James Woodard is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jerry Hemmer is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Guardian Life and its affiliate since 2007. Outside of his advisory role, Hemmer is president of Jayden's Journey Incorporated, a nonprofit organization, and operates a boat charter business, HK Global Adventures, LLC. He is also an author of a children's Christmas book. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, ongoing consulting, and access to both proprietary and third‑party investment programs, with tailored client relationships supported by advisor‑led discretionary and model-based strategies.

Christopher Ottolini is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. His professional experience includes roles at Sanctuary Securities, Inc., UBS, and Alliance Financial Group, alongside prior positions in education and retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple investment approaches within a fiduciary framework.

Keith Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has held roles at Guardian Life Insurance Company, Park Avenue Securities, Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party advisory solutions.

William Jeffrey Traum is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 50 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Samuel Castiblanco is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and T-Mobile. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Program, utilizing multiple portfolio management strategies and third-party managers.

Austin Budnack is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. In addition to his advisory role, he is a commissioned notary in the State of Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Perry Curasco is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. He is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management supported by an internal Investment Committee.

Eric Gauster is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2006. Gauster acts as a trustee for minor family trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals and institutional accounts, with a range of investment programs offered on discretionary and non-discretionary bases.

Steven Phillips is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, based in Fort Myers, FL. He has 17 years of industry experience, having been with both firms since 2009. Outside of his advisory role, Phillips operates a CPA tax and accounting practice and serves as a board member of the SWFL Free Pain Clinic. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, and access to insurance products and alternative investments.

Michael Mccort is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Liberty Private Client LLC, Girard Capital, Girard Partners Ltd, and Charles Schwab. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

John Toliuszis is a financial advisor with Money Concepts Capital Corp in Fort Myers, FL, holding a Series 66 license and 15 years of industry experience. His prior work includes positions at FSC Securities Corporation and Guardian Life. Outside of his advisory role, he owns and operates a consulting business focused on long-term care and health benefits, as well as several companies involved in tax preparation, accounting, insurance services, and property and casualty agency recruitment. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and supports clients through a large network of advisors and multiple portfolio programs.

William Shorack is a financial advisor with Transamerica Financial Advisors based in Fort Myers, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His work history includes roles at multiple firms, including DebtMerica and Novus Home Mortgage. Outside of his advisory role, he is president of Luna Life Design and Development Inc., a marketing company. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment programs. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered broker-dealer and Registered Investment Adviser.

David Pikop is a Series 66-credentialed financial advisor with Transamerica Financial Advisors, bringing 15 years of industry experience. He has held roles at several firms including World Financial Group and Titan Machinery, and is also involved in seasonal farming and driving for Uber in his spare time. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a variety of advisory and broker-dealer services through proprietary and third-party investment programs.

Ernest Hartlieb is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Truist in 2022. Outside of his advisory role, Hartlieb owns and operates Hartlieb Elite Athletic Training, a sports training facility. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, and integrates services across affiliated entities.

Kelby Wendzel is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience and a Series 66 designation. He has held roles at multiple firms including 20/20 Capital Management Inc. and Ameritas Life Insurance Corp. Outside of financial services, he is involved with GSD Construction, a roofing company where he is engaged in sales and client inspections. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement advisory services through a combination of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Glen Van Derzee is a financial advisor with Guardian Life, holding the ChFC® designation and a Series 63 license, and has 52 years of industry experience. He has been with Guardian Life and its affiliated entities since 2012 and has also worked with Park Avenue Securities since 2016. Outside of his advisory role, he coordinates resources for Coordinated Resources of Buffalo, Inc., a company involved in the sale and service of life, health, and group insurance products. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party advisory solutions.

Robert Moro is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 42 years of industry experience. He has held roles at New York Life Insurance Company and Nylife Securities LLC since 1983 and has been with Eagle Strategies since 2001. Moro serves as president of Pinnacle Strategies, Inc., and is a board member for Canterbury School in Fort Myers, FL. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.