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 four years of industry experience. He holds a Series 65 designation and has worked at CWA since 2018. Prior to his advisory role, he was affiliated with West Virginia University and held positions at Express and Naples High School. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning primarily to individuals, high-net-worth clients, trusts, foundations, endowments, pension plans, and other business entities. The firm offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles and insurance products, using proprietary models and a mix of internal and third-party portfolio management.

John Blacklidge is a financial advisor at Portfolio Medics, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2019, following prior roles at Horter Investment Management and Cambridge Investment Research. In addition to his advisory work, he owns an insurance sales business focusing on insurance and annuities. Portfolio Medics is an SEC-registered 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 a range of discretionary and non-discretionary investment management services that combine strategic and tactical approaches with various model portfolios and trading strategies.

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 experience in the industry. Prior to joining CWA, he held roles in education at Florida Gulf Coast University and Gulf Coast High School. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and institutional clients. The firm’s investment approach includes proprietary model portfolios constructed by an in-house research team, emphasis on global diversification, tax-aware strategies, and use of advanced technologies such as AI.

Sisse Ferguson Torok is a financial advisor with Portfolio Medics, LLC, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. Her background includes roles at Capital Analysts, Lincoln Investment, and Northwestern Mutual Investment Management. Outside of her advisory work, she is the owner and managing member of a full-service accounting firm and serves as managing partner and CFO of a non-emergency medical transportation company. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, offering customized portfolios that may include independent managers and a range of investment strategies tailored to client objectives.

David Yeh is a Series 65-licensed financial advisor with 11 years of industry experience, currently with Virtue Capital Management, LLC. His prior experience includes roles at Premier Radiology Services LLC, Praetorian Archimedes Fund, L.P., and Wealthy Doctor Institute LLC. Outside of advisory work, he is involved with Physician Growth Catalysts LLC, a group that coaches physician entrepreneurs. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to customize portfolios according to client objectives and risk tolerances.

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.

Mark Fenton is a financial advisor at Portfolio Medics, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Portfolio Medics since 2014. In addition to his advisory role, he works as an independent insurance agent selling fixed insurance products, including equity-indexed annuities. 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, using a combination of strategic and tactical investment approaches across various model portfolios and strategies.

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.

Mark Hegstrom is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He has been with LPL Financial since 2010 and operates multiple business entities related to fixed non-variable insurance and business owner succession strategies. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with an emphasis on individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.

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 Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Mutual Advisors, LLC since 2019 and previously held positions at Raymond James Financial Services and The Bank of Edwardsville. Outside of his advisory work, he is co-owner of a family-operated party rental and home tool rental business. Mutual Advisors, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm employs a mix of active and passive strategies supported by third-party tools and manages about $8.5 billion in assets across various client segments.

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.

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.

Scott Rosati is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Prudential Insurance Company of America, and Scottrade. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, using portfolio strategies supported by Morningstar Investment Management and offering both discretionary and non-discretionary recommendations.