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.

Christian Stearns is a CFP® with 13 years of industry experience, currently serving as an advisor at Cooper McManus. He has held prior roles at Cambridge Investment Research and First Command Advisory Services. Stearns is also involved in nonprofit activities, including serving as president and board member of a NARFE chapter and as treasurer and board member of the Bahá'ís of Cape Coral. Cooper McManus provides financial planning and portfolio management services to individuals, trusts, corporations, and retirement plans, using a fundamentally driven investment process with a diverse range of instruments and model portfolios tailored to client objectives.

Wendy Nicholson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and seven years of experience as a self-employed insurance agent. She has been with Foundations since 2026 and previously worked at Ibis Point Wealth Management and Safety First Financial Inc. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to investment management.

Alex Horvath is a financial advisor with Calton & Associates, Inc. holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Calton, he worked in various roles including entrepreneurial and content creation positions. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers various program structures and investment approaches, including discretionary and non-discretionary management, with services that combine advisory fees and commission-based product sales.

Cynthia Helms is a financial advisor with Synovus Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Synovus Securities since 1999. Synovus Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm utilizes a combination of discretionary and non-discretionary portfolio management programs and applies due-diligence processes for manager selection.

Michael Constantino is a financial advisor at Capital Analysts with 47 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment management approaches through an in-house team and third-party managers.

Donald Retallick III is a financial advisor with Gibbs Wealth Management, LLC in Fort Myers, FL. He holds a Series 65 designation and has four years of industry experience, with prior roles at Visionary Wealth Management, LLC and Retallick Financial Group, Inc. He is also actively involved as an insurance agent at Retallick Financial Group, where he spends approximately 85% of his time. Gibbs Wealth Management provides discretionary investment advisory services primarily through advisor-directed model portfolios offered via third-party platforms and strategists. The firm focuses on aligning client financial situations, goals, and risk tolerance with these model portfolios rather than managing individual securities.

Carson Pearlman is a financial advisor at Everhart Advisors in Fort Myers, FL, holding a Series 65 designation with five years of industry experience. His prior roles include work at Case Pearlman Retirement Plan Advisors, Fedex, Ecoshield Pest Control, Hurley, and Jacksonville University. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates accounting and tax services alongside its fiduciary and portfolio management offerings.

Dennis Pearlman is a financial advisor at Everhart Advisors with 15 years of industry experience. He holds a Series 65 credential and previously worked for Case Pearlman Retirement Plan Advisors, LLC for 10 years before joining Everhart Advisors in 2021. Outside of his advisory role, he serves as a trustee officer on the City of Fort Myers General Employees' Pension Plan Board and provides non-securities related professional development and political consulting through Winning Dynamics, LLC. Everhart Advisors offers investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning for individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and integrates tax and accounting services through affiliations with CPAs, providing tailored portfolio management and periodic client education.

Jerry Sylvester Jr. is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Oxford Wealth Group and Walser Wealth Management. He is also an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies through a broad network of affiliated offices. The firm offers tailored financial planning and portfolio management using a mix of fundamental, technical, and cyclical analysis, and incorporates sub-advisory arrangements and third-party custodians in its investment approach.

Daniel Shannon is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has 24 years of industry experience and has been with M Holdings and Meridian Financial Group, LLC since 2016. Outside of advising, he owns Meridian Business Consultants, LLC, providing business consulting services, and serves as president of the Cypress Office Park Condo Association. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining portfolio management and oversight of third-party sub-advisors with platform and custodial support.

McFaddin Moise Jr. is a CFP® and ChFC® with 42 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has held prior roles at LPL Financial, Calton & Associates, Inc., and Principal Life Insurance Company. In addition to his advisory work, he is a licensed tax preparer providing tax preparation and business consulting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation through low-cost mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

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, with two years of industry experience. He holds a Series 65 designation and previously worked in educational roles at Covenant College and Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and tailors portfolios to client circumstances, offering additional services such as tax preparation and bookkeeping through close coordination with accounting professionals.

Steven Harrison is a financial advisor with Advisory Services Network in Cape Coral, FL, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advisory Services Network since 2015. Advisory Services Network serves individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives, offering a range of portfolio management and financial planning services with flexible engagement options.

Larry Mccoy is a financial advisor with Capital Analysts in Cape Coral, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare insurance sales. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management with discretionary and non-discretionary investment options, utilizing a proprietary mutual-fund screening process and providing retirement-plan advice through a nationwide network of independent advisors.

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.