Bradley Carlton is a financial advisor at Silver King Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates a fishing charter business in Arcadia, Florida. Silver King Asset Management is an independent firm serving individuals and high-net-worth clients with discretionary asset management. The firm employs multiple methods of analysis and a range of investment strategies, providing quarterly account reviews that include rebalancing and tax-loss harvesting.

Nicholas Nemec is a financial advisor with Edward Jones in Punta Gorda, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Edgewater Events LLC and Big Crush Distribution LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Ames is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Royal Alliance Associates and Signator Investors, along with a longstanding career at Hackney, Manley & Company, LLP, where he has worked as a CPA since 1990. Outside of his advisory work, he is involved in tax preparation and accounting through Hackney Ames & Reichel, PA, and is a commissioned notary. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and investment strategies, with delivery options tailored to client needs through a large network of investment adviser representatives.

Eugene Heitman II is a CFP®-credentialed financial advisor with 26 years of industry experience. He is currently with Cetera and has prior experience at Avantax Advisory Services and CPA Financial Advisor, Inc., where he is also the owner of an accounting and tax preparation business. He serves as a board member of Arcadia Abstract and Title. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Michael Cryan is a CFP® with 33 years of industry experience, currently affiliated with Cetera. He previously worked for over three decades at Avantax in various capacities and operates his own accounting and bookkeeping practice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.