Todd Sampson is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 license and seven years of industry experience. He has been with Capital Wealth Advisors and CWA Asset Management Group since 2012. In addition to advisory services, he is licensed to sell life insurance products in Florida through Capital Wealth Advisors. CWA Asset Management Group provides 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 offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles, utilizing proprietary models and a combination of internal and third-party portfolio management.

Ryan Hawk is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. He has been with HBKS Wealth Advisors since 2018 and previously worked at The Vanguard Group and Purshe Kaplan Sterling Investments. Hawk is also an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and multiple platform arrangements.

Santiago Mosquera Jr. is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 65 designation and has previously worked in diverse roles including positions at Florida Gulf Coast University and MD Solutions. 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 institutional clients. The firm utilizes proprietary model portfolios and a documented Investment Policy Statement to tailor allocations, emphasizing global diversification and tax-aware strategies.

Amanda Mahland is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at both HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2008 and 2009, respectively. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios typically on a discretionary basis using proprietary models and multiple platform arrangements.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC in Bonita Springs, FL, with 18 years of industry experience. He holds the Series 65 designation and previously worked for Carnegie Investment Counsel and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, alongside discretionary and non-discretionary management and retirement-plan consulting.

Iris Serrano Faria is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 designation and having two years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank and Morgan Stanley, as well as a four-year tenure at Florida Gulf Coast University. HBKS Wealth Advisors serves individual clients across a range of wealth levels, retirement plans, and institutional clients by providing personalized investment management, financial planning, and pension consulting. The firm uses a variety of strategies and platforms to create tailored portfolios and offers additional services including high-net-worth client solutions and back-office support for affiliated advisers.

Donald Drury is a financial advisor at Moran Wealth Management, LLC with 24 years of industry experience. He has held prior roles at Wells Fargo Advisors Financial Network, LLC and PNC Wealth Management. Drury holds the Series 63, Series 65, and Series 66 designations. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers tailored wealth management, model-based investment strategies, family office services, and conducts fundamental, technical, and quantitative analysis as part of its process.

Lisa Elkins is a CFP® and holds a Series 65 license with 13 years of industry experience. She has been with Belpointe Asset Management LLC since 2015 and previously worked at Tuttle Wealth Management, LLC. Based in Estero, FL, she provides advisory services as part of a larger team at Belpointe. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Dettloff is a financial advisor at Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Chelsea Seibel is a CFP® professional with 14 years of industry experience. She currently serves as an advisor at Manning & Napier Advisors, LLC and has held positions at City National Bank and RBC Capital Markets, LLC. She is a board member of Abuse Counseling Treatment, Inc. and the Planned Giving Council of Lee County, both non-investment related organizations. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, offering discretionary separately managed accounts and non-discretionary advice for various funds. The firm employs a team-based investment approach that combines top-down macro analysis with bottom-up security selection and maintains affiliations with an in-house trust company and a broker-dealer to support its offerings.

Roxane Kronon Galati is a CFP® with 24 years of experience in the financial industry. She is currently with CWA Asset Management Group and has previously worked at Capital Wealth Advisors, AmeriPlanning and Investments LLC, and operated her own firm, Galati Financial LLC. Outside of advising, she is a CPA registered as an Unclaimed Funds Locator with the State of 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 both active fundamental and quantitative multi-factor investment strategies, emphasizing global diversification and tax-aware approaches.

Charles Chesebrough is a financial advisor at Moran Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network and Honeywell International. Chesebrough serves as Treasurer of the Barrington Club Homeowners Association in Naples, FL, overseeing financial statements and participating in community decision-making. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers comprehensive wealth management services, combining tailored strategies with model-based portfolios and providing family office support and variable annuity consulting.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

John Folz is a CFA® charterholder with 25 years of experience in the financial industry. He has worked at CWA Asset Management Group since 2020 and previously spent 17 years with Private Capital Management, L.P. and Carnes Capital Corporation. CWA Asset Management Group provides portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including separately managed accounts, family-office services, and donor-advised fund management, utilizing proprietary models that combine fundamental and quantitative analysis.

Michael Mongin is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 65, 66, and 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, One Seven, Crescent Wealth Advisory, and Genspring Family Offices. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of asset classes and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Sladana Bukalov is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios. The firm employs a mix of passive, active, hybrid tax-aware, and tactical strategies, incorporating proprietary risk overlays through its affiliate Corbett Road Capital Management.

Chelsea Ganey is a CFA® with 10 years of experience in financial services. She currently serves as an advisor at Summit Wealth Group and has previously worked at Moran Wealth Management and Wells Fargo Advisors. Ganey is a member of the Executive Council for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients' financial profiles and employs a variety of analytical approaches, including third-party money managers and tax-loss harvesting.

Tillie Allison is a financial advisor at Portfolio Medics, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance, Park Avenue Securities, and Westshore Financial Group. Outside of her advisory role, Ms. Allison owns Stonegate Way Consulting, where she provides trading and investment education to clients, and she is also active as an insurance broker and in real estate-related business activities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Quinton Smith is an advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license. He joined CWA in 2025 and has no prior industry experience. His background includes various roles outside finance, such as positions in hospitality and distribution. 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 uses proprietary model portfolios developed by an in-house research team, emphasizing global diversification, tax-aware strategies, and advanced technologies including AI in its investment process.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers financial planning, portfolio management, family office services, and utilizes a combination of tailored wealth-management engagements and model-based investment strategies.