Gustave Krafve is a financial advisor at Oppenheimer with 10 years of industry experience and holds a Series 66 designation. He worked at Ameriprise Financial Services from 2016 to 2023 before joining Oppenheimer. Outside of his advisory role, he is a partner in a steel company and several residential real estate investment ventures. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations with a range of investment programs and advisory services that include strategic asset allocation and portfolio management. The firm operates both broker-dealer and registered investment adviser businesses and manages a significant portion of client assets on a non-discretionary basis.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has been since 2025, after working 13 years at UBS Financial Services and three years at Morgan Stanley. He is also a partner at 1280 JM LLC, an operating entity related to his investment advisory business. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations, offering investment advisory and financial planning services through a large network of independent investment adviser representatives. The firm employs multiple investment approaches and platforms, providing both discretionary and non-discretionary account management while acting as a fiduciary under written advisory agreements.

Robert Ramsay is a financial advisor with OSAIC Institutions, INC. He holds a Series 66 designation and has 26 years of industry experience. His career includes positions at Infinex Investments, Inc., Finemark National Bank & Trust, BMO Asset Management Corp., M&I Investment Management Corp., and Merrill Lynch Investment Managers LP. Ramsay also 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 services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and third-party manager arrangements.

John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2005 and previously spent nine years at Securian Financial Services, Inc. Outside of his financial advisory work, he is active as a musician and serves as music director at Our Lady of Lourdes church in Venice, Florida, as well as participating in music-related partnerships. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Jason Sulvinski is a Series 66-licensed financial advisor with Truist Advisory Services in Fort Myers, Florida, and has four years of industry experience. He has worked within various divisions of Truist since 2016, including Truist Investment Services and SunTrust/Truist. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate services.

Jason Chabek is a financial advisor with Oppenheimer, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, Fifth Third Securities, and Fifth Third Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of investment and consulting services, offering both discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and manager selection.

Lisa Pickering is a financial advisor with PNC Wealth Management in Ft. Myers, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. She previously worked at The Huntington Investment Company from 2009 to 2017 before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

Angela Price is a financial advisor at Fifth Third Securities, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2016, also working concurrently at Fifth Third Bank since 2013. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on the Passageway Managed Account Program platform, supporting a range of investment strategies from mutual fund and ETF models to SMA strategies and direct indexing.

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.

Thomas Peluse Jr. is a financial advisor with Fifth Third Securities, Inc. in Crystal Lake, IL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Wintrust Investments LLC and employment at Miromar Lakes Golf Club and Park Ridge Country Club. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Adam Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Ferguson Enterprises and Lake Aurora Christian Camp, as well as prior experience in education and the food service industry. Park Avenue Securities, 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 a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Joseph Russo is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. His prior roles include positions at LPL Financial, Advantage Investment Management, National Planning Corporation, Walnut Street Advisers, and operating his own firm, J.R. Russo Investment Advisors. He is a board member of Race Realty, an activity separate from his advisory practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Malaika Cook is a financial advisor at Empower Advisory Group with nine years of industry experience. Her prior roles include positions at Fisher Investments, Morgan Stanley, and T. Rowe Price. She holds Series 63 and Series 66 licenses and is based in Cape Coral, Florida. 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. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, leveraging a tightly integrated model with Empower’s recordkeeping and administrative platforms.

Pamela Abraham is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Hightower Securities, LLC and Hightower Advisors since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Chad Loson is a Series 66 licensed advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 18 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2009. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of investment programs on its Passageway Managed Account platform, featuring advisor-directed models, SMA strategies, and tax-focused options, and operates as a wholly owned subsidiary of Fifth Third Bank.

Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory work, Tisch is involved in business consulting for professional athletes and business owners through SWAG Business Consulting and is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.