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 12 years of industry experience. He holds a Series 65 designation and has worked at CWA Asset Management Group since 2013 as well as at Gyroscope Capital Management Group and Fundamental Global Investors. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and other business entities. The firm utilizes proprietary investment models that combine fundamental analysis with multi-factor quantitative rankings and offers a range of services including family-office solutions, retirement plan fiduciary services, and access to private pooled investment vehicles.

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.

Harry Morad is a financial advisor at Pine Valley Investments with 11 years of industry experience. He holds a Series 65 credential and has been with Pine Valley Investments and Philadelphia Investment Partners since 2014. Morad is a partner in Pine Valley Capital, a firm that lends capital secured by real estate, and a co-founder of Pine Valley Planning, which provides business and estate planning services. Pine Valley Investments offers discretionary portfolio management, pension consulting, and related advisory services to individuals, pension plans, charitable organizations, and business entities. The firm employs fundamental, technical, and quantitative analysis to tailor portfolios and manages both long- and short-term trading strategies, including the use of derivatives and margin.

Ralph Desire is a Series 65-registered financial advisor with Regal Investment Advisors LLC, based in Naples, FL. He has one year of industry experience and previously worked at Kinetic Investment Management, Dragon Financial Services, and Melaleuca among other roles. In addition to his advisory work at Regal, Desire is involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their high-net-worth and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, focusing on sub-advisory services rather than direct client relationships.

Timothy Schulze is a financial advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Financial Specialists, Cetera Investment Advisers, Nationwide Securities, and Nationwide Financial. Schulze is also owner of Pioneer Wealth Management and serves on the board and as treasurer for the Kirkwood School District Foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, employing strategies including ETFs, mutual funds, and options, while also offering sub-advisory services and private investment options.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. 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 using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

Joseph Burrello is an advisor at Performance Wealth with Series 65 and Series 63 licenses. He has prior experience at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management, totaling over 20 years in the industry. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and comprehensive wealth planning through a multi-advisor team managing over $4 billion in assets. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, combined with fundamental and technical analysis.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with one year of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role, he served in the United States Marine Corps and worked with local police departments in Florida. Moran Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. 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.

Richard Smarg is a financial advisor at M HOLDINGS SECURITIES, Inc. with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his work at M HOLDINGS, he is president of Retirement & Insurance Resources, LLC and managing member of Advanced Choice Technology, a company focused on decision-making programs. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory, using a combination of portfolio management, third-party sub-advisors, and platform providers.

Jason Baum is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors and Rehmann Financial Network. 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 offers a range of solutions including family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles.

Brian Mallette is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has worked at Park Shore Partners LLC and HBK Sorce Advisory LLC since 2008. Mallette spends a portion of his time as an associate at Park Shore Partners, which operates during market hours. Park Shore Partners LLC is an SEC-registered investment manager that provides discretionary portfolio management through private pooled vehicles for qualified and accredited clients. The firm employs a fundamental, bottoms-up research approach with a focus on dividend-paying equities and uses a range of investment instruments, including ETFs, mutual funds, and option strategies, to construct and manage risk in its portfolios.

Mia Safron is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation with three years of industry experience. She has worked at Moran Wealth Management since 2021 and spent five years at Florida State University in various capacities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios using quantitative, technical, and fundamental analysis across multiple asset classes and offers distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

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.