Carl Lutz is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved in coaching at the Soul Purpose Institute and serves as a member of a homeowners association board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a range of account types and services, including lending solutions and donor-advised funds.

Jacqueline Thompson is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Truist Investment Services, BB&T Securities, PNC Investments, and Wells Fargo Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Robert Decaro is a financial advisor with Lincoln Investment in Englewood, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012. Outside of his advisory role, he is licensed to sell individual life insurance and long-term care insurance. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Reese Imes is a financial advisor at Hightower Advisors with a Series 65 credential. He joined the firm in 2024 and has prior work experience in building construction and other industries. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering services such as portfolio management, financial planning, and retirement consulting. The firm employs a multi-manager investment approach, using both affiliated and third-party managers, and provides access to a range of investment products and strategies.

Adrienne Moore is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Hightower Advisors and previously held roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Moore is based in Punta Gorda, Florida. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering portfolio management and financial planning supported by proprietary research and access to a range of investment products.

Flor Matteen is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles. The firm serves clients such as pension plans, charitable organizations, corporations, and trusts, and offers portfolio management, financial planning, and retirement plan consulting.

Ryan Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Stevenson has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2004. Outside of his advisory role, he is a co-owner of Michelle Lynn Stevenson PA, a realty business in Cape Coral, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a municipal advisor.

Willis Adams II is a financial advisor at Empower Advisory Group with 40 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Morgan Stanley and SS&C Technologies. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach centers on integrated service delivery tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Brandon Boone is a financial advisor at Osaic Institutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone served in the U.S. Army for seven years prior to his financial career. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Jeffrey Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Outside of his primary advisory role, he owns and operates an insurance agency offering fixed annuities, life, health, accident, and group employee benefits. Private Advisor Group serves a diverse client base including individuals, trusts, business entities, and charitable organizations, providing portfolio management, financial planning, and retirement plan consulting through various advisory programs and access to third-party asset managers and managed account platforms.

Lewis Bennett IV is a CFP® with 27 years of experience in financial advisory. He is currently with Hightower Advisors, where he has worked since 2021, following roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Outside of his advisory work, he is an investor in a golf service company based in Scottsdale, Arizona. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside access to affiliated and third-party managers.

Eric King is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2016. His prior roles include positions at Signator Investors, Inc. and My Financial Group, Ltd., along with operating King Financial Services since 1990. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using both internal models and outsourced solutions.

Trent Harris is a financial advisor with Valic Financial Advisors in Port Charlotte, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held roles at Oneamerica Securities and American United Life. Outside of his advisory work, Harris is a self-published author of fiction and poetry and is active as a songwriter and performer. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Wendy Namack is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Namack Portfolio Investment Professionals, LLC since 2009, serving as its sole owner. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides extensive operational, technology, and compliance support while allowing advisors discretion in portfolio construction.

Robert Howard is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Bank, J.P. Morgan Securities, and Truist. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Ronald Anno is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Financial & Tax Architects, Inc and Horter Investment Management, LLC. Outside of his advisory role, he is an author currently writing a book. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Debra Cooper is a financial advisor at Hightower Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors since 2021, following prior roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a manager selection and multi-manager approach, utilizing both affiliated and third-party managers, and provides access to various investment vehicles and strategies tailored to client needs.

Daniel Dalke Dupey is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has prior experience in insurance sales and management, serving as Managing Director at AmeriLife of Port Charlotte since 2022. He also worked in various roles in the insurance and food service industries from 2014 to 2022. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a variety of investment vehicles, offering discretionary portfolio management through its turnkey platform and serving as a sub-advisor to other advisory programs.

Daniel Corcoran is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist, he worked at Wells Fargo Clearing for seven years and spent nearly a decade at SunTrust Investment Services and its advisory affiliates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.