Gregory Weimer is a financial advisor at Confluence Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Confluence Financial Partners since 2015. He serves as Vice-Chair of the Children's Hospital of Pittsburgh Foundation and is involved in real estate development through Gregory James Ventures LLC. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable emphasis on retirement plan consulting for ERISA plan sponsors. The firm employs both active and passive investment strategies, including proprietary managed portfolios and access to third-party managers, while operating as a fiduciary.

Nicole Jackmack is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding a Series 65 designation with four years of industry experience. She has been affiliated with both HBKS Wealth Advisors and Park Shore Partners since 2010. Jackmack also works as an advisor associate for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides wealth management services.

Elizabeth Psota is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Vantage Private Wealth for four years. Prior to her financial services career, she was employed at First Presbyterian Preschool for six years. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process and offers specialized services such as family office support and sports and entertainment advisory.

Kathryn Jones is a financial advisor with Northern Trust Securities, Inc. who holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. Prior to joining Northern Trust Securities in 2023, she worked at Fidelity Investments and Charles Schwab for several years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions.

Robert Gesdorf is a financial advisor at Moors & Cabot, Inc. with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Stifel Nicolaus & Co Inc. since 2008. 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.

Adam Day is a CFP® professional with 15 years of industry experience. He is currently with Ritholtz Wealth Management, where he has worked since 2023. Prior to this, he spent several years at Wealthquest Corp. and Northwestern Mutual in various wealth management and investment roles. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The multi-team firm manages approximately $9.4 billion in assets, employing a goal-based investment process that emphasizes asset allocation and behavioral finance, using diversified low-cost ETFs alongside tactical overlays and alternative investments.

William Mc Clure III is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 designation and eight years of industry experience. He previously worked at Investment Advisor Institute/DynaLogic from 2015 to 2018 before joining Capital Wealth Advisors in 2018. 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 an investment process driven by an in-house research team that constructs proprietary model portfolios emphasizing global diversification, tax-aware strategies, and the use of advanced technologies such as AI.

Charles Sonalia is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Little Masa and Jimmy P's Butcher Shop and Deli. 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 using quantitative, technical, and fundamental analysis across various asset classes and offers distinct strategies through its sub-advisory arm, Pelican Bay Capital Management.

Edwin Blanchard II is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been affiliated with Western Wealth Management LLC and LPL Financial since 2016. Blanchard also provides investment advisory services through independent firms Western Wealth Management, LLC and JSW Global Capital Group. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of portfolio management options and delivery platforms.

Charissa Konz is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. She previously worked at Raymond James & Associates, Janney Montgomery Scott, Wells Fargo Advisors, and other firms. Outside of her advisory role, she is also involved in retail sales with a local business, Rouze. 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 employs proprietary model portfolios using quantitative, technical, and fundamental analysis across various asset classes and operates a sub-advisory business under Pelican Bay Capital Management.

Adam Hajjar is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds the Series 65 designation and previously worked at Target Corporation and Scoop's Ice Cream and Acai. 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 institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizing global diversification and tax-aware strategies.

Lewis Johnson is a financial advisor at CWA Asset Management Group with 12 years of industry experience. He holds a Series 65 designation and has worked at CWA Asset Management Group since 2013 as well as at Gyroscope Capital Management Group and Fundamental Global Investors. CWA Asset Management Group provides discretionary and non-discretionary 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 utilizes proprietary investment models that combine fundamental analysis with multi-factor quantitative rankings and offers a range of services including family-office solutions, retirement plan fiduciary services, and access to private pooled investment vehicles.

Benjamin Hermiston is a financial advisor with Moran Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. His work history includes roles at Pelican Bay Capital Management and Aviance Capital Partners. Outside of finance, he has experience in education and construction. 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 using quantitative, technical, and fundamental analysis, and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Harry Morad is a financial advisor at Pine Valley Investments with 11 years of industry experience. He holds a Series 65 credential and has been with Pine Valley Investments and Philadelphia Investment Partners since 2014. Morad is a partner in Pine Valley Capital, a firm that lends capital secured by real estate, and a co-founder of Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs fundamental, technical, and quantitative analysis to tailor portfolios and manages both long- and short-term trading strategies, including the use of derivatives and margin.

Ralph Desire is a Series 65-registered financial advisor with Regal Investment Advisors LLC, based in Naples, FL. He has one year of industry experience and previously worked at Kinetic Investment Management, Dragon Financial Services, and Melaleuca among other roles. In addition to his advisory work at Regal, Desire is involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Joseph Burrello is an advisor at Performance Wealth with Series 65 and Series 63 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over 20 years in the industry. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and comprehensive wealth planning through a multi-advisor team managing over $4 billion in assets. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, combined with fundamental and technical analysis.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role, he served in the United States Marine Corps and worked with local police departments in Florida. Moran Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinct investment strategies through its sub-advisory business, Pelican Bay Capital Management.

Richard Smarg is a financial advisor at M HOLDINGS SECURITIES, Inc. with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his work at M HOLDINGS, he is president of Retirement & Insurance Resources, LLC and managing member of Advanced Choice Technology, a company focused on decision-making programs. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory, using a combination of portfolio management, third-party sub-advisors, and platform providers.

Jason Baum is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors and Rehmann Financial Network. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of solutions including family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles.

Brian Mallette is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has worked at Park Shore Partners LLC and HBK Sorce Advisory LLC since 2008. Mallette spends a portion of his time as an associate at Park Shore Partners, which operates during market hours. Park Shore Partners LLC is an SEC-registered investment manager that provides discretionary portfolio management through private pooled vehicles for qualified and accredited clients. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and uses a range of investment instruments, including ETFs, mutual funds, and option strategies, to construct and manage risk in its portfolios.