Catherine Francis is an Investment Adviser Representative at Principal Advised Services with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James & Associates and Morgan Stanley. She serves on the Brooks School Alumni Board, supporting alumni relations and organizing career and networking events. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and discretionary investment management. As part of the Principal Financial Group family, the firm integrates proprietary tools and affiliated products with governance and supervision to support its advisory services.

Kory Kelly is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Moran Wealth Management, he worked at The Federal Savings Bank and TradeAlgo. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, also offering distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Trent Speckman is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Portfolio Medics, LLC and has previously worked at firms including Regal Investment Advisors, Center Street Advisors Inc, and Ohio National Life Insurance Company. Speckman also serves as president of Speckman Financial Group, where he is involved in insurance sales and business administration. 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 with a combination of strategic and tactical investment approaches.

Jason Collins is a financial advisor at Portfolio Medics, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Portfolio Medics since 2020. Outside of his advisory role, Mr. Collins is a musician involved with Floyd Nation, LLC and other musical entities, and he is the founder of Dominating Social Growth LLC, a marketing and automation collective focused on AI-powered strategies. Portfolio Medics is an SEC-registered advisory 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 investment management, financial planning, and consulting services using a mix of strategic and tactical approaches.

Antonio Fernandez Salvador is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Lincoln Investment, Legend Equities Corporation, and MSI Financial Services. He has been with Capital Analysts since 2025. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Kaitlin Poterack is a financial advisor at Moran Wealth Management, LLC and holds a Series 65 designation. She has experience working in financial services since 2020, including founding Poterack Capital Advisory and roles at Informa and Lundberg Survey. 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 offers tailored wealth management and model-based investment strategies across a variety of asset classes, along with comprehensive family office services.

Jordan Spangler 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 held several roles at PNC Bank, F.N.B. Corporation, and First Commonwealth Bank. 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 other institutional investors. The firm uses proprietary research and models, including active and quantitative strategies that incorporate multi-factor stock selection and selective artificial intelligence, offering globally diversified portfolios tailored to client objectives.

Jason Rundorff is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Naples Global Advisors and HBK Sorce Insurance LLC, among others. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios across a broad range of strategies and provides specialized services for high-net-worth clients under its Level 3 brand.

James Love is a CFP® with 20 years of industry experience. He has worked at CWA Asset Management Group since 2018 and previously held roles at Fidelity from 2008 to 2018. Outside of his advisory work, he is the managing partner of JIE LLC, an e-commerce sales business. CWA Asset Management Group provides investment advisory and financial planning services to individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm employs a combination of active and quantitative strategies, leveraging in-house research, proprietary models, and artificial intelligence, with portfolios that may include global diversification and various advanced techniques tailored to client objectives.

Timothy Mohns is a CFP® with 33 years of industry experience and is currently affiliated with VestGen Advisors, LLC. His career includes roles at Raymond James Financial and Fountain Wealth Management, among others. Outside of his advisory work, he serves on the board of Kingdom Advisors, a nonprofit organization focused on faith integration for financial advisors, and is involved with Windy Press International, a publisher of electronic children's books. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm employs a centralized portfolio construction model combined with advisor-level client relationship work and manages roughly $6.66 billion in assets with a multi-team structure.

Rodney Kleiver is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has worked with B. Riley Wealth Advisors since 2014 and previously with National Securities Corporation and Gilman Ciocia, Inc. Kleiver is also involved in tax planning through B. Riley Wealth Tax Services. B. Riley Wealth Advisors provides investment advice and portfolio management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses various investment programs and platforms to manage approximately $4.21 billion in client assets through a team of nearly 173 advisors.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Moran serves as an advisory board member for the James Madison Institute and is a trustee of the Moran Family Foundation. 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 supported by quantitative, technical, and fundamental analysis and offers distinct investment strategies through its sub-advisory business, Pelican Bay Capital Management.

Robert Mathers is a financial advisor with ValMark Advisers, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. Mathers has worked at Valmark Securities, Inc. since 2010 and has held roles at vonBriesen & Roper, s.c. and Quarles & Brady, where he currently provides legal and tax services. He serves as a board member of the Collier County Community Foundation. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, along with a range of proprietary platforms and sub-advisory services.

Todd Sampson is a financial advisor at CWA Asset Management Group with eight years of industry experience. He holds a Series 65 license and has been with Capital Wealth Advisors and CWA Asset Management Group since 2012. Sampson is also licensed to sell life insurance products in Florida. 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 proprietary research and quantitative models, integrating active and AI-supported strategies to manage globally diversified portfolios tailored to client objectives.

Gary Leventhal is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with The Pinnacle Group and LPL Financial since 2013. Outside of his advisory role, Leventhal serves as a FINRA arbitrator and has a longstanding involvement with Roslyn Rescue. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs fundamental analysis alongside various trading strategies and typically manages accounts on a discretionary basis with regular monitoring.

Darrans Desire is a financial advisor at Regal Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including AM Benefit Services and Kinetic Investment Management, Inc. He also operates BettrLife Financial Services LLC, providing financial and insurance services. Regal Investment Advisors, operating as LionShare, offers sub-advisory services focused on model portfolio implementation and discretionary investment management to unaffiliated advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies and handles trade execution, rebalancing, and overlay management within a sub-advisory framework.

Ryan Hawk is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. He has been with HBKS Wealth Advisors since 2018 and previously worked at The Vanguard Group and Purshe Kaplan Sterling Investments. Hawk is also an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and multiple platform arrangements.

Santiago Mosquera Jr. is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Florida Gulf Coast University and MD Solutions. CWA Asset Management Group provides investment advisory and financial planning services to a diverse range of clients, including individuals, high-net-worth clients, family offices, and institutional investors. The firm uses in-house research and proprietary models, offering both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Amanda Mahland is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at both HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2008 and 2009, respectively. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios typically on a discretionary basis using proprietary models and multiple platform arrangements.

Ian Matheson is a financial advisor at Venture Visionary Partners LLC in Bonita Springs, FL, with 18 years of industry experience. He holds the Series 65 designation and previously worked for Carnegie Investment Counsel and operated Matheson Services LLC for 20 years. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm offers customized portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, alongside discretionary and non-discretionary management and retirement-plan consulting.