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 an investment advisor at CWA Asset Management Group with two years of industry experience. He holds a Series 65 designation and is based in Naples, FL. Outside of his advisory role, Hunter works as a server at a local restaurant in Estero, FL. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm employs both active and quantitative strategies, incorporating proprietary research, multifactor stock selection models, and selective use of artificial intelligence in portfolio management.

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 has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a trustee of his mother’s trust, a role unrelated to his trading activities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm utilizes proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinctive investment strategies through its Pelican Bay Capital Management sub-advisory business.

Travis Koch is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Moors & Cabot in 2020, he worked at BMO Harris Financial Advisors, Inc. and related affiliates from 2008 to 2019. Travis serves as an unpaid board member of the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot provides investment management, financial planning, and consulting services to retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio strategies and active brokerage and insurance services, managing client accounts on both discretionary and non-discretionary bases.

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 CFP® and ChFC® with 21 years of experience in financial advising. He currently works at Moran Wealth Management, LLC and has prior experience at Wells Fargo Advisors, Cetera, Regions Bank, BB&T, and Northwestern Mutual Investment Management. 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 and strategies supported by external research, utilizing quantitative, technical, and fundamental analysis across various asset classes.

Tyler Hardt is a CFA® charterholder with eight years of industry experience. He is currently with Moran Wealth Management, LLC and previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by 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 a broad range of investment types.

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 credential and one year of industry experience. Prior to joining CWA, he held several roles at PNC Bank, F.N.B. Corporation, and First Commonwealth 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 other institutional investors. The firm uses proprietary research and models, including active and quantitative strategies that incorporate multi-factor stock selection and selective artificial intelligence, offering globally diversified portfolios tailored to client objectives.

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® with 20 years of industry experience. He has worked at CWA Asset Management Group since 2018 and previously held roles at Fidelity from 2008 to 2018. Outside of his advisory work, he is the managing partner of JIE LLC, an e-commerce sales business. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs a combination of active and quantitative strategies, leveraging in-house research, proprietary models, and artificial intelligence, with portfolios that may include global diversification and various advanced techniques tailored to client objectives.

Timothy Mohns is a CFP® with 33 years of industry experience and is currently affiliated with VestGen Advisors, LLC. His career includes roles at Raymond James Financial and Fountain Wealth Management, among others. Outside of his advisory work, he serves on the board of Kingdom Advisors, a nonprofit organization focused on faith integration for financial advisors, and is involved with Windy Press International, a publisher of electronic children's books. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm employs a centralized portfolio construction model combined with advisor-level client relationship work and manages roughly $6.66 billion in assets with a multi-team structure.

Rodney Kleiver is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has worked with B. Riley Wealth Advisors since 2014 and previously with National Securities Corporation and Gilman Ciocia, Inc. Kleiver is also involved in tax planning through B. Riley Wealth Tax Services. B. Riley Wealth Advisors provides investment advice and portfolio management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses various investment programs and platforms to manage approximately $4.21 billion in client assets through a team of nearly 173 advisors.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Moran serves as an advisory board member for the James Madison Institute and is a trustee of the Moran Family Foundation. 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 employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis and offers distinct investment strategies through its sub-advisory business, Pelican Bay Capital Management.

Todd Sampson is a financial advisor at CWA Asset Management Group with eight years of industry experience. He holds a Series 65 license and has been with Capital Wealth Advisors and CWA Asset Management Group since 2012. Sampson is also licensed to sell life insurance products in Florida. 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 proprietary research and quantitative models, integrating active and AI-supported strategies to manage globally diversified portfolios tailored to client objectives.