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 credential and has worked at Valeo since 2017. Prior to that, she was with Oxford Financial Group, Ltd for four years and spent one year at Amma Parenting Center. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion across 108 advisors and serves both retail and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

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 financial advisor with Mutual Advisors, LLC in Naples, FL, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Mutual Advisors since 2019 and has prior experience at Raymond James Financial Services Advisors, Inc. and The Bank of Edwardsville. Outside of his advisory role, he is co-owner of AKTWO LLC, a party rental and lawn equipment sales business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to each client’s objectives. The firm is notable for its scale and breadth of institutional work, employing multiple analytical approaches and specialized tools to customize investment allocations.

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 17 years of experience in the financial services industry. He is affiliated with Brookstone Capital Management LLC and has held prior roles at Allstate Insurance Company, Berthel, Fisher & Company Financial Services, VSR Financial Services, First Allied Securities, and Kestra Investment Services. In addition to his advisory work, he operates a sole proprietorship focused on fixed life, annuity, and health insurance sales. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse range of clients, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey asset management platform and wrap-fee program.

Robert Hannon is a CFA® charterholder based in Naples, FL, with six years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and has previously held roles at Citizens Securities, Citizens Bank, Clarfeld Financial Advisors, OneVision, Nomura Securities International, and Income Research & Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing affiliated and third-party managers along with proprietary research to construct multi-manager solutions.

Andrew Reddish is a financial advisor at Key Investment Services LLC in Naples, FL, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at Bank of America, N.A. and Merrill, where he worked for over 20 years combined. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model combining internal and third-party portfolio management, with a focus on non-discretionary client model selection and integrated services through KeyCorp affiliates.

Gerard Papetti is a CFP® professional with 40 years of industry experience, currently serving with Kestra Advisory Services, LLC since 2016. He previously spent over two decades at U.S. Financial Services, LLC. Outside of his advisory work, Papetti participates in various civic and nonprofit activities, including serving as treasurer and board member for multiple foundations, and he is also involved as a drummer in a musical group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors and sovereign wealth funds. The firm offers comprehensive fiduciary consulting, plan-level investment advice, and outsourced plan solutions supported by due diligence and extensive third-party relationships.

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.

Duong Ho is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent over a decade in the hospitality sector, including positions at Campielo and The French Brasserie. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to various proprietary and third-party investment platforms.

Jeffrey Migneault is a financial advisor at Kestra Advisory with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Kestra, he worked at Raymond James Financial Services and operated Migneault Wealth Management for over a decade. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors including sovereign wealth funds.

Daniel Swanson is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 23 years of industry experience. He has held roles at Kestra Investment Services, The Advisors Group of Chicago LLC, and currently serves as managing member of BlueLake Wealth Advisors, LLC, where he combines financial planning, investment management, and insurance services. Outside of advisory work, he owns an insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, offering services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence. The firm serves large institutional investors and provides access to multiple management platforms and third-party solutions.

Richard Curtis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Outside of his advisory role, Curtis serves as treasurer and board member for a homeowners association and manages a small business involved in bookkeeping. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Wayne Meland III is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities for 19 years before joining his current firm in 2019. Meland also serves as a director for the Rotary Club of Naples Gulf Shore. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of advisory services including wrap-fee programs, financial planning, retirement plan consulting, investment management, brokerage services, and certain M&A advisory services.

Joshua Williams is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Country Trust Bank and related affiliates for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Andrew Lenart is a financial advisor with Truist Advisory Services in Naples, FL, holding a Series 66 designation and 16 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Christopher Klenk is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Jazz Wealth Managers, Inc. and Northwestern Mutual. Outside of his advisory work, Klenk serves on the board of Naples Interagency, a nonprofit focused on the senior healthcare industry and scholarship fundraising for healthcare students. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both discretionary and non-discretionary approaches.