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.

Jared Sorce is a financial advisor with HBKS Wealth Advisors based in Fort Myers, FL. He holds a Series 65 designation and has recently started his career in the industry. His prior roles include positions at Duquesne University, Mercyhurst University, Northwestern Pennsylvania Collegiate Academy, and Kahkwa Country Club. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts using proprietary models and multiple platform arrangements.

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 with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. 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 a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

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.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.

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.

Arthur Merriman III is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Carnegie Investment Counsel since 2014 and previously held roles at MAI Capital Management, LLC and Stifel Independent Advisors, LLC. Merriman is based in Fort Meyers, FL. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

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 licenses and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions, and World Financial Group. He is also involved in insurance sales through his ownership of TAP Insurance and provides college admissions and funding advice via College Funding Solutions. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Horter Investment Management, LLC for five years and has been president of Taylor Enterprises of SW FL, DBA Premier Financial Group, since 2005, where she offers and sells annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing customized portfolio management, financial planning, and consulting through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and conducts due diligence on third-party managers and model strategies.

Chase Di Bella is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2017. Outside of his advisory role, Di Bella is involved in authoring and publishing educational reading material, serves on the Illinois State Board of Education overseeing classroom activities, and manages businesses under Di Bella Vita Holdings and Di Bella Vita Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm primarily utilizes a platform relationship with Envestnet and offers advisory solutions alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Morgan Stanley Private Bank, and Merrill. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

John Ruff is a financial advisor with Sowell Management in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Naples AIS, Inc. for 13 years before joining Sowell Management in 2021. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various model portfolios and third-party manager solutions through an independent-contractor model of over 100 investment advisor representatives.