Daniel Shannon is a financial advisor with M Holdings Securities, Inc. and Meridian Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He serves as managing member of Meridian Financial Group and owns Meridian Business Consultants, a firm providing business consulting services to business owners. Shannon is also president of the Cypress Office Park Condo Association. 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 range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, insurance advisory, and sub-advisory arrangements.

Todd Donofrio is a financial advisor at IP Financial Advisory Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services and Innovation Partners since 2021, following prior roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he owns a personal fitness training business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and discretionary management strategies.

Logan Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Everhart Advisors, he worked at Covenant College and Evangelical Christian School. Everhart Advisors serves individuals, retirement plan sponsors, trusts, and business entities, providing wealth management, portfolio management, and retirement plan consulting. The firm follows a buy-and-hold investment approach focused on low-cost, diversified investments and uses a formal due-diligence process for retirement plan options.

Roger Faulring is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at National Asset Management and United Advisors Services, LLC. Outside of his advisory work, he is a partner in an investment advisory business and is also an author and poet. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset management solutions.

Gregory Esposito is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. He serves as an advisor board member for KPM Exceptional LLC, a company that distributes outdoor power equipment, where he helps develop strategy and provides guidance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

John Heck is a financial advisor at Avior Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Protection Point Advisors and Adagio Capital Advisors, Inc. He is also president of Adagio Financial Group, Inc., where he is involved in sales and marketing related to life and fixed annuities. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and manages accounts using both direct portfolio management and separately managed account models.

Bon Keomany is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., Midland States Bank, and Midland Wealth Management. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets as of the end of 2024.

Richard Alt is a financial advisor at Carnegie Investment Counsel in Fort Meyers, FL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Carnegie Investment Counsel since 2009. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a comprehensive investment process combining fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Larry Eggers Jr. is a financial advisor at Inspire Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Inspire Investing, LLC prior to his current role. Additionally, he is an independent licensed insurance agent specializing in life insurance and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including model portfolios and affiliated ETFs.

Terry Pigeon is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions LLC, and various insurance and healthcare companies. Outside of his advisory work, he owns and operates TAP Wealth Management and Tap Insurance, focusing on financial planning and Medicare health insurance sales, and is involved with College Funding Solutions, providing college admissions and funding advice. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm supports a broad network of advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor client strategies.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Horter Investment Management, LLC and serves as president of Taylor Enterprises of SW FL, dba Premier Financial Group, where she offers annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses strategic, tactical, and dynamic investment strategies primarily involving mutual funds and ETFs, supported by quantitative models and due diligence on third-party managers.

John Ruff is a financial advisor with Sowell Management in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked for Naples AIS, Inc. from 2008 to 2021 before joining Sowell Management in 2021. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors, offering services including investment management, financial planning, and retirement-plan advisory, and utilizes a range of investment styles and third-party platforms and sub-advisors.

William Meyer is a ChFC® and Series 63 licensed financial advisor with 44 years of industry experience. He joined Prospera Financial Services, Inc. in 2025 after a 39-year tenure at Cutter & Company, Inc. Outside of his advisory work, Meyer serves as a board member and volunteer with Broken and Beautiful Ministries, supporting prison ministry efforts. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple delivery platforms and customizable portfolio management options.

Lawrence Zavadoff is a CFP® with 31 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2013. He previously worked with Capital Investment Group, Inc. and spent 29 years with the Nassau County Police Department. Outside of his advisory role, he is involved with The Evolution Group, providing financial planning services to clients and is engaged in life insurance sales. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized investment approach utilizing discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Thomas Burt is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 13 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary where agreements exist.

John Spaeth is a financial advisor with Integrated Wealth Concepts LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Adam Redenshek is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Brawley Adams is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera and Minnesota Life Insurance Company. Outside of his advisory work, he is involved with Business Success Advisors, LLC and Engage Estero Inc., both non-investment related ventures. Guardian Life’s subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and investment adviser that serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Greyson Huber is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with firms including Pruco Securities LLC and BB&T. Outside of his advisory role, he serves as a board member for the SWF Roy Hobbs Baseball men's adult recreation league. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.