Chelsea Ganey is a financial advisor at Summit Wealth Group with 12 years of industry experience. She holds the CFA® charter and Series 66 license. Prior to joining Summit Wealth Group, she worked at Moran Wealth Management, LLC, Wells Fargo Advisors, and Wells Fargo Clearing. She serves as an executive council member for the Department of Economics and Finance at Florida Gulf Coast University. Summit Wealth Group is a multi-team registered investment adviser with approximately 39 advisors managing about $2.3 billion in client assets. The firm provides integrated wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, typically offering discretionary portfolio management combined with financial planning and tax services.

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 worked in various roles, including at Dynametrics Financial and Guardian Life Insurance. Outside of her advisory duties, she owns Stonegate Way Consulting, where she provides trading and investment education to clients. Portfolio Medics offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and employs multiple investment strategies in line with client objectives and risk tolerance.

Quinton Smith is a financial advisor at CWA Asset Management Group with a Series 65 credential and less than one year of industry experience. His prior work includes positions outside of finance in hospitality and distribution. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, and institutional investors. The firm uses in-house research and proprietary models, combining active and quantitative strategies with global diversification to meet client objectives.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management through proprietary models supported by quantitative, technical, and fundamental analysis.

Jennifer Di Lorenzo is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding a Series 65 license with five years of industry experience. She has been with HBKS Wealth Advisors and its affiliated firm, Park Shore Partners, since 2019. In addition to her advisory role, she is an advisor associate involved with a hedge fund through Park Shore Partners. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages tailored portfolios using a variety of strategies and platforms and maintains affiliated businesses, including accounting and brokerage services, as well as a material affiliation with Park Shore Partners.

Blaine Ferguson is a financial advisor at CWA Asset Management Group with 19 years of industry experience and holds a Series 65 license. He has held roles at several related firms including Gyroscope Capital Management Group and CW Institutional, and currently serves as Chief Operating Officer at CWA Asset Management Group. Outside of advisory services, he is involved in multiple business ventures such as insurance brokerage and estate planning. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investing strategies supported by proprietary research and models, offering globally diversified portfolios that incorporate advanced techniques like tax-aware strategies and the use of artificial intelligence.

Matthew Pietzak is a CFP® with 26 years of industry experience. He is currently with Verdence Capital Advisors, LLC and has previously worked at Vantage Private Wealth, LLC and PNC Investments. Verdence Capital Advisors serves individual and institutional clients including businesses, pension and profit-sharing plans, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Thomas Massey is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role at Moors & Cabot since 2011, he worked at Merrill from 2006 to 2011 and Raymond James & Associates from 2001 to 2006. 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 and financial planning with a focus on tailored portfolios using strategies such as asset allocation, fundamental and technical analysis, and quantitative techniques.

Samantha Galindo is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc and Gulf Coast Business Bank. Outside of finance, she has experience in diverse roles including work with USA Taekwondo Center and Sanibel Sea School. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory strategies, utilizes third-party managers and a TAMP platform, and provides both discretionary and non-discretionary portfolio management.

William Mc Alpin is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Alphastar Capital Management, and New York Life Insurance. Mc Alpin also owns McAlpin Financial Group, which focuses on life insurance and fixed/indexed annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Andrew Browne is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding Series 65 and Series 63 registrations with two years of industry experience. Prior to joining Moran Wealth Management, he worked seven years at Comcast and held various roles in the insurance and financial services sectors. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management using proprietary model portfolios supported by external research. The firm’s offerings include distinct strategies through its sub-advisory Pelican Bay Capital Management business and consulting on variable annuities.

Ryan Frank is a CFP® with 11 years of industry experience, currently serving as an advisor at Moran Wealth Management, LLC. Before joining Moran Wealth Management, he spent four years with Wells Fargo Advisors and four years with Wells Fargo Clearing. He is also a commissioned notary public in the state of Florida. 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 using quantitative, technical, and fundamental analysis and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Justin Roth is a financial advisor at Moran Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Florida Gulf Coast University and ZF prior to joining Moran Wealth Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a team of 37 advisors. The firm offers a range of services including financial planning, portfolio management, family office services, and employs both tailored and model-based investment strategies.

Rosalie Mathers is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. She previously worked at MP&H Financial Group LLC from 2016 to 2018. Outside of her advisory role, she is the managing member of Private Wealth Advisers LLC, where she assists in placing certain non-variable insurance products. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, with implementation primarily through mutual funds, ETFs, and separate-account managers.

Sidney Yeomans is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LaSalle St. since 2010. In addition to his advisory work, Yeomans serves as a professor at Trinity International University and is involved with the nonprofit Good Sense NFP. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, with a notable predominance of non-discretionary assets under management.

Fred Liebau III is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lake Life Financial Planning, Driven Wealth Strategies, and Liebau Greer Wealth Management Group. In addition to advisory work, he is president of a tax services company, TBC Services, Inc. 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 that may include diversified mutual funds, ETFs, individual securities, and independent managers, utilizing a range of analytical approaches and strategies aligned with client objectives and risk tolerance.

William Pluta is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with one year of industry experience. He holds a Series 66 designation. Prior to joining Moors & Cabot, his work history includes roles at Conner One, VivoInfusion, Emcor Facility Serv, and other organizations. 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, fee-based financial planning, consulting, and referral services, using varied strategies including asset allocation and quantitative techniques, and provides active brokerage and insurance sales alongside advisory services.

John Conrath is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Portfolio Medics since 2008 and previously at BenefitPros, LLC from 2012 to 2017. Outside of advisory work, he is a musician and band partner, dedicating time weekly to practice. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Thomas Collins II is a CFP® professional with 18 years of industry experience, currently serving at CWA Asset Management Group. His prior roles include positions at Morgan Stanley, JP Morgan Securities, Schwab Wealth Advisory, TIAA-CREF, and Fidelity. 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 employs both active and quantitative investment strategies, utilizing proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

Heather Clegg is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Summit Financial and Private Client Services in 2024, she worked at UBS Financial Services INC from 2011 to 2024. She serves on the Board of Trustees and as Chair of the Investment Committee for The Village School of Naples. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients through a range of investment advisory, portfolio management, and financial planning services. The firm offers a combination of discretionary and consultative investment programs tailored to client needs.