Ana Stevenson is a financial advisor with Commonwealth Financial Network in Fort Myers, FL, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Element Financial Group LLC, Ameriprise, LTC Global, and Wax & Beyond. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options including mutual funds, ETFs, and personalized indexing.

Eliot Sokalsky is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he provides financial education programs for medical students and works as a consultant and coach within the financial services industry. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

Craig Jones is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including United Capital Financial Advisers, CETERA Advisor Networks, and Osaic. He is based in Fort Myers, FL. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach features multi-manager solutions and access to proprietary research, offering a range of portfolio management, financial planning, and retirement consulting services.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with T. Rowe Price since 2014. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service, which serves individual investors and households focused on retirement goals. The firm combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs, supported by an online planning tool and telephone access to advisors.

Caitlin Thompson is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Bank of America, Merrill, LPL Financial, and Hudson Valley Credit Union. Before entering finance, she worked at Springbrook Hollow Farm Distillery and the Plattekill Public Library. 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. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Michael Constantino is a financial advisor with Lincoln Investment in Fort Myers, FL, holding Series 63 and Series 65 credentials and 47 years of industry experience. His career includes nine years at Lincoln Investment and prior roles totaling over 30 years at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a combination of strategic and tactical investment approaches through both discretionary and non-discretionary programs and manages approximately $22.9 billion in advisory assets.

Antonio Fernandez Salvador is a financial advisor with Lincoln Investment in Fort Myers, FL, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His work history includes roles at Capital Analysts, LLC and Legend Equities Corporation before joining Lincoln Investment in 2017. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Richard Pope is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, with recent roles at Park Avenue Securities and Guardian Life Insurance. He is also the author of the book *P.O.P.E. The Principles of Prosperity Economics*. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various account types and supporting features such as lending solutions and donor-advised funds.

Steven Belcher is a financial advisor with Eagle Strategies (NY Life) based in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with New York Life and its affiliates since 1995 and operates several related businesses, including Belcher & Company and Mahoney Financial Organization. Outside of advisory work, he serves as president-elect of the Rotary Club of Fort Myers and is a board member of the Compass Rose Foundation, a nonprofit vocational college in Southeast Florida. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services, offering a variety of advisory programs tailored to client objectives within the integrated New York Life affiliate structure.

Stacey Schall is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 credentials and nine years of industry experience. She has worked at Park Avenue Securities since 2017 and Guardian Life Insurance since 2015. Schall is also involved in the sale of life insurance products outside of Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs including a digital advisory solution.

Kennie Day III is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at Tri-State. In addition to his advisory role, he is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities.

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 ChFC® and holds a Series 66 license, currently affiliated with Primerica Advisors. He has four years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Burke, Warren, MacKay & Serritella P.C. In addition to his advisory work, he is involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies across various platforms and supports a range of account-level services, including lending and donor-advised funds.

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.

Eric Somodio is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and three years of industry experience. His prior roles include positions at Hertz Corp., Murad LLC, and Brajitsu Inc. Outside of his advisory work, he owns Sow to Harvest, LLC, an entity involved in client consultation and insurance sales, and is associated with Inheritguard, LLC, which provides estate planning services. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers advisory services primarily through model portfolios and third-party managers across multiple platforms, managing regulatory assets of approximately $1.7 billion.

Nicholas Constantino is a financial advisor with Lincoln Investment in Fort Myers, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, he prepares individual tax returns through a separate tax preparation business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and investment management using a combination of strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of 2025.

Mark Medina is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Fifth Third Bank for six years and was employed at Carrabba's Italian Grill for four years. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers access to multiple program types and third-party portfolio managers via its Passageway Managed Account Program, supporting a range of investment strategies and risk profiles.

James Carter is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2021. Outside of his advisory role, he operates an e-commerce business selling goods online. Park Avenue Securities, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using a combination of proprietary and third-party investment strategies.

Steven Jefferis is a financial advisor at William Blair with 26 years of industry experience. He previously worked at Stifel for 28 years before joining William Blair in 2026. Outside of his advisory role, Jefferis manages Maplewing Farm LLC, which is involved in standardbred horse racing and operates an Airbnb at his farm in Delaware, Ohio. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across various asset classes and provides proprietary models and private fund access to its clients.

Scott Zedeker is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. He has worked at Park Avenue Securities since 2021 and Guardian Life Insurance since 2020. Outside of finance, he is involved in local businesses including a hair salon and a coffee shop in Fort Myers. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages accounts using various strategies and supports features such as securities-based lending and tax harvesting.