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.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary models combining fundamental active analysis and multi-factor quantitative rankings, sponsors multiple private funds, and offers family-office services and retirement plan fiduciary services.

Tyler Holes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors in Naples, FL. He has four years of industry experience, including prior service in the United States Air Force and work with National Aerospace Solutions, LLC. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and a variety of strategies, and provides educational newsletters and affiliated business services.

Nicole Molnar is a financial advisor at Citizens Private Wealth with 16 years of industry experience and holds a Series 66 designation. She joined Citizens Private Wealth and its affiliated entities in 2025 after spending 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate structuring, and business consulting services for multigenerational families and closely held businesses.

Gerard Longo is a financial advisor at Merit Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Global Wealth Advisors, Commonwealth Financial Network, and Oakmont Capital Management. Outside of his advisory role, he is the owner of Bartko Associates, LLC, a private entity related to advisory business. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and an Investment Committee.

Brandon Beck is a financial advisor at Confluence Financial Partners with 15 years of industry experience. He holds a Series 66 credential and has worked at several firms including Blackston Financial Advisory Group, Brookstone Capital Management, and FamilyWealth Advisers. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides both discretionary and non-discretionary account management, utilizing a blend of active and passive investment vehicles alongside proprietary managed portfolios and third-party managers.

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.

Gail Mercer is a financial advisor at OneSeven with 30 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 19 years at Raymond James Financial Services, Inc. and 14 years at Raymond James Financial. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary arrangements.

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® with 12 years of industry experience, currently serving as a financial advisor at Moran Wealth Management, LLC since 2022. He previously worked at Wells Fargo Advisors and its affiliated entities from 2012 to 2022. Outside of his advisory role, he has a minority ownership interest in a rental property business in Bonita Springs, Florida. Moran Wealth Management, LLC serves a diverse client base including high-net-worth individuals, trusts, and retirement plans, managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based investment strategies across a broad range of asset classes and offers comprehensive family office services.