Adam Smith

Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Robert Lee is a financial advisor at Retirement Money Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LLC and Girard Securities, Inc. Lee is also involved in insurance sales through his ownership of Lee Financial of Sarasota, Inc. Retirement Money Management provides lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients. The firm combines a global macroeconomic asset-allocation framework with fundamental and technical analysis, managing most assets nondiscretionarily and offering additional services such as consulting and insurance-related advice.

William Carambelas is a financial advisor at Alpha Omega Financial in Bradenton, FL, holding the CFP®, ChFC®, and Series 66 designations with 16 years of industry experience. He has worked with various Alpha Omega Financial entities since 2011. Alpha Omega Financial provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm utilizes a combination of fundamental, technical, and charting analysis to construct diversified portfolios across multiple asset classes, emphasizing risk management tailored to client risk tolerance.

Murrell Winter is a financial advisor with Swan Retirement Strategies in Sarasota, FL, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of advisory work, he owns and manages an agricultural business that raises cattle. Swan Retirement Strategies provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers portfolio management, managed accounts, and written investment strategies tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and various purchase strategies.

Paul Koepfer is a CFP® professional with over 50 years of experience in the financial services industry. He is the sole advisor at Summit Financial Advisors, an independent firm he has been associated with since 1996. His career includes tenure at Cadaret, Grant & Co., Inc. and LPL Financial LLC. Summit Financial Advisors provides comprehensive financial planning, investment consulting, and qualified retirement plan consulting to a diverse client base including individuals, trusts, estates, and organizations. The firm employs a tactical asset allocation approach grounded in Modern Portfolio Theory and analytical tools, offering recommendations without managing client portfolios or accepting trading discretion.

Ricardo Donalexis is a financial advisor with Insight Family Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and ten years of industry experience. He has previously worked with PlanMember Securities Corporation and AXA Advisors, LLC. Outside of finance, he has worked as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and employers with retirement plans under ERISA arrangements. The firm follows a goals-based investment approach using asset allocation, low-cost ETFs, and tax-aware strategies, offering both discretionary and non-discretionary management alongside financial wellness programs for employers.