Benjamin Hermiston is a financial advisor with Moran Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. His work history includes roles at Pelican Bay Capital Management and Aviance Capital Partners. Outside of finance, he has experience in education and construction. 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 using quantitative, technical, and fundamental analysis, and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Harry Morad is a financial advisor at Pine Valley Investments with 11 years of industry experience. He holds a Series 65 credential and has been with Pine Valley Investments and Philadelphia Investment Partners since 2014. Morad is a partner in Pine Valley Capital, a firm that lends capital secured by real estate, and a co-founder of Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs fundamental, technical, and quantitative analysis to tailor portfolios and manages both long- and short-term trading strategies, including the use of derivatives and margin.

Ralph Desire is a Series 65-registered financial advisor with Regal Investment Advisors LLC, based in Naples, FL. He has one year of industry experience and previously worked at Kinetic Investment Management, Dragon Financial Services, and Melaleuca among other roles. In addition to his advisory work at Regal, Desire is involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Joseph Burrello is an advisor at Performance Wealth with Series 65 and Series 63 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over 20 years in the industry. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and comprehensive wealth planning through a multi-advisor team managing over $4 billion in assets. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, combined with fundamental and technical analysis.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role, he served in the United States Marine Corps and worked with local police departments in Florida. Moran Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinct investment strategies through its sub-advisory business, Pelican Bay Capital Management.

Brian Mallette is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has worked at Park Shore Partners LLC and HBK Sorce Advisory LLC since 2008. Mallette spends a portion of his time as an associate at Park Shore Partners, which operates during market hours. Park Shore Partners LLC is an SEC-registered investment manager that provides discretionary portfolio management through private pooled vehicles for qualified and accredited clients. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and uses a range of investment instruments, including ETFs, mutual funds, and option strategies, to construct and manage risk in its portfolios.

Mia Safron is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with three years of industry experience. She has worked at Moran Wealth Management since 2021 and spent five years at Florida State University in various capacities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis across multiple asset classes and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Stefanie Murray is a CFP® and Series 65-registered advisor at Moran Wealth Management, LLC with three years of industry experience. Her background includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as positions at Florida Atlantic University and Florida Gulf Coast University. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering a range of financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes.

Russell Andersen is a financial advisor at Northern Trust Securities, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses with 33 years of industry experience. He has been with Northern Trust Securities since 1999. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies, including Separately Managed Accounts and Fund Strategist Portfolios, with a combination of advisory, brokerage, and custody services.

Adam Bourk is a CFP® professional at CliftonLarsonAllen Wealth Advisors, LLC with 22 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors since 2017 and serves as a Principal of the parent firm, CliftonLarsonAllen LLP. Prior to that, he was with Beaumont Financial Partners, LLC from 2009 to 2016. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating both active and passive strategies with oversight from an Investment Committee.

Jeffrey Lebriton is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and PNC Wealth Management. Outside of advisory work, he owns and operates a travel agency, Limitless Travel, LLC. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors and manages over $5 billion in assets. The firm offers tailored wealth management alongside model-based investment strategies and family office services.

Jacob Marriott is a financial advisor with Aptus Capital Advisors, LLC in Naples, FL. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at First Trust Advisors L.P., First Trust Investment Solutions L.P., Gyroscope Capital Management Group, and Hightower Advisors. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and uses a combination of technical and fundamental analysis to manage portfolios mostly on a discretionary, model-driven basis.

Alice Gabriele is a financial advisor with Pinnacle Associates, Ltd. in Naples, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Pinnacle Associates since 2005. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers customized strategies across equity and fixed income asset classes, serving both retail and institutional accounts.

Andrew Wright is a financial advisor at Verdence Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Vantage Private Wealth, Arnold & Barton Insurance, and spent time at Tufts University and Naples High School. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

David Sutton is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he has entrepreneurial experience from leading Sutton Platform Innovations and roles at health sciences companies. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, combining top-down macro analysis with bottom-up security selection through a team-based approach overseen by an Investment Policy Group. The firm also offers retirement plan services, custom wealth management, and operates affiliated trust and broker-dealer entities.

Michael Calco is a CFP® with 47 years of industry experience, currently serving at Prosperity Wealth Management, Inc. since 2017. Prior to this, he worked for SII Investments, Inc. for 20 years and was self-employed for nearly four decades. He is also involved in the sale and service of fixed insurance products, including term life, long-term, and disability income insurance. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Isabella Arias is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Moran Wealth Management, she worked in various roles including positions at Florida Gulf Coast University and the Florida Department of Health. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm combines tailored wealth management with model-based strategies across a range of investment vehicles and offers services including financial planning, portfolio management, family office services, and sub-advisory arrangements.

David Darwish is a CFP® professional with 28 years of industry experience, currently serving at HBKS Wealth Advisors. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and operates alongside HBK Sorce Insurance LLC and HBK Sorce Advisory LLC. HBKS Wealth Advisors serves individuals across a range of wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs tailored portfolio strategies managed on a discretionary basis and provides additional services including pension consulting and high-net-worth solutions through its Level 3 service.

Neil Garrison is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously led Garrison Financial LLC for 12 years before joining OneSeven in 2023. He also worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for 14 years. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives. The firm utilizes both discretionary and non-discretionary arrangements and leverages third-party platforms and independent managers to implement strategies.

Samuel Cabral is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Moran Wealth Management, he worked in the construction and restaurant industries and was a student at FGCU and UCF. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, with specialized strategies available through its Pelican Bay Capital Management sub-advisory business.