Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2016 and previously worked at International Advisory Consultants Inc. from 2013 to 2016. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement customized investment strategies.

Counce Drinkard is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including LPL Financial LLC and &Partners. Drinkard is involved in community service as the Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through a range of model strategies and third-party platforms and serves as a sub-adviser to multiple exchange-traded funds.

Nicole Jackmack is a Series 65-licensed advisor at HBKS Wealth Advisors in Naples, Florida, with five years of industry experience. She has worked with both HBKS Wealth Advisors and Park Shore Partners since 2010. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm utilizes tailored portfolios through discretionary management, employing a range of strategies and multiple platform arrangements.

Elizabeth Psota is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Vantage Private Wealth for four years. Prior to her financial services career, she was employed at First Presbyterian Preschool for six years. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process and offers specialized services such as family office support and sports and entertainment advisory.

Kathryn Jones is a financial advisor with Northern Trust Securities, Inc. who holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. Prior to joining Northern Trust Securities in 2023, she worked at Fidelity Investments and Charles Schwab for several years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions.

Daniel Beaudette is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, utilizing internal portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Adam Day is a CFP® professional with 15 years of industry experience. He is currently with Ritholtz Wealth Management, where he has worked since 2023. Prior to this, he spent several years at Wealthquest Corp. and Northwestern Mutual in various wealth management and investment roles. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The multi-team firm manages approximately $9.4 billion in assets, employing a goal-based investment process that emphasizes asset allocation and behavioral finance, using diversified low-cost ETFs alongside tactical overlays and alternative investments.

Charles Sonalia is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Little Masa and Jimmy P's Butcher Shop and Deli. 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 employs proprietary model portfolios using quantitative, technical, and fundamental analysis across various asset classes and offers distinct strategies through its sub-advisory arm, Pelican Bay Capital Management.

Edwin Blanchard II is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been affiliated with Western Wealth Management LLC and LPL Financial since 2016. Blanchard also provides investment advisory services through independent firms Western Wealth Management, LLC and JSW Global Capital Group. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of portfolio management options and delivery platforms.

Charissa Konz is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Raymond James & Associates, Janney Montgomery Scott, and Wells Fargo Advisors. Outside of her advisory work, she is involved part-time in retail sales with Rouze. 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 uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, offering both in-house and sub-advisory strategies.

Matthew Fassnacht is a financial advisor at Arax Advisory Partners with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transcend Capital Advisors and HHR Asset Management. Outside of financial advising, Fassnacht is involved in motorsports and racing-related businesses, serving as Executive Chairman of Racing Prodigy Inc. and CEO of First Principles Racing Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio teams, utilizing both traditional and alternative investments, and supports comprehensive financial planning and retirement consulting.

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 Series 65 licensed financial advisor with over 11 years of industry experience. He has been with Pine Valley Investments since 2014, following a brief tenure at Philadelphia Investment Partners. Morad is a partner in Pine Valley Capital, a lending business focused on real estate-secured loans, and co-founded Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of strategies using fundamental, technical, and quantitative analysis, managing both directly held accounts and pooled investment vehicles under discretionary authority.

Joseph Burrello is a financial advisor at Performance Wealth with credentials including Series 63 and Series 65 licenses. He has experience working at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management. Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, while offering retirement-plan advisory and wrap-fee programs.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he served four years with the Florida Gulf Coast University Police Department and eight years in the United States Marine Corps. He holds Series 63, Series 65, and Series 66 credentials. 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 supported by external research and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Brian Mallette is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding CFP® and Series 65 designations with 18 years of industry experience. He has worked with Park Shore Partners LLC since 2008 and is involved with HBKS Wealth Advisors as well. Outside of his advisory roles, he serves as an associate at Park Shore Partners LLC, dedicating a portion of his time to this firm during trading hours. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios, multiple platform arrangements, and a broad range of strategies while providing educational materials and affiliated business services.

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, with 34 years of industry experience. He has been with Northern Trust Securities since 1999 and holds the Series 63, Series 65, and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management programs that utilize a combination of proprietary and third-party investment products.

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.