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.

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 seven years of industry experience. He holds a Series 65 designation and has been associated with Capital Wealth Advisors and CWA Asset Management Group since 2012. Sampson is also licensed to sell life insurance products in Florida through Capital Wealth Advisors. CWA Asset Management Group provides investment advisory and financial planning services to individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs a research-driven approach with proprietary models and utilizes active and quantitative strategies, including artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Gary Leventhal is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with The Pinnacle Group and LPL Financial since 2013. Outside of his advisory role, Leventhal serves as a FINRA arbitrator and has a longstanding involvement with Roslyn Rescue. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs fundamental analysis alongside various trading strategies and typically manages accounts on a discretionary basis with regular monitoring.

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 worked in various roles including positions at Florida Gulf Coast University and MD Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, family offices, and institutional investors. The firm uses in-house research and proprietary models, offering both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

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.

Donald Drury is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding Series 63, Series 65, and Series 66 licenses with 25 years of industry experience. His prior roles include positions at PNC Wealth Management for 10 years and Wells Fargo Advisors for 3 years. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management using proprietary models and strategies supported by external research. The firm also operates a sub-advisory business and offers specialized portfolios accessible through various model-delivery programs.

Brian Wildman is a financial advisor at CWA Asset Management Group with 9 years of industry experience. He holds the Series 66 designation and has previously worked at F.N.B. Investment Advisors, Old North State Trust, and Merrill. 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 both active and quantitative strategies, utilizing proprietary models and artificial intelligence in portfolio management, with a focus on global diversification and tailored investment techniques.

David Dettloff is a financial advisor at Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. His prior roles include positions at Robert Baird & Co., Morgan Keegan & Company, Morgan Stanley DW Inc., and UBS Financial Services. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, with strategies tailored to clients’ objectives and risk tolerances.

Jack Parks Jr. is a CFP® with 25 years of industry experience. He is currently with Gladstone Wealth Partners and has previously worked at Forty Three Eighteen Advisors, Arvest Wealth Management, and Raymond James Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a wide range of investment strategies and maintaining a focus on retirement-plan services and institutional manager relationships.

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 held prior roles at Capital Wealth Advisors, AmeriPlanning and Investments LLC, Galati Financial LLC, Eagle Strategies, and Transamerica Financial Advisors. In addition to her advisory work, she is a registered CPA and operates as an Unclaimed Funds Locator in Florida. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative portfolio strategies supported by proprietary research and integrates tools such as multi-factor stock selection models and artificial intelligence.

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.

Retirement is more than a financial transition. For many women, it brings one big question to the surface: “Will I be okay?” I work with women approaching or navigating retirement to make confident, tax-smart decisions about income, investments, taxes, Social Security, spending, and the life they want their money to support. As the founder of Purposeful Money, I believe good financial guidance should feel personal, practical, and understandable. My work blends comprehensive retirement planning, investment guidance, and integrated tax planning so clients can see how the pieces fit together, not just on paper, but in real life. I call this next stage the Season of You™: a time to make thoughtful decisions, use your resources with purpose, and step forward with more clarity and peace of mind. We are based in Naples, Florida but serve clients virtually nationwide.

John Folz II is a CFA® charterholder with 26 years of industry experience. He has been with CWA Asset Management Group since 2020 and previously worked at Private Capital Management, L.P. and Carnes Capital Corporation from 2003 to 2020. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers active and quantitative portfolio management strategies that incorporate proprietary research and artificial intelligence, with a focus on global diversification and customized client solutions.

Michael Mongin is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, One Seven, Crescent Wealth Advisory, Genspring Family Offices, Truist Investment Services, and TIAA-CREF. 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 using quantitative, technical, and fundamental analysis across a range of investment vehicles and operates a sub-advisory business offering distinct strategies through Pelican Bay Capital Management.