Joseph Burrello is a financial advisor at Performance Wealth with credentials including Series 63 and Series 65 licenses. He has experience working at Morningstar Investment Management, RMB Capital Management, and IronBridge Capital Management. Burrello has been with Performance Wealth since 2025. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a long-term, portfolio-focused investment approach using diversified allocations of mutual funds, ETFs, individual securities, and alternative investments, while offering retirement-plan advisory and wrap-fee programs.

Phillip Evans is a CFP® with 24 years of industry experience, currently serving at Valeo Financial Advisors, LLC. He has worked with Valeo since 2003 and is also involved with Forensic Investments, LLC, which provides forensic accounting and expert witness consulting for securities and trust litigation. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, offering comprehensive financial planning and portfolio management for both retail and institutional clients. The firm’s investment approach includes strategic asset allocation, third-party research, use of independent managers, and tailored services such as portfolio management for pooled investment vehicles.

Christian Pineda is a financial advisor at Moran Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he served four years with the Florida Gulf Coast University Police Department and eight years in the United States Marine Corps. He holds Series 63, Series 65, and Series 66 credentials. 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 supported by external research and offers distinct 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 19 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at firms including Mariner Wealth Advisors, Rehmann Financial Network, and Royal Alliance. Baum is also insurance licensed. CWA Asset Management Group serves individual and high-net-worth clients, family offices, trusts, foundations, pension plans, and other institutional investors. The firm uses in-house research and proprietary models to manage portfolios with both active and quantitative strategies, incorporating multi-factor stock selection and artificial intelligence, while offering a range of portfolio management and planning services.

Brian Mallette is a financial advisor at HBKS Wealth Advisors in Naples, FL, holding CFP® and Series 65 designations with 18 years of industry experience. He has worked with Park Shore Partners LLC since 2008 and is involved with HBKS Wealth Advisors as well. Outside of his advisory roles, he serves as an associate at Park Shore Partners LLC, dedicating a portion of his time to this firm during trading hours. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm utilizes tailored portfolios, multiple platform arrangements, and a broad range of strategies while providing educational materials and affiliated business services.

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 at CWA Asset Management Group with 17 years of industry experience. He holds a Series 65 designation and has held leadership roles at multiple firms including Capital Wealth Advisors and Capital Consulting Group, where he serves as president and CEO. Outside of financial services, Beynon is co-owner of Bio Brands, LLC, a fertilization and pest control business. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, family offices, and institutional investors. The firm combines proprietary research with active and quantitative strategies, incorporating multi-factor stock selection models and selective artificial intelligence to manage globally diversified portfolios tailored to client objectives.

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, with 34 years of industry experience. He has been with Northern Trust Securities since 1999 and holds the Series 63, Series 65, and Series 66 designations. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management programs that utilize a combination of proprietary and third-party investment products.

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® with 23 years of industry experience, currently serving at CWA Asset Management Group in Naples, FL. Her prior roles include positions at Suntrust Advisory Services, Fifth Third Securities, and Wells Fargo Clearing. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, family offices, and institutional investors. The firm employs both active and quantitative strategies based on in-house research and proprietary models, offering globally diversified portfolios tailored to client objectives.

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 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors and PNC Wealth Management. Outside of his 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 by offering financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary investment strategies supported by quantitative, technical, and fundamental analysis across multiple asset classes.

Eugene Richardson is a financial advisor with Prospera Financial Services, Inc. based in Naples, FL. He holds Series 63, 65, and 66 licenses and has 32 years of industry experience. Prior to joining Prospera in 2026, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026. Outside of his advisory role, he is involved in managing real estate and investment-related businesses, including co-managing building purchasing for a real estate entity. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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.