Gregory Wolfe is a financial advisor with Nations Financial Group, Inc. in Estero, FL, holding Series 63, 65, and 66 licenses and bringing 48 years of industry experience. He has been with Nations Financial Group since 1998. Nations Financial Group provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management and consulting services, implementing investment strategies through proprietary model portfolios and outside managers tailored to client objectives and risk tolerance.

Casey Croysdale is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC since 2019. He previously worked at Horter Investment Management and IFS Financial Services. Outside of advising, he is a licensed soccer official for high school and non-affiliated games. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across various model portfolios and strategies.

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.

Darian Chen is a CFA® charterholder with 26 years of industry experience, currently serving at CWA Asset Management Group since 2025. His prior experience includes roles at Bray Capital Advisors, LLC, Sequoia Financial Group, Gratry & Company, LLC, and First Fiduciary Investment Counsel Inc. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, and institutional investors. The firm utilizes proprietary research and models, combining active and quantitative strategies with global diversification and specialized techniques tailored to client objectives.

Barry Walsh is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 license with one year of industry experience. Prior to joining CWA, he held roles in various sectors including healthcare, hospitality, and community organizations. CWA Asset Management Group offers investment advisory and financial planning services to a diverse client base, including individuals, family offices, and institutional investors. The firm employs proprietary research and models to manage globally diversified portfolios using a combination of active, quantitative, and AI-enhanced strategies.

Blake Bollinger is a financial advisor at CWA Asset Management Group in Naples, FL, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Violi, Northwestern Mutual, and Four Seasons Wealth Management. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, family offices, trusts, foundations, pension plans, and institutional investors. The firm utilizes proprietary in-house research and models, combining active and quantitative strategies with selective use of artificial intelligence, to manage globally diversified portfolios tailored to client objectives.

John Eikanger is a financial advisor at Prosperity Capital Advisors with 10 years of industry experience. He holds a Series 65 designation and has worked at Prosperity Capital Advisors since 2015 and Atlantic Asset Advisors since 2014. Outside of advising, he is a licensed insurance agent selling life insurance on a commission basis and leases ATM machines locally as a side business. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

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.

Robert Weissbein is a financial advisor with Capital Analysts in Naples, FL, holding a Series 63 designation and 40 years of industry experience. He has worked at firms including Lincoln Investment, Cetera Advisors LLC, and First Allied Advisory Services. Weissbein is also the owner and president of Complete Financial Inc., a business involved in insurance sales, consulting, and tax preparation, and manages a residential construction company, Complete Construction Collier LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Jason Botwinick is a financial advisor at CWA Asset Management Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research and proprietary models, offering a combination of active and quantitative investment strategies that include global diversification and various portfolio techniques tailored to client objectives.

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.

Eric Hobbs is a financial advisor at Moran Wealth Management, LLC in Naples, FL. He holds a Series 65 designation and has experience working in the financial services industry since 2018, including roles at Wakefield Asset Management and LPL Financial. 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 employs proprietary model portfolios combining quantitative, technical, and fundamental analysis across a variety of asset classes and offers specialized strategies through its sub-advisory division, Pelican Bay Capital Management.

Stefan Contorno is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked for UBS Financial Services for 12 years before joining Venture Visionary Partners in 2026. Outside of his advisory role, he owns SJC Productions, a sole proprietorship that produces video content for entrepreneurs, and is involved with Florida Gulf Coast University as part of a nonprofit. Venture Visionary Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios through various investment approaches and offers both discretionary and non-discretionary management along with a substantial retirement-plan practice.

Gerard Longo is a financial advisor with Merit Financial Advisors in Naples, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Global Wealth Advisors, Commonwealth Financial Network, Oakmont Capital Management, and Oppenheimer. Outside of his advisory work, he is the owner of Bartko Associates, LLC, a private entity established to facilitate advisory business. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and an internal investment management team, offering both discretionary and non-discretionary account arrangements.

Brandon Beck is a financial advisor at Confluence Financial Partners with 15 years of industry experience. He holds a Series 66 credential and has worked at several firms including Blackston Financial Advisory Group, Brookstone Capital Management, and FamilyWealth Advisers. Confluence Financial Partners offers comprehensive wealth management and financial planning services to individuals, professionals, business owners, corporate executives, and institutional clients. The firm provides both discretionary and non-discretionary account management, utilizing a blend of active and passive investment vehicles alongside proprietary managed portfolios and third-party managers.

Stephen Chow is a financial advisor at Pinnacle Investments, LLC with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2013. Outside of his advisory role, he serves as a board member of the Update Medical University Foundation. Pinnacle Investments is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and access to third-party managers, utilizing both fundamental and technical analysis in its investment approach.

Daniel Natoli is a financial advisor with Altitude Capital Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Creative Resources Investment Advisors LLC and RFG Advisory, LLC. In addition to his advisory work, he is active as an insurance agent through Natoli Insurance, focusing on whole life, term, and disability insurance. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm’s investment approach is customized to client goals, risk tolerance, and time horizon, with portfolios managed primarily on a discretionary basis and reviewed at least quarterly.

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.

Richard Brown is a financial advisor at JNBA Financial Advisors, LLC in Bonita Springs, FL, with 12 years of industry experience. He holds a Series 63 designation and has been with the JNBA Financial Advisors organization since 1996. JNBA Financial Advisors offers discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm’s investment approach incorporates individual equities, fixed income, mutual funds, ETFs, and covered calls, supported by fundamental and technical analysis and ongoing portfolio reviews.