Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account options and program types on the Passageway platform, providing clients with a range of portfolio management strategies and investment solutions.

Trevor Swartz is a CFP® with 26 years of industry experience, currently serving at Hightower Advisors in Fort Myers, FL. He has worked with Hightower Securities and Hightower Advisors since 2014 and previously spent 14 years at Merrill. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Samuel Castiblanco is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he worked at Fifth Third Bank and T-Mobile. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers various investment programs via the Passageway Managed Account Program, utilizing multiple portfolio management strategies and third-party managers.

Austin Budnack is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. In addition to his advisory role, he is a commissioned notary in the State of Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Austen Routte is an advisor at Fifth Third Securities, Inc. based in Cape Coral, FL, holding Series 63 and Series 65 designations. He joined the firm in 2025 and has prior work experience at Uber, Fifth Third Bank, Publix, and Gulf Coast Fudge. Fifth Third Securities serves a diverse client base including individuals, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types via the Passageway Managed Account platform, employing various portfolio strategies and is a wholly owned subsidiary of Fifth Third Bank.

Kimberli Lambert is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 credentials and having 14 years of industry experience. She has been with Fifth Third Securities since 2011 and has worked at Fifth Third Bank since 2006. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Perry Curasco is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. He is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management supported by an internal Investment Committee.

Eric Gauster is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2006. Gauster acts as a trustee for minor family trust accounts. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals and institutional accounts, with a range of investment programs offered on discretionary and non-discretionary bases.

Steven Phillips is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, based in Fort Myers, FL. He has 17 years of industry experience, having been with both firms since 2009. Outside of his advisory role, Phillips operates a CPA tax and accounting practice and serves as a board member of the SWFL Free Pain Clinic. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, and access to insurance products and alternative investments.

Daniel Grabowski Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Ameriprise, Wells Fargo Clearing, Ast Investment Services, Inc., and A. G. Edwards & Sons, Inc. since 2005. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online offering available to select employees. The program uses algorithm-driven risk assessments and implements portfolios through approved model strategies managed by PNC or third-party strategists.

Michael Mccort is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. Prior to joining MAI Capital Management in 2025, he worked at Liberty Private Client LLC, Girard Capital, LLC, Girard Partners Ltd, and Charles Schwab. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing mutual funds and private investment vehicles.

John Toliuszis is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Fort Myers, FL, bringing 16 years of industry experience. He previously worked with FSC Securities Corporation and Guardian Life. Outside of his advisory role, he owns and operates a tax preparation and accounting firm, One Solution Advisors Inc. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supplemented by third-party managers and platforms such as Envestnet.

William Shorack is a financial advisor with Transamerica Financial Advisors based in Fort Myers, FL. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His work history includes roles at multiple firms, including DebtMerica and Novus Home Mortgage. Outside of his advisory role, he is president of Luna Life Design and Development Inc., a marketing company. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment programs. The firm manages over $2 billion in assets across discretionary and non-discretionary accounts and operates as both a registered broker-dealer and Registered Investment Adviser.

David Pikop is a Series 66-credentialed financial advisor with Transamerica Financial Advisors, bringing 15 years of industry experience. He has held roles at several firms including World Financial Group and Titan Machinery, and is also involved in seasonal farming and driving for Uber in his spare time. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a variety of advisory and broker-dealer services through proprietary and third-party investment programs.

Ernest Hartlieb is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Fifth Third Securities for 12 years before joining Truist in 2022. Outside of his advisory role, Hartlieb owns and operates Hartlieb Elite Athletic Training, a sports training facility. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enhanced research, and integrates services across affiliated entities.

Kelby Wendzel is a financial advisor at Ameritas Advisory Services, LLC with 12 years of industry experience and a Series 66 designation. He has held roles at multiple firms including 20/20 Capital Management Inc. and Ameritas Life Insurance Corp. Outside of financial services, he is involved with GSD Construction, a roofing company where he is engaged in sales and client inspections. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement advisory services through a combination of model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Glen Van Derzee is a financial advisor with Guardian Life, holding the ChFC® designation and a Series 63 license, and has 52 years of industry experience. He has been with Guardian Life and its affiliated entities since 2012 and has also worked with Park Avenue Securities since 2016. Outside of his advisory role, he coordinates resources for Coordinated Resources of Buffalo, Inc., a company involved in the sale and service of life, health, and group insurance products. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party advisory solutions.

Tomas Zimmermann is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he has been employed with Fifth Third Bank since 2016. Outside of his advisory work, Zimmermann is involved in online sales through eBay on a nominal basis. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers to provide a range of investment strategies through its Passageway platform.

Catherine Brashears is a financial advisor with Valic Financial Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She has worked at Valic Financial Advisors since 2018 and has also been an agent at Agia since 2022, where she engages in non-securities insurance product activities. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, employing Envestnet-developed UMA models to construct client portfolios.

Robert Moro is a ChFC® credentialed financial advisor with Eagle Strategies (New York Life) and has 42 years of industry experience. He has held roles at New York Life Insurance Company and Nylife Securities LLC since 1983 and has been with Eagle Strategies since 2001. Moro serves as president of Pinnacle Strategies, Inc., and is a board member for Canterbury School in Fort Myers, FL. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.