Jaslyn Marques is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Fidelity Investments and Key Bank. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes.

Kimberlee Brown is a financial advisor with JNBA Financial Advisors, LLC in Bonita Springs, FL, holding 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. Outside of her advisory role, she serves as a board member for Platinum Bank, participating in strategic planning. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and institutional entities. The firm employs a team-based approach and offers family office services, retirement plan consulting, and business consulting for professional athletes, using a range of investment strategies across various asset classes.

Arthur Merriman III is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Carnegie Investment Counsel since 2014 and previously held roles at MAI Capital Management, LLC and Stifel Independent Advisors, LLC. Merriman is based in Fort Meyers, FL. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base, including individuals, nonprofit organizations, corporations, and government entities. The firm employs a range of analytical approaches and offers discretionary portfolio management, third-party manager oversight, and specialized planning services.

Lewis Johnson is a financial advisor at CWA Asset Management Group with 13 years of industry experience. He holds a Series 65 designation and has worked at CWA since 2013. Prior to that, he was with Fundamental Global Investors from 2012 to 2021 and has been associated with Gyroscope Capital Management Group, LLC since 2022. 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 other institutions. The firm utilizes in-house research and proprietary models, combining active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

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.

Ralph Desire is a financial advisor with Regal Investment Advisors LLC in Estero, FL, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kinetic Investment Management, Dragon Financial Services, and Melaleuca. He is also involved in 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 through a sub-advisory platform serving SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution and portfolio management on behalf of its network of Primary Advisors.

Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Timothy Schulze is a financial advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Financial Specialists, Cetera Investment Advisers, Nationwide Securities, and Nationwide Financial. Schulze is also owner of Pioneer Wealth Management and serves on the board and as treasurer for the Kirkwood School District Foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, employing strategies including ETFs, mutual funds, and options, while also offering sub-advisory services and private investment options.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. 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 using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

Joseph Burrello is a financial advisor at Performance Wealth with credentials including Series 63 and Series 65 licenses. He has experience working at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management. Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, while offering retirement-plan advisory and wrap-fee programs.

Phillip Evans is a CFP® with 24 years of industry experience, currently serving at Valeo Financial Advisors, LLC. He has worked with Valeo since 2003 and is also involved with Forensic Investments, LLC, which provides forensic accounting and expert witness consulting for securities and trust litigation. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, offering comprehensive financial planning and portfolio management for both retail and institutional clients. The firm’s investment approach includes strategic asset allocation, third-party research, use of independent managers, and tailored services such as portfolio management for pooled investment vehicles.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he served four years with the Florida Gulf Coast University Police Department and eight years in the United States Marine Corps. He holds Series 63, Series 65, and Series 66 credentials. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios supported by external research and offers distinct 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 19 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors, Rehmann Financial Network, and Royal Alliance. Baum is also insurance licensed. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm uses in-house research and proprietary models to manage portfolios with both active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, while offering a range of portfolio management and planning services.

Brian Mallette is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding CFP® and Series 65 designations with 18 years of industry experience. He has worked with Park Shore Partners LLC since 2008 and is involved with HBKS Wealth Advisors as well. Outside of his advisory roles, he serves as an associate at Park Shore Partners LLC, dedicating a portion of his time to this firm during trading hours. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios, multiple platform arrangements, and a broad range of strategies while providing educational materials and affiliated business services.

Mia Safron is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with three years of industry experience. She has worked at Moran Wealth Management since 2021 and spent five years at Florida State University in various capacities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with 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 multiple asset classes and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

William Beynon is a financial advisor at CWA Asset Management Group with 17 years of industry experience. He holds a Series 65 designation and has held leadership roles at multiple firms including Capital Wealth Advisors and Capital Consulting Group, where he serves as president and CEO. Outside of financial services, Beynon is co-owner of Bio Brands, LLC, a fertilization and pest control business. 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 combines proprietary research with active and quantitative strategies, incorporating multi-factor stock selection models and selective artificial intelligence to manage globally diversified portfolios tailored to client objectives.

Shauna Barrier is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL. She holds a Series 66 designation and has six years of industry experience. Prior to joining Venture Visionary Partners, she worked at UBS Financial Services Inc., SunTrust Bank, and Renasant Bank. Outside of advising, she is the proprietor of a rental property business. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management alongside retirement-plan consulting.

Stefanie Murray is a CFP® and Series 65-registered advisor at Moran Wealth Management, LLC with three years of industry experience. Her background includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as positions at Florida Atlantic University and Florida Gulf Coast University. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering a range of financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes.