Larry Eggers Jr. is a financial advisor at Inspire Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Inspire Investing, LLC prior to his current role. Additionally, he is an independent licensed insurance agent specializing in life insurance and annuities. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including model portfolios and affiliated ETFs.

Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Terry Pigeon is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Transamerica Financial Advisors, College Funding Solutions, and World Financial Group. He is also involved in insurance sales through his ownership of TAP Insurance and provides college admissions and funding advice via College Funding Solutions. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical portfolio analysis.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Horter Investment Management, LLC and serves as president of Taylor Enterprises of SW FL, dba Premier Financial Group, where she offers annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses strategic, tactical, and dynamic investment strategies primarily involving mutual funds and ETFs, supported by quantitative models and due diligence on third-party managers.

Chase Di Bella is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2017. Outside of advising, he is involved in authoring educational material and serves on the Illinois State Board of Education overseeing classroom activities. 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 utilizes third-party managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

Michael Wyrostek is a financial advisor with FourStar Wealth Advisors, LLC in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has worked at FourStar since 2017 and previously spent 14 years at Broker Dealer Financial Services. Outside his advisory work, he serves as a reverse mortgage specialist, educating and assisting clients with reverse mortgage applications. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, options, and third-party managers.

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 at firms including LPL Financial and Gladstone Institutional Advisory LLC. Outside of his advisory role, he owns Swipe Savvy LLC, a residential property management business serving individual clients. Integrity Advisory Solutions serves individuals, high-net-worth clients, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm provides portfolio management, financial planning, retirement plan consulting, sub-advisory and model portfolio programs, leveraging multiple third-party platforms and integrating retirement-plan advisory capabilities with affiliated program sponsorship.

Ron Defreitas is a financial advisor with Capital Analysts in Fort Myers, FL, holding Series 65 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Horace Mann Investors Inc. and United Partners Insurance, LLC, and serves as President and CEO of Gulf Coast Educators Insurance LLC. His other activities include managing real estate investments and overseeing property and casualty insurance operations. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment team and offers customized strategies alongside access to third-party managers.

Melissa Ray is a financial advisor at Capital Analysts with six years of industry experience. She holds the Series 65 designation and has previously worked at Trifound Advisory, LLC, Trifound Financial LLC, Securities Investment Plus / Robert Dokken, and the Dokken Report. In addition to her advisory role, she is an employee at GCE Insurance Solutions and Wealth Management, providing financial services through Lincoln. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and third-party manager access, supported by an in-house investment management and research team.

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 ChFC® and Series 63 licensed financial advisor with 44 years of industry experience. He joined Prospera Financial Services, Inc. in 2025 after a 39-year tenure at Cutter & Company, Inc. Outside of his advisory work, Meyer serves as a board member and volunteer with Broken and Beautiful Ministries, supporting prison ministry efforts. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across about 207 advisors and 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple delivery platforms and customizable portfolio management options.

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 holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2010. Based in Cape Coral, FL, Woodard’s career spans over five decades in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.