Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. 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 in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

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.

Eric Hobbs is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has experience working in the financial services industry since 2018, including roles at Wakefield Asset Management and LPL Financial. 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 employs proprietary model portfolios combining quantitative, technical, and fundamental analysis across a variety of asset classes and offers specialized strategies through its sub-advisory division, Pelican Bay Capital Management.

Jonathan Harris is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 25 years before positions at Black Point Wealth Management and Transcend Capital Advisors. He serves as Secretary and Treasurer of Aquidneck Country Club in Portsmouth, Rhode Island. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of advisory services and employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with distinctive use of performance-based fee arrangements and carried interest structures for qualified investors.

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.

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.

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.

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.

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.