Sharon Kurgis is a financial advisor at Moors & Cabot, Inc. with 43 years of industry experience. She has been with Moors & Cabot since 2008 and previously worked at Merrill for 25 years. She holds Series 63 and Series 65 certifications. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting services. The firm provides tailored portfolio strategies and a range of discretionary and non-discretionary advisory arrangements.

Gregory Weimer is a financial advisor with Confluence Financial Partners in Naples, FL, holding Series 63 and Series 65 licenses and over 39 years of industry experience. He has worked with Confluence Financial Partners since 2015 and has prior experience at Raymond James Financial Services and Wells Fargo Advisors. Outside of advisory work, he serves as vice-chair of the Children’s Hospital of Pittsburgh Foundation and is a board member of South Hills Catholic Academy. Confluence Financial Partners provides wealth management, financial planning, and retirement plan consulting to individual, professional, business owner, and institutional clients. The firm offers active and passive investment strategies, fiduciary oversight, and specialized retirement plan services, managing several billion dollars in client assets.

Stephen Denapoli is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Moors & Cabot since 2014 and previously worked at Ameriprise Advisor Services and Janney Montgomery Scott. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting services tailored to clients’ objectives and risk tolerances.

Nicole Jackmack is a Series 65-licensed advisor at HBKS Wealth Advisors in Naples, Florida, with five years of industry experience. She has worked with both HBKS Wealth Advisors and Park Shore Partners since 2010. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm utilizes tailored portfolios through discretionary management, employing a range of strategies and multiple platform arrangements.

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.

Daniel Beaudette is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Black Point Wealth Management, Commonwealth Financial Network, and Wells Fargo Clearing. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, utilizing internal portfolio teams, independent managers, and alternative investments, supported by AI tools and third-party analytics.

Robert Gesdorf is a financial advisor with Moors & Cabot, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His prior work includes roles at Stifel Nicolaus & Co., Inc. and Robert Baird & Co. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm tailors portfolios to client objectives using various investment strategies and provides both discretionary and non-discretionary services.

Roger Ciacco is a CFP® professional with five years of experience at Procyon Private Wealth Partners, LLC. 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 offers investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base, including high-net-worth families, businesses, and government entities. The firm manages approximately $9.2 billion in assets and employs both discretionary and non-discretionary strategies using fundamental analysis, with a distinctive emphasis on private fund advising and portfolio management for pooled vehicles.

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.

William Mc Clure III is a financial advisor at CWA Asset Management Group with eight years of industry experience. He holds a Series 65 credential and has worked at Capital Wealth Advisors since 2018, following three years at Investment Advisor Institute/DynaLogic. 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, including proprietary models and artificial intelligence, to create globally diversified portfolios tailored to client objectives.

Charles Sonalia is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Little Masa and Jimmy P's Butcher Shop and Deli. 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 using quantitative, technical, and fundamental analysis across various asset classes and offers distinct strategies through its sub-advisory arm, Pelican Bay Capital Management.

Edwin Blanchard II is a financial advisor with LPL Financial based in Naples, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been affiliated with Western Wealth Management LLC and LPL Financial since 2016. Blanchard also provides investment advisory services through independent firms Western Wealth Management, LLC and JSW Global Capital Group. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports investment advice with an in-house research team and provides a wide range of portfolio management options and delivery platforms.

Charissa Konz is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Raymond James & Associates, Janney Montgomery Scott, and Wells Fargo Advisors. Outside of her advisory work, she is involved part-time in retail sales with Rouze. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, offering both in-house and sub-advisory strategies.

Adam Hajjar is a financial advisor with CWA Asset Management Group in Naples, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Florida State University, Target Corporation, and Scoop's Ice Cream and Acai. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes in-house research and proprietary models, employing active and quantitative strategies with global diversification and incorporating techniques such as short selling and tax-aware strategies.

Jaslyn Marques is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with F L Putnam Investment Management Co. and previously worked at Fidelity Investments and Key Bank. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes.

Kimberlee Brown is a financial advisor with JNBA Financial Advisors, LLC in Bonita Springs, FL, holding 12 years of industry experience. She has been with JNBA Financial Advisors since 2006. Outside of her advisory role, she serves as a board member for Platinum Bank, participating in strategic planning. JNBA Financial Advisors provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, and institutional entities. The firm employs a team-based approach and offers family office services, retirement plan consulting, and business consulting for professional athletes, using a range of investment strategies across various asset classes.

Lewis Johnson is a financial advisor at CWA Asset Management Group with 13 years of industry experience. He holds a Series 65 designation and has worked at CWA since 2013. Prior to that, he was with Fundamental Global Investors from 2012 to 2021 and has been associated with Gyroscope Capital Management Group, LLC since 2022. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutions. The firm utilizes in-house research and proprietary models, combining active and quantitative strategies with tools such as multi-factor stock selection models and artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

Matthew Fassnacht is a financial advisor at Arax Advisory Partners with four years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Transcend Capital Advisors and HHR Asset Management. Outside of financial advising, Fassnacht is involved in motorsports and racing-related businesses, serving as Executive Chairman of Racing Prodigy Inc. and CEO of First Principles Racing Inc. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house and external portfolio teams, utilizing both traditional and alternative investments, and supports comprehensive financial planning and retirement consulting.

Benjamin Hermiston is a financial advisor with Moran Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. His work history includes roles at Pelican Bay Capital Management and Aviance Capital Partners. Outside of finance, he has experience in education and construction. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis, and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.