Chad Cassiani is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gladstone Wealth Partners and Brookstone Capital Management. Outside of advising, Cassiani owns and operates Cassiani Law Offices, providing tax and estate planning legal services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services utilizing a range of investment strategies and third-party platforms.

Travis Koch is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BMO Harris Financial Advisors and M&I Financial Advisors. Travis serves as an unpaid board member of the University of Minnesota Alumni Association Southwest Florida Chapter. Moors & Cabot provides investment advisory and related services to individual and high-net-worth clients, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Justin Mcguffey is a financial advisor at Portfolio Medics, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Horter Financial Strategies, Horter Investment Management, Zillow Group, Touchstone Securities, and IFS Financial Services. Outside of advisory work, he is also an insurance agent involved in insurance and annuity sales. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches, including proprietary trading signals and a blend of passive and active strategies.

Cole Hughes is a CFP® with three years of industry experience, currently serving as an advisor at Summit Financial, LLC. His prior experience includes two years at UBS Financial Services and work in private client services. Outside of finance, he has a background that includes roles in education and real estate. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Richard Simpson is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding CFP® and ChFC® designations with 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, Cetera Investment Advisers, Regions Bank, and BB&T. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets through a 37-advisor team. The firm offers financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth-management engagements and model-based investment strategies.

Tyler Hardt is a CFA® charterholder with seven years of industry experience. He is currently with Moran Wealth Management, LLC and has previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth management and model-based investment strategies.

Julie Rich is a financial advisor with Moran Wealth Management, LLC, holding CFP® and multiple securities licenses (Series 63, 65, 66) and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network and Charles Schwab. She serves as a treasury committee member of the Naples Women’s Club, where she manages donations and financial tracking. Moran Wealth Management is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and family office services, combining tailored wealth-management engagements with model-based investment strategies.

Kory Kelly is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Moran Wealth Management, he worked at The Federal Savings Bank and TradeAlgo. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, also offering distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Trent Speckman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Portfolio Medics, LLC and has previously worked at firms including Regal Investment Advisors, Center Street Advisors Inc, and Ohio National Life Insurance Company. Speckman also serves as president of Speckman Financial Group, where he is involved in insurance sales and business administration. 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-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Jason Collins is a financial advisor at Portfolio Medics, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2020. Outside of his advisory role, Mr. Collins is a musician involved with Floyd Nation, LLC and other musical entities, and he is the founder of Dominating Social Growth LLC, a marketing and automation collective focused on AI-powered strategies. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

Kaitlin Poterack is a financial advisor at Moran Wealth Management, LLC and holds a Series 65 designation. She has experience working in financial services since 2020, including founding Poterack Capital Advisory and roles at Informa and Lundberg Survey. 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 offers tailored wealth management and model-based investment strategies across a variety of asset classes, along with comprehensive family office services.

Jordan Spangler is a financial advisor at CWA Asset Management Group with a Series 65 designation and experience in the financial industry since 2016, including roles at PNC Bank and F.N.B. Corporation. He joined CWA Asset Management Group in 2025. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, and institutional clients. The firm employs proprietary model portfolios and tax-aware strategies, emphasizing global diversification and utilizing advanced technologies such as AI to support its research and portfolio management.

Jason Rundorff is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Naples Global Advisors and HBK Sorce Insurance LLC, among others. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios across a broad range of strategies and provides specialized services for high-net-worth clients under its Level 3 brand.

James Love is a CFP® professional with 20 years of industry experience. He has been with CWA Asset Management Group since 2018, following roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he is a managing partner of JIE LLC, an e-commerce business based in 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 proprietary model portfolios developed by an in-house research team, focusing on global diversification, tax-aware strategies, and the use of advanced technologies such as AI to support investment decisions.

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.