Joseph Yard is a CFP® professional with 40 years of industry experience, currently serving at Harbour Investments, Inc. since 2001. He also has a longstanding affiliation with Integrity Financial Group Incorporated dating back to 1991 and has been involved with VIVE since 2014. Outside of his advisory roles, he operates as an independent insurance agent through Integrity Financial Group. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various portfolio management solutions, including discretionary and non-discretionary services and model-based platforms.

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.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

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 with Pine Valley Investments in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked at SunTrust Advisory Services and related entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting services to individual, high-net-worth, pension plan, charitable, and corporate clients. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and serves both directly managed accounts and referred 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. He holds a Series 65 designation and has been with Everhart Advisors since 2026. Prior to his advisory role, Massey worked at Chico's FAS and Adidas, among other companies. Everhart Advisors offers investment advisory and consulting services to retirement plan sponsors as well as wealth management and financial planning to individuals, trusts, and other entities. The firm follows a long-term, buy-and-hold investment philosophy and provides integrated tax, accounting, and bookkeeping services alongside tailored portfolio management.

Stefan Contorno is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked for UBS Financial Services for 12 years before joining Venture Visionary Partners in 2026. Outside of his advisory role, he owns SJC Productions, a sole proprietorship that produces video content for entrepreneurs, and is involved with Florida Gulf Coast University as part of a nonprofit. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios through various investment approaches and offers both discretionary and non-discretionary management along with a substantial retirement-plan practice.

Stephen Chow is a financial advisor at Pinnacle Investments, LLC in Estero, FL, holding Series 63 and Series 65 licenses with 53 years of industry experience. He has been with Pinnacle Investments since 2013. Outside of his advisory role, he serves on the Board of Directors for the Update Medical University Foundation in Syracuse, NY. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning and portfolio management through a blend of fundamental and technical investment methods.

Jose Garcia is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Advisory Services Network, LLC for four years. Garcia is also the owner and president of Safeharbor Management Group, an insurance agency offering group insurance and Medicare supplement products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

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.

Carole Perchal is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Mutual of Omaha Insurance Company since 2016. Outside of her advisory role, she occasionally sells items on Poshmark. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ryan Mclain is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to his current role since 2023, he worked at Fifth Third Securities and FIFTH THIRD BANK from 2019 to 2023, and at AxA Advisors from 2003 to 2019. Outside of his advisory work, he serves as President Elect and board member for 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 advisors. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services.

Scott Butler is a CFP® with 41 years of industry experience, currently affiliated with StoneX Advisors Inc. since 2015. He also has a background in insurance sales, operating a sole proprietorship focused on annuities, life, and disability insurance. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors, proprietary model solutions, and third-party managers to deliver customized investment strategies.

Rafael Casillas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Mass Mutual Financial Group and operated Casillas Accounting & Consulting LLC for ten years. Outside of advising, he is involved in an office furniture business and provides accounting and tax planning services through Vertex Business Consulting LLC. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, access to third-party money managers, and retirement plan consulting through a network of Investment Advisor Representatives.

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 financial advisor with Cooper McManus in Fort Myers, FL, holding the CFP® designation and Series 66 license. He has 13 years of industry experience, previously working at firms including Cambridge Investment Research and First Command advisory services. Stearns is also active as an independent insurance agent and serves as president and board member of the NARFE Chapter 1263, as well as treasurer and board member for the Bahá'ís of Cape Coral. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a fundamentally driven investment process with a broad range of instruments and offers both standalone planning and ongoing asset management.

Wendy Nicholson is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation and seven years of experience as a self-employed insurance agent. She has been with Foundations since 2026 and previously worked at Ibis Point Wealth Management and Safety First Financial Inc. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to investment management.