Damian Varela is a CFP® with 11 years of industry experience, currently serving as a financial advisor at The AmeriFlex Group in Fort Myers, FL. His prior experience includes roles at Cambridge Investment Research, Cetera Wealth Services, and Thrivent Financial. Outside of his advisory work, he is involved in several business ventures, including managing Damian Varela Management LLC and providing bookkeeping and payroll services for a therapy practice. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized financial planning and portfolio management, utilizing model asset allocations and discretionary manager relationships, with client accounts custodied at multiple major custodians.

Gregory Wolfe is a financial advisor with Nations Financial Group, Inc. in Estero, FL, holding Series 63, 65, and 66 licenses and bringing 48 years of industry experience. He has been with Nations Financial Group since 1998. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, implementing investment strategies through proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

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 at Pine Valley Investments with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SunTrust Advisory Services and related SunTrust entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical strategies and offers both direct account management and sub-advisory services, including managing affiliated private funds and serving clients through Tri-Party Agreements.

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.

Stephen Chow is a financial advisor at Pinnacle Investments, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2013. Outside of his advisory role, he serves as a board member of the Update Medical University Foundation. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and access to third-party managers, utilizing both fundamental and technical analysis in its investment approach.

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.

Scott Butler is a CFP® professional with 41 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. His prior roles include positions at StoneX Securities Inc. and Wrp Investments, Inc. Butler also maintains a sole proprietorship focused on insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a variety of model-based solutions and third-party money managers to implement strategies.

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.

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.

Catherine Francis is an Investment Adviser Representative at Principal Advised Services with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Morgan Stanley. She serves on the Brooks School Alumni Board, supporting alumni relations and organizing career and networking events. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and discretionary investment management. As part of the Principal Financial Group family, the firm integrates proprietary tools and affiliated products with governance and supervision to support its advisory services.