Shad White is a financial advisor at CWA Asset Management Group in Naples, FL, holding Series 63 and Series 65 credentials with 18 years of industry experience. He has worked at CWA Asset Management Group since 2016 and previously spent five years at Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies using in-house research, proprietary models, and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

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 CFA® charterholder with 14 years of industry experience. He has worked with Raymond James And Associates and Raymond James Trust Company since 2012 and Ariel Capital Advisors for 10 years before joining CWA Asset Management Group in 2024. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative strategies that incorporate proprietary research, multi-factor stock selection models, and artificial intelligence to manage globally diversified portfolios tailored to client objectives.

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 and bringing 45 years of industry experience. His prior roles include positions at Moors & Cabot, Inc., Morgan Stanley, and Citigroup Global Markets. Freund also owns a non-investment business unrelated to finance. 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 and profit-sharing plans, charitable organizations, banks, and government entities, using a risk-tolerance-driven investment process supported by both internally created models and third-party managers.

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 Series 65-licensed financial advisor with six years of industry experience. He is currently with CWA Asset Management Group and has held prior roles at CWA Naples, LLC, Capital Wealth Advisors, and in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, and institutional investors. The firm employs in-house research and proprietary models that use active and quantitative strategies, including artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

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® professional with 15 years of experience in financial advising, currently practicing at CWA Asset Management Group. His prior experience includes two years at AmeriPlanning and Investments LLC before joining CWA in 2018. Outside of finance, he owns and manages a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group serves a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management with a focus on proprietary research, active and quantitative strategies, and globally diversified portfolios that may employ advanced techniques such as short selling and tax-aware strategies.

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 26 years of industry experience, currently serving at CWA Asset Management Group since 2025. His prior experience includes roles at Bray Capital Advisors, LLC, Sequoia Financial Group, Gratry & Company, LLC, and First Fiduciary Investment Counsel Inc. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, combining active and quantitative strategies with global diversification and specialized techniques tailored to client objectives.

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 in Naples, FL, holding a Series 65 license with one year of industry experience. Prior to joining CWA, he held roles in various sectors including healthcare, hospitality, and community organizations. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs proprietary research and models to manage globally diversified portfolios using a combination of active, quantitative, and AI-enhanced strategies.

Blake Bollinger is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm utilizes proprietary in-house research and models, combining active and quantitative strategies with selective use of artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

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 the owner and president of Complete Financial Inc., a firm involved in insurance, business consulting, and tax preparation since 2000. Weissbein also manages Complete Construction Collier LLC, a residential construction business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.