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 experience in the financial services industry. He is currently with CWA Asset Management Group, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, JP Morgan Securities, and other financial institutions. 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 proprietary model portfolios and a tax-aware, globally diversified investment approach supported by in-house research and advanced technologies.

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 Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Fiduciary Financial Advisors, where he has worked since 2024, following roles at Summit Wealth Partners and Investors Advocate. Outside of his advisory work, Mr. Janson owns Fiduciary Focus Corporation, LLC, through which he provides educational programs and consulting for retirement plan committees and is also an author receiving royalties from book sales. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a comprehensive investment approach combining strategic and tactical asset allocation with fundamental, quantitative, and technical analysis, and is notable for its digital-asset advisory capabilities alongside formal trust services.

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 financial advisor at CWA Asset Management Group with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions, LLC. 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 utilizes proprietary model portfolios developed by an in-house research team and emphasizes global diversification, tax-aware strategies, and the use of advanced technologies such as AI in its investment process.

Matthew Johnson is a financial advisor with Moors & Cabot, Inc. He holds the CFP® and ChFC® designations and has 23 years of industry experience. Prior to joining Moors & Cabot in 2023, he worked at Aviance Capital Partners LLC for five years and spent 11 years at Citigroup Global Markets. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Paul Stonge is a financial advisor with Westminster Financial Advisory Corp in Bonita Springs, FL, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including roles at Lincoln National Equity Sales and operating his own firm, Paul P St Onge Company, since 1983. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy, complemented by tactical overlays and cyclical analysis to adjust portfolio exposures.

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 and its affiliated broker-dealer since 2016. Outside of his advisory role, he is listed as the owner of Wahlfeld Wealth Management Group, a branding DBA, though he spends no significant time on activities outside his primary advisory duties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various investment strategies and platforms and offers integrated clearing, custody, and lending capabilities as part of the larger StoneX Group.

Counce Drinkard is a financial advisor with RFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including LPL Financial LLC and Private Client Services. He serves as Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club, an international service organization. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a blend of active and passive investment strategies with a focus on risk management and diversified solutions.

Sharon Kurgis is a financial advisor at Moors & Cabot, Inc. with 42 years of industry experience. She has been with Moors & Cabot since 2008. She holds Series 63 and Series 65 designations. Moors & Cabot provides investment advisory and related services to a diverse client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Gregory Weimer is a financial advisor at Confluence Financial Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Confluence Financial Partners since 2015. He serves as Vice-Chair of the Children's Hospital of Pittsburgh Foundation and is involved in real estate development through Gregory James Ventures LLC. Confluence Financial Partners offers holistic wealth management and financial planning to individuals, professionals, business owners, and institutional clients, with a notable emphasis on retirement plan consulting for ERISA plan sponsors. The firm employs both active and passive investment strategies, including proprietary managed portfolios and access to third-party managers, while operating as a fiduciary.

Nicole Jackmack is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding a Series 65 designation with four years of industry experience. She has been affiliated with both HBKS Wealth Advisors and Park Shore Partners since 2010. Jackmack also works as an advisor associate for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides wealth management services.

Elizabeth Psota is a financial advisor at Verdence Capital Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Vantage Private Wealth for four years. Prior to her financial services career, she was employed at First Presbyterian Preschool for six years. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension and profit-sharing plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process and offers specialized services such as family office support and sports and entertainment advisory.

Kathryn Jones is a financial advisor with Northern Trust Securities, Inc. who holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. Prior to joining Northern Trust Securities in 2023, she worked at Fidelity Investments and Charles Schwab for several years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions.

Robert Gesdorf is a financial advisor at Moors & Cabot, Inc. with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Stifel Nicolaus & Co Inc. since 2008. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Roger Ciacco is a CFP® professional at Procyon with four years of industry experience. He is also the founder and owner of Satty, Levine & Ciacco, CPAs, P.C., where he provides consulting services in accounting, auditing, and taxation. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, registered investment advisors, and private funds. The firm offers investment management, financial planning, retirement plan advisory, and consulting services, with an investment approach that emphasizes customized, fundamentally driven portfolios using a combination of internal management and third-party managers.

Adam Day is a CFP® professional with 15 years of industry experience. He is currently with Ritholtz Wealth Management, where he has worked since 2023. Prior to this, he spent several years at Wealthquest Corp. and Northwestern Mutual in various wealth management and investment roles. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts. The multi-team firm manages approximately $9.4 billion in assets, employing a goal-based investment process that emphasizes asset allocation and behavioral finance, using diversified low-cost ETFs alongside tactical overlays and alternative investments.