Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Ameriprise, Wells Fargo Clearing, Ast Investment Services, Inc., and A. G. Edwards & Sons, Inc. since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available to select employees. The program uses algorithm-driven risk assessments and implements portfolios through approved model strategies managed by PNC or third-party strategists.

Michael Mccort is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining MAI Capital Management in 2025, he worked at Liberty Private Client LLC, Girard Capital, LLC, Girard Partners Ltd, and Charles Schwab. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

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.

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.

Tomas Zimmermann is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he has been employed with Fifth Third Bank since 2016. Outside of his advisory work, Zimmermann is involved in online sales through eBay on a nominal basis. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers to provide a range of investment strategies through its Passageway platform.

Catherine Brashears is a financial advisor with Valic Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has worked at Valic Financial Advisors since 2018 and has also been an agent at Agia since 2022, where she engages in non-securities insurance product activities. 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, financial planning, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

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.

Eliot Sokalsky is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Guardian Life since 2008 and is also involved with Campuspeak Inc. Sokalsky provides financial programs for medical students and works as a consultant and coach within the financial services industry. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions alongside insurance and alternative investment products.

Steven Hess is a CFP®-designated advisor with Wealth Enhancement Advisory Services, LLC and has 28 years of industry experience. He has been associated with Wealth Enhancement firms since 1998 and worked with LPL Financial from 2007 to 2025. Outside of advising, he participates in a radio program related to Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies overseen by an internal Investment Committee.

John Gust is a financial advisor with Eagle Strategies (New York Life) based in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Eagle Strategies and affiliated firms since 2010 and was previously employed by Uber from 2016 to 2019. Gust is also involved in insurance brokering activities unrelated to registered products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through various program types and primarily manages assets on a non-discretionary basis.

Richard Pope is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has been associated with Guardian Life and its affiliate Park Avenue Securities since 1988. Outside of his advisory role, he is the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.

Stacey Schall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Park Avenue Securities since 2017 and with Guardian Life since 2015. In addition to her advisory role, she is involved in the sale of life insurance products outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary digital advisory solutions.

Michael Mitch is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has been associated with United Planners and Insley Financial since 2010. Outside of his advisory work, he is the owner of Eastwind Development, a business development firm established in 1987. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, trusts, and estates. The firm employs independent investment adviser representatives and uses a combination of custodians and third-party managers to implement client strategies, with a notable emphasis on non-discretionary account management.

Dusty Japp is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 10 years of industry experience, having worked at various Truist affiliates since 2015. Outside of his advisory role, he manages a residential rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and a manager-selection program utilizing third-party managers and AI-enabled research tools.

William Haley is a financial advisor at Truist Advisory Services with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Brokers Alliance, and US Health Advisors. Outside of his advisory role, Haley coaches high school girls softball for the Charlotte County Public School District. 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 platforms and AI-enabled research, with a notable level of integration among its affiliated entities.

Shane Stelma is a financial advisor with Guardian Life, holding the ChFC® and Series 66 designations, and has five years of industry experience. He has worked at Park Avenue Securities since 2021 and at Guardian Life Insurance Company since 2020. Prior to his financial advisory roles, he was employed at Burke, Warren, MacKay & Serritella P.C. from 2013 to 2020. 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.

Alison Free is a financial advisor with Bankers Life Advisory Services, Inc. in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2013, where she also serves as an insurance representative specializing in Medicare, life, long-term care, and retirement income products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Jack Thomas is a financial advisor at Hightower Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Hightower Advisors and its affiliated entity, Hightower Securities, LLC, since 2014. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, charitable organizations, and corporations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with proprietary research, and offers a range of portfolio management and consulting services.