Jeffery Haller is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Fountain Wealth Management. Outside of his advisory role, he is a passive investor in GRIT Performance, a gym and fitness training business. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base that includes other investment advisers, institutions, and government entities.

Christina Shaw is a financial advisor at Moran Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with 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 Pelican Bay Capital Management business.

David Martin is a CFP® professional with over 41 years of industry experience. He is currently with Royal Fund Management, LLC and has held roles at Financial Security Planners, LLC and Advanced College Planning, LLC, where he serves as president. Outside of advising, he is involved in college planning and operates as a licensed insurance agent. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a range of strategies tailored to client risk tolerance and offers services including discretionary participant account management and held-away advice.

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 affiliated with Dynamic in Naples, FL, with 20 years of industry experience. His prior work includes positions at Fisher Investments, Raymond James Financial, and WealthSource Partners. Outside of advising, he is an author and has been involved in book authorship since 2014. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, and support services for other advisers. The firm emphasizes a long-term, client-specific investment process and provides technology, compliance, and research support designed to assist both clients and unaffiliated 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 has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a trustee of his mother’s trust, a role unrelated to his trading activities. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm utilizes proprietary model portfolios supported by quantitative, technical, and fundamental analysis, and offers distinctive investment strategies through its Pelican Bay Capital Management sub-advisory business.

Richard Simpson is a CFP® and ChFC® with 21 years of experience in financial advising. He currently works at Moran Wealth Management, LLC and has prior experience at Wells Fargo Advisors, Cetera, Regions Bank, BB&T, and Northwestern Mutual Investment Management. 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 employs proprietary model portfolios and strategies supported by external research, utilizing quantitative, technical, and fundamental analysis across various asset classes.

Tyler Hardt is a CFA® charterholder with eight years of industry experience. He is currently with Moran Wealth Management, LLC and previously worked at Pelican Bay Capital Management and Artisan Partners Asset Management. Moran Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing financial planning, consulting, family office services, and both discretionary and non-discretionary investment management. The firm employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis across a broad range of investment types.

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.

Timothy Mohns is a CFP® with 33 years of industry experience and is currently affiliated with VestGen Advisors, LLC. His career includes roles at Raymond James Financial and Fountain Wealth Management, among others. Outside of his advisory work, he serves on the board of Kingdom Advisors, a nonprofit organization focused on faith integration for financial advisors, and is involved with Windy Press International, a publisher of electronic children's books. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm employs a centralized portfolio construction model combined with advisor-level client relationship work and manages roughly $6.66 billion in assets with a multi-team structure.

Thomas Moran is a financial advisor at Moran Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Moran serves as an advisory board member for the James Madison Institute and is a trustee of the Moran Family Foundation. 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 employs proprietary model portfolios supported by quantitative, technical, and fundamental analysis and offers distinct investment strategies through its sub-advisory business, Pelican Bay Capital 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.

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.