David Dettloff is a financial advisor at Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

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 previously worked at Capital Wealth Advisors, AmeriPlanning and Investments LLC, and operated her own firm, Galati Financial LLC. Outside of advising, she is a CPA registered as an Unclaimed Funds Locator with the State of Florida. 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 both active fundamental and quantitative multi-factor investment strategies, emphasizing global diversification and tax-aware approaches.

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 is a CFA® charterholder with 25 years of experience in the financial industry. He has worked at CWA Asset Management Group since 2020 and previously spent 17 years with Private Capital Management, L.P. and Carnes Capital Corporation. CWA Asset Management Group provides portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including separately managed accounts, family-office services, and donor-advised fund management, utilizing proprietary models that combine fundamental and quantitative analysis.

Michael Mongin is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 65, 66, and 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, One Seven, Crescent Wealth Advisory, and Genspring Family Offices. 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 uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of asset classes and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Sladana Bukalov is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios. The firm employs a mix of passive, active, hybrid tax-aware, and tactical strategies, incorporating proprietary risk overlays through its affiliate Corbett Road Capital Management.

Quinton Smith is an advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license. He joined CWA in 2025 and has no prior industry experience. His background includes various roles outside finance, such as positions in hospitality and distribution. 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 uses proprietary model portfolios developed by an in-house research team, emphasizing global diversification, tax-aware strategies, and advanced technologies including AI in its investment process.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. 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 financial planning, portfolio management, family office services, and utilizes a combination of tailored wealth-management engagements and model-based investment strategies.

Jennifer Di Lorenzo is a financial advisor with Park Shore Partners LLC and holds a Series 65 designation. She has four years of industry experience, including roles at Park Shore Partners and HBKS Wealth Advisors since 2019, and previously worked at Target from 2014 to 2019. Park Shore Partners LLC is an SEC-registered investment manager specializing in discretionary portfolio management through private pooled vehicles for qualified clients and institutions. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and integrates various investment instruments and risk-management strategies in its portfolio construction.

Blaine Ferguson is a Series 65-licensed financial advisor at CWA Asset Management Group with 19 years of industry experience. He has held roles at several related entities including Gyroscope Capital Management Group and CW Institutional, and currently serves as Chief Operating Officer of CWA Asset Management Group. Ferguson is also involved in insurance brokerage and estate planning services through affiliated businesses. CWA Asset Management Group provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm employs proprietary models combining active fundamental analysis with multi-factor quantitative rankings and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.

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.