Richard Beebe Jr. is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at MWM Investment Consulting, LLC for 12 years before joining MAI Capital Management in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various asset classes and integrates financial planning and tax services into many client relationships.

John Maloney is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at M&R Capital Management, Inc. for 27 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. 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. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Michael Duncan is a financial advisor with Prime Capital Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at United Capital Financial Advisers LLC, Girard Securities, Inc., Cetera Advisor Networks LLC, and Private Client Services. He is also active as an insurance agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts with both discretionary and non-discretionary strategies.

Timothy Hawkins is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously led Hawkins Wealth Management for ten years. Outside of his advisory role, he is involved as a partner in non-investment business ventures. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise 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 a range of specialized financial planning and consulting services.

Harold Gianopulos is a CFP® with 32 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His career includes roles at Kovitz Investment Group Partners, Kovitz Securities, Harrisdirect LLC, and Foreside Financial Services. He serves as chairman of the investment committee for the Barrington Area Community Foundation. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Louis Mohn is a financial advisor with Guardian Life, holding a Series 66 designation and 15 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities since 2011. Outside of his advisory duties, he serves on the board of the Louzan Family Scholarship Corporation. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary insurance and alternative investment products.

Hector Cruz is a financial advisor at Fifth Third Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fifth Third Securities since 2012 and Fifth Third Bank since 2010. He is based in Estero, Florida. 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 a tax-overlay service, operating as a subsidiary of Fifth Third Bank with regulatory registrations as a broker-dealer, investment adviser, and municipal advisor.

Dustin Smith is a financial advisor at Citizens Securities, Inc. in Naples, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, RBC Capital Markets, and City National Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with other business conducted on a commission basis.

Susan Priem is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and bringing 39 years of industry experience. She has been associated with Commonwealth Equity Services, Inc. since 1997. Outside of her advisory role, she is licensed to sell fixed insurance and is a co-owner of Hydrangea Cottage on Seneca Lake, LLC, an entity involved in residential real estate management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and retirement consulting, offering a range of investment options and back-office services.

Mark Lofgren is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hightower Advisors since 2011. 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 utilizes a multi-manager approach that incorporates both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

James Weimar Jr. is an investment advisor representative with Kestra Advisory, holding Series 63, 65, and 66 credentials and over 40 years of industry experience. He has been with Kestra Advisory Services since 2016 and also serves as president of Coastline Private Wealth Management. In addition to his advisory work, Weimar owns businesses in insurance and consulting. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds and supports a range of investment platforms and third-party managed solutions.

Mark Bryant is a financial advisor with Commonwealth Financial Network in Bonita Springs, FL. He holds the CFP® designation and Series 63 license, and has 45 years of industry experience. He has been with Commonwealth Financial Network since 2003. Bryant is also vice president and co-owner of Bryant Asset Protection, Inc., a private insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Marissa Beltran is a financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2018, also working with Fifth Third Bank since 2010. Outside of her advisory role, she is a co-owner of Lily Property Services, LLC, a lawn and property care business in Fort Myers, Florida. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple managed account programs, including discretionary and advisor-directed options, and combines third-party portfolio managers with proprietary strategies, supported by a platform that includes direct indexing and tax-overlay services.

Cory Shapira is a financial advisor at OSAIC Institutions, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab Investment Management, Wasmer, Schroeder & Company, and Westmount Asset Management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive service model involving third-party promoters and multiple affiliated entities.

Courtney Carey is a financial advisor at Lincoln Investment with one year of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at Ameriprise for six years and has experience in hospitality roles at The Naples Beach Hotel & Golf Club, Burntwood Tavern, and Artichoke and Company. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and dynamic strategies.

Kaylin Hukill is a financial advisor at Valic Financial Advisors in Estero, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, Hukill worked in banking and legal offices and has experience in education. Hukill is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes a range of wrap programs and unified managed accounts, supported by a large network of advisors and a centralized technology platform.

Richard Frick is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including previous roles at Morgan Stanley and Gladstone Institutional Advisory LLC. He is also involved with Gladstone Wealth Group, providing administrative services to the independent investment advisory firm. Integrity Alliance is an enterprise firm serving individual investors, corporations, and qualified retirement plans with a network of over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of investment solutions, including discretionary accounts, model portfolios, and third-party manager referrals, and operates as both an SEC-registered investment adviser and broker-dealer.

Roger Wade is a financial advisor with Focus Partners Wealth, LLC, holding a Series 63 designation and 41 years of industry experience. He previously worked at G. W. & Wade Asset Management Company, Inc. for 34 years and G. W. & Wade, Inc. for 38 years. Wade joined The Colony Group, LLC in 2024 before moving to his current firm. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Daniel Cornwell is an investment advisor at Kestra Advisory with over 30 years of industry experience. He previously worked at AXA Advisors for 25 years and has been affiliated with Cambridge Financial Services since 1992. Cornwell serves on the board of the Children's Hospital of Michigan Foundation. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers fiduciary consulting, plan design, benchmarking, employee education, and access to multiple management platforms and third-party solutions.

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.