Jack Parks Jr. is a CFP® with 25 years of industry experience. He is currently with Gladstone Wealth Partners and has previously worked at Forty Three Eighteen Advisors, Arvest Wealth Management, and Raymond James Financial Services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a wide range of investment strategies and maintaining a focus on retirement-plan services and institutional manager relationships.

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 held prior roles at Capital Wealth Advisors, AmeriPlanning and Investments LLC, Galati Financial LLC, Eagle Strategies, and Transamerica Financial Advisors. In addition to her advisory work, she is a registered CPA and operates as an Unclaimed Funds Locator in Florida. CWA Asset Management Group serves a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative portfolio strategies supported by proprietary research and integrates tools such as multi-factor stock selection models and artificial intelligence.

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, 65, and 66 licenses and possessing 15 years of industry experience. His career includes roles at David Moore Strategic Partners, Guidance Wealth Management, and Equitable Advisors. In addition to his advisory work, he is involved in accounting and business model management through David Moore Strategic Partners. 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 portfolios using diversified mutual funds, ETFs, individual securities, and various strategies, focusing primarily on retail and small-business clients.

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 II is a CFA® charterholder with 26 years of industry experience. He has been with CWA Asset Management Group since 2020 and previously worked at Private Capital Management, L.P. and Carnes Capital Corporation from 2003 to 2020. 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 institutional investors. The firm offers active and quantitative portfolio management strategies that incorporate proprietary research and artificial intelligence, with a focus on global diversification and customized client solutions.

Michael Mongin is a financial advisor at Moran Wealth Management, LLC in Naples, FL, with 24 years of industry experience. He holds Series 65, 66, and 63 licenses and has previously worked at firms including 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 by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios and a combination of quantitative, technical, and fundamental analysis across various asset classes, and also operates a sub-advisory business under Pelican Bay Capital Management.

Tillie Allison is a financial advisor at Portfolio Medics, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles, including at Dynametrics Financial and Guardian Life Insurance. Outside of her advisory duties, she owns Stonegate Way Consulting, where she provides trading and investment education to clients. Portfolio Medics offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and employs multiple investment strategies in line with client objectives and risk tolerance.

Quinton Smith is a financial advisor at CWA Asset Management Group with a Series 65 credential and less than one year of industry experience. His prior work includes positions outside of finance in hospitality and distribution. 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 uses in-house research and proprietary models, combining active and quantitative strategies with global diversification to meet client objectives.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and investment management through proprietary models supported by quantitative, technical, and fundamental analysis.

Jennifer Di Lorenzo is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding a Series 65 license with five years of industry experience. She has been with HBKS Wealth Advisors and its affiliated firm, Park Shore Partners, since 2019. In addition to her advisory role, she is an advisor associate involved with a hedge fund through Park Shore Partners. HBKS Wealth Advisors serves a diverse client base, including individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm manages tailored portfolios using a variety of strategies and platforms and maintains affiliated businesses, including accounting and brokerage services, as well as a material affiliation with Park Shore Partners.

Blaine Ferguson is a financial advisor at CWA Asset Management Group with 19 years of industry experience and holds a Series 65 license. He has held roles at several related firms including Gyroscope Capital Management Group and CW Institutional, and currently serves as Chief Operating Officer at CWA Asset Management Group. Outside of advisory services, he is involved in multiple business ventures such as insurance brokerage and estate planning. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investing strategies supported by proprietary research and models, offering globally diversified portfolios that incorporate advanced techniques like tax-aware strategies and the use of artificial intelligence.

Matthew Pietzak is a CFP® with 26 years of industry experience. He is currently with Verdence Capital Advisors, LLC and has previously worked at Vantage Private Wealth, LLC and PNC Investments. Verdence Capital Advisors serves individual and institutional clients including businesses, pension and profit-sharing plans, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Eric Schwartz is a financial advisor with Arax Advisory Partners in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services, Citigroup Global Markets, and Transcend Capital Advisors. He is also a member of EJD Realty Associates, LLC, a real estate partnership. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using both in-house and external portfolio managers, offering a range of services from discretionary portfolio management to retirement plan consulting and private fund advisory.

Nancy Daniel is a financial advisor at Secure Asset Management, L.L.C. with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera, Raymond James & Associates, and Citigroup Global Markets. Outside of her financial career, she is an active violinist, dedicating approximately 20 hours per week to playing. Secure Asset Management provides personalized financial planning and discretionary investment management primarily for individual clients, along with pension consulting for retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Thomas Massey is a financial advisor with Moors & Cabot, Inc. He holds a Series 66 designation and has 25 years of industry experience. Prior to his current role at Moors & Cabot since 2011, he worked at Merrill from 2006 to 2011 and Raymond James & Associates from 2001 to 2006. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management and financial planning with a focus on tailored portfolios using strategies such as asset allocation, fundamental and technical analysis, and quantitative techniques.

Joseph Pignatano is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including Charles Schwab, Morgan Stanley, and Key Private Bank. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory using a combination of in-house teams, external managers, and alternative investments.

Samantha Galindo is a financial advisor at Venture Visionary Partners LLC with two years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc and Gulf Coast Business Bank. Outside of finance, she has experience in diverse roles including work with USA Taekwondo Center and Sanibel Sea School. Venture Visionary Partners LLC offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory strategies, utilizes third-party managers and a TAMP platform, and provides both discretionary and non-discretionary portfolio management.

William Mc Alpin is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Alphastar Capital Management, and New York Life Insurance. Mc Alpin also owns McAlpin Financial Group, which focuses on life insurance and fixed/indexed annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Andrew Browne is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding Series 65 and Series 63 registrations with two years of industry experience. Prior to joining Moran Wealth Management, he worked seven years at Comcast and held various roles in the insurance and financial services sectors. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management using proprietary model portfolios supported by external research. The firm’s offerings include distinct strategies through its sub-advisory Pelican Bay Capital Management business and consulting on variable annuities.