Anthony Welch is a CFP® and ChFC® with 25 years of industry experience. He has been with Sarasota Capital Strategies, Inc. since 2002. Outside of his advisory role, he is a partner in RTR, LLC, an office building entity. Sarasota Capital Strategies provides portfolio management and financial planning services for individuals, trusts, corporations, foundations, and estates. The firm uses internally developed models combining fundamental and technical analysis to manage discretionary accounts, focusing on downside protection while participating in rising markets.

John Helms is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Sarasota Capital Strategies, Inc. He has held prior roles at Accurate Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. He is also involved in insurance sales and consultation through his ownership of John Helms Inc and Objective Insurance. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses active management of absolute-return portfolios with exchange-traded funds, no-load mutual funds, and individual equities, employing a blend of fundamental and technical analysis to manage risk and pursue upside participation.