William Shorack is a financial advisor with Transamerica Financial Advisors based in Fort Myers, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His work history includes roles at multiple firms, including DebtMerica and Novus Home Mortgage. Outside of his advisory role, he is president of Luna Life Design and Development Inc., a marketing company. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment programs. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered broker-dealer and Registered Investment Adviser.

David Pikop is a Series 66-credentialed financial advisor with Transamerica Financial Advisors, bringing 15 years of industry experience. He has held roles at several firms including World Financial Group and Titan Machinery, and is also involved in seasonal farming and driving for Uber in his spare time. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a variety of advisory and broker-dealer services through proprietary and third-party investment programs.

Tomas Zimmermann is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he has been employed with Fifth Third Bank since 2016. Outside of his advisory work, Zimmermann is involved in online sales through eBay on a nominal basis. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers to provide a range of investment strategies through its Passageway platform.

Catherine Brashears is a financial advisor with Valic Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has worked at Valic Financial Advisors since 2018 and has also been an agent at Agia since 2022, where she engages in non-securities insurance product activities. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

Steven Hess is a CFP® with 27 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group, Llc since 1998 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Hess participates in a Wealth Enhancement Group radio program. 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 consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

John Gust is a financial advisor with Eagle Strategies (New York Life) based in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies and affiliated firms since 2010 and was previously employed by Uber from 2016 to 2019. Gust is also involved in insurance brokering activities unrelated to registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and primarily manages assets on a non-discretionary basis.

Michael Mitch is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has been associated with United Planners and Insley Financial since 2010. Outside of his advisory work, he is the owner of Eastwind Development, a business development firm established in 1987. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party managers to implement client strategies, with a notable emphasis on non-discretionary account management.

Dusty Japp is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, having worked at various Truist affiliates since 2015. Outside of his advisory role, he manages a residential rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.

Eric Somodio is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hertz Corp., Murad LLC, and Brajitsu Inc. Outside of his advisory work, he owns Sow to Harvest, LLC, an entity involved in client consultation and insurance sales, and is associated with Inheritguard, LLC, which provides estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services primarily through model portfolios and third-party managers across multiple platforms, managing regulatory assets of approximately $1.7 billion.

Nicholas Purdue is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at firms including Farragut Square Group, Gartner, TD Ameritrade, and Fidelity Brokerage Services. Outside of financial services, he is involved with Maritime Commercial Charters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

David Morton is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC and Wells Fargo Clearing. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Chad Burns is a financial advisor with Truist Advisory Services holding a Series 66 designation and one year of industry experience. His prior work includes ownership of Burns Bail Bond and Burns Construction, as well as operating a BBQ food trailer business, Tweeders Smokehouse. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program administered through third-party platforms.

Nicholas Wychocki is a CFP® with 20 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at infinex Investments, Inc. since 2012 and Finemark Financial Services since 2010, where he also serves as a portfolio manager for Finemark National Bank & Trust. He is based in Fort Myers, FL. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm is noted for its predominantly non-discretionary assets and its integrated advisory and broker-dealer model.

Gary Bell Jr Jr. is a Series 66 licensed financial advisor at Fifth Third Securities, Inc. with seven years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as Evolution Retirement Services and Elavon. He is based in Cape Coral, FL. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and various business entities, through investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account Program, utilizing third-party portfolio managers and providing a range of strategies including mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Arthur Lavallie is a financial advisor at Kestra Advisory with 40 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Kestra Advisory since 2016, also affiliated with Kestra Investment Services since 2004. Outside of his advisory work, he owns AJ Lavallie, an insurance business, and Tecla Partners LLC, a real estate company. Kestra Advisory Services provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment advice supported by due diligence, serving clients that range from plan sponsors to sovereign wealth funds.

William Carlson is a financial advisor with Transamerica Financial Advisors in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Transamerica Financial Advisors since 2017 and is involved in multiple business activities including offering estate planning services through LegacyShield Solutions Inc and promoting financial literacy locally through The Financial Literacy Project. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

Casey Brock is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has one year of industry experience, including roles at Truist Advisory Services, Truist Investment Services, and previously as a Truist Banker for twelve years. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and third-party platforms to deliver its services.

Larry Mccoy is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation. He is also involved in insurance sales, representing life insurance and fixed annuities, and engages with clients on Medicare health insurance products. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs, using both strategic and dynamic approaches overseen by an Investment Management & Research team.

Thomas Cash is a financial advisor with Stratos Wealth Partners, Ltd in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2011. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a Strategic Wealth Management platform with an open-architecture approach, utilizing multiple custodians and a range of affiliated and third-party sub-advisors to deliver tailored investment strategies.