Robert Lee is the sole advisor at Retirement Money Management in Sarasota, FL, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Girard Securities. Lee also owns Lee Financial of Sarasota, Inc., an insurance sales business, and is involved in fixed insurance product sales. Retirement Money Management offers lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients, including corporate pension and profit-sharing plans. The firm uses a global macroeconomic asset-allocation framework combined with fundamental and technical analysis, managing most assets nondiscretionarily and providing educational seminars.

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 Series 65 licensed financial advisor with seven years of industry experience, currently operating Swan Retirement Strategies in Sarasota, FL. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of finance, 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, offering portfolio management, asset allocation, and tailored investment strategies. The firm may manage accounts on a discretionary basis and utilizes various methods including dollar-cost averaging and technical analysis, sometimes employing third-party sub-advisors or wrap-fee programs.

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.

Douglas Brady is the sole advisor at DB Asset Management, LLC in Sarasota, FL, holding a Series 65 credential with 12 years of industry experience. He has worked at DB Capital Management since 2003. In addition to his advisory role, Brady provides independent voice-over work on a limited basis. DB Asset Management offers discretionary portfolio management, analysis, and asset-allocation services primarily for individuals, families, estates, trusts, and retirement plans. The firm focuses on equity investments with a long-term, low-turnover approach, emphasizing sector diversification and using both fundamental and technical analysis.

Geoffrey Parkinson is the sole advisor at Charitable Foundation Services LLC in Sarasota, FL, holding Series 63 and Series 65 designations with 13 years of industry experience. He has been president and CEO of his firm since 2000, providing administrative and consulting services to charitable foundations beyond investment advisory. His work includes managing grant requests, charity communications, and foundation administration. Charitable Foundation Services LLC offers investment advisory and portfolio management primarily to charitable foundations, trusts, and high-net-worth individuals, using a passive, long-only ETF strategy guided by proprietary valuation models and economic overlays. The firm maintains a small client roster, focuses on institutional and charitable clients, and provides extensive foundation administration alongside its advisory services.

Ben Salm is a financial advisor at Blue River South, LLC in Sarasota, FL, holding a Series 65 designation with 15 years of industry experience. Prior to founding Blue River South, he worked at Blue River, LLC for 15 years. He also serves as an occasional consultant to Roehl & Yi Investment Advisors, providing collaboration on fund research and asset allocation. Blue River South, LLC serves individual and family clients by offering investment planning, portfolio advisory, and hourly consulting focused on low-cost, diversified portfolios. The firm operates primarily on a non-discretionary advisory model, using fixed retainer and hourly fee structures without taking custody of client assets.

James Olson is a CFP® professional with over 30 years of experience in the financial services industry. He is the principal advisor at Olson Wealth Management, Inc., an independent firm he founded in 2013, and has been affiliated with LPL Financial since 2003. Olson also serves as a trustee for several family trusts. Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering customized asset allocation and ongoing portfolio management through mutual funds, ETFs, fixed income, and other instruments. The firm manages accounts on a discretionary basis, tailoring portfolios to clients’ financial situations, goals, and risk tolerance.

Justin Rees is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Cambria Wealth Management since 2023. His prior experience includes roles at Robert W. Baird & Co. Incorporated and Avantax-related firms. He also serves as a trustee managing distributions for a family trust. Cambria Wealth Management provides fee-based, discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach that integrates fundamental, technical, and cyclical analysis to build customized portfolios with an emphasis on risk mitigation and opportunistic reallocations.

Christopher Palmer is a CFA charterholder and the sole advisor at Benson Avenue Capital, LLC in Sarasota, FL, with eight years of industry experience. He has led Benson Avenue Capital and its predecessor entities since 2015, including institutional work in global emerging markets. Benson Avenue Capital, LLC provides discretionary portfolio management and advisory consulting to individuals, charitable organizations, and corporate clients. The firm combines fundamental, technical, and cyclical analysis with model portfolios tailored to various risk profiles, emphasizing tax considerations and investment risk management.

Larry Bright is the managing member of Bright Asset Management with 24 years of industry experience. He has led Bright Asset Management since 2006 and previously worked at Digitafi LLC from 2019 to 2022. Larry holds Series 63 and Series 65 licenses. Bright Asset Management is an independent advisory firm serving individuals, high-net-worth clients, families, trusts, and estates. The firm provides investment supervisory and consulting services with a dynamic, tactical asset allocation approach across various asset classes, managing accounts on a discretionary basis and offering specialized services such as estate planning and coordination of external assets.

James Williamson is the sole advisor at Platinum Planning, Inc. in Sarasota, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Platinum Planning since 2012 and also engages in insurance sales as an agent. Platinum Planning, Inc. is an independent Registered Investment Adviser serving individuals, IRAs, trusts, and business entities. The firm offers tailored investment advice and financial planning using strategies such as asset allocation, dollar-cost averaging, and options trading, with services that include both discretionary and non-discretionary managed accounts.

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

Lucien Sanchez is a financial advisor at Wealth Management Services Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at IFS Securities and involvement in financial and business consulting as well as leadership at MedClean USA. Wealth Management Services Inc. provides portfolio management, financial planning, and selection-of-other-adviser services for individuals, high-net-worth clients, and pension and profit-sharing plans, utilizing client-specific Investment Policy Statements and a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

Mark Wade is a financial advisor at Echelon Virtual Family Office, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Echelon entities since 2004. Wade is also an insurance agent providing traditional insurance products. Echelon Virtual Family Office offers asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm employs both fundamental and technical analysis, using ETFs, mutual funds, and third-party model portfolios, typically managing accounts on a discretionary basis with periodic risk and tax reviews.

Jeffrey Carnevale is a financial advisor at Motus Partners LLC with five years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is co-founder and co-CEO of Hunt & Lather LLC, a men's personal care products company, where he is involved in product development, accounting, and web development. Motus Partners provides discretionary portfolio management primarily for high-net-worth individuals through separately managed accounts. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct concentrated equity portfolios and utilizes derivatives and leverage within client accounts.

John Sauickie is the sole advisor at Preservation Capital Group in Sarasota, FL, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has led Preservation Capital Group since 2010. Outside of his advisory role, he is the managing member of a family investment company, Whitewater Place LLC. Preservation Capital Group manages discretionary investment portfolios primarily for high-net-worth investors, foundations, trusts, and corporations. The firm utilizes a fundamental analysis framework focused on publicly traded equities and fixed-income instruments, operating as a fee-only fiduciary with discretionary authority over client accounts.

Andrew Pemberton is a financial advisor at Braintrust with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Finalis Securities LLC, GT Securities, Inc., Wafra, Tideline, and IBM. He is also the managing member of Pemberton Holdings, LLC, which provides management consulting and technology product development services. Braintrust Investment Advisors, LLC offers investment advice to individual U.S. investors via a digital platform that combines automated portfolio building with advisor-led consultations. The firm uses proprietary algorithms and AI-enhanced research for non-discretionary strategic asset allocation across equity, balanced, and fixed income portfolios, with custody and trade execution handled by Interactive Brokers.

Melissa Walsh is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Clarity Financial Design. She previously worked at Allegiant Private Advisors and Samuel Financial. In addition to her advisory role, she consults for fintech and family office firms, advising on financial planning tool development and research analysis. Clarity Financial Design provides tailored investment management and financial planning services to individual, high-net-worth clients, and employer plan sponsors. The firm emphasizes strategic asset allocation informed by multiple analytical approaches and integrates both passive and active investment vehicles, with regular account reviews aligned to client objectives.

Ian Starkel is a financial advisor with Starkel Wealth Advisors, LLC, an independent firm based in Springfield, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including roles at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Advisors. Starkel Wealth Advisors LLC provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, estates, and businesses. The firm employs fundamental analysis and a long-term strategic asset-allocation approach, while maintaining flexibility for rebalancing and tactical trades, serving a client base that notably includes corporate and business clients in addition to individuals.