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 at Moran Wealth Management, LLC in Naples, FL, with 24 years of industry experience. He holds Series 65, 66, and 63 licenses and has previously worked at firms including 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 by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios and a combination of quantitative, technical, and fundamental analysis across various asset classes, and also operates a sub-advisory business under Pelican Bay Capital Management.

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.

Eric Schwartz is a financial advisor with Arax Advisory Partners in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services, Citigroup Global Markets, and Transcend Capital Advisors. He is also a member of EJD Realty Associates, LLC, a real estate partnership. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using both in-house and external portfolio managers, offering a range of services from discretionary portfolio management to retirement plan consulting and private fund advisory.

Nancy Daniel is a financial advisor at Secure Asset Management, L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Raymond James & Associates, and Citigroup Global Markets. Outside of her financial career, she is an active violinist, dedicating approximately 20 hours per week to playing. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.