William Beynon is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 designation and 17 years of industry experience. He has held leadership roles in multiple related firms, including serving as president and CEO of Capital Wealth Advisors and Capital Consulting Group. Outside of finance, he is a co-owner of Bio Brands, LLC, a fertilization and pest control business. CWA Asset Management Group provides portfolio management and financial planning services to individual and high-net-worth clients, as well as institutions such as trusts and pension plans. The firm employs a combination of proprietary research models, third-party sub-advisers, and technology tools to support its investment process and offers services including family-office support, retirement plan fiduciary services, and access to private funds.

Shauna Barrier is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL. She holds a Series 66 designation and has six years of industry experience. Prior to joining Venture Visionary Partners, she worked at UBS Financial Services Inc., SunTrust Bank, and Renasant Bank. Outside of advising, she is the proprietor of a rental property business. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management alongside retirement-plan consulting.

Stefanie Murray is a CFP® and Series 65-registered advisor at Moran Wealth Management, LLC with three years of industry experience. Her background includes roles at Wells Fargo Advisors and Wells Fargo Bank, as well as positions at Florida Atlantic University and Florida Gulf Coast University. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering a range of 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.

Russell Andersen is a financial advisor at Northern Trust Securities, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses with 33 years of industry experience. He has been with Northern Trust Securities since 1999. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies, including Separately Managed Accounts and Fund Strategist Portfolios, with a combination of advisory, brokerage, and custody services.

Adam Bourk is a CFP® professional at CliftonLarsonAllen Wealth Advisors, LLC with 22 years of industry experience. He has worked at CliftonLarsonAllen Wealth Advisors since 2017 and serves as a Principal of the parent firm, CliftonLarsonAllen LLP. Prior to that, he was with Beaumont Financial Partners, LLC from 2009 to 2016. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using mutual funds and ETFs, integrating both active and passive strategies with oversight from an Investment Committee.

Deborah Minnick is a CFP® and holds a Series 66 license with 22 years of industry experience. She is currently with CWA Asset Management Group and has previously worked at SunTrust Advisory Services and SunTrust Investment Services. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm utilizes proprietary models combining fundamental and quantitative analysis and offers family-office services, retirement plan fiduciary services, and access to private pooled investment vehicles.

Douglas O'Connell is a financial advisor with Highpoint Planning Partners in Bonita Springs, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2016. O'Connell serves as an adjunct faculty member at Florida Gulf Coast University, teaching investment-related courses. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using fundamental analysis and a variety of investment vehicles to construct client portfolios.

Jeffrey Lebriton is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and PNC Wealth Management. Outside of advisory work, he owns and operates a travel agency, Limitless Travel, LLC. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors and manages over $5 billion in assets. The firm offers tailored wealth management alongside model-based investment strategies and family office services.

Brendon Mc Donnell is a financial advisor at Portfolio Medics, LLC, holding a Series 65 credential with no prior industry experience before joining the firm in 2024. Outside of his advisory role, he is actively involved in multiple music-related activities, including serving as a bandleader and musical director, and he also works as a freelance web developer and software developer for music industry applications. 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 using a blend of strategic and tactical approaches across various model portfolios and strategies.

Jacob Marriott is a financial advisor with Aptus Capital Advisors, LLC in Naples, FL. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at First Trust Advisors L.P., First Trust Investment Solutions L.P., Gyroscope Capital Management Group, and Hightower Advisors. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and serves individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm primarily implements strategies through ETFs, including nineteen actively managed Aptus funds, and uses a combination of technical and fundamental analysis to manage portfolios mostly on a discretionary, model-driven basis.

Alice Gabriele is a financial advisor with Pinnacle Associates, Ltd. in Naples, FL, holding Series 63 and Series 65 designations and 19 years of industry experience. She has been with Pinnacle Associates since 2005. Pinnacle Associates, Ltd. provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, and institutional clients. The firm employs a fundamental, bottom-up investment approach with a long-term orientation and offers customized strategies across equity and fixed income asset classes, serving both retail and institutional accounts.

Andrew Wright is a financial advisor at Verdence Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Vantage Private Wealth, Arnold & Barton Insurance, and spent time at Tufts University and Naples High School. Verdence Capital Advisors serves a diverse client base including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to guide investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

David Sutton is a financial advisor at Manning & Napier Advisors, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Lincoln Investment, and Capital Analysts. Outside of his advisory work, he has entrepreneurial experience from leading Sutton Platform Innovations and roles at health sciences companies. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, combining top-down macro analysis with bottom-up security selection through a team-based approach overseen by an Investment Policy Group. The firm also offers retirement plan services, custom wealth management, and operates affiliated trust and broker-dealer entities.

Michael Calco is a CFP® with 47 years of industry experience, currently serving at Prosperity Wealth Management, Inc. since 2017. Prior to this, he worked for SII Investments, Inc. for 20 years and was self-employed for nearly four decades. He is also involved in the sale and service of fixed insurance products, including term life, long-term, and disability income insurance. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm employs a multi-method investment approach with continuous portfolio supervision and oversight of third-party managers.

Isabella Arias is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Moran Wealth Management, she worked in various roles including positions at Florida Gulf Coast University and the Florida Department of Health. 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 combines tailored wealth management with model-based strategies across a range of investment vehicles and offers services including financial planning, portfolio management, family office services, and sub-advisory arrangements.

David Mathers is a financial advisor with ValMark Advisers, Inc., holding Series 65 and Series 63 credentials and eight years of industry experience. His background includes roles at Valmark Securities, Robert W. Baird, Periscope Equity, and Johnson Controls International. Outside of advisory work, he serves as a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company, and holds minority ownership in Private Wealth Advisers LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing overseen by an investment committee.

David Darwish is a CFP® professional with 28 years of industry experience, currently serving at HBKS Wealth Advisors. He has been affiliated with Purshe Kaplan Sterling Investments since 2009 and operates alongside HBK Sorce Insurance LLC and HBK Sorce Advisory LLC. HBKS Wealth Advisors serves individuals across a range of wealth levels, retirement plans, and institutional clients, offering personalized investment management and financial planning. The firm employs tailored portfolio strategies managed on a discretionary basis and provides additional services including pension consulting and high-net-worth solutions through its Level 3 service.

Neil Garrison is a financial advisor at OneSeven with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously led Garrison Financial LLC for 12 years before joining OneSeven in 2023. He also worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. for 14 years. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that include mutual funds, ETFs, individual securities, and access to alternatives. The firm utilizes both discretionary and non-discretionary arrangements and leverages third-party platforms and independent managers to implement strategies.

Joseph Tornincaso is a financial advisor with CWA Asset Management Group, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Prior to joining CWA in 2018, he worked for Fidelity Investments for 19 years. He is also a senior advisor and strategist at Frederick Dean Advisory Group, a boutique firm focusing on life continuity and exposure management for individuals and families. CWA Asset Management Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and business entities. The firm offers a range of services including family-office solutions, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles, combining fundamental active analysis with multi-factor quantitative rankings in its proprietary investment models.

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.