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 with Performance Wealth Partners, LLC and holds Series 63 and Series 65 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over a decade in the industry. Based in Naples, FL, Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning. The firm manages over $4 billion in client assets, focusing on long-term, diversified portfolios using low-cost mutual funds and ETFs, alongside individual securities and alternative investments when appropriate.

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 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 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.

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® with 23 years of industry experience, currently serving at CWA Asset Management Group in Naples, FL. Her prior roles include positions at Suntrust Advisory Services, Fifth Third Securities, and Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs both active and quantitative strategies based on in-house research and proprietary models, offering globally diversified portfolios tailored to client objectives.

Jeffrey Lebriton is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors and PNC Wealth Management. Outside of his 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 by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary investment strategies supported by quantitative, technical, and fundamental analysis across multiple asset classes.

Eugene Richardson is a financial advisor with Prospera Financial Services, Inc. based in Naples, FL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Prior to joining Prospera in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Outside of his advisory role, he is involved in managing real estate and investment-related businesses, including co-managing building purchasing for a real estate entity. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.

Andrew Wright is a financial advisor at Verdence Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Vantage Private Wealth, Arnold & Barton Insurance, and spent time at Tufts University and Naples High School. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

David Sutton is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he has entrepreneurial experience from leading Sutton Platform Innovations and roles at health sciences companies. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, combining top-down macro analysis with bottom-up security selection through a team-based approach overseen by an Investment Policy Group. The firm also offers retirement plan services, custom wealth management, and operates affiliated trust and broker-dealer entities.