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, 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.

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.

Robert Lane is a financial advisor with Douglas C. Lane & Associates in Boca Grande, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked in various capacities at Morgan Stanley and its affiliates from 1991 to the present. Douglas C. Lane & Associates provides wealth management and discretionary portfolio management services to high-net-worth individuals, families, institutions, and other entities. The firm emphasizes customized portfolios focused on individual equities and fixed income, with a long-term investment approach supported by proprietary fundamental research.

Wendy Nicholson is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Ibis Point Wealth Management, Safety First Wealth Management, Safety First Financial Inc., and L Warner Cos. Nicholson has also been a self-employed insurance agent since 2019. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach, offering services through a large network of affiliated advisers.

Alex Horvath is a financial advisor at Calton & Associates, Inc. He holds the Series 65 designation and has one year of industry experience. Prior to joining Calton & Associates, he held roles at Koin Games, Inc. and operated as a self-employed professional. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, employing a variety of analytical approaches and options for portfolio management including firm-sponsored programs and third-party money managers.

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 worked at Lincoln Investment since 2017, following previous roles at 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. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and firm-managed programs.

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 with Everhart Advisors in Fort Myers, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining Everhart Advisors, Carson worked at Case Pearlman Retirement Plan Advisors, LLC and has experience outside the financial sector including roles at Fedex and Ecoshield Pest Control. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers services including portfolio management, participant education, and tax and bookkeeping support coordinated with affiliated CPAs.

Antonio Fernandez Salvador is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lincoln Investment, Legend Equities Corporation, and MSI Financial Services. He has been with Capital Analysts since 2025. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Dennis Pearlman is a Series 65-licensed financial advisor with 15 years of industry experience. He has worked at Everhart Advisors since 2021 and previously spent a decade at Case Pearlman Retirement Plan Advisors, LLC. Outside of advisory work, Dennis is involved in professional development and consulting for business professionals and elected officials in the Southwest Florida community through Winning Dynamics, LLC. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, often acting as an ERISA fiduciary. The firm employs a long-term, buy-and-hold investment approach, utilizing model portfolios and third-party sub-advisers to manage diversified strategies, and offers additional services including participant education, tax and bookkeeping support, and retirement plan administration.

Jerry Sylvester Jr. is a financial advisor with Foundations Investment Advisors LLC based in Fort Myers, FL. He holds Series 65 and Series 63 credentials and has eight years of industry experience, including prior roles at Oxford Wealth Group, Walser Wealth Management, and Park Avenue Securities. Outside of his advisory work, he is an independent insurance agent specializing in life, accident, health, and annuities insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach to manage client accounts.

Mark Lablance is a financial advisor at William Joseph Capital Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LaBlance Financial Group, LLC and M1 Capital Management. In addition to his advisory role, he provides tax preparation services as an Enrolled Agent during tax season. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management and utilizes various custodians, third-party models, and sub-advisors while maintaining discretionary oversight of client accounts.

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.