James Beachum III is a Series 66-licensed financial advisor at CWA Asset Management Group with nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and ProVisions. CWA Asset Management Group provides investment advisory and financial planning services to a wide range of clients, including individual and high-net-worth investors, family offices, trusts, foundations, pension plans, and institutional clients. The firm employs in-house research and proprietary models to offer active and quantitative strategies, utilizing diverse techniques such as short selling, margin, and tax-aware strategies tailored to client objectives.

Matthew Johnson is a CFP® and ChFC® with 23 years of experience in the financial services industry. He currently works at Moors & Cabot, Inc., where he has been since 2023, following prior roles at Aviance Capital Partners LLC and Citigroup Global Markets. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized investment management and financial planning services through discretionary and non-discretionary arrangements, utilizing various portfolio strategies and third-party sub-advisors.

Paul Stonge is a financial advisor at Westminster Financial Advisory Corp with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at GW & Wade Asset Management Company, Lincoln National Equity Sales, and his own firm, Paul P St Onge Company. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays, primarily using a buy-and-hold framework complemented by discretionary trading and option strategies.

Cain Kobert is a CFP® with 29 years of industry experience, currently serving as an investment advisor at IHT Wealth Management LLC since 2019. His prior roles include positions at Independent Financial Partners and Western Wealth Management, with a longstanding affiliation with LPL Financial dating back to 2006. Outside of financial advising, he owns and operates a bucking bull business involved in agricultural and event activities. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and quantitative investment strategies tailored to client objectives.

Brian Wahlfeld is a financial advisor with StoneX Advisors Inc. in Naples, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with StoneX Advisors Inc. and StoneX Securities Inc. since 2016 and previously worked at International Advisory Consultants Inc. from 2013 to 2016. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors, proprietary model solutions, and third-party money managers to implement customized investment strategies.

Counce Drinkard is a financial advisor at RFG Advisory, LLC with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including LPL Financial LLC and &Partners. Drinkard is involved in community service as the Treasurer and Vice President of Club Service for the Birmingham Sunrise Rotary Club. RFG Advisory provides investment advisory and planning services to individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management through a range of model strategies and third-party platforms and serves as a sub-adviser to multiple exchange-traded funds.

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.