Gary Leventhal is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with The Pinnacle Group and LPL Financial since 2013. Outside of his advisory role, Leventhal serves as a FINRA arbitrator and has a longstanding involvement with Roslyn Rescue. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs fundamental analysis alongside various trading strategies and typically manages accounts on a discretionary basis with regular monitoring.

Darrans Desire is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and currently based in Naples, FL. He has experience at several firms including Dragon Financial and Melaleuca, and is also involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management through independent advisers and subadvisor agreements, serving individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on clients’ behalf.

Ryan Hawk is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. He has been with HBKS Wealth Advisors since 2018 and previously worked at The Vanguard Group and Purshe Kaplan Sterling Investments. Hawk is also an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and multiple platform arrangements.

Santiago Mosquera Jr. is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 65 designation and has previously worked in diverse roles including positions at Florida Gulf Coast University and MD Solutions. 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 utilizes proprietary model portfolios and a documented Investment Policy Statement to tailor allocations, emphasizing global diversification and tax-aware strategies.

Amanda Mahland is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at both HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2008 and 2009, respectively. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios typically on a discretionary basis using proprietary models and multiple platform arrangements.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC in Bonita Springs, FL, with 18 years of industry experience. He holds the Series 65 designation and previously worked for Carnegie Investment Counsel and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, alongside discretionary and non-discretionary management and retirement-plan consulting.

Donald Drury is a financial advisor at Moran Wealth Management, LLC with 24 years of industry experience. He has held prior roles at Wells Fargo Advisors Financial Network, LLC and PNC Wealth Management. Drury holds the Series 63, Series 65, and Series 66 designations. 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 tailored wealth management, model-based investment strategies, family office services, and conducts fundamental, technical, and quantitative analysis as part of its process.

David Dettloff is a financial advisor at Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

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 previously worked at Capital Wealth Advisors, AmeriPlanning and Investments LLC, and operated her own firm, Galati Financial LLC. Outside of advising, she is a CPA registered as an Unclaimed Funds Locator with the State of Florida. 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 other institutional clients. The firm employs both active fundamental and quantitative multi-factor investment strategies, emphasizing global diversification and tax-aware approaches.

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, Series 65, and Series 66 licenses and 15 years of industry experience. He is also involved with David Moore Strategic Partners, LLC, where he manages accounting and business model operations. Additionally, he owns Guidance Wealth Management, an insurance sales and investment-related business. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a mix of fundamental, technical, and cyclical analysis within both discretionary and non-discretionary management frameworks.

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 is a CFA® charterholder with 25 years of experience in the financial industry. He has worked at CWA Asset Management Group since 2020 and previously spent 17 years with Private Capital Management, L.P. and Carnes Capital Corporation. CWA Asset Management Group provides portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm offers a range of services including separately managed accounts, family-office services, and donor-advised fund management, utilizing proprietary models that combine fundamental and quantitative analysis.

Michael Mongin is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 65, 66, and 63 licenses and bringing 24 years of industry experience. His prior roles include positions at 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, providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of asset classes and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Sladana Bukalov is a financial advisor at Spire Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Spire Wealth Management serves individuals, corporations, trusts, and retirement plans with a range of investment advisory services, including discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios. The firm employs a mix of passive, active, hybrid tax-aware, and tactical strategies, incorporating proprietary risk overlays through its affiliate Corbett Road 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 previously worked at firms including Guardian Life Insurance, Park Avenue Securities, and Westshore Financial Group. Outside of her advisory role, Ms. Allison owns Stonegate Way Consulting, where she provides trading and investment education to clients, and she is also active as an insurance broker and in real estate-related business activities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.

Quinton Smith is an advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license. He joined CWA in 2025 and has no prior industry experience. His background includes various roles outside finance, such as positions in hospitality and distribution. 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 other institutional clients. The firm uses proprietary model portfolios developed by an in-house research team, emphasizing global diversification, tax-aware strategies, and advanced technologies including AI in its investment process.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. 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 financial planning, portfolio management, family office services, and utilizes a combination of tailored wealth-management engagements and model-based investment strategies.

Jennifer Di Lorenzo is a financial advisor with Park Shore Partners LLC and holds a Series 65 designation. She has four years of industry experience, including roles at Park Shore Partners and HBKS Wealth Advisors since 2019, and previously worked at Target from 2014 to 2019. Park Shore Partners LLC is an SEC-registered investment manager specializing in discretionary portfolio management through private pooled vehicles for qualified clients and institutions. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and integrates various investment instruments and risk-management strategies in its portfolio construction.

Blaine Ferguson is a Series 65-licensed financial advisor at CWA Asset Management Group with 19 years of industry experience. He has held roles at several related entities including Gyroscope Capital Management Group and CW Institutional, and currently serves as Chief Operating Officer of CWA Asset Management Group. Ferguson is also involved in insurance brokerage and estate planning services through affiliated businesses. CWA Asset Management Group provides 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 employs proprietary models combining active fundamental analysis with multi-factor quantitative rankings and offers a range of services including family-office support, retirement plan fiduciary services, and access to private pooled investment vehicles.