Daniel Joseph Berger

Roman Spear is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cambria Wealth Management. His prior experience includes roles at Charles Schwab & Co., Inc. and Equitable Advisors. Cambria Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy focused on risk reduction and performance enhancement, managing portfolios across a range of instruments with an emphasis on active, in-house management.

Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Carolina Martinez is a Chartered Financial Consultant (ChFC®) with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she founded after prior roles at firms including Bison Wealth, LLC and The Pacific Financial Group. Carolina also operates John 15:13 LLC, which offers financial coaching under the name Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth clients, trusts, and business entities without requiring a minimum account size. The firm combines collaborative financial planning with discretionary portfolio management and offers educational programs such as digital courses and group coaching alongside fixed upfront and recurring fees.

Stuart Campbell is the principal advisor at Campbell Wealth Advisors, LLC in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at RM Investment Strategies, LLC and Retirement Wealth Advisors, in addition to founding Campbell Wealth Advisors. He is also licensed as an insurance agent and serves as CEO of RM Investment Strategies, LLC. Campbell Wealth Advisors, LLC provides financial planning and advisory services to individuals, corporations, and retirement plans, with a focus on cross-border financial planning for Canadians living in the U.S. The firm offers comprehensive planning services and supervises third-party portfolio managers, emphasizing a multi-step planning process that includes tax, estate, and benefit coordination.

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.

Robert Melberth is the sole advisor at Melberth Capital in Sarasota, FL, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Aegis Capital Corp. and Jhs Capital Advisors, Inc. Outside of financial advising, he is involved in several business ventures including managing hot food vending machines through Automated Retail Technologies and participating in aviation sales and wireless plan reselling. Melberth Capital provides portfolio management services to individual and high-net-worth clients, offering tailored investment programs with discretionary and non-discretionary management. The firm employs a long-term trading strategy utilizing a combination of charting, cyclical, fundamental, modern portfolio theory, and technical analysis, focusing primarily on ETFs and equities.