Patrick Huey is a CFP® professional with 20 years of experience in financial advising. He is currently with Dynamic and has previously worked at WealthSource Partners and Raymond James Financial Services. Outside of advising, he is an author and also provides tax preparation and document generation services. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and pension plans, offering portfolio management, financial planning, and advisory support. The firm emphasizes a tailored, long-term investment approach and provides technology and operational support to other 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 a financial advisor at CWA Asset Management Group with one year of industry experience. He holds a Series 65 designation and also works as a server at Naples Flatbread Kitchen & Bar in Estero, FL. Prior to joining CWA, he worked in the restaurant industry and was a student for five years. 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 uses proprietary models combining fundamental active analysis with multi-factor quantitative rankings and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

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 at CWA Asset Management Group with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Keel Point and The Leaders Group Inc. She also serves as Chief Compliance Officer for compliance duties related to both investment and insurance businesses at CWA. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary investment models that combine fundamental and quantitative analysis and offers family-office services, retirement plan fiduciary services, and access to private funds and insurance products.

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 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a trustee of his mother’s trust. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a multi-advisor team managing over $5 billion in assets. The firm offers a range of services including financial planning, portfolio management, and family office services, utilizing both tailored wealth-management and model-based investment strategies.

Chad Cassiani is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His background includes roles at several firms such as Gladstone Wealth Partners and Brookstone Capital Management. In addition to his advisory work, he owns and operates Cassiani Law Offices, providing legal services primarily in tax and estate planning. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of approximately 110 independent advisors. The firm manages around $1.1 billion in client assets and offers a range of services including portfolio management, financial planning, retirement consulting, and model portfolio programs.

Travis Koch is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Harris Financial Advisors and M&I Financial Advisors. Travis serves as an unpaid board member of the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot provides investment advisory and related services to individual and high-net-worth clients, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Cole Hughes is a CFP® with three years of industry experience, currently serving as an advisor at Summit Financial, LLC. His prior experience includes two years at UBS Financial Services and work in private client services. Outside of finance, he has a background that includes roles in education and real estate. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

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 seven years of industry experience. He is currently with Moran Wealth Management, LLC and has previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth management and model-based investment strategies.

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.

Kaitlin Poterack is a financial advisor at Moran Wealth Management, LLC and holds a Series 65 designation. She has experience working in financial services since 2020, including founding Poterack Capital Advisory and roles at Informa and Lundberg Survey. 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 offers tailored wealth management and model-based investment strategies across a variety of asset classes, along with comprehensive family office services.

Jordan Spangler is a financial advisor at CWA Asset Management Group with a Series 65 designation and experience in the financial industry since 2016, including roles at PNC Bank and F.N.B. Corporation. He joined CWA Asset Management Group in 2025. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, and institutional clients. The firm employs proprietary model portfolios and tax-aware strategies, emphasizing global diversification and utilizing advanced technologies such as AI to support its research and portfolio management.

Jason Rundorff is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Naples Global Advisors and HBK Sorce Insurance LLC, among others. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios across a broad range of strategies and provides specialized services for high-net-worth clients under its Level 3 brand.

James Love is a CFP® professional with 20 years of industry experience. He has been with CWA Asset Management Group since 2018, following roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he is a managing partner of JIE LLC, an e-commerce business based in Florida. 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 developed by an in-house research team, focusing on global diversification, tax-aware strategies, and the use of advanced technologies such as AI to support investment decisions.