Matthew Pietzak is a CFP® with 26 years of industry experience. He is currently with Verdence Capital Advisors, LLC and has previously worked at Vantage Private Wealth, LLC and PNC Investments. Verdence Capital Advisors serves individual and institutional clients including businesses, pension and profit-sharing plans, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage portfolios across various investment vehicles and offers specialized services such as family office support, sports and entertainment advisory, and OCIO/sub-advisory solutions.

Nancy Daniel is a financial advisor at Secure Asset Management, L.L.C. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisor Networks LLC and Aurora Securities Inc. Outside of her advisory work, she plays the violin approximately 20 hours per week. Secure Asset Management primarily serves individual clients, including both non-high-net-worth and high-net-worth households, providing personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written Investment Policy Statements and uses third-party money managers and trading signals to manage client assets.

Thomas Massey is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Moors & Cabot since 2011. 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 variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Samantha Galindo is a financial advisor at Venture Visionary Partners LLC with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc, Gulf Coast Business Bank, and Equitable Mortgage Corporation. Her background includes roles outside finance, such as at USA Taekwondo Center and Sanibel Sea School. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolio management and financial planning, employing a range of investment approaches and leveraging third-party managers and technology platforms.

William Mc Alpin is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Alphastar Capital Management, and New York Life Insurance. Mc Alpin also owns McAlpin Financial Group, which focuses on life insurance and fixed/indexed annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Andrew Browne is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work experience includes roles at Comcast and Mass Mutual Life Insurance Co. 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 and a combination of quantitative, technical, and fundamental analysis across various asset classes.

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 a financial advisor at Moran Wealth Management, LLC. He previously worked at Wells Fargo Advisors and its affiliates from 2014 to 2022. In addition to his advisory role, he is a commissioned notary public in the state of Florida. Moran Wealth Management, LLC is a registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages over $5 billion in assets through a 37-advisor team and offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements.

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. She has been with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2018 and previously worked at MP&H Financial Group LLC. Outside of her advisory role, she serves as managing member of Private Wealth Advisers LLC, which assists in placing certain non-variable insurance products. ValMark Advisers serves individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of investment advisory representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Sidney Yeomans is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated entities since 2010. In addition to his advisory role, Yeomans serves as a professor at Trinity International University and is involved with Good Sense, a nonprofit organization. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary management programs and emphasizes a predominantly non-discretionary asset mix.

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 with Moors & Cabot, Inc. in Naples, FL, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Conner One, VivoInfusion, Emcor Facility Services, and TJV Meehan. Moors & Cabot provides investment advisory and related services to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches, including fundamental, technical, quantitative, and asset allocation methods, and offers both discretionary and non-discretionary portfolio management 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 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.