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 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory role, he is a founding member and principal of VestGen Wealth Partners Holdings, LLC and a passive investor in a gym and fitness training business. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm uses a combination of tailored wealth-management engagements and model-based strategies across a range of investment vehicles, and offers comprehensive family office services and consulting.

David Martin is a CFP® professional with over 40 years of experience in the financial services industry. He is currently affiliated with Royal Fund Management, LLC and Financial Security Planners, LLC, along with serving as president of Advanced College Planning, LLC, where he provides college planning advisory services. Martin is also a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

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 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.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Gladstone in 2021, he worked at UBS Financial Services from 2007 to 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level.

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 Series 65-licensed financial advisor at CWA Asset Management Group with one year of industry experience. Prior to his advisory role, he worked in the restaurant industry, currently serving as a server at Naples Flatbread Kitchen & Bar. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs proprietary research and Models that use active and quantitative strategies with global diversification, incorporating techniques like short selling, margin, and tax-aware approaches tailored to client objectives.

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 previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2022. He serves as a trustee of his mother's trust in Naples, FL. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, family office services, and both discretionary and non-discretionary investment management using proprietary model portfolios supported by external research.

Chad Cassiani is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 registrations and bringing 17 years of industry experience. His career includes roles at firms such as Gladstone Wealth Partners, Brookstone Capital Management, and First American National Investment Advisors. Outside of financial advising, he owns and operates Cassiani Law Offices, providing legal services focused on tax and estate planning. Integrity Advisory Solutions serves a broad client base including individuals, high-net-worth clients, trusts, estates, and businesses, managing approximately $1.1 billion in assets through a network of about 100 independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of investment strategies and third-party platforms to tailor client portfolios.

Travis Koch is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with BMO Harris Financial Advisors, Inc. and M&I Financial Advisors among others. Travis serves as a volunteer board member for the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot, Inc. serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services using a range of analytical methods and common investment strategies.

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 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.