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.

Phillip Farmer is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with ACC Corp., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

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 with Pine Valley Investments in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, pension plan, charitable, and corporate clients. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and referred clients through Tri‑Party Agreements.

Douglas Lane is a financial advisor with Douglas C. Lane & Associates, holding a Series 65 designation and 10 years of industry experience. He previously worked at DCLA Partners LLC from 2016 to 2020. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes proprietary fundamental research and a flexible core investment strategy across company sizes and sectors, offering customized portfolios, financial planning, and access to third-party cash, credit, and insurance solutions.

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. He holds a Series 65 designation and has been with Everhart Advisors since 2026. Prior to his advisory role, Massey worked at Chico's FAS and Adidas, among other companies. Everhart Advisors offers 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 provides integrated tax, accounting, and bookkeeping services alongside tailored portfolio management.

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 with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role since 2023, he worked at Fifth Third Securities and FIFTH THIRD BANK from 2019 to 2023, and at AxA Advisors from 2003 to 2019. Outside of his advisory work, he serves as President Elect and board member for 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 advisors. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services.

Rafael Casillas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Mass Mutual Financial Group and operated Casillas Accounting & Consulting LLC for ten years. Outside of advising, he is involved in an office furniture business and provides accounting and tax planning services through Vertex Business Consulting LLC. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, access to third-party money managers, and retirement plan consulting through a network of Investment Advisor Representatives.

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 financial advisor with Cooper McManus in Fort Myers, FL, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, previously working at firms including Cambridge Investment Research and First Command advisory services. Stearns is also active as an independent insurance agent and serves as president and board member of the NARFE Chapter 1263, as well as treasurer and board member for the Bahá'ís of Cape Coral. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning and ongoing asset management.

Robert Lane is a financial advisor at Douglas C. Lane & Associates with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated since 2007. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management for high-net-worth individuals, families, trusts, endowments, corporations, pension and retirement plans, foundations, and other institutions. The firm emphasizes customized portfolios focused on individual equity securities and fixed income, utilizing proprietary fundamental research and flexible investment strategies with a long-term ownership orientation.

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.

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.