John Costello Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Portfolios Financial Services for 19 years before joining Osaic in 2024. Outside of advisory work, he operates as a sole proprietor offering life and health insurance services and provides life, disability, and long-term care insurance through 76 Wealth Advisory LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm delivers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms and managers.

Brian Canty is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate resources.

Carl Lutz is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved in coaching at the Soul Purpose Institute and serves as a member of a homeowners association board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a range of account types and services, including lending solutions and donor-advised funds.

Jacqueline Thompson is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Truist Investment Services, BB&T Securities, PNC Investments, and Wells Fargo Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Stephen Leavitt is a CFP®-certified financial advisor with Commonwealth Financial Network, bringing 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1994 and has led his own securities business entity since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ronald Hamilton is a Series 66-registered financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked with Bar Harbor Bank & Trust, Infinex Investments, Inc., and Uvest Financial Services Group, Inc. Hamilton is also involved in health insurance sales, including ongoing service commissions with Aetna Insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary asset management.

Daniel Sobol is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Robert Decaro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012, following prior roles at Legend Advisory, LLC and Capital Choice Investment Advisers, Inc. Decaro is also licensed as an agent selling individual life and long-term care insurance. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of sub-advisers and third-party managers.

Reese Imes is a financial advisor at Hightower Advisors with a Series 65 credential. He joined the firm in 2024 and has prior work experience in building construction and other industries. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles, offering services such as portfolio management, financial planning, and retirement consulting. The firm employs a multi-manager investment approach, using both affiliated and third-party managers, and provides access to a range of investment products and strategies.

Adrienne Moore is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Hightower Advisors and previously held roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Moore is based in Punta Gorda, Florida. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering portfolio management and financial planning supported by proprietary research and access to a range of investment products.

Flor Matteen is a CFP®-certified financial advisor with 18 years of industry experience. She has worked at Hightower Advisors since 2021 and previously held positions at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, using a multi-manager approach that includes affiliated and third-party managers, proprietary research, and various investment vehicles. The firm serves clients such as pension plans, charitable organizations, corporations, and trusts, and offers portfolio management, financial planning, and retirement plan consulting.

Ryan Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Stevenson has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2004. Outside of his advisory role, he is a co-owner of Michelle Lynn Stevenson PA, a realty business in Cape Coral, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a municipal advisor.

Cynthia Danker Merritt is a financial advisor with PNC Wealth Management in Venice, Florida. She holds Series 63 and Series 65 credentials and has 21 years of industry experience, including 14 years at PNC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Willis Adams II is a financial advisor at Empower Advisory Group with 40 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Morgan Stanley and SS&C Technologies. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach centers on integrated service delivery tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Brandon Boone is a financial advisor at Osaic Institutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone also served in the U.S. Army from 2010 to 2017. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments, lending solutions, and third-party asset managers.

Jeffrey Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior firms include National Planning Corporation, Securities America Advisors, Inc., and USA Financial Securities LLC. He is the sole owner of an insurance agency focused on fixed annuities, life, health, accident, and group employee benefits. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party managed account solutions along with various investment strategies.

Lewis Bennett IV is a CFP® with 27 years of experience in financial advisory. He is currently with Hightower Advisors, where he has worked since 2021, following roles at Landsberg Bennett Private Wealth Management and Wells Fargo Advisors. Outside of his advisory work, he is an investor in a golf service company based in Scottsdale, Arizona. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside access to affiliated and third-party managers.

Gerard Rocchi is a financial advisor with Eagle Strategies (New York Life) based in Venice, FL. He holds the Series 63 and Series 65 designations and has 37 years of industry experience. Rocchi has been affiliated with New York Life and its related entities since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm employs multiple advisory programs and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Raymond Dinkel is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets while providing tailored portfolio management and retirement planning.