Jeffrey Lebriton is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors and PNC Wealth Management. Outside of his 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 by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary investment strategies supported by quantitative, technical, and fundamental analysis across multiple asset classes.

Eugene Richardson is a financial advisor with Prospera Financial Services, Inc. based in Naples, FL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Prior to joining Prospera in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Outside of his advisory role, he is involved in managing real estate and investment-related businesses, including co-managing building purchasing for a real estate entity. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.

Shichen Xu is a financial advisor at Moran Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, LLC and the University of Notre Dame. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios and integrates quantitative, technical, and fundamental analysis across a range of investment types.

Spencer David is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Naples, FL. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked with Pfleger Financial Group since 2003 and has been involved with Integrated Wealth Services, Inc. for over two decades. Outside of advisory services, he is president of Spencer J David Enterprises, Inc., a corporation used solely for bookkeeping and tax reporting. M HOLDINGS SECURITIES, Inc. serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.

David Yeh is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has a career background that includes roles at Premier Radiology Services LLC and the Praetorian Archimedes Fund, L.P. Outside of advisory work, he is a member of Physician Growth Catalysts LLC, a group that coaches physician entrepreneurs. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides customized portfolio management, financial planning, and consulting, employing tactical, strategic, and dynamic investment approaches through a multi-team model with ongoing monitoring and client education.

Craig Bolanos Jr. is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. His career includes roles at LPL Financial, LLC, Wealth Management Group, L.L.C., and Principal Financial Services. He is also a partner and owner in several holding companies related to VestGen Wealth Partners, though these activities are not investment related. 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 uses a combination of advisor-level client relationships and centralized portfolio construction, managing about $6.66 billion in assets with 61 advisors serving a diverse client base that includes institutional and government entities.

Mark Urban is a financial advisor with CL Wealth Management LLC in Naples, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at CL Wealth Management since 2011 and at Cabot Lodge Securities since 2013. Outside of his advisory role, he co-owns Urban Oil Consultants LLC, an entity involved in investing in oil wells and mineral rights. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to third-party money managers, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerance.

Denisa Kote is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Florida Gulf Coast University and Truist Bank. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a 37-advisor team. The firm combines tailored wealth management with model-based strategies across various asset classes and offers comprehensive family office services and consulting.

Kristine Merta is a financial advisor at Valeo Financial Advisors, LLC with 12 years of industry experience. She holds a Series 65 credential and has worked at Valeo since 2017. Prior to that, she was with Oxford Financial Group, Ltd for four years and spent one year at Amma Parenting Center. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and serves both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Andrew Krieger is a financial advisor with Mutual Advisors, LLC in Naples, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Mutual Advisors since 2019 and has prior experience at Raymond James Financial Services Advisors, Inc. and The Bank of Edwardsville. Outside of his advisory role, he is co-owner of AKTWO LLC, a party rental and lawn equipment sales business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to each client’s objectives. The firm is notable for its scale and breadth of institutional work, employing multiple analytical approaches and specialized tools to customize investment allocations.

Zachary Metrovich is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Marc Joseph New York and held positions at Pelicans Nest Golf Club and Fiddlesticks Country Club. In addition to advising, he serves as a unit field trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.