Joseph Nelson is a CFP® professional with 23 years of industry experience, currently serving at The Fiduciary Alliance since 2021. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation for 14 years. Outside of his advisory role, Nelson is vice president and board member of the American Center for Financial Stewardship, volunteers as a substitute adult education instructor including teaching Dave Ramsey’s Financial Peace University, and operates a photography business specializing in weddings and portraits. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses, with options to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Ryan Frank is a CFP® with 11 years of industry experience, currently serving as an advisor at Moran Wealth Management, LLC. Before joining Moran Wealth Management, he spent four years with Wells Fargo Advisors and four years with Wells Fargo Clearing. He is also a commissioned notary public in the state of Florida. 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 and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Justin Roth is a financial advisor at Moran Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Florida Gulf Coast University and ZF prior to joining Moran Wealth Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a team of 37 advisors. The firm offers a range of services including financial planning, portfolio management, family office services, and employs both tailored and model-based investment strategies.

Michael Tcheyan is a CFP® professional with 21 years of industry experience, currently serving at Gateway Wealth Partners, LLC. He previously worked at Investment Strategy Advisors, Inc. for 20 years and has been involved with CM Tcheyan LLC since 2012. Outside of financial advising, he is the founder of Boom Contemporary, an organization that supports artists by selecting members, managing finances, and promoting their work. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, consulting, wealth management, and retirement plan consulting, typically allocating assets among low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers as appropriate.

Rosalie Mathers is a CFP® and ChFC® with 10 years of industry experience, currently serving as a financial advisor at ValMark Advisers, Inc. since 2018. She previously worked at MP&H Financial Group LLC from 2016 to 2018. Outside of her advisory role, she is the managing member of Private Wealth Advisers LLC, where she assists in placing certain non-variable insurance products. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, with implementation primarily through mutual funds, ETFs, and separate-account managers.

Sidney Yeomans is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LaSalle St. since 2010. In addition to his advisory work, Yeomans serves as a professor at Trinity International University and is involved with the nonprofit Good Sense NFP. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, with a notable predominance of non-discretionary assets under management.

Fred Liebau III is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lake Life Financial Planning, Driven Wealth Strategies, and Liebau Greer Wealth Management Group. In addition to advisory work, he is president of a tax services company, TBC Services, Inc. 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 that may include diversified mutual funds, ETFs, individual securities, and independent managers, utilizing a range of analytical approaches and strategies aligned with client objectives and risk tolerance.

William Pluta is a financial advisor at Moors & Cabot, Inc. in Naples, FL, with one year of industry experience. He holds a Series 66 designation. Prior to joining Moors & Cabot, his work history includes roles at Conner One, VivoInfusion, Emcor Facility Serv, and other organizations. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and referral services, using varied strategies including asset allocation and quantitative techniques, and provides active brokerage and insurance sales alongside advisory services.

John Conrath is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Portfolio Medics since 2008 and previously at BenefitPros, LLC from 2012 to 2017. Outside of advisory work, he is a musician and band partner, dedicating time weekly to practice. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a variety of investment management, financial planning, and consulting services with a blend of strategic and tactical approaches.

Eric Williams is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at HUB Investment Partners, LLC and serves as CEO and President of Champions For Learning, a nonprofit organization supporting education in Collier County. Prior to his current roles, he worked in public school districts, including Clear Creek ISD and Loudoun County Public Schools. HUB Investment Partners provides investment management and financial planning services to a diverse client base, including individuals, institutions, and public entities. The firm combines internally managed model portfolios with customized strategies and offers integrated advisory solutions through affiliated capabilities.

Thomas Collins II is a CFP® professional with 18 years of industry experience, currently serving at CWA Asset Management Group. His prior roles include positions at Morgan Stanley, JP Morgan Securities, Schwab Wealth Advisory, TIAA-CREF, and Fidelity. 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 institutional investors. The firm employs both active and quantitative investment strategies, utilizing proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

Heather Clegg is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Summit Financial and Private Client Services in 2024, she worked at UBS Financial Services INC from 2011 to 2024. She serves on the Board of Trustees and as Chair of the Investment Committee for The Village School of Naples. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management, serving around 17,800 clients through a range of investment advisory, portfolio management, and financial planning services. The firm offers a combination of discretionary and consultative investment programs tailored to client needs.

Jeffrey Janson is a CFP® with 15 years of industry experience, currently serving at Fiduciary Financial Advisors since 2024. He previously worked at Summit Wealth Partners, Investors Advocate, and Financial Advisory Corporation. Outside of his advisory role, he is the owner and president of Fiduciary Focus Corporation, providing educational programs and consulting to retirement plan committees, and he is also an author receiving royalties from book sales. Fiduciary Financial Advisors serves individual investors, multi-generational families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO services, with an investment process that incorporates strategic and tactical asset allocation alongside fundamental, quantitative, technical, and model-manager analysis.

Eftina Coma is a financial advisor at Moran Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Moran Wealth Management in 2022, she held academic positions at Florida Gulf Coast University and Epoka University, as well as a teaching role at Qemal Stafa High School. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets with a team of 37 advisors. The firm employs a combination of tailored wealth management and model-based strategies across various asset classes and offers comprehensive family office services alongside discretionary and non-discretionary portfolio management.

James Beachum III is a Series 66-licensed financial advisor at CWA Asset Management Group with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individual and high-net-worth investors, family offices, trusts, foundations, pension plans, and institutional clients. The firm employs in-house research and proprietary models to offer active and quantitative strategies, utilizing diverse techniques such as short selling, margin, and tax-aware strategies tailored to client objectives.

Matthew Johnson is a CFP® and ChFC® with 23 years of experience in the financial services industry. He currently works at Moors & Cabot, Inc., where he has been since 2023, following prior roles at Aviance Capital Partners LLC and Citigroup Global Markets. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management and financial planning services through discretionary and non-discretionary arrangements, utilizing various portfolio strategies and third-party sub-advisors.

Paul Stonge is a financial advisor at Westminster Financial Advisory Corp with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at GW & Wade Asset Management Company, Lincoln National Equity Sales, and his own firm, Paul P St Onge Company. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, primarily using a buy-and-hold framework complemented by discretionary trading and option strategies.

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2016 and previously worked at International Advisory Consultants Inc. from 2013 to 2016. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement customized investment strategies.

Counce Drinkard is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including LPL Financial LLC and &Partners. Drinkard is involved in community service as the Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through a range of model strategies and third-party platforms and serves as a sub-adviser to multiple exchange-traded funds.