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 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.

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 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 financial advisor with CWA Asset Management Group holding a Series 65 credential and 19 years of industry experience. He has worked with multiple related entities, including Gyroscope Capital Management Group and CW Institutional, and serves in executive roles such as Chief Operating Officer and partner across several affiliated firms. 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 utilizes proprietary models and a combination of active and quantitative strategies, incorporating artificial intelligence and multi-factor stock selection to offer globally diversified portfolios tailored to client objectives.

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 at Arax Advisory Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Citigroup Global Markets, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is a member of EJD Realty Associates, LLC, a real estate partnership. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning, portfolio management, and advisory services with a mix of internal and third-party strategies.

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 25 years of industry experience. He has worked at Moors & Cabot since 2011, following five years at Merrill and five years at Raymond James & Associates. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning and consulting, and a range of advisory services that utilize multiple analysis methods and common investment strategies.

Joseph Pignatano is a financial advisor at Arax Advisory Partners with 13 years of industry experience and holds a Series 66 designation. His prior work includes roles at Transcend Capital Advisors, Key Private Bank, Charles Schwab & Co., and Morgan Stanley. Joseph is based in Naples, FL. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal management, third-party models, and tailored asset allocation, with notable use of performance-based fee arrangements and private fund advisory 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. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Conner One and VivoInfusion. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, fee-based financial planning, and advice-only services using a range of analysis methods and investment strategies.

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 industry experience, currently serving at CWA Asset Management Group. His prior roles include positions at Morgan Stanley, JP Morgan Securities, Schwab Wealth Advisory, TIAA-CREF, and Fidelity. 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 employs both active and quantitative investment strategies, utilizing proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

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.