Chad Cassiani is a financial advisor at Integrity Advisory Solutions with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gladstone Wealth Partners and Brookstone Capital Management. Outside of advising, Cassiani owns and operates Cassiani Law Offices, providing tax and estate planning legal services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors. The firm manages around $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services utilizing a range of investment strategies and third-party platforms.

Richard Simpson is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding CFP® and ChFC® designations with 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, Cetera Investment Advisers, Regions Bank, and BB&T. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $5 billion in assets through a 37-advisor team. 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.

Tyler Hardt is a CFA® charterholder with seven years of industry experience. He is currently with Moran Wealth Management, LLC and has previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, family office services, and sub-advisory arrangements, utilizing a combination of tailored wealth management and model-based investment strategies.

Julie Rich is a financial advisor with Moran Wealth Management, LLC, holding CFP® and multiple securities licenses (Series 63, 65, 66) and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network and Charles Schwab. She serves as a treasury committee member of the Naples Women’s Club, where she manages donations and financial tracking. Moran Wealth Management is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, portfolio management, and family office services, combining tailored wealth-management engagements with model-based investment strategies.

Kory Kelly is a financial advisor at Moran Wealth Management, LLC in Naples, FL, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining Moran Wealth Management, he worked at The Federal Savings Bank and TradeAlgo. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with financial planning, family office services, and investment management. The firm uses proprietary model portfolios and combines quantitative, technical, and fundamental analysis across various asset classes, also offering distinct strategies through its sub-advisory business, Pelican Bay Capital Management.

Kaitlin Poterack is a financial advisor at Moran Wealth Management, LLC and holds a Series 65 designation. She has experience working in financial services since 2020, including founding Poterack Capital Advisory and roles at Informa and Lundberg Survey. Moran Wealth Management, LLC 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 tailored wealth management and model-based investment strategies across a variety of asset classes, along with comprehensive family office services.

Jason Rundorff is a CFP® and Series 66 licensed advisor with 18 years of industry experience. He is currently with HBKS Wealth Advisors and previously worked at Naples Global Advisors and HBK Sorce Insurance LLC, among others. HBKS Wealth Advisors serves individual and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages tailored portfolios across a broad range of strategies and provides specialized services for high-net-worth clients under its Level 3 brand.

Lewis Ringham is a financial advisor with Blacktower Financial Management (US) LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at Skybound Wealth Management, LLC, Beacon Global Advisor Network, LLC, and deVere USA Inc. In addition to his advisory role, Ringham is an independent insurance agent with Amerity Financial, LLC. Blacktower Financial Management (US) LLC provides financial planning, retirement-plan consulting, and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm focuses on UK pension transfers and manages assets mainly on a non-discretionary basis using ETFs, mutual funds, individual equities, and fixed income.

Timothy Mohns is a CFP® with 33 years of experience in financial services. He is currently with VestGen Advisors, LLC and has held roles at firms including Raymond James Financial Services and Fountain Wealth Management. Outside of his advisory work, he serves as a board member of Kingdom Advisors, a nonprofit focused on integrating faith and financial advising, and is involved with Windy Press International, a publisher of electronic children’s books. 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 with a range of investment management and financial planning services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 45 years of industry experience. He previously worked at Wells Fargo Advisors in various capacities from 2009 to 2022 before joining his current firm in 2022. Moran serves as an advisory board member for the Florida-based research and education organization The James Madison Institute. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a team of 37 advisors managing over $5 billion in assets. The firm combines tailored wealth management with model-based strategies across a range of investment vehicles and offers family office services alongside financial planning and portfolio management.

Gary Leventhal is a financial advisor with The Pinnacle Financial Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with The Pinnacle Group and LPL Financial since 2013. Outside of his advisory role, Leventhal serves as a FINRA arbitrator and has a longstanding involvement with Roslyn Rescue. The Pinnacle Financial Group offers discretionary portfolio management, financial planning, and pension consulting services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs fundamental analysis alongside various trading strategies and typically manages accounts on a discretionary basis with regular monitoring.

Darrans Desire is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and currently based in Naples, FL. He has experience at several firms including Dragon Financial and Melaleuca, and is also involved with BettrLife Financial Services LLC, where he provides financial and insurance services. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management through independent advisers and subadvisor agreements, serving individual, charitable, and corporate clients. The firm provides a range of proprietary and third-party model portfolios and grants discretionary authority to implement and manage these strategies on clients’ behalf.

Ryan Hawk is a Certified Financial Planner (CFP®) with 20 years of experience in the financial industry. He has been with HBKS Wealth Advisors since 2018 and previously worked at The Vanguard Group and Purshe Kaplan Sterling Investments. Hawk is also an insurance agent with HBK Sorce Insurance. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients with personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and typically manages accounts on a discretionary basis using proprietary models and multiple platform arrangements.

Amanda Mahland is a financial advisor at HBKS Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at both HBKS Wealth Advisors and Purshe Kaplan Sterling Investments since 2008 and 2009, respectively. HBKS Wealth Advisors serves a diverse client base including individuals, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a broad range of strategies and manages portfolios typically on a discretionary basis using proprietary models and multiple platform arrangements.

Donald Drury is a financial advisor at Moran Wealth Management, LLC with 24 years of industry experience. He has held prior roles at Wells Fargo Advisors Financial Network, LLC and PNC Wealth Management. Drury holds the Series 63, Series 65, and Series 66 designations. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers tailored wealth management, model-based investment strategies, family office services, and conducts fundamental, technical, and quantitative analysis as part of its process.

Charles Chesebrough is a financial advisor at Moran Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network and Honeywell International. Chesebrough serves as Treasurer of the Barrington Club Homeowners Association in Naples, FL, overseeing financial statements and participating in community decision-making. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers comprehensive wealth management services, combining tailored strategies with model-based portfolios and providing family office support and variable annuity consulting.

Retirement is more than a financial transition. For many women, it brings one big question to the surface: “Will I be okay?” I work with women approaching or navigating retirement to make confident, tax-smart decisions about income, investments, taxes, Social Security, spending, and the life they want their money to support. As the founder of Purposeful Money, I believe good financial guidance should feel personal, practical, and understandable. My work blends comprehensive retirement planning, investment guidance, and integrated tax planning so clients can see how the pieces fit together, not just on paper, but in real life. I call this next stage the Season of You™: a time to make thoughtful decisions, use your resources with purpose, and step forward with more clarity and peace of mind. We are based in Naples, Florida but serve clients virtually nationwide.

Michael Mongin is a financial advisor with Moran Wealth Management, LLC in Naples, FL, holding Series 65, 66, and 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, One Seven, Crescent Wealth Advisory, and Genspring Family Offices. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm uses proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a range of asset classes and offers specialized strategies through its sub-advisory business, Pelican Bay Capital Management.

Lauren Kazmierczak is a financial advisor at Moran Wealth Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining Moran Wealth Management, she worked at Ocean Prime Naples for four years. Moran Wealth Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a 37-advisor team managing over $5 billion in assets. The firm offers financial planning, portfolio management, family office services, and utilizes a combination of tailored wealth-management engagements and model-based investment strategies.

Jennifer Di Lorenzo is a financial advisor with Park Shore Partners LLC and holds a Series 65 designation. She has four years of industry experience, including roles at Park Shore Partners and HBKS Wealth Advisors since 2019, and previously worked at Target from 2014 to 2019. Park Shore Partners LLC is an SEC-registered investment manager specializing in discretionary portfolio management through private pooled vehicles for qualified clients and institutions. The firm employs a fundamental, bottoms-up research approach focused on dividend-paying equities and integrates various investment instruments and risk-management strategies in its portfolio construction.