Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

Tyler Holes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors in Naples, FL. He has four years of industry experience, including prior service in the United States Air Force and work with National Aerospace Solutions, LLC. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and a variety of strategies, and provides educational newsletters and affiliated business services.

Nicole Molnar is a financial advisor at Citizens Private Wealth with 16 years of industry experience and holds a Series 66 designation. She joined Citizens Private Wealth and its affiliated entities in 2025 after spending 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate structuring, and business consulting services for multigenerational families and closely held businesses.

Eric Hobbs is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has experience working in the financial services industry since 2018, including roles at Wakefield Asset Management and LPL Financial. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios combining quantitative, technical, and fundamental analysis across a variety of asset classes and offers specialized strategies through its sub-advisory division, Pelican Bay Capital Management.

Jonathan Harris is a financial advisor at Arax Advisory Partners with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 25 years. Harris serves as Secretary and Treasurer of Aquidneck Country Club and chairs the Portsmouth, Rhode Island Pension Commission. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing a mix of traditional and alternative investments supported by in-house teams and external managers.

Stefan Contorno is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked for UBS Financial Services for 12 years before joining Venture Visionary Partners in 2026. Outside of his advisory role, he owns SJC Productions, a sole proprietorship that produces video content for entrepreneurs, and is involved with Florida Gulf Coast University as part of a nonprofit. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios through various investment approaches and offers both discretionary and non-discretionary management along with a substantial retirement-plan practice.

Gerard Longo is a financial advisor with Merit Financial Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Global Wealth Advisors, Commonwealth Financial Network, Oakmont Capital Management, and Oppenheimer. Outside of his advisory work, he is the owner of Bartko Associates, LLC, a private entity established to facilitate advisory business. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and an internal investment management team, offering both discretionary and non-discretionary account arrangements.

Brandon Beck is a financial advisor at Confluence Financial Partners with 15 years of industry experience. He holds a Series 66 credential and has worked at several firms including Blackston Financial Advisory Group, Brookstone Capital Management, and FamilyWealth Advisers. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides both discretionary and non-discretionary account management, utilizing a blend of active and passive investment vehicles alongside proprietary managed portfolios and third-party managers.

Daniel Natoli is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Creative Resources Investment Advisors LLC and RFG Advisory, LLC. In addition to his advisory work, he is active as an insurance agent through Natoli Insurance, focusing on whole life, term, and disability insurance. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is customized to client goals, risk tolerance, and time horizon, with portfolios managed primarily on a discretionary basis and reviewed at least quarterly.

Devon Banning is a CFP® and Series 65-licensed advisor at Moran Wealth Management, LLC with three years of industry experience. Prior to joining Moran Wealth Management, he operated Banning Services, LLC for four years and spent eleven years at Financial Wings, Inc. Moran Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, family office services, and investment management, utilizing proprietary model portfolios that combine quantitative, technical, and fundamental analysis across various asset classes.

Gail Mercer is a financial advisor at OneSeven with 30 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 19 years at Raymond James Financial Services, Inc. and 14 years at Raymond James Financial. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary arrangements.

Richard Brown is a financial advisor at JNBA Financial Advisors, LLC in Bonita Springs, FL, with 12 years of industry experience. He holds a Series 63 designation and has been with the JNBA Financial Advisors organization since 1996. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm’s investment approach incorporates individual equities, fixed income, mutual funds, ETFs, and covered calls, supported by fundamental and technical analysis and ongoing portfolio reviews.

John Kinkead is a financial advisor at Visionary Wealth Advisors, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Visionary Wealth Advisors in 2024, he worked for eight years at Naples Money Management, LLC. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework.

Seyed Aryan Mirfakhraee is a financial advisor with Moran Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Proshares. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of investment vehicles.

Corey Grant is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Moran Wealth Management, LLC since 2022 and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis across various asset classes.

Mikaela Hutton is a financial advisor at CWA Asset Management Group with four years of industry experience. She holds a Series 65 designation and has been with CWA since 2021. Outside of advisory work, she has a longstanding career at Lululemon, where she has worked for over ten years. CWA Asset Management Group serves a diverse client base including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a combination of active and quantitative investment strategies, including proprietary models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Matthew Hickey is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at SilverStone Group and LPL Financial. Outside of advising, he serves on the boards of the Ndamukong Suh Family Foundation and The Big Red Collaborative Foundation, and is involved with Hurrdat and Opendorse as an advisory board member as well as a minority principal in SmartSports Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, family offices, trusts, foundations, and institutional investors. The firm employs proprietary models and active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, with portfolios that are globally diversified and tailored to client objectives.

Patrick Brown is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently an assistant portfolio manager at Park Shore Partners LLC and HBKS Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Broadridge Ireland Limited, Adecco Ireland, Engage People Recruitment, and BlackRock Investment Management Ireland. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary management of private pooled vehicles, including Opportunity Funds and a multi-asset strategy fund. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and incorporates ETFs, mutual funds, option strategies, and cash in its portfolio construction and risk management.

Jose Garcia is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Sequent Planning in 2024, he worked at Advisory Services Network, LLC for four years. Garcia is also the owner and president of Safeharbor Management Group, an insurance agency offering group insurance and Medicare supplement products. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, written financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

Karen Vilorio Muchnik is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with six years of industry experience. Her work history includes roles at Capital Wealth Advisors, Wells Fargo Advisors, and Coyle Financial Counsel. Outside of finance, she is a co-owner of Commercial Window Coverings LLC, a business specializing in commercial shades and window coverings. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm offers discretionary and non-discretionary portfolio management based on in-house research and proprietary models, incorporating active and quantitative strategies with the selective use of artificial intelligence.