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 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Fountain Wealth Management. Outside of his advisory role, he is a passive investor in GRIT Performance, a gym and fitness training business. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base that includes other investment advisers, institutions, and government entities.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. 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 employs proprietary model portfolios supported by external research and offers distinct strategies through its sub-advisory Pelican Bay Capital Management business.

David Martin is a CFP® professional with over 41 years of industry experience. He is currently with Royal Fund Management, LLC and has held roles at Financial Security Planners, LLC and Advanced College Planning, LLC, where he serves as president. Outside of advising, he is involved in college planning and operates as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of strategies tailored to client risk tolerance and offers services including discretionary participant account management and held-away advice.

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.

Patrick Huey is a CFP® professional affiliated with Dynamic in Naples, FL, with 20 years of industry experience. His prior work includes positions at Fisher Investments, Raymond James Financial, and WealthSource Partners. Outside of advising, he is an author and has been involved in book authorship since 2014. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and support services for other advisers. The firm emphasizes a long-term, client-specific investment process and provides technology, compliance, and research support designed to assist both clients and unaffiliated registered investment advisers.

Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.

Eric Neuwirth is a CFP® professional with 44 years of industry experience. He is currently with The Pinnacle Financial Group and has previously worked at LPL Financial and Stifel Nicolaus & Co Inc. The Pinnacle Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm applies fundamental analysis across various instruments and manages accounts primarily on a discretionary basis with regular monitoring and at least annual reviews.

Michael Wurster is a financial advisor with Advisor Share Wealth Management, LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior firms include Virtue Capital Management, LLC and Horter Investment Management. Wurster is also licensed to provide life and annuity products through Simplicity and AdvisorShare. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement-plan services, and a web-based platform for independent advisers, often implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Hunter Grand is an investment advisor at CWA Asset Management Group with two years of industry experience. He holds a Series 65 designation and is based in Naples, FL. Outside of his advisory role, Hunter works as a server at a local restaurant in Estero, FL. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs both active and quantitative strategies, incorporating proprietary research, multifactor stock selection models, and selective use of artificial intelligence in portfolio management.

Ethan Fales is a CFP® with five years of experience in financial advisory, currently with Summit Financial, LLC. His prior experience includes roles at UBS Financial Services and Private Client Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services, operating both discretionary and consultative investment platforms.

Kimberly Key is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has previously worked at Morgan Stanley and Keel Point among other firms. Kimberly serves as Chief Compliance Officer for both the advisory and insurance sides of CWA Asset Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary models and a combination of active and quantitative strategies incorporating artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.

Kylen O’Keeffe is a financial advisor at Moran Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a trustee of his mother’s trust, a role unrelated to his trading activities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm utilizes proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinctive investment strategies through its Pelican Bay Capital Management sub-advisory business.

Travis Koch is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moors & Cabot in 2020, he worked at BMO Harris Financial Advisors, Inc. and related affiliates from 2008 to 2019. Travis serves as an unpaid board member of the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio strategies and active brokerage and insurance services, managing client accounts on both discretionary and non-discretionary bases.

Cole Hughes is a CFP® with four years of industry experience, currently serving as an advisor at Summit Financial, LLC. His prior experience includes roles at UBS Financial Services and in private client services. Before entering financial services, he worked in education and real estate sales. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to meet client needs across various strategies.

Richard Simpson is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding CFP® and ChFC® designations with 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, Cetera Investment Advisers, Regions Bank, and BB&T. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets through a 37-advisor team. The firm offers financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth-management engagements and model-based investment strategies.

Tyler Hardt is a CFA® charterholder with eight years of industry experience. He is currently with Moran Wealth Management, LLC and previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a broad range of investment types.

Julie Rich is a financial advisor with Moran Wealth Management, LLC, holding CFP® and multiple securities licenses (Series 63, 65, 66) and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network and Charles Schwab. She serves as a treasury committee member of the Naples Women’s Club, where she manages donations and financial tracking. Moran Wealth Management is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and family office services, combining tailored wealth-management engagements with model-based investment strategies.

Kory Kelly is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Moran Wealth Management, he worked at The Federal Savings Bank and TradeAlgo. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, also offering distinct strategies through its sub-advisory business, Pelican Bay Capital Management.