Katherine Lauer is a financial advisor at The High Net Worth Advisory Group, LLC with three years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at the Greater Naples Chamber of Commerce and Florida Gulf Coast University. The High Net Worth Advisory Group, LLC provides wealth management, portfolio review, and pension consulting services to individuals, trusts, estates, and business entities. The firm employs a fundamental analysis-based investment process with a mix of strategies, managing approximately $861.7 million for around 418 clients through a five-person advisory team.

Charles (Chad) Atkins is a financial advisor with Private Capital Management, LLC, holding a Series 65 designation and six years of industry experience. He has been with Private Capital Management since 2013 and also maintains a role with Carnes Capital Corporation since 2004. Private Capital Management is an employee-owned investment and wealth advisory firm managing approximately $1.35 billion for individual and institutional clients through a seven-advisor team. The firm employs a bottom-up, fundamental value investment approach with a multi-year horizon and offers discretionary portfolio management, wealth advisory services, and acts as adviser or sub-adviser to registered and private funds.

Terrance Murphy is a CFP® professional with 34 years of industry experience, currently serving at Total Clarity Wealth Management, Inc. in Fort Myers Beach, FL. He has worked at LPL Financial since 2018 and was previously with Cetera Advisor Networks from 2013 to 2018. Outside of financial advising, he has experience managing a pizza business and operates an accounting and tax advisory service. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies from conservative wrap programs to actively traded accounts for sophisticated investors.

Stephen Casey is a financial advisor at Signet Financial Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Signet since 2007, following a recent role at Summit Financial, LLC. Signet Financial Management provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $1.06 billion in discretionary assets and employs a long-term, fiduciary investment approach using fundamental and quantitative analysis, including the use of back-tested and model-based strategies.

Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.

Steven Merkel is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 24 years of industry experience. He is currently with Ciccarelli Advisory Services Inc and has previously worked at FSC Securities Corporation and OSAIC. Merkel serves as a board member of the Greater Naples YMCA Endowment Board. Ciccarelli Advisory Services serves individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm offers comprehensive financial management and planning services, emphasizing strategic long-term investing with a primarily non-discretionary portfolio management approach.

Richard Romano is a financial advisor with Romano Brothers and Company in Bonita Springs, FL, holding a Series 66 designation and over 62 years of industry experience. He has been with Romano Brothers since 1964. Outside of his advisory role, Romano is a principal in Romano Ventures Partnership, which invests in privately held startup companies. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term investment approach with both active and passive strategies, managing accounts through an eight-advisor team.

John Cimino is a financial advisor at Naples Wealth Planning with 19 years of industry experience. He holds a Series 66 license and has previously worked at Wells Fargo Advisors, Laidlaw Wealth Management, and Laidlaw & Company (UK) Ltd. Naples Wealth Planning manages over $356 million in client assets, providing investment management and financial planning services to individuals, families, trusts, businesses, and institutions. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and conducts ongoing client oversight and portfolio monitoring.

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.

Troy Hedman is a financial advisor with Cetera Planning Partners in Estero, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Cetera in 2021, he worked for Visionary Wealth Advisors from 2016 to 2021. Outside of his advisory role, he is a member and business operations consultant at Aspen Digital, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified allocations through mutual funds and ETFs and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

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.

Dragi Paunovski is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at National Securities Corp for nine years before joining B. Riley Wealth Management. In addition to his advisory role, he is an independent insurance agent specializing in health insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a wide range of services including advisory programs, financial planning, and retirement solutions.

Colleen Murphy is a financial advisor at CWA Asset Management Group with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with CWA since 2017. Outside of her advisory work, Murphy serves as a consultant for parking revenue operations during the New York State Fair. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary research and a range of active and quantitative strategies with an emphasis on global diversification and tax-aware investing.

Shad White is a financial advisor at CWA Asset Management Group with 18 years of industry experience. He has been with CWA since 2016 and holds Series 63 and Series 65 licenses. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, utilizes tax-aware strategies, and integrates advanced technologies such as AI in its investment process.

Brian Tolin is a financial advisor at CWA Asset Management Group with 14 years of industry experience. He holds the CFA® designation along with Series 65 and Series 63 licenses. Prior to joining CWA, he worked at Ariel Capital Advisors and Raymond James, where he has been since 2012. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary active fundamental and quantitative multi-factor strategies, emphasizes global diversification and tax-aware portfolio management, and uses advanced technologies including AI to support investment research and review.

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.

Daniel London is a financial advisor with CWA Asset Management Group in Naples, FL, holding a Series 65 credential and six years of industry experience. Prior to his current role, he worked at CWA Naples, LLC and Capital Wealth Advisors, and has experience in the entertainment sector. Outside of advising, he serves as Vice President of London Executive Office Suites, LLC. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, foundations, endowments, pension plans, and business entities. The firm employs a combination of fundamental active analysis and multi-factor quantitative models, offers family-office and retirement plan fiduciary services, and sponsors multiple private funds including a Global New Leaders Fund.

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.

Joseph Yard is a CFP® professional with 40 years of industry experience, currently serving at Harbour Investments, Inc. since 2001. He also has a longstanding affiliation with Integrity Financial Group Incorporated dating back to 1991 and has been involved with VIVE since 2014. Outside of his advisory roles, he operates as an independent insurance agent through Integrity Financial Group. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers various portfolio management solutions, including discretionary and non-discretionary services and model-based platforms.

Jeffrey Galati is a CFP® and Series 65 registered advisor with 15 years of industry experience. He is currently with CWA Asset Management Group, where he has worked for eight years. Prior to that, he spent two years at AmeriPlanning and Investments LLC. Outside of financial advising, Galati is the owner and manager of a home security company, Eyes On It Home Watch LLC. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizing global diversification and tax-aware strategies, and incorporates advanced technologies such as AI to support its investment process.