Terrance Murphy is a CFP® professional with 34 years of industry experience, currently serving at Total Clarity Wealth Management, Inc. in Fort Myers Beach, FL. He has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks from 2013 to 2018. Outside of financial advising, he has experience managing a pizza business and operates an accounting and tax advisory service. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies from conservative wrap programs to actively traded accounts for sophisticated investors.

Stephen Casey is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Signet since 2007, following a recent role at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach using fundamental and quantitative analysis, including the use of back-tested and model-based strategies.

Susan Sands is a Series 65 licensed financial advisor with Marquis Wealth Management Group in Fort Myers, FL, where she has worked since 1999. She has 24 years of industry experience as part of a six-advisor team. Marquis Wealth Management Group provides investment advisory services and financial planning to individuals, high-net-worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management through discretionary and non-discretionary arrangements, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, private investment funds, and limited options and derivatives strategies.

John Cimino is a financial advisor at Naples Wealth Planning with 19 years of industry experience. He holds a Series 66 license and has previously worked at Wells Fargo Advisors, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and portfolio monitoring.

Troy Hedman is a financial advisor with Cetera Planning Partners in Estero, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera in 2021, he worked for Visionary Wealth Advisors from 2016 to 2021. Outside of his advisory role, he is a member and business operations consultant at Aspen Digital, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations through mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Dragi Paunovski is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corp for nine years before joining B. Riley Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in health insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of services including advisory programs, financial planning, and retirement solutions.

Phillip Farmer is a financial advisor at Aegis Capital Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved with ACC Corp., a general insurance agency. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of client objectives and restrictions.

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.

Brandon Beck is a financial advisor at Confluence Financial Partners with 15 years of industry experience. He holds a Series 66 credential and has worked at several firms including Blackston Financial Advisory Group, Brookstone Capital Management, and FamilyWealth Advisers. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides both discretionary and non-discretionary account management, utilizing a blend of active and passive investment vehicles alongside proprietary managed portfolios and third-party managers.

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.