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.

Nancy Daniel is a financial advisor at Secure Asset Management, L.L.C. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC and Aurora Securities Inc. Outside of her advisory work, she plays the violin approximately 20 hours per week. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and uses third-party money managers and trading signals to manage client assets.

Thomas Massey is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Moors & Cabot since 2011. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Andrew Browne is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work experience includes roles at Comcast and Mass Mutual Life Insurance Co. 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 and a combination of quantitative, technical, and fundamental analysis across various asset classes.

Joseph Nelson is a CFP® professional with 23 years of industry experience, currently serving at The Fiduciary Alliance since 2021. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 14 years. Outside of his advisory role, Nelson is vice president and board member of the American Center for Financial Stewardship, volunteers as a substitute adult education instructor including teaching Dave Ramsey’s Financial Peace University, and operates a photography business specializing in weddings and portraits. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses, with options to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Ryan Frank is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Moran Wealth Management, LLC. He previously worked at Wells Fargo Advisors and its affiliates from 2014 to 2022. In addition to his advisory role, he is a commissioned notary public in the state of Florida. Moran Wealth Management, LLC is a registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $5 billion in assets through a 37-advisor team and offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements.

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.

Michael Tcheyan is a CFP® professional with 21 years of industry experience, currently serving at Gateway Wealth Partners, LLC. He previously worked at Investment Strategy Advisors, Inc. for 20 years and has been involved with CM Tcheyan LLC since 2012. Outside of financial advising, he is the founder of Boom Contemporary, an organization that supports artists by selecting members, managing finances, and promoting their work. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers as appropriate.

William Pluta is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Conner One, VivoInfusion, Emcor Facility Services, and TJV Meehan. Moors & Cabot provides investment advisory and related services to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches, including fundamental, technical, quantitative, and asset allocation methods, and offers both discretionary and non-discretionary portfolio management services.

Eric Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and serves as CEO and President of Champions For Learning, a nonprofit organization supporting education in Collier County. Prior to his current roles, he worked in public school districts, including Clear Creek ISD and Loudoun County Public Schools. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory solutions through affiliated capabilities.

Thomas Collins II is a CFP® professional with 18 years of experience in the financial services industry. He is currently with CWA Asset Management Group, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, JP Morgan Securities, and other financial institutions. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios and a tax-aware, globally diversified investment approach supported by in-house research and advanced technologies.

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.

Jeffrey Janson is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Fiduciary Financial Advisors, where he has worked since 2024, following roles at Summit Wealth Partners and Investors Advocate. Outside of his advisory work, Mr. Janson owns Fiduciary Focus Corporation, LLC, through which he provides educational programs and consulting for retirement plan committees and is also an author receiving royalties from book sales. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach combining strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, and is notable for its digital-asset advisory capabilities alongside formal trust services.

Eftina Coma is a financial advisor at Moran Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Moran Wealth Management in 2022, she held academic positions at Florida Gulf Coast University and Epoka University, as well as a teaching role at Qemal Stafa High School. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a team of 37 advisors. The firm employs a combination of tailored wealth management and model-based strategies across various asset classes and offers comprehensive family office services alongside discretionary and non-discretionary portfolio management.

James Beachum III is a financial advisor at CWA Asset Management Group with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions, LLC. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm utilizes proprietary model portfolios developed by an in-house research team and emphasizes global diversification, tax-aware strategies, and the use of advanced technologies such as AI in its investment process.

Matthew Johnson is a financial advisor with Moors & Cabot, Inc. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining Moors & Cabot in 2023, he worked at Aviance Capital Partners LLC for five years and spent 11 years at Citigroup Global Markets. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors and its affiliated broker-dealer since 2016. Outside of his advisory role, he is listed as the owner of Wahlfeld Wealth Management Group, a branding DBA, though he spends no significant time on activities outside his primary advisory duties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various investment strategies and platforms and offers integrated clearing, custody, and lending capabilities as part of the larger StoneX Group.

Counce Drinkard is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including LPL Financial LLC and Private Client Services. He serves as Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club, an international service organization. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a blend of active and passive investment strategies with a focus on risk management and diversified solutions.

Sharon Kurgis is a financial advisor at Moors & Cabot, Inc. with 42 years of industry experience. She has been with Moors & Cabot since 2008. She holds Series 63 and Series 65 designations. Moors & Cabot provides investment advisory and related services to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.