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.

Douglas O'Connell is a financial advisor with Highpoint Planning Partners in Bonita Springs, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2016. O'Connell serves as an adjunct faculty member at Florida Gulf Coast University, teaching investment-related courses. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using fundamental analysis and a variety of investment vehicles to construct client portfolios.

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.

Brendon Mc Donnell is a financial advisor at Portfolio Medics, LLC, holding a Series 65 credential with no prior industry experience before joining the firm in 2024. Outside of his advisory role, he is actively involved in multiple music-related activities, including serving as a bandleader and musical director, and he also works as a freelance web developer and software developer for music industry applications. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across various model portfolios and strategies.

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.

Isabella Arias is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Moran Wealth Management, she worked in various roles including positions at Florida Gulf Coast University and the Florida Department of Health. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm combines tailored wealth management with model-based strategies across a range of investment vehicles and offers services including financial planning, portfolio management, family office services, and sub-advisory arrangements.

David Mathers is a financial advisor with ValMark Advisers, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining ValMark in 2023, he worked at Robert W. Baird and Johnson Controls International. Outside of his advisory role, he serves as a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing with oversight from an investment committee.

David Darwish is a CFP® professional with 28 years of industry experience, currently serving at HBKS Wealth Advisors. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and operates alongside HBK Sorce Insurance LLC and HBK Sorce Advisory LLC. HBKS Wealth Advisors serves individuals across a range of wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs tailored portfolio strategies managed on a discretionary basis and provides additional services including pension consulting and high-net-worth solutions through its Level 3 service.

Joseph Tornincaso is a financial advisor at CWA Asset Management Group with 38 years of industry experience. He has worked at CWA Asset Management since 2018 and previously spent 19 years at Fidelity Investments. Outside of his advisory role, Tornincaso serves as a senior advisor and strategist at the Frederick Dean Advisory Group, a firm specializing in life continuity and exposure management for individuals and families. 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 proprietary research and models, combining active and quantitative strategies with global diversification and advanced techniques tailored to client objectives.

Samuel Cabral is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Moran Wealth Management, he worked in the construction and restaurant industries and was a student at FGCU and UCF. 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 and combines quantitative, technical, and fundamental analysis across various asset classes, with specialized strategies available through its Pelican Bay Capital Management sub-advisory business.

Shichen Xu is a financial advisor at Moran Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors, LLC and the University of Notre Dame. 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 integrates quantitative, technical, and fundamental analysis across a range of investment types.

Tyler Knight is a financial advisor at CWA Asset Management Group with five years of industry experience. He holds a Series 65 designation and has been with CWA since 2018. Prior to joining the firm, Tyler was employed at West Virginia University and Express. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs both active and quantitative investment strategies, utilizes proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

Michael O'Connor is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Chicago Partners since 2017 and previously spent ten years at Woodbury Financial Services, Inc. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment strategy with customized portfolios, offering services such as discretionary portfolio management, financial planning, retirement plan consulting, and family-office reporting.

John Blacklidge is a financial advisor at Portfolio Medics, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2019, following prior roles at Horter Investment Management and Cambridge Investment Research. In addition to his advisory work, he owns an insurance sales business focusing on insurance and annuities. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of discretionary and non-discretionary investment management services that combine strategic and tactical approaches with various model portfolios and trading strategies.

Phillip Hajjar is a financial advisor at CWA Asset Management Group with a Series 65 credential and one year of industry experience. Prior to joining CWA, he worked in education at Florida Gulf Coast University and Gulf Coast High School. 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 active and quantitative strategies supported by proprietary research and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Sisse Ferguson Torok is a financial advisor at Portfolio Medics, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Capital Analysts, Lincoln Investment, Northwestern Mutual Investment Management, and Ameriprise. Outside of her advisory role, she is the owner and managing member of Oracle Tax Services, a full-service accounting firm, and serves as managing partner and chief financial officer of Healthcare Transportation, LLC, a non-emergency medical transportation company. 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 uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios that may include diversified mutual funds, ETFs, individual stocks and bonds, and independent managers.

Mark Fenton is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, and Osaic FA, Inc. since 2005. In addition to his advisory work, he operates as an independent insurance agent, selling fixed insurance products including equity-indexed annuities. 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 combines fundamental, technical, and cyclical analysis to build customized portfolios, offering both discretionary and non-discretionary management alongside access to independent managers and a trading signal service for other advisors.

Denisa Kote is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Florida Gulf Coast University and Truist Bank. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a 37-advisor team. The firm combines tailored wealth management with model-based strategies across various asset classes and offers comprehensive family office services and consulting.

William Clegg IV is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Summit Financial in 2024, he worked for UBS Financial Services Inc. for 16 years. He serves on the finance committee of New Horizons of SWFL, an organization focused on tutoring, mentoring, and faith-building for under-resourced youth. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets with 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches, financial planning, retirement plan advisory, and access to alternative investments and variable annuities.