Robert Weissbein is a financial advisor with Capital Analysts in Naples, FL, holding a Series 63 designation and over 40 years of industry experience. He is also the owner and president of Complete Financial Inc., a business involved in insurance, consulting, and tax preparation. Additionally, he manages Complete Construction Collier LLC, a residential construction company. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and custom portfolios. The firm utilizes an in-house investment management team and proprietary screening tools to support its advisory services.

Michael Sinclair is a Chartered Financial Consultant (ChFC®) with 41 years of industry experience. He has worked at Arkadios Wealth Advisors and Arkadios Capital since 2023 and previously spent 10 years with Triad Advisors, Inc. He also owns Sinclair Financial Group, a business providing sales and advice on fixed life insurance, fixed annuities, long-term care insurance, and medical insurance. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans through various managed accounts and portfolios, incorporating fundamental, technical, and cyclical analysis with the option for alternative assets and consolidated reporting.

Tyler Holes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at HBKS Wealth Advisors in Naples, FL. He has four years of industry experience, including prior service in the United States Air Force and work with National Aerospace Solutions, LLC. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios using proprietary models and a variety of strategies, and provides educational newsletters and affiliated business services.

Nicole Molnar is a financial advisor at Citizens Private Wealth with 16 years of industry experience and holds a Series 66 designation. She joined Citizens Private Wealth and its affiliated entities in 2025 after spending 10 years at RBC Capital Markets. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management alongside tax, estate structuring, and business consulting services for multigenerational families and closely held businesses.

Devon Banning is a CFP® and Series 65-licensed advisor at Moran Wealth Management, LLC with three years of industry experience. Prior to joining Moran Wealth Management, he operated Banning Services, LLC for four years and spent eleven years at Financial Wings, Inc. Moran Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, consulting, family office services, and investment management, utilizing proprietary model portfolios that combine quantitative, technical, and fundamental analysis across various asset classes.

Gail Mercer is a financial advisor at OneSeven with 30 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes 19 years at Raymond James Financial Services, Inc. and 14 years at Raymond James Financial. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is primarily long-term focused and utilizes diversified portfolios with access to alternatives and private placements, offering both discretionary and non-discretionary arrangements.

Seyed Aryan Mirfakhraee is a financial advisor with Moran Wealth Management, LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at J.P. Morgan Institutional Investments Inc., J.P. Morgan Investment Management Inc., and Proshares. 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 uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of investment vehicles.

Corey Grant is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Moran Wealth Management, LLC since 2022. He previously worked at Wells Fargo Advisors and its affiliated entities from 2012 to 2022. Outside of his advisory role, he has a minority ownership interest in a rental property business in Bonita Springs, Florida. Moran Wealth Management, LLC serves a diverse client base including high-net-worth individuals, trusts, and retirement plans, managing over $5 billion in assets. The firm employs a combination of tailored wealth management and model-based investment strategies across a broad range of asset classes and offers comprehensive family office services.

Patrick Brown is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently an assistant portfolio manager at Park Shore Partners LLC and HBKS Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Broadridge Ireland Limited, Adecco Ireland, Engage People Recruitment, and BlackRock Investment Management Ireland. Park Shore Partners LLC is an SEC-registered investment manager that serves qualified clients and institutions through discretionary management of private pooled vehicles, including Opportunity Funds and a multi-asset strategy fund. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and incorporates ETFs, mutual funds, option strategies, and cash in its portfolio construction and risk management.

Scott Blackburn is a CFP® with 14 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He is principal at Benson Blackburn, LLC, where he has worked since 2016. His other activities include serving on the Planning Giving Committee of the Naples Botanical Garden and the Planning Giving Council of Gulfshore Playhouse, as well as holding a directorship with the Estate Planning Council of Naples. M HOLDINGS SECURITIES, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, serving a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms. The firm provides a wide range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory.

Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory role, he is a founding member and principal of VestGen Wealth Partners Holdings, LLC and a passive investor in a gym and fitness training business. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a range of investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets. The firm uses a combination of tailored wealth-management engagements and model-based strategies across a range of investment vehicles, and offers comprehensive family office services and consulting.

David Martin is a CFP® professional with over 40 years of experience in the financial services industry. He is currently affiliated with Royal Fund Management, LLC and Financial Security Planners, LLC, along with serving as president of Advanced College Planning, LLC, where he provides college planning advisory services. Martin is also a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies tailored to client risk tolerance and manages portfolios under written Investment Policy Statements.

James Moran is a financial advisor with Capitol Securities Management, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Capitol Securities Management since 2003 and serves as president of New York Capitol Group LLC, providing business consultation and advisory services. Moran also holds a director position with the Tiburon Estates Home Owners Association, assisting with community management. Capitol Securities Management serves individual, corporate, and charitable clients, including high-net-worth individuals, offering brokerage and investment advisory services along with financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies using a range of securities and strategies.

Patrick Huey is a CFP® professional with 20 years of experience in financial advising. He is currently with Dynamic and has previously worked at WealthSource Partners and Raymond James Financial Services. Outside of advising, he is an author and also provides tax preparation and document generation services. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and pension plans, offering portfolio management, financial planning, and advisory support. The firm emphasizes a tailored, long-term investment approach and provides technology and operational support to other registered investment advisers.

John Klaas Jr. is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Gladstone in 2021, he worked at UBS Financial Services from 2007 to 2021. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with investment approaches tailored at the representative level.

Michael O'Brien is a financial advisor at Performance Wealth with a Series 65 credential and one year of industry experience. His prior work includes a role with the Chicago Bulls and a position at William Blair & Company. Performance Wealth Partners is an SEC-registered advisory firm that offers wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm constructs customized portfolios using low-cost mutual funds and ETFs, along with individual securities and alternative investments, focusing on long-term investment strategies with periodic account reviews and rebalancing.

Michael Wurster is a financial advisor with Advisor Share Wealth Management, LLC in Naples, FL. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior firms include Virtue Capital Management, LLC and Horter Investment Management. Wurster is also licensed to provide life and annuity products through Simplicity and AdvisorShare. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, retirement-plan services, and a web-based platform for independent advisers, often implementing client strategies through third-party sub-advisers and model portfolios on a discretionary or non-discretionary basis.

Thomas Salvino is a Certified Financial Planner® with 32 years of industry experience. He has worked at Performance Wealth Partners, LLC since 2021 and was previously with William Blair & Company L.L.C. for 28 years. Outside of his advisory role, he is a member and volunteer of the Lions Club and serves as manager of a family trust real-estate consulting business. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers customized portfolios primarily using low-cost mutual funds and ETFs, with a long-term investment focus complemented by ongoing analysis and regular account reviews.

Kylen O'keeffe is a financial advisor at Moran Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2022. He serves as a trustee of his mother's trust in Naples, FL. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, family office services, and both discretionary and non-discretionary investment management using proprietary model portfolios supported by external research.