George Bokios is a financial advisor with Regal Advisory Services, Inc. in Ft. Myers, FL, holding a Series 63 designation and over 45 years of industry experience. He has worked with Regal Securities since 1980 and Board Broker Services since 1973. Outside of his advisory role, he serves as president of several holding companies and an advertising agency, dedicating limited time to these activities without compensation. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, utilizing a combination of fundamental and quantitative research tailored to client objectives and risk tolerance.

Trevor Whitley is a CFP®, CFA®, and Series 65-licensed financial advisor with 20 years of industry experience. He has been with MNS Financial Management since 2004. He is based in Fort Myers, FL, and is part of the Marquis Wealth Management Group team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios through discretionary and non-discretionary engagements, employing a range of strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives.

Arnold Gillard Jr. is a CFP® and Series 65-registered advisor with Marquis Wealth Management Group, bringing two years of industry experience. Prior to joining Marquis Wealth Management in 2023, he held roles at Wildcat Run Country Club and taught at Florida Gulf Coast University, the University of Central Florida, and Bishop Verot High School. Marquis Wealth Management Group provides investment advisory and financial planning services to individuals, businesses, pension plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of securities including equities, fixed income, mutual funds, and ETFs, with an emphasis on ongoing monitoring and treating cash as an asset class.

Kurt Traulsen is a financial advisor at Evolution Wealth Management Inc. with 11 years of industry experience. He holds a Series 65 credential and has previously worked at truAdvice, LLC, Brokers International, and Grace Capital Management, LLC. Outside of advisory roles, he is involved as Vice President and Co-Owner of an insurance agency offering life insurance, annuities, and Medicare products. Evolution Wealth Management provides investment advisory and financial planning services primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using mutual funds, ETFs, bonds, and equities, employing a long-term, buy-and-hold approach tailored to client objectives and risk profiles.

Russell Wood is a financial advisor at McDonald Partners LLC in Fort Myers, FL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McDonald Partners since 2011. Outside of his advisory role, Mr. Wood serves as a board member for The Victory Center, a nonprofit organization focused on fundraising. McDonald Partners LLC serves a diverse client base, including individual investors, pension and profit-sharing plans, foundations, trusts, and charitable organizations. The firm offers investment management, financial planning, pension consulting, and brokerage services through a network of Financial Advisors, combining advisory and broker-dealer activities along with affiliated private fund management.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Paragon in 2020, she spent six years at Frontier Wealth Management LLC. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm emphasizes fundamental analysis and employs a diversified investment approach that includes equities, ETFs, fixed income, structured products, and alternative strategies.

William Demarco is a financial advisor with AMFG Wealth Management LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at ORG Partners, WealthShield Partners, and several insurance and investment firms. Outside of advising, he owns a promotional products distribution business and works as a loan originator. AMFG Wealth Management LLC is a small team firm managing approximately $44 million for individual clients, pension plans, charitable organizations, and corporations. The firm provides portfolio management and financial planning, employing strategies based on modern portfolio theory and utilizing a mix of mutual funds, fixed income, equities, ETFs, and annuities.

Phillip Farmer is a financial advisor with Aegis Capital Corp. in Fort Myers, FL, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Morgan Stanley. He is also involved with ACC Corp., a general insurance agency. Aegis Capital Corp. serves a diverse client base including individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing advisory services through multiple platforms with a focus on non-discretionary client approval for trades.

Damian Varela is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group in Fort Myers, FL. His prior experience includes roles at Cambridge Investment Research, Cetera Wealth Services, and Thrivent Financial. Outside of his advisory work, he is involved in several business ventures, including managing Damian Varela Management LLC and providing bookkeeping and payroll services for a therapy practice. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management, utilizing model asset allocations and discretionary manager relationships, with client accounts custodied at multiple major custodians.

Stephen Henson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities since 2015. Outside of his advisory role, he is president of the Blue Heron Condo Association and owns hospitality businesses including a bar in Sidney, Illinois. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs via its proprietary CreativeOne Wealth platform.

Jairo Lemos is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Edward Jones and The Prudential Insurance Company of America. Outside of advising, he is involved in business ownership through LemCo LLC. Gateway Wealth Partners is a registered investment adviser that provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Michelle Maciosek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 designations and offering 29 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024, and joined LPL Financial in 2024. Maciosek is also involved in managing her own advisory business, Next Level Planning & Wealth Management. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Sean Murphy is a financial advisor at Pine Valley Investments with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SunTrust Advisory Services and related SunTrust entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical strategies and offers both direct account management and sub-advisory services, including managing affiliated private funds and serving clients through Tri-Party Agreements.

Richard Tarsitano is a financial advisor with HighPoint Planning Partners in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with HighPoint Planning Partners and its affiliated entities since 2013 and has a concurrent relationship with LPL Financial since 2009. Outside of advisory work, he is the president of Partners Advisors, Ltd., a subchapter S corporation involved in non-variable insurance marketing. HighPoint Advisor Group serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis and a range of investment vehicles while utilizing both proprietary and third-party platforms.

Christopher Massey is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation. He joined Everhart Advisors in 2026 and previously worked in various roles at Chico's FAS, Adidas, and Two Men and A Truck. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA 3(21) or 3(38) fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, financial planning, participant education, and tax and bookkeeping coordination with affiliated CPAs.

Michael Gillespie is a financial advisor at CG Advisory Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade and Pershing Advisor Solutions. His recent roles include positions at MPS LORIA Financial Planners and CG Advisory Services. CG Advisory Services is an SEC-registered adviser managing approximately $4.02 billion for a diverse client base that includes individuals, pension plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized investment solutions.

Ryan Mclain is a financial advisor at M Holdings Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at AXA Advisors and Fifth Third Securities. Outside of his advisory role, he serves as President Elect and board member of LeeLac, Inc., a nonprofit youth lacrosse organization. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Rafael Casillas is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His previous roles include positions at Mutual of Omaha Insurance Company and Mass Mutual Financial Group, as well as running an accounting and consulting firm. Outside of advisory work, he is involved in non-investment activities such as operating an office furniture store and providing accounting and tax planning services through Vertex Business Consulting LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm works alongside broker-dealer and insurance businesses within the Mutual of Omaha group, with advisors often licensed in multiple capacities to implement client recommendations.

James Wesolowski is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding the PFS™ credential and Series 63 and 65 licenses. He has 19 years of industry experience and has previously worked at H.D. Vest Investment Services and H.D. Vest Advisory Services. Wesolowski is also the owner of J Wesolowski Financial LLC, an independent insurance agency, and serves as president of James M. Wesolowski, CPA, P.A., a tax preparation and accounting firm. Archer Investment Corporation provides investment management primarily to individual clients across a range of net worth levels through separately managed accounts and proprietary mutual funds. The firm utilizes a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with investment approaches that include diversified allocations across equities, fixed income, mutual funds, ETFs, and options.