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 five years of industry experience. He holds a Series 65 designation and has been with CWA since 2018. Prior to joining the firm, Tyler was employed at West Virginia University and Express. 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 both active and quantitative investment strategies, utilizes proprietary models and artificial intelligence, and offers globally diversified portfolios tailored to client objectives.

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 industry experience. Prior to joining CWA, he worked in education at Florida Gulf Coast University and Gulf Coast High School. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs active and quantitative strategies supported by proprietary research and artificial intelligence, offering globally diversified portfolios tailored to client objectives.

David Yeh is a financial advisor at Virtue Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has a background that includes roles at Premier Radiology Services LLC, Praetorian Archimedes Fund, L.P., and Wealthy Doctor Institute LLC. Outside of advising, he participates in Physician Growth Catalysts LLC, a group that coaches physician entrepreneurs. Virtue Capital Management, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm uses a multi-team model to provide customized portfolio management and financial planning through tactical, strategic, and dynamic investment approaches.

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 financial advisor with Mutual Advisors, LLC in Naples, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Mutual Advisors since 2019 and has prior experience at Raymond James Financial Services Advisors, Inc. and The Bank of Edwardsville. Outside of his advisory role, he is co-owner of AKTWO LLC, a party rental and lawn equipment sales business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to each client’s objectives. The firm is notable for its scale and breadth of institutional work, employing multiple analytical approaches and specialized tools to customize investment allocations.

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.

Richard Ringgold is a CFP® with 16 years of industry experience, currently affiliated with Brookstone Capital Management LLC. He has worked at Allstate Insurance Company since 2011 and also engages in fixed life, annuity, and health insurance sales as a sole proprietor. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Robert Hannon is a CFA® charterholder and holds Series 65 and Series 63 licenses, with six years of experience in the financial industry. He is currently with Hightower Advisors and has prior experience at Citizens Securities, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutional investors, pension plans, and charitable organizations. The firm utilizes a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles to deliver customized portfolio management and financial planning solutions.

Andrew Reddish is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Merrill, Bank of America, N.A., and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Gerard Papetti is a CFP® professional with 40 years of experience in financial services. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2016, and has been a partner at U.S. Financial Services, LLC since 1989. Outside of his advisory roles, he serves on several nonprofit boards and is active in community organizations, including acting as treasurer for multiple foundations and participating as a drummer in a musical group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and advisory-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Duong Ho is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he has experience in the restaurant industry, having worked at The French Brasserie and Campielo. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Richard Curtis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Outside of his advisory role, Curtis serves as treasurer and board member for a homeowners association and manages a small business involved in bookkeeping. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.