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.

Adam Hajjar is a financial advisor at CWA Asset Management Group with one year of industry experience. He holds the Series 65 designation and previously worked at Target Corporation and Scoop's Ice Cream and Acai. 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 employs proprietary model portfolios developed by an in-house research team, emphasizing global diversification and tax-aware strategies.

Lewis Johnson is a financial advisor at CWA Asset Management Group with 12 years of industry experience. He holds a Series 65 designation and has worked at CWA Asset Management Group since 2013 as well as at Gyroscope Capital Management Group and Fundamental Global Investors. CWA Asset Management Group provides discretionary and non-discretionary 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 utilizes proprietary investment models that combine fundamental analysis with multi-factor quantitative rankings and offers a range of services including family-office solutions, retirement plan fiduciary services, and access to private pooled investment vehicles.

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.

Harry Morad is a financial advisor at Pine Valley Investments with 11 years of industry experience. He holds a Series 65 credential and has been with Pine Valley Investments and Philadelphia Investment Partners since 2014. Morad is a partner in Pine Valley Capital, a firm that lends capital secured by real estate, and a co-founder of Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs fundamental, technical, and quantitative analysis to tailor portfolios and manages both long- and short-term trading strategies, including the use of derivatives and margin.

Ralph Desire is a Series 65-registered financial advisor with Regal Investment Advisors LLC, based in Naples, FL. He has one year of industry experience and previously worked at Kinetic Investment Management, Dragon Financial Services, and Melaleuca among other roles. In addition to his advisory work at Regal, Desire is involved with 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 to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Joseph Burrello is an advisor at Performance Wealth with Series 65 and Series 63 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over 20 years in the industry. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and comprehensive wealth planning through a multi-advisor team managing over $4 billion in assets. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, combined with fundamental and technical analysis.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role, he served in the United States Marine Corps and worked with local police departments in Florida. Moran Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinct investment 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 18 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors and Rehmann Financial Network. CWA Asset Management Group provides portfolio management and financial planning services 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 solutions including family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles.

Brian Mallette is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has worked at Park Shore Partners LLC and HBK Sorce Advisory LLC since 2008. Mallette spends a portion of his time as an associate at Park Shore Partners, which operates during market hours. Park Shore Partners LLC is an SEC-registered investment manager that provides discretionary portfolio management through private pooled vehicles for qualified and accredited clients. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and uses a range of investment instruments, including ETFs, mutual funds, and option strategies, to construct and manage risk in its portfolios.

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 with CWA Asset Management Group in Naples, FL, holding a Series 65 designation and 17 years of industry experience. He has held leadership roles in multiple related firms, including serving as president and CEO of Capital Wealth Advisors and Capital Consulting Group. Outside of finance, he is a co-owner of Bio Brands, LLC, a fertilization and pest control business. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as institutions such as trusts and pension plans. The firm employs a combination of proprietary research models, third-party sub-advisers, and technology tools to support its investment process and offers services including family-office support, retirement plan fiduciary services, and access to private funds.

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.

Russell Andersen is a financial advisor at Northern Trust Securities, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses with 33 years of industry experience. He has been with Northern Trust Securities since 1999. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies, including Separately Managed Accounts and Fund Strategist Portfolios, with a combination of advisory, brokerage, and custody services.

Adam Bourk is a CFP® professional at CliftonLarsonAllen Wealth Advisors, LLC with 22 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors since 2017 and serves as a Principal of the parent firm, CliftonLarsonAllen LLP. Prior to that, he was with Beaumont Financial Partners, LLC from 2009 to 2016. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating both active and passive strategies with oversight from an Investment Committee.

Deborah Minnick is a CFP® and holds a Series 66 license with 22 years of industry experience. She is currently with CWA Asset Management Group and has previously worked at SunTrust Advisory Services and SunTrust Investment Services. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm utilizes proprietary models combining fundamental and quantitative analysis and offers family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles.

Jeffrey Lebriton is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and PNC Wealth Management. Outside of advisory work, he owns and operates a travel agency, Limitless Travel, LLC. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors and manages over $5 billion in assets. The firm offers tailored wealth management alongside model-based investment strategies and family office services.

Jacob Marriott is a financial advisor with Aptus Capital Advisors, LLC in Naples, FL. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at First Trust Advisors L.P., First Trust Investment Solutions L.P., Gyroscope Capital Management Group, and Hightower Advisors. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and uses a combination of technical and fundamental analysis to manage portfolios mostly on a discretionary, model-driven basis.

Alice Gabriele is a financial advisor with Pinnacle Associates, Ltd. in Naples, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Pinnacle Associates since 2005. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers customized strategies across equity and fixed income asset classes, serving both retail and institutional accounts.