Lewis Ringham is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at Skybound Wealth Management, LLC, Beacon Global Advisor Network, LLC, and deVere USA Inc. In addition to his advisory role, Ringham is an independent insurance agent with Amerity Financial, LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and manages assets mainly on a non-discretionary basis using ETFs, mutual funds, individual equities, and fixed income.

Timothy Mohns is a CFP® with 33 years of experience in financial services. He is currently with VestGen Advisors, LLC and has held roles at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory work, he serves as a board member of Kingdom Advisors, a nonprofit focused on integrating faith and financial advising, and is involved with Windy Press International, a publisher of electronic children’s books. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with a range of investment management and financial planning services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Rodney Kleiver is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has worked with B. Riley Wealth Advisors since 2014 and previously with National Securities Corporation and Gilman Ciocia, Inc. Kleiver is also involved in tax planning through B. Riley Wealth Tax Services. B. Riley Wealth Advisors provides investment advice and portfolio management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses various investment programs and platforms to manage approximately $4.21 billion in client assets through a team of nearly 173 advisors.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 45 years of industry experience. He previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022 before joining his current firm in 2022. Moran serves as an advisory board member for the Florida-based research and education organization The James Madison Institute. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm combines tailored wealth management with model-based strategies across a range of investment vehicles and offers family office services alongside financial planning and portfolio management.

Robert Mathers is a financial advisor with ValMark Advisers, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. Mathers has worked at Valmark Securities, Inc. since 2010 and has held roles at vonBriesen & Roper, s.c. and Quarles & Brady, where he currently provides legal and tax services. He serves as a board member of the Collier County Community Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with a range of proprietary platforms and sub-advisory services.

Todd Sampson is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 license and seven years of industry experience. He has been with Capital Wealth Advisors and CWA Asset Management Group since 2012. In addition to advisory services, he is licensed to sell life insurance products in Florida through Capital Wealth Advisors. 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 offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles, utilizing proprietary models and a combination of internal and third-party portfolio management.

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.

Darrans Desire is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and currently based in Naples, FL. He has experience at several firms including Dragon Financial and Melaleuca, and is also involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management through independent advisers and subadvisor agreements, serving individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on clients’ behalf.

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 previously worked in diverse roles including positions at Florida Gulf Coast University and MD Solutions. 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 utilizes proprietary model portfolios and a documented Investment Policy Statement to tailor allocations, emphasizing global diversification and tax-aware strategies.

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.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC in Bonita Springs, FL, with 18 years of industry experience. He holds the Series 65 designation and previously worked for Carnegie Investment Counsel and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, alongside discretionary and non-discretionary management and retirement-plan consulting.

Donald Drury is a financial advisor at Moran Wealth Management, LLC with 24 years of industry experience. He has held prior roles at Wells Fargo Advisors Financial Network, LLC and PNC Wealth Management. Drury holds the Series 63, Series 65, and Series 66 designations. 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 tailored wealth management, model-based investment strategies, family office services, and conducts fundamental, technical, and quantitative analysis as part of its process.

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.

Raymond Filorimo is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

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.