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.

Michael Calco is a CFP® with 47 years of industry experience, currently serving at Prosperity Wealth Management, Inc. since 2017. Prior to this, he worked for SII Investments, Inc. for 20 years and was self-employed for nearly four decades. He is also involved in the sale and service of fixed insurance products, including term life, long-term, and disability income insurance. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

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 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.

Neil Garrison is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously led Garrison Financial LLC for 12 years before joining OneSeven in 2023. He also worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for 14 years. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives. The firm utilizes both discretionary and non-discretionary arrangements and leverages third-party platforms and independent managers to implement strategies.

Joseph Tornincaso is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Prior to joining CWA in 2018, he worked for Fidelity Investments for 19 years. He is also a senior advisor and strategist at Frederick Dean Advisory Group, a boutique firm focusing on life continuity and exposure management for individuals and families. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and business entities. The firm offers a range of services including family-office solutions, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles, combining fundamental active analysis with multi-factor quantitative rankings in its proprietary investment models.

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 from 2016 to 2022 and at the University of Notre Dame from 2017 to 2018. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis and operates a sub-advisory business under Pelican Bay Capital Management.

Tyler Knight is a financial advisor at CWA Asset Management Group with four years of industry experience. He holds a Series 65 designation and has worked at CWA since 2018. Prior to his advisory role, he was affiliated with West Virginia University and held positions at Express and Naples High School. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles and insurance products, using proprietary models and a mix of internal and third-party portfolio management.

Spencer David is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Naples, FL. He holds Series 63 and Series 66 credentials and has 28 years of industry experience. He has worked with Pfleger Financial Group since 2003 and has been involved with Integrated Wealth Services, Inc. for over two decades. Outside of advisory services, he is president of Spencer J David Enterprises, Inc., a corporation used solely for bookkeeping and tax reporting. M HOLDINGS SECURITIES, Inc. serves a broad client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.

Phillip Hajjar is a financial advisor at CWA Asset Management Group with a Series 65 credential and one year of experience in the industry. Prior to joining CWA, he held roles in education at Florida Gulf Coast University and Gulf Coast High School. 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’s investment approach includes proprietary model portfolios constructed by an in-house research team, emphasis on global diversification, tax-aware strategies, and use of advanced technologies such as AI.

David Yeh is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Virtue Capital Management, LLC. His prior experience includes roles at Premier Radiology Services LLC, Praetorian Archimedes Fund, L.P., and Wealthy Doctor Institute LLC. Outside of advisory work, he is involved with Physician Growth Catalysts LLC, a group that coaches physician entrepreneurs. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to customize portfolios according to client objectives and risk tolerances.

Mark Urban is a financial advisor with CL Wealth Management LLC in Naples, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at CL Wealth Management since 2011 and at Cabot Lodge Securities since 2013. Outside of his advisory role, he co-owns Urban Oil Consultants LLC, an entity involved in investing in oil wells and mineral rights. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to third-party money managers, using a combination of fundamental and technical analysis tailored to client objectives and risk tolerance.

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.

Kristine Merta is a financial advisor at Valeo Financial Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Valeo since 2017. Prior to joining Valeo, she worked at Amma Parenting Center for one year. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a strategic asset allocation approach with tactical adjustments and utilizes independent managers, managing approximately $13 billion in client assets.

Charles Kolias is a financial advisor at Confluence Financial Partners with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services. Confluence Financial Partners offers wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients, including retirement plan consulting. The firm uses a combination of active and passive investment vehicles, proprietary managed portfolios, and third-party managers, focusing on asset allocation and macroeconomic analysis while operating as a fiduciary.

Andrew Krieger is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously held positions at Raymond James Financial Services and The Bank of Edwardsville. Outside of his advisory work, he is co-owner of a family-operated party rental and home tool rental business. Mutual Advisors, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm employs a mix of active and passive strategies supported by third-party tools and manages about $8.5 billion in assets across various client segments.

Zachary Metrovich is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Marc Joseph New York and held positions at Pelicans Nest Golf Club and Fiddlesticks Country Club. In addition to advising, he serves as a unit field trainer for Bankers Life & Casualty, focusing on recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.