Thomas Burt is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 13 years. 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 independent investment adviser representatives through a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary where agreements exist.

John Spaeth is a financial advisor with Integrated Wealth Concepts LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at Level Four Advisory Services and LPL Financial. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Adam Redenshek is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Greyson Huber is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with firms including Pruco Securities LLC and BB&T. Outside of his advisory role, he serves as a board member for the SWF Roy Hobbs Baseball men's adult recreation league. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Woodard is a financial advisor at Oppenheimer with 54 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Oppenheimer since 2010. Based in Cape Coral, FL, Woodard’s career spans over five decades in the financial services sector. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across multiple investment vehicles.

Patricia Elwood is a financial advisor at Fifth Third Securities, Inc. in Fort Myers, FL, with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Mathew Verrengia is a CFP® credentialed advisor with 26 years of industry experience, currently affiliated with Hightower Advisors since 2014. He is also involved in managing operations for Excel Communications, focusing on long distance sales and recruitment. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Jerry Hemmer is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory work, Hemmer serves as president of Jayden's Journey Incorporated and operates a boat charter business, HK Global Adventures, LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs and integrated account-level solutions.

Christopher Ottolini is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. His professional experience includes roles at Sanctuary Securities, Inc., UBS, and Alliance Financial Group, alongside prior positions in education and retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple investment approaches within a fiduciary framework.

Adriana Depalma is a financial advisor with Steward Partners Investment Advisory, LLC and holds a Series 66 designation. She has 24 years of industry experience, including roles at Steward Partners Investment Solutions, Steward Partners Global Advisory, and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Keith Smith is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that provides brokerage, financial planning, and retirement plan consulting services to individuals, charitable organizations, and corporate clients. The firm offers a combination of proprietary and third-party investment advisory programs and features both discretionary and non-discretionary advisory relationships.

William Jeffrey Traum is a financial advisor with Primerica Advisors in Fort Myers, FL, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, financial planning, and various investment programs utilizing proprietary and third-party strategies across multiple asset classes.

Richard Kula Jr. is a CFP® with 22 years of industry experience currently with Hightower Advisors since 2022. His prior experience includes roles at Annex Wealth Management, LLC and H Beck, Inc totaling 13 years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes multi-manager solutions through affiliated and third-party managers, incorporating proprietary research and a range of investment strategies.

Jonathan Rodriguez is a financial advisor with Fifth Third Securities, Inc. in Cape Coral, FL, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Fifth Third Securities in 2022, he worked at Lincoln Heritage and the United States Postal Service. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management strategies via its Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services to high-net-worth clients, corporations, trusts, and retirement accounts.

Trevor Swartz is a CFP® and holds a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2014, based in Fort Myers, FL. 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 emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a comprehensive advisory model that includes discretionary portfolio management, financial planning, and retirement consulting.

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.