Jerry Hemmer is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has been with Guardian Life and its affiliate since 2007. Outside of his advisory role, Hemmer is president of Jayden's Journey Incorporated, a nonprofit organization, and operates a boat charter business, HK Global Adventures, LLC. He is also an author of a children's Christmas book. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, ongoing consulting, and access to both proprietary and third‑party investment programs, with tailored client relationships supported by advisor‑led discretionary and model-based strategies.

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 with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has held roles at Guardian Life Insurance Company, Park Avenue Securities, Alliance Financial Group, InStride Health, Lee Health, Graybar Electric, and the University of Central Florida. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party advisory solutions.

William Jeffrey Traum is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 50 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

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. 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.

Mark Stoneburner is a financial advisor with Commonwealth Financial Network based in Boca Grande, Florida. He holds a Series 63 designation and has 31 years of industry experience. He has operated Stoneburner Wealth Management, LLC since 2009 and has been affiliated with Commonwealth Financial Network since 2008. Outside of his advisory work, he is co-owner of a tax and accounting firm and an entity focused on acquiring accounting practices. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

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.