Daniel Shannon is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has 24 years of industry experience and has been with M Holdings and Meridian Financial Group, LLC since 2016. Outside of advising, he owns Meridian Business Consultants, LLC, providing business consulting services, and serves as president of the Cypress Office Park Condo Association. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, combining portfolio management and oversight of third-party sub-advisors with platform and custodial support.

McFaddin Moise Jr. is a CFP® and ChFC® with 42 years of experience in the financial industry. He is currently with Gateway Wealth Partners, LLC and has held prior roles at LPL Financial, Calton & Associates, Inc., and Principal Life Insurance Company. In addition to his advisory work, he is a licensed tax preparer providing tax preparation and business consulting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans with financial planning, wealth management, and retirement plan consulting. The firm emphasizes strategic asset allocation through low-cost mutual funds and ETFs, supplemented by individual securities and Independent Managers when appropriate.

Jared Sorce is a financial advisor with HBKS Wealth Advisors based in Fort Myers, FL. He holds a Series 65 designation and has recently started his career in the industry. His prior roles include positions at Duquesne University, Mercyhurst University, Northwestern Pennsylvania Collegiate Academy, and Kahkwa Country Club. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs a broad range of strategies and manages accounts using proprietary models and multiple platform arrangements.

Iris Serrano Faria is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with HBKS Wealth Advisors and previously worked at JP Morgan Chase Bank and Morgan Stanley. Before entering the financial industry, she spent four years at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning, deploying a range of strategies across multiple platforms to develop tailored portfolios.

Todd Donofrio is a financial advisor at IP Financial Advisory Services LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services and Innovation Partners since 2021, following prior roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he owns a personal fitness training business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and consulting services. The firm focuses on non-high-net-worth investors and retirement plan participants, utilizing a range of analytical approaches and discretionary management strategies.

Logan Pearlman is a financial advisor with Everhart Advisors in Fort Myers, FL. He holds a Series 65 credential and has two years of industry experience. Prior to joining Everhart Advisors in 2024, he worked for five years at Covenant College and seven years at Evangelical Christian School. Everhart Advisors provides investment advisory and consulting services to retirement plan sponsors, individuals, trusts, and other entities, acting as an ERISA fiduciary where specified. The firm follows a long-term, buy-and-hold investment philosophy and offers a range of services including portfolio management, participant education, and tax and bookkeeping services coordinated with affiliated CPAs.

Steven Harrison is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 24 years of industry experience. He has worked at multiple firms over his career, including Alterity Financial Group, Eagle Financial Strategies, and Cambridge Investment Research Advisors. He is based in Cape Coral, FL. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, utilizing various securities and third-party managers to align with clients’ objectives and risk tolerances.

Lisa Elkins is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Belpointe Asset Management LLC since 2015 and previously worked at Tuttle Wealth Management, LLC. Based in Estero, FL, she provides advisory services as part of a larger team at Belpointe. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Chelsea Seibel is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Manning & Napier Advisors, LLC. Her prior roles include positions at City National Bank, RBC Capital Markets, Osaic FA, Inc., and Fidelity. Outside of her advisory work, she serves on the boards of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County. Manning & Napier Advisors, LLC primarily provides investment advisory services to institutional clients and pooled vehicles, while also managing discretionary separately managed accounts and offering fiduciary retirement plan services. The firm employs a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection.

Chelsea Ganey is a financial advisor at Summit Wealth Group with 12 years of industry experience. She holds the CFA® charter and Series 66 license. Prior to joining Summit Wealth Group, she worked at Moran Wealth Management, LLC, Wells Fargo Advisors, and Wells Fargo Clearing. She serves as an executive council member for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm provides integrated wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, typically offering discretionary portfolio management combined with financial planning and tax services.

Larry Mccoy is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare health insurance sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering services through a nationwide network of advisors and an in-house investment management team.

Roger Faulring is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. His prior roles include positions at National Asset Management and United Advisors Services, LLC. Outside of his advisory work, he is a partner in an investment advisory business and is also an author and poet. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset management solutions.

Gregory Esposito is a financial advisor at Summit Financial, LLC with 32 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Summit Financial in 2018, he worked at Summit Equities, Inc. and Summit Financial Resources, Inc. He serves as an advisor board member for KPM Exceptional LLC, a company that distributes outdoor power equipment, where he helps develop strategy and provides guidance. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Peter Casciotta is a financial advisor at CoreCap Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CoreCap Advisors and its affiliated firms since 2021. Prior to that, he worked at World Choice Securities, Inc. and Securian Financial Services, Inc. Casciotta is also owner of Leverage Insurance Agency, which appoints agents for life and disability insurance products. CoreCap Advisors serves individual, high-net-worth, self-directed retirement, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term approach with a focus on mutual funds, ETFs, equities, and bonds, and manages multiple ownership and affiliate relationships that impact its service offerings.

Michael Conticelli is a financial advisor with Interactive Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Prior to joining Interactive Financial Advisors in 2022, he worked at First Advisors National LLC and Royal Fund Management, LLC. He is also a teacher with the School District of Lee County and operates Solutions Money Management, providing tax preparation, insurance sales, merchant services, and divorce financial advisory. Interactive Financial Advisors offers financial planning and discretionary portfolio management for individuals, retirement plans, and institutional clients, utilizing fundamental analysis and Modern Portfolio Theory to construct diversified portfolios. The firm operates a large multi-advisor network, employs proprietary processes for client reporting, and incorporates a range of investment strategies including model portfolios and third-party managers.

Kerri Goldsmith is a financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, holding a Series 66 designation and 15 years of industry experience. She has been with HBKS Wealth Advisors since 2014 and Purshe Kaplan Sterling since 2011. Goldsmith serves as a trustee on the Advisory Board of Trustees for the American Advertising Federation Southwest Florida and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors provides personalized investment management, financial planning, and pension consulting to individuals, retirement plans, and institutional clients. The firm employs a variety of investment strategies and offers specialized high-net-worth services, while also supporting third-party advisers through back-office and sub-advisory services.

Matthew Stratton is a financial advisor at Girard Advisory Services, LLC with 29 years of industry experience. He holds a Series 63 designation and has been with Girard Partners, Ltd since 2016. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and individual clients as well as plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and a broad range of investment strategies.

John Heck is a financial advisor at Avior Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previous experience at Protection Point Advisors and Adagio Capital Advisors, Inc. He is also president of Adagio Financial Group, Inc., where he is involved in sales and marketing related to life and fixed annuities. Avior Wealth Management serves individual and institutional clients with investment management, financial planning, and consulting services. The firm employs a fundamental analysis investment approach and manages accounts using both direct portfolio management and separately managed account models.

Scott Wauters is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with multiple firms including LPL Financial, Advisors Pride Inc., and BMO Harris Financial Advisors, Inc. He is also involved with Provisions Wealth Planners, an independent investment advisory business located in Appleton, WI. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented with individual securities and independent managers.

Bon Keomany is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., Midland States Bank, and Midland Wealth Management. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation primarily using low-cost, diversified mutual funds and ETFs, and manages approximately $1.25 billion in assets as of the end of 2024.