, placement, and investment banking services.

Adam Masterson is a CFP® with three years of industry experience currently serving at Hightower Advisors in Naples, FL. He previously worked at Moran Wealth Management and has held roles at Florida State University, Roland George Investment Program, and Stetson University. 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 manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

John Gilchrist is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Oppenheimer since 2003 and worked previously at CIBC World Markets Corp. from 1999 to 2003. Outside of his advisory role, he is managing partner and ownership interest holder in family investment and real estate partnerships and serves as a trustee for multiple family trusts. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of advisory and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Owen Wilson is a financial advisor with Rockefeller Financial LLC in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked at Truist Advisory Services, BB&T Securities, UBS Financial Services, and USAA Financial Planning Services. 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 through a Private Advisor model and the Rockefeller Global Investment Management platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Peter Lovley is a financial advisor with Eagle Strategies (New York Life) in Estero, Florida, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Eagle Strategies and related New York Life affiliates since 2015. Outside of his advisory role, Mr. Lovley serves as a board member for The Residences of Coconut Point homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm offers a range of programs and emphasizes tailored recommendations while managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joan Gilchrist is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has worked at Oppenheimer since 2003, following five years with CIBC World Markets Corp. Gilchrist is also a managing partner in family investment and real estate partnerships and serves on the board of a family-owned real estate corporation. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary portfolio management across asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.