David Mc Dermott is a Series 65-registered financial advisor with McDermott Investment Advisors, LLC in Naples, FL. He has three years of industry experience and has been with McDermott Investment Advisors since 2021. His background also includes work at McDermott Investment Services, LLC since 2016 and ongoing studies since 2008. McDermott Investment Advisors is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $203 million using firm-developed models, third-party portfolios, and both fundamental and technical analysis across a range of investment vehicles.

Robert Strommen is a financial advisor with Oakwood Capital, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Oakwood Capital since 2013 and has operated Strommen and Associates since 1978. Outside of his advisory work, he is the author and sole owner of Purpose +3, a non-investment-related business. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets across 591 relationships. The firm offers portfolio management, financial planning, and retirement plan consulting, typically constructing portfolios on a non-discretionary basis while providing discretionary options and third-party manager solutions.

Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.

Joshua Wardell is a financial advisor at Black Coral Financial Advisors, LLC in Naples, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at Raymond James & Associates and Cvent, Inc. Outside of his advisory work, he briefly owned a travel-related LLC that he plans to close. Black Coral Financial Advisors manages approximately $936 million in assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm integrates portfolio management teams, model allocations, and third-party manager recommendations with individualized planning, and offers comprehensive financial counseling that includes tax and estate considerations.

Philip Shaffer is a financial advisor at OneAscent Family Offices with Series 63 and Series 65 credentials and 45 years of industry experience. Prior to joining OneAscent in 2024, he worked at Hamilton Capital Management, Inc. and Morgan Stanley, among other firms. OneAscent Family Office provides investment advisory and family office services primarily to high-net-worth individuals and institutional clients. The firm offers customized asset management, financial planning, and family office solutions, utilizing multiple affiliated entities and various third-party managers to implement client portfolios.

John Cheesborough is a financial advisor with Naples Global Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Naples Global Advisors in 2021, he worked at Investors Trust Company and Brownstone Investment Group, LLC. Naples Global Advisors provides discretionary investment management to individuals—including high net worth clients—as well as retirement accounts, corporations, trustees, and charitable organizations. The firm employs a global, multi-cap value investment approach combining quantitative screening and in-house fundamental research, managing portfolios primarily composed of individual equities with fixed income and cash equivalents.

Kathleen Herget is a financial advisor at Moran Wealth Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and its affiliates from 2010 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors and over $5 billion in assets under management. The firm offers financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth-management engagements and model-based investment strategies.

Anthony Wauterlek is a financial advisor with HBKS Wealth Advisors in Naples, FL, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Park Shore Partners LLC since 2008 and Hbk Sorce Advisory LLC since 2001, serving as a portfolio manager for a hedge fund through Park Shore Partners. HBKS Wealth Advisors is an enterprise firm with 73 advisors that provides comprehensive wealth management services.

Keith George is a financial advisor with Lifemark Securities Corp. in Naples, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His background includes roles at Foresters Equity Services, Inc. and his ongoing work as an independent insurance agent since 2005, specializing in life, disability, long-term care insurance, and fixed annuities. He is also involved with University Funding Professionals, LLC, a company providing ACT exam preparation and career consulting referrals. Lifemark Securities Corp. offers fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm provides tailored, suitability-driven advice through various managed account programs and allows discretionary or non-discretionary management, with custody maintained by third-party custodians.

Uriel Castillo is a financial advisor at RFG Advisory, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Fifth Third Bank. Castillo is also associated with Four Seasons Wealth Management in a financial planning capacity. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including actively managed and passive models, direct indexing, and alternative investments.

John Freund is a financial advisor with Kovack Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has worked at Kovack Advisors and Kovack Securities since 2016 and 2017, respectively. Freund also owns a separate investment advisory firm, John P. Freund LLC, operating as Naples Financial Solutions. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and advisory services through a model-driven investment workflow supported by Envestnet.

Stephen Manus is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and three years of industry experience. He has been with Chicago Partners since 2022 and has worked at CastleArk Management since 2004. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, using fundamental analysis and strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Nicholas Malik is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management, he worked at Quail Creek Country Club and Hertz Arena. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm offers a range of services including financial planning, portfolio management, family office services, and employs both tailored wealth-management engagements and model-based investment strategies.

John Salvino is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Performance Wealth Partners, LLC since 2021. Prior to this, he spent 19 years at William Blair & Co., L.L.C. He is a board member of the Mercy Home for Boys and Girls and chairs the Finance Roundtable for the Chicago Booth Alumni, in addition to being a passive investor with the Irish Angels group. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, individual securities, and alternative investments, focusing primarily on long-term strategies with periodic reviews and rebalancing.

Christopher Urness is a CFP® and ChFC® with 24 years of experience in the financial services industry. He has been with Wealthcare Advisory Partners LLC and LPL Financial, LLC since 2016 and has held roles at JPKC Kingdom Ventures LLC, The Urness Group, LLC, and Deer Valley Credit Union. Outside of advising, he is involved in Creative Castle Preschool & Playtime, LLC, a business he has operated since 2006. Wealthcare Advisory Partners LLC manages approximately $6 billion in assets through a team of over 150 advisors. The firm serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, offering wealth management, financial planning, and access to alternative investments using a goals-based planning process supported by proprietary technology and evidence-based investment strategies.

Justin Klestinski is a CFA® charterholder with 30 years of experience in the financial industry. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2024, following a 12-year tenure at Wintrust Investments L.L.C. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed account options and third-party managers.

Frederick Conti is a financial advisor at Financial Security Advisory Inc with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Financial Security Management, Inc. since 1999. Outside of his advisory role, he prepares financial plans and provides advisory services through Financial Security Group, Inc. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, with a focus on asset allocation and long-term holdings. The firm utilizes quantitative screening and qualitative due diligence in selecting investments and manages portfolios on a limited discretionary basis.

Brett Slattery is a CFA® charterholder with 14 years of industry experience. He has worked at Willis Investment Counsel for 13 years before joining Moran Wealth Management, LLC, where he is currently an advisor. 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 uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis and offers specialized strategies through its Pelican Bay Capital Management sub-advisory business.

Robert Russell Jr. is a financial advisor with Nations Financial Group, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Nations Financial Group since 2005. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a range of proprietary model portfolios and offers both discretionary and non-discretionary management, tailoring strategies to client goals, risk tolerance, and liquidity needs.

Justin Claussen is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 credential with one year of industry experience. Prior to joining Moran Wealth Management in 2025, he worked at Capital Wealth Advisors for one year. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and investment management through proprietary models supported by quantitative, technical, and fundamental analysis.