Daniel Natoli is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Creative Resources Investment Advisors LLC and RFG Advisory, LLC. In addition to his advisory work, he is active as an insurance agent through Natoli Insurance, focusing on whole life, term, and disability insurance. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is customized to client goals, risk tolerance, and time horizon, with portfolios managed primarily on a discretionary basis and reviewed at least quarterly.

Devon Banning is a CFP® and Series 65-licensed advisor at Moran Wealth Management, LLC with three years of industry experience. Prior to joining Moran Wealth Management, he operated Banning Services, LLC for four years and spent eleven years at Financial Wings, Inc. Moran Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, family office services, and investment management, utilizing proprietary model portfolios that combine quantitative, technical, and fundamental analysis across various asset classes.

Richard Brown is a financial advisor at JNBA Financial Advisors, LLC in Bonita Springs, FL, with 12 years of industry experience. He holds a Series 63 designation and has been with the JNBA Financial Advisors organization since 1996. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm’s investment approach incorporates individual equities, fixed income, mutual funds, ETFs, and covered calls, supported by fundamental and technical analysis and ongoing portfolio reviews.

John Kinkead is a financial advisor at Visionary Wealth Advisors, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Visionary Wealth Advisors in 2024, he worked for eight years at Naples Money Management, LLC. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Seyed Aryan Mirfakhraee is a financial advisor with Moran Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Proshares. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of investment vehicles.

Corey Grant is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Moran Wealth Management, LLC since 2022 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis across various asset classes.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 designation and has been with CWA since 2021. Outside of advisory work, she has a longstanding career at Lululemon, where she has worked for over ten years. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, including proprietary models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Matthew Hickey is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at SilverStone Group and LPL Financial. Outside of advising, he serves on the boards of the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation, and is involved with Hurrdat and Opendorse as an advisory board member as well as a minority principal in SmartSports Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, family offices, trusts, foundations, and institutional investors. The firm employs proprietary models and active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Patrick Brown is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently an assistant portfolio manager at Park Shore Partners LLC and HBKS Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Broadridge Ireland Limited, Adecco Ireland, Engage People Recruitment, and BlackRock Investment Management Ireland. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary management of private pooled vehicles, including Opportunity Funds and a multi-asset strategy fund. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and incorporates ETFs, mutual funds, option strategies, and cash in its portfolio construction and risk management.

Jose Garcia is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Advisory Services Network, LLC for four years. Garcia is also the owner and president of Safeharbor Management Group, an insurance agency offering group insurance and Medicare supplement products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

Karen Vilorio Muchnik is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with six years of industry experience. Her work history includes roles at Capital Wealth Advisors, Wells Fargo Advisors, and Coyle Financial Counsel. Outside of finance, she is a co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm offers discretionary and non-discretionary portfolio management based on in-house research and proprietary models, incorporating active and quantitative strategies with the selective use of artificial intelligence.

Scott Blackburn is a CFP® with 14 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He is principal at Benson Blackburn, LLC, where he has worked since 2016. His other activities include serving on the Planning Giving Committee of the Naples Botanical Garden and the Planning Giving Council of Gulfshore Playhouse, as well as holding a directorship with the Estate Planning Council of Naples. M HOLDINGS SECURITIES, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, serving a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms. The firm provides a wide range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios supported by external research and offers distinct strategies through its sub-advisory Pelican Bay Capital Management business.

Patrick Huey is a CFP® professional affiliated with Dynamic in Naples, FL, with 20 years of industry experience. His prior work includes positions at Fisher Investments, Raymond James Financial, and WealthSource Partners. Outside of advising, he is an author and has been involved in book authorship since 2014. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and support services for other advisers. The firm emphasizes a long-term, client-specific investment process and provides technology, compliance, and research support designed to assist both clients and unaffiliated registered investment advisers.

Scott Butler is a CFP® professional with 41 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. His prior roles include positions at StoneX Securities Inc. and Wrp Investments, Inc. Butler also maintains a sole proprietorship focused on insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations, utilizing a variety of model-based solutions and third-party money managers to implement strategies.

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

Hunter Grand is an investment advisor at CWA Asset Management Group with two years of industry experience. He holds a Series 65 designation and is based in Naples, FL. Outside of his advisory role, Hunter works as a server at a local restaurant in Estero, FL. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs both active and quantitative strategies, incorporating proprietary research, multifactor stock selection models, and selective use of artificial intelligence in portfolio management.

Ethan Fales is a CFP® with five years of experience in financial advisory, currently with Summit Financial, LLC. His prior experience includes roles at UBS Financial Services and Private Client Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services, operating both discretionary and consultative investment platforms.

Kimberly Key is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has previously worked at Morgan Stanley and Keel Point among other firms. Kimberly serves as Chief Compliance Officer for both the advisory and insurance sides of CWA Asset Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and a combination of active and quantitative strategies incorporating artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.