Shad White is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He has been with CWA since 2016 and holds Series 63 and Series 65 licenses. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, utilizes tax-aware strategies, and integrates advanced technologies such as AI in its investment process.

Keith George is a financial advisor with Lifemark Securities Corp. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His background includes roles at Foresters Equity Services, Inc. and his ongoing work as an independent insurance agent since 2005, specializing in life, disability, long-term care insurance, and fixed annuities. He is also involved with University Funding Professionals, LLC, a company providing ACT exam preparation and career consulting referrals. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides tailored, suitability-driven advice through various managed account programs and allows discretionary or non-discretionary management, with custody maintained by third-party custodians.

Brian Tolin is a financial advisor at CWA Asset Management Group with 14 years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining CWA, he worked at Ariel Capital Advisors and Raymond James, where he has been since 2012. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary active fundamental and quantitative multi-factor strategies, emphasizes global diversification and tax-aware portfolio management, and uses advanced technologies including AI to support investment research and review.

Uriel Castillo is a financial advisor at RFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Fifth Third Bank. Castillo is also associated with Four Seasons Wealth Management in a financial planning capacity. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, direct indexing, and alternative investments.

John Freund is a financial advisor with Kovack Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2016 and 2017, respectively. Freund also owns a separate investment advisory firm, John P. Freund LLC, operating as Naples Financial Solutions. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and advisory services through a model-driven investment workflow supported by Envestnet.

Stephen Manus is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and three years of industry experience. He has been with Chicago Partners since 2022 and has worked at CastleArk Management since 2004. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, using fundamental analysis and strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Daniel London is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 credential and six years of industry experience. Prior to his current role, he worked at CWA Naples, LLC and Capital Wealth Advisors, and has experience in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds including a Global New Leaders Fund.

Nicholas Malik is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management, he worked at Quail Creek Country Club and Hertz Arena. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm offers a range of services including financial planning, portfolio management, family office services, and employs both tailored wealth-management engagements and model-based investment strategies.

Christopher Urness is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Wealthcare Advisory Partners LLC and LPL Financial, LLC since 2016 and has held roles at JPKC Kingdom Ventures LLC, The Urness Group, LLC, and Deer Valley Credit Union. Outside of advising, he is involved in Creative Castle Preschool & Playtime, LLC, a business he has operated since 2006. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary technology and evidence-based investment strategies.

Jeffrey Galati is a CFP® and Series 65 registered advisor with 15 years of industry experience. He is currently with CWA Asset Management Group, where he has worked for eight years. Prior to that, he spent two years at AmeriPlanning and Investments LLC. Outside of financial advising, Galati is the owner and manager of a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizing global diversification and tax-aware strategies, and incorporates advanced technologies such as AI to support its investment process.

Justin Klestinski is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following a 12-year tenure at Wintrust Investments L.L.C. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed account options and third-party managers.

Frederick Conti is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Financial Security Management, Inc. since 1999. Outside of his advisory role, he prepares financial plans and provides advisory services through Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, with a focus on asset allocation and long-term holdings. The firm utilizes quantitative screening and qualitative due diligence in selecting investments and manages portfolios on a limited discretionary basis.

Brett Slattery is a CFA® charterholder with 14 years of industry experience. He has worked at Willis Investment Counsel for 13 years before joining Moran Wealth Management, LLC, where he is currently an advisor. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis and offers specialized strategies through its Pelican Bay Capital Management sub-advisory business.

Darian Chen is a CFA® charterholder with 25 years of industry experience. He is currently with CWA Asset Management Group, where he has worked since 2025. Prior to joining CWA, he spent 11 years at Bray Capital Advisors, LLC, formerly known as ARIEL CAPITAL ADVISORS, LLC, from 2014 to 2025. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings in its proprietary investment models and offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles and insurance products.

Robert Russell Jr. is a financial advisor with Nations Financial Group, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Nations Financial Group since 2005. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a range of proprietary model portfolios and offers both discretionary and non-discretionary management, tailoring strategies to client goals, risk tolerance, and liquidity needs.

Barry Walsh is a financial advisor at CWA Asset Management Group with Series 65 credentials and one year of industry experience. Prior to joining CWA, he held positions across various sectors including healthcare and hospitality. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and institutional clients. The firm employs proprietary active and quantitative strategies, emphasizes global diversification and tax-aware investing, and utilizes advanced technologies such as AI in its investment process.

Blake Bollinger is a financial advisor at CWA Asset Management Group with a Series 65 credential and less than one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management, among others. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, families, trusts, foundations, pension and profit-sharing plans, and institutional clients. The firm employs proprietary model portfolios developed by an in-house research team and uses tax-aware strategies, global diversification, and advanced technologies such as AI to support its investment process.

Justin Claussen is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management in 2025, he worked at Capital Wealth Advisors for one year. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management through proprietary models supported by quantitative, technical, and fundamental analysis.

Robert Weissbein is a financial advisor with Capital Analysts in Naples, FL, holding a Series 63 designation and over 40 years of industry experience. He is also the owner and president of Complete Financial Inc., a business involved in insurance, consulting, and tax preparation. Additionally, he manages Complete Construction Collier LLC, a residential construction company. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm utilizes an in-house investment management team and proprietary screening tools to support its advisory services.

Michael Sinclair is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2023 and previously spent 10 years with Triad Advisors, Inc. He also owns Sinclair Financial Group, a business providing sales and advice on fixed life insurance, fixed annuities, long-term care insurance, and medical insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and portfolios, incorporating fundamental, technical, and cyclical analysis with the option for alternative assets and consolidated reporting.