Stephen Denapoli is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Moors & Cabot since 2014 and previously worked at Ameriprise Advisor Services and Janney Montgomery Scott. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Nicole Jackmack is a Series 65-licensed advisor at HBKS Wealth Advisors in Naples, Florida, with five years of industry experience. She has worked with both HBKS Wealth Advisors and Park Shore Partners since 2010. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm utilizes tailored portfolios through discretionary management, employing a range of strategies and multiple platform arrangements.

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 at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. Arax Advisory Partners offers 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 mix of discretionary and non-discretionary portfolio management strategies, utilizing internal portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Robert Gesdorf is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co., Inc. and Robert Baird & Co. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm tailors portfolios to client objectives using various investment strategies and provides both discretionary and non-discretionary 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 bringing 15 years of industry experience. Her prior roles include positions at Raymond James & Associates, Janney Montgomery Scott, and Wells Fargo Advisors. Outside of her advisory work, she is involved part-time in retail sales with Rouze. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, offering both in-house and sub-advisory strategies.

Adam Hajjar is a financial advisor with CWA Asset Management Group in Naples, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Florida State University, Target Corporation, and Scoop's Ice Cream and Acai. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes in-house research and proprietary models, employing active and quantitative strategies with global diversification and incorporating techniques such as short selling and tax-aware strategies.

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.

Matthew Fassnacht is a financial advisor at Arax Advisory Partners with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transcend Capital Advisors and HHR Asset Management. Outside of financial advising, Fassnacht is involved in motorsports and racing-related businesses, serving as Executive Chairman of Racing Prodigy Inc. and CEO of First Principles Racing Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio teams, utilizing both traditional and alternative investments, and supports comprehensive financial planning and retirement consulting.

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 Series 65 licensed financial advisor with over 11 years of industry experience. He has been with Pine Valley Investments since 2014, following a brief tenure at Philadelphia Investment Partners. Morad is a partner in Pine Valley Capital, a lending business focused on real estate-secured loans, and co-founded Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of strategies using fundamental, technical, and quantitative analysis, managing both directly held accounts and pooled investment vehicles under discretionary authority.

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.

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.