Jeffrey Janson is a CFP® with 15 years of industry experience, currently serving at Fiduciary Financial Advisors since 2024. He previously worked at Summit Wealth Partners, Investors Advocate, and Financial Advisory Corporation. Outside of his advisory role, he is the owner and president of Fiduciary Focus Corporation, providing educational programs and consulting to retirement plan committees, and he is also an author receiving royalties from book sales. Fiduciary Financial Advisors serves individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that incorporates strategic and tactical asset allocation alongside fundamental, quantitative, technical, and model-manager analysis.

Eftina Coma is a financial advisor at Moran Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Moran Wealth Management in 2022, she held academic positions at Florida Gulf Coast University and Epoka University, as well as a teaching role at Qemal Stafa High School. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a team of 37 advisors. The firm employs a combination of tailored wealth management and model-based strategies across various asset classes and offers comprehensive family office services alongside discretionary and non-discretionary portfolio management.

James Beachum III is a Series 66-licensed financial advisor at CWA Asset Management Group with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individual and high-net-worth investors, family offices, trusts, foundations, pension plans, and institutional clients. The firm employs in-house research and proprietary models to offer active and quantitative strategies, utilizing diverse techniques such as short selling, margin, and tax-aware strategies tailored to client objectives.

Matthew Johnson is a CFP® and ChFC® with 23 years of industry experience. He currently works at Moors & Cabot, Inc. and has previously been employed at Aviance Capital Partners LLC and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, using a range of analytical methods and common investment strategies.

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2016 and previously worked at International Advisory Consultants Inc. from 2013 to 2016. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement customized investment strategies.

Counce Drinkard is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including LPL Financial LLC and Private Client Services. He serves as Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club, an international service organization. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a blend of active and passive investment strategies with a focus on risk management and diversified solutions.

Sharon Kurgis is a financial advisor at Moors & Cabot, Inc. with 43 years of industry experience. She has worked at Moors & Cabot since 2008 and spent the prior 25 years at Merrill. She holds Series 63 and Series 65 designations. 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 consulting services using various analysis methods and common investment strategies.

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.

Stephen Denapoli is a financial advisor at Moors & Cabot, Inc. with 48 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Moors & Cabot since 2014. Prior to that, he worked at Janney Montgomery Scott and Ameriprise Advisor Services. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services that utilize multiple analysis methods and investment strategies, accommodating both discretionary and non-discretionary advisory arrangements.

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.

Daniel Beaudette is a financial advisor with Arax Advisory Partners in Naples, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes positions at Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. He is currently affiliated with Transcend Capital Insurance Services as well. Arax Advisory Partners is a multi-team wealth management firm overseeing approximately $26.5 billion in assets, serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and carried interest structures alongside traditional asset-based fee arrangements.

Robert Gesdorf is a financial advisor with Moors & Cabot, Inc., holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2008 and briefly at Robert Baird & Co. the same year. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using various analytical methods and investment strategies, and operates as a multi-registered entity providing both advisory and commissionable brokerage and insurance 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 at CWA Asset Management Group with eight years of industry experience. He holds a Series 65 credential and has worked at Capital Wealth Advisors since 2018, following three years at Investment Advisor Institute/DynaLogic. 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 employs a combination of active and quantitative strategies, including proprietary models and artificial intelligence, to create globally diversified portfolios tailored to client objectives.

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.