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.

Lewis Ringham is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and 10 years of industry experience. His prior experience includes roles at Skybound Wealth Management, Beacon Global Advisor Network, and deVere USA Inc. He also works as an independent insurance agent with Amerity Financial, LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates in the United States, U.S. persons, and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and manages client assets mainly on a non-discretionary basis using a range of investment vehicles and custodians.

Timothy Mohns is a CFP® with 33 years of experience in financial services. He is currently with VestGen Advisors, LLC and has held roles at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory work, he serves as a board member of Kingdom Advisors, a nonprofit focused on integrating faith and financial advising, and is involved with Windy Press International, a publisher of electronic children’s books. 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 with a range of investment management and financial planning services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 45 years of industry experience. He previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022 before joining his current firm in 2022. Moran serves as an advisory board member for the Florida-based research and education organization The James Madison Institute. 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 combines tailored wealth management with model-based strategies across a range of investment vehicles and offers family office services alongside financial planning and portfolio 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 with 24 years of industry experience. He has held prior roles at Wells Fargo Advisors Financial Network, LLC and PNC Wealth Management. Drury holds the Series 63, Series 65, and Series 66 designations. 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 tailored wealth management, model-based investment strategies, family office services, and conducts fundamental, technical, and quantitative analysis as part of its process.

David Dettloff is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Robert Baird & Co., Morgan Keegan & Company, LLC, 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 portfolio management, fee-based financial planning, and consulting using a range of analytical methods and strategies, and provides advisory services on both a discretionary and non-discretionary basis.

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.