Lynn Orr is the sole advisor at Lynn H. Orr Capital Management Group, Inc. in Marco Island, FL, with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has managed his firm since 1998. The firm provides discretionary portfolio management and financial advice to individual clients, including high-net-worth individuals, managing approximately $72 million across 66 client relationships. Investment decisions are tailored to client goals and risk tolerance, utilizing a wide range of investment options and strategies, including options, margin, and short positions when appropriate.

Steven Hardardt is a financial advisor with Precision Financial Services who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Leigh Baldwin & Co., LLC from 2015 to 2016 and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers and private funds.

Philip Shaffer is a financial advisor at OneAscent Family Offices with 45 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Hamilton Capital Management, Halite Partners, and Morgan Stanley. OneAscent Family Office provides investment advisory, financial planning, and comprehensive family office services to high-net-worth individuals and families. The firm manages approximately $544 million in client assets through a team of four advisors and offers customized asset allocation, third-party manager solutions, and integrated services including tax-overlays and family governance.

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including 14 years at UBS Financial Services and concurrent roles at Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers tailored strategies using equities, fixed income, ETFs, alternative assets, and third-party managers, and maintains a formal role in pension consulting and ERISA retirement plan fiduciary services.

Craig Bolanos Jr. is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Wealth Management Group, L.L.C. Outside of his advisory role, he is involved as a partner and owner in several holding companies related to VestGen Wealth Partners. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan administration, employing a process that integrates multiple analytical approaches and third-party managers.

Matthew Dogali is a financial advisor with Integrity Alliance, LLC in Naples, FL. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Integrity Alliance in 2022, he worked at Lincoln Investment and Northwestern Mutual. Outside of his advisory role, he is an insurance agent for American Senior Benefits, selling and servicing fixed insurance products. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through its network of 164 independent advisers. The firm provides continuous asset management, financial and retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Kent Schmidt is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2004 and is also affiliated with Private Advisor Group, LLC, where he provides financial plans for a fee. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a variety of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

Christian Compton is a financial advisor at &Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, Compton is a sponsored athlete and brand ambassador for a pickleball paddle company, organizing demo events at local clubs. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers comprehensive services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.

Jeffrey Schulte is a financial advisor at Wealth Enhancement Advisory Services, LLC with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at First Capital Advisors Group, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Amber Fealy Lopez is a financial advisor with Fifth Third Securities, Inc. in Naples, FL. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to her current role at Fifth Third Securities, she worked at Fifth Third Bank and the University of Florida. Fifth Third Securities, Inc. offers 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 combines bank affiliation with a municipal-advisor registration and provides access to multiple managed-account programs, including direct indexing and tax-overlay services.

Miguel Ricardo Quinones is a financial advisor with Fifth Third Securities, Inc. in Marco Island, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill and JPMorgan Securities LLC. He also has experience running a self-employed business, Signs Now, from 2023 to 2024. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a variety of clients, including individuals, charitable organizations, 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.

Scott Schuster is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Creative Planning since 2021, following roles at The Orchard Group and Raymond James Financial Services Advisors. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

James Boxma is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Richard C. Young & Co., Ltd. He also teaches personal self-defense and fitness instruction at Defense Fitness Club. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and other active approaches, and offers a wide range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.

Richard Holland is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Oppenheimer since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jay Sabot is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at Brokers International Financial Services and Lincoln Investment Planning, Inc. In addition to his advisory role, he serves as president of ASB Retirement Solutions, Inc., where he conducts insurance sales. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides a range of services such as asset management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and custodial platforms.

Clifford Heroth is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Fifth Third Securities since 2022 and has worked with Fifth Third Bank since 2017. Prior to his financial services career, he was employed at Darden Inc/Longhorn Steakhouse for five years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a broad client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a multi-layered platform that includes discretionary managed accounts, direct indexing, and tax-overlay services.

Brian Mazgaj is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust Company, M&I Insurance Services, and M&I Financial Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Joseph Fearday is a CFA® charterholder and holds the Series 66 designation with 16 years of industry experience. He has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his financial advisory role, he has ownership interests in several investment-related and entrepreneurial ventures in Charleston and Effingham, Illinois. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Amanda Gatewood is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2020. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, LLC dating back to 2015. Outside of her advisory work, she has been involved with What's Cookin', a venture she was part of between 2014 and 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, with clients choosing whether and how to implement them through various brokerage or advisory programs.