William Hoffer is a financial advisor with Principal Financial Services in Fort Myers, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing both adviser and promoter arrangements.

Luke Finchem is a financial advisor with Eagle Strategies (NY Life) based in Cape Coral, FL. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at New York Life Insurance Company and NYLife Securities LLC since 2005, as well as operating 2M Financial Group, LLC, which brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Russell Ogan is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and investment products such as mutual funds, ETFs, and fixed income.

Aaron Kowal is a CFP® professional with 21 years of experience in financial advising. He is currently with Creative Planning and has held prior roles at Mutual Securities, Inc., Raymond James Financial Services, and has operated Kowal Investment Group, LLC since 2007. Kowal also serves as president and financial advisor of Kowal Investment Group, an independent registered investment advisory firm. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment process focused on low-cost indexing, buy-and-hold strategies, and supplemental portfolio approaches, supported by a broad advisory team and centralized investment infrastructure.

Chelsea Carter is a financial advisor at Hightower Advisors with nine years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Stephen Freeman is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Seminole Casino Immokalee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Gustave Krafve is a financial advisor with Oppenheimer in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Oppenheimer in 2023. Outside of his advisory role, Krafve is involved as a partner in several residential real estate investments. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Paul Parsons is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at PlanStrong Investment Management and Next Financial Group prior to his current roles. Parsons is also president of PRP Holdings Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing options.

Paul Wagner is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Fifth Third Securities since 2019 and has been affiliated with Fifth Third Bank since 2013. Outside of his advisory role, Wagner is the owner of Four Seasons Mountain Investments LLC, a rental operation in Ruskin, Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

John Mcgee II is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Mcgee is a partner in 1280 JM LLC, an operating entity for his investment advisory business. 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 over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, operating under a fiduciary standard when formal advisory agreements are in place.

Robert Ramsay is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and 26 years of industry experience. He has worked with Infinex Investments, Inc. and Finemark National Bank & Trust since 2013. In addition to his advisory role, he serves as Senior Vice President and Private Wealth Advisor at Finemark National Bank & Trust. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2005. Outside of his advisory role, he is a musician who performs regionally, serves as music director at Our Lady of Lourdes church in Venice, Florida, and participates in a music partnership that provides entertainment to assisted living venues. He also serves on the board of a nonprofit Free Pain Clinic. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Jason Sulvinski is a financial advisor with Truist Advisory Services in Fort Myers, FL, holding a Series 66 credential and four years of industry experience. His career includes roles at Truist Advisory Services, TRUIST Investment Services, and SunTrust/Truist dating back to 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated team overseeing manager selection and portfolio reviews.

Jason Chabek is a financial advisor at Oppenheimer with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Lisa Pickering is a financial advisor at PNC Wealth Management with 28 years of industry experience. She has held positions at PNC Investments since 2017 and previously worked at The Huntington Investment Company from 2009 to 2017. She holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based investment models implemented with mutual funds and ETFs.

Angela Houchin is a financial advisor with Fifth Third Securities, Inc. in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Fifth Third Securities since 2016 and has worked at Fifth Third Bank since 2013. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate 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 with a distinctive municipal-advisor registration.

Timothy Mc Gee is an advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at HUB International Investment Services, Inc. and Leading Edge Retirement Plan Advisors. Outside of financial advisory, he is a 50% partner in Property Brothers FL, LLC, a real estate business involved in property purchases and renovations. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional clients including sovereign wealth funds.

Nicole Randolph is a financial advisor with Truist Advisory Services in Cape Coral, FL, holding a Series 66 license and eight years of industry experience. Her career includes roles at Truist and its predecessor firms, as well as PNC Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by a combination of discretionary and non-discretionary investment strategies.

Dave Iannone is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Transamerica since 2014 and has prior experience in real estate and insurance through his involvement with Iannone Real Estate Exchange LLC, Sellstate Maximum Performance Realty, and Flagler Insurance Agency Inc. He is also active in insurance sales and real estate ventures outside his advisory role. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory strategies and supports clients through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Deanne Mathis is a financial advisor with Commonwealth Financial Network and Emerald Wealth Management Solutions, Inc., holding the CFP® designation along with Series 63 and Series 66 licenses. She has 33 years of industry experience and has been with both firms since 2008. Mathis is also the owner of Emerald Wealth Management Solutions, a private entity created to operate her securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while acting as a back-office and platform provider.