Bryan Struckmann is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding a Series 65 designation and 14 years of industry experience. He has been with Archer Investment Corporation since 2011 and also serves as president of Advantage Tax & Business Services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary management and model-driven programs.

Richard Pascual is a financial advisor at Integrity Advisory Solutions with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Private Portfolio Partners, Gladstone Institutional Advisory, and PNC Wealth Management. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving his clients. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and business clients, offering portfolio management, financial planning, retirement consulting, and sub-advisory services through tailored strategies and a variety of platforms.

Ron Defreitas is a financial advisor with Capital Analysts in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Horace Mann Investors Inc. and United Partners Insurance, LLC. Outside of advisory work, he serves as president and CEO of Gulf Coast Educators Insurance LLC and is involved in managing commercial real estate holdings. Capital Analysts serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, custom model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and uses both discretionary and non-discretionary investment management supported by an in-house research team.

Michael Trethewey is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC, Morgan Stanley Private Bank, and Merrill. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Melissa Ray is a financial advisor with Capital Analysts in Fort Myers, FL, holding a Series 65 designation and six years of industry experience. She previously worked at Brookstone Capital Management LLC and has been affiliated with Trifound Advisory, LLC and Trifound Financial LLC. Outside of her advisory role, she is an employee at GCE Insurance Solutions and Wealth Management, providing financial advice through Lincoln. Capital Analysts serves retail and institutional clients, 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 through a nationwide network of independent advisors and firm-managed programs.

Michael Mcintyre is a financial advisor with B. Riley Wealth Advisors, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at B. Riley Wealth Management, National Securities Corp, and U.S. Bancorp Investments. Outside of finance, he is involved with the Cape Coral Running Group. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and corporate clients, managing approximately $4.21 billion in assets through a range of internally managed and third-party programs.

Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

John Ruff is a financial advisor with Sowell Management in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He previously worked at Naples AIS, Inc. for 13 years before joining Sowell Management in 2021. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers various model portfolios and third-party manager solutions through an independent-contractor model of over 100 investment advisor representatives.

William Meyer is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds the ChFC® and Series 63 designations and previously spent 39 years at Cutter & Company, Inc. Meyer serves as a board member and volunteer for Broken and Beautiful Ministries, a prison ministry organization. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Lawrence Zavadoff is a CFP® with 31 years of industry experience, currently serving at Capital Investment Advisory Services, LLC since 2013. He previously worked with Capital Investment Group, Inc. and spent 29 years with the Nassau County Police Department. Outside of his advisory role, he is involved with The Evolution Group, providing financial planning services to clients and is engaged in life insurance sales. Capital Investment Advisory Services, LLC offers investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an individualized investment approach utilizing discretionary mandates, third-party managers, and private-label model portfolios, with ongoing monitoring and quarterly reviews.

Thomas Burt is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 13 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary where agreements exist.

John Spaeth is a financial advisor with Integrated Wealth Concepts LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Adam Redenshek is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Greyson Huber is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with firms including Pruco Securities LLC and BB&T. Outside of his advisory role, he serves as a board member for the SWF Roy Hobbs Baseball men's adult recreation league. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Woodard is a financial advisor at Oppenheimer with 54 years of industry experience. He has held Series 63 and Series 65 designations and has worked at Oppenheimer since 2010, following six years at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory approaches that encompass equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary strategies.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Mathew Verrengia is a CFP® credentialed advisor with 26 years of industry experience, currently affiliated with Hightower Advisors since 2014. He is also involved in managing operations for Excel Communications, focusing on long distance sales and recruitment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Jerry Hemmer is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory work, Hemmer serves as president of Jayden's Journey Incorporated and operates a boat charter business, HK Global Adventures, LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs and integrated account-level solutions.

Christopher Ottolini is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. His professional experience includes roles at Sanctuary Securities, Inc., UBS, and Alliance Financial Group, alongside prior positions in education and retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple investment approaches within a fiduciary framework.

Keith Smith is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that provides brokerage, financial planning, and retirement plan consulting services to individuals, charitable organizations, and corporate clients. The firm offers a combination of proprietary and third-party investment advisory programs and features both discretionary and non-discretionary advisory relationships.