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.

Trent Grzegorczyk is a financial advisor at Savvy with 12 years of industry experience. He holds a Series 66 designation and previously worked at Moran Wealth Management, LLC and Resilient Financial Planning, LLC. He is also the owner of Corso Wealth Coaching LLC, a life and financial coaching business based in Naples, FL. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

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-registered advisor with two years of industry experience. He is currently with Moran Wealth Management, LLC, where he has worked since 2023. His prior experience includes four years at Banning Services, LLC and eleven years at Financial Wings, Inc. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based strategies, offering services such as financial planning, portfolio management, and family office support through a team of 37 advisors.

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.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 license and has been with CWA Asset Management Group since 2021. Outside of her advisory role, she has worked at Lululemon since 2016. 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 created by an in-house research team, emphasizes global diversification, and utilizes tax-aware investment strategies.

Matthew Hickey is a financial advisor at CWA Asset Management Group with 20 years of industry experience. He holds a Series 66 designation and has been with CWA since 2013. Hickey serves as an advisory board member for Hurrdat and OpenDorse companies and is an active board member for the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation. 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 combines fundamental active analysis with multi-factor quantitative models and offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles.

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.

Karen Vilorio Muchnik is a financial advisor with CWA Asset Management Group, holding a Series 65 credential and six years of industry experience. She has worked at Capital Wealth Advisors since 2018 and previously held roles at Wells Fargo Advisors, Coyle Financial Counsel, and Swimswam Magazine. Outside of finance, she is co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative rankings in its proprietary investment models and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

Scott Blackburn is a financial advisor with M Holdings Securities, Inc. in Naples, FL, holding CFP® and Series 63 credentials with 14 years of industry experience. He is principal at Benson Blackburn, LLC, where he oversees case design, underwriting, and client service functions. Outside of his advisory work, Blackburn serves on the Planning Giving Committee for Naples Botanical Garden, the Planning Giving Council for Gulfshore Playhouse, and is a director on the Estate Planning Council of Naples. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services with a focus on suitability-based recommendations and ongoing portfolio management.

Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory role, he is a founding member and principal of VestGen Wealth Partners Holdings, LLC and a passive investor in a gym and fitness training business. VestGen Advisors, LLC 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, offering a range of investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm uses a combination of tailored wealth-management engagements and model-based strategies across a range of investment vehicles, and offers comprehensive family office services and consulting.

David Martin is a CFP® professional with over 40 years of experience in the financial services industry. He is currently affiliated with Royal Fund Management, LLC and Financial Security Planners, LLC, along with serving as president of Advanced College Planning, LLC, where he provides college planning advisory services. Martin is also a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

James Moran is a financial advisor with Capitol Securities Management, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Capitol Securities Management since 2003 and serves as president of New York Capitol Group LLC, providing business consultation and advisory services. Moran also holds a director position with the Tiburon Estates Home Owners Association, assisting with community management. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies using a range of securities and strategies.