Christopher Urness is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Wealthcare Advisory Partners LLC and LPL Financial, LLC since 2016 and has held roles at JPKC Kingdom Ventures LLC, The Urness Group, LLC, and Deer Valley Credit Union. Outside of advising, he is involved in Creative Castle Preschool & Playtime, LLC, a business he has operated since 2006. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary technology and evidence-based investment strategies.

Joseph Yard is a CFP® professional with 40 years of industry experience, currently serving at Harbour Investments, Inc. since 2001. He also has a longstanding affiliation with Integrity Financial Group Incorporated dating back to 1991 and has been involved with VIVE since 2014. Outside of his advisory roles, he operates as an independent insurance agent through Integrity Financial Group. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various portfolio management solutions, including discretionary and non-discretionary services and model-based platforms.

Jeffrey Galati is a CFP® professional with 15 years of experience in financial advising, currently practicing at CWA Asset Management Group. His prior experience includes two years at AmeriPlanning and Investments LLC before joining CWA in 2018. Outside of finance, he owns and manages a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group serves a diverse client base including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm offers discretionary and non-discretionary portfolio management with a focus on proprietary research, active and quantitative strategies, and globally diversified portfolios that may employ advanced techniques such as short selling and tax-aware strategies.

Gregory Wolfe is a financial advisor with Nations Financial Group, Inc. in Estero, FL, holding Series 63, 65, and 66 licenses and bringing 48 years of industry experience. He has been with Nations Financial Group since 1998. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, implementing investment strategies through proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Justin Klestinski is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following a 12-year tenure at Wintrust Investments L.L.C. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed account options and third-party managers.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

Frederick Conti is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Financial Security Management, Inc. since 1999. Outside of his advisory role, he prepares financial plans and provides advisory services through Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, with a focus on asset allocation and long-term holdings. The firm utilizes quantitative screening and qualitative due diligence in selecting investments and manages portfolios on a limited discretionary basis.

Brett Slattery is a CFA® charterholder with 14 years of industry experience. He has worked at Willis Investment Counsel for 13 years before joining Moran Wealth Management, LLC, where he is currently an advisor. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis and offers specialized strategies through its Pelican Bay Capital Management sub-advisory business.

Darian Chen is a CFA® charterholder with 26 years of industry experience, currently serving at CWA Asset Management Group since 2025. His prior experience includes roles at Bray Capital Advisors, LLC, Sequoia Financial Group, Gratry & Company, LLC, and First Fiduciary Investment Counsel Inc. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, combining active and quantitative strategies with global diversification and specialized techniques tailored to client objectives.

Robert Russell Jr. is a financial advisor with Nations Financial Group, Inc. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Nations Financial Group since 2005 and previously worked at A. G. Edwards & Sons, Inc. from 2003 to 2005. Nations Financial Group, Inc. serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and access to a range of in-house and third-party investment strategies across varying risk profiles.

Barry Walsh is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with one year of industry experience. Prior to joining CWA, he held roles in various sectors including healthcare, hospitality, and community organizations. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs proprietary research and models to manage globally diversified portfolios using a combination of active, quantitative, and AI-enhanced strategies.

Blake Bollinger is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm utilizes proprietary in-house research and models, combining active and quantitative strategies with selective use of artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

John Eikanger is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2015 and Atlantic Asset Advisors since 2014. Outside of advising, he is a licensed insurance agent selling life insurance on a commission basis and leases ATM machines locally as a side business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

Justin Claussen is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management in 2025, he worked at Capital Wealth Advisors for one year. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management through proprietary models supported by quantitative, technical, and fundamental analysis.

Robert Weissbein is a financial advisor with Capital Analysts in Naples, FL, holding a Series 63 designation and 40 years of industry experience. He has worked at firms including Lincoln Investment, Cetera Advisors LLC, and First Allied Advisory Services. Weissbein is also the owner and president of Complete Financial Inc., a business involved in insurance sales, consulting, and tax preparation, and manages a residential construction company, Complete Construction Collier LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Michael Sinclair is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2023 and previously spent 10 years with Triad Advisors, Inc. He also owns Sinclair Financial Group, a business providing sales and advice on fixed life insurance, fixed annuities, long-term care insurance, and medical insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and portfolios, incorporating fundamental, technical, and cyclical analysis with the option for alternative assets and consolidated reporting.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private 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 institutional investors. The firm employs in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

Tyler Holes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors in Naples, FL. He has four years of industry experience, including prior service in the United States Air Force and work with National Aerospace Solutions, LLC. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and a variety of strategies, and provides educational newsletters and affiliated business services.

Nicole Molnar is a financial advisor at Citizens Private Wealth with 16 years of industry experience and holds a Series 66 designation. She joined Citizens Private Wealth and its affiliated entities in 2025 after spending 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate structuring, and business consulting services for multigenerational families and closely held businesses.

Eric Hobbs is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has experience working in the financial services industry since 2018, including roles at Wakefield Asset Management and LPL Financial. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios combining quantitative, technical, and fundamental analysis across a variety of asset classes and offers specialized strategies through its sub-advisory division, Pelican Bay Capital Management.