Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has been with Raymond James Financial Services Advisors Inc. since 2014 and has operated Reik Wealth Management since 2005. His other business activities include ownership of Reik Wealth Management as a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Mihail Dobrinov is a CFA charterholder with three years of industry experience, currently serving as the sole advisor at Trimon Capital. He previously worked at Principal Global Investors for eight years before joining Trimon Capital Management. Trimon Capital provides discretionary portfolio management and advisory services to individuals, institutions, and charitable organizations, employing model portfolios and integrated planning. The firm’s investment approach incorporates technical, fundamental, and cyclical analysis combined with Modern Portfolio Theory, and it utilizes derivatives and active trading strategies where appropriate.

Nicolina Stewart is a ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Cma Advisors, Inc. since 2014 and also operates CMA Solutions And Consulting, Inc., which provides tax preparation, accounting, and bookkeeping services. CMA Advisors, Inc. is a state-registered investment adviser offering comprehensive financial planning and discretionary investment management. The firm uses fundamental analysis and Modern Portfolio Theory to guide investment recommendations and operates a distinctive structure by coordinating financial planning with a separate CPA practice.

Angela Dyches is a financial advisor at Cpa Investment Solutions, Inc. with 22 years of industry experience. She holds the PFS™ and Series 63 designations and has been with her current firm since 2007. Outside of her advisory role, Ms. Dyches is president and majority shareholder of CPA Financial Solutions, P.A., a full-service CPA firm serving individual and business clients. Cpa Investment Solutions, Inc. provides discretionary portfolio management and comprehensive financial planning primarily for individual clients, focusing on personal accounts and retirement rollovers. The firm integrates tax and accounting expertise into its tailored investment strategies, utilizing documented investment policy statements, asset allocation, and ongoing portfolio monitoring.

Alan Myers is a financial advisor at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing. Outside of his advisory role, he serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides individualized investment advisory and portfolio management services to individuals, corporations, pension and profit sharing plans, endowments, foundations, estates, and trusts. The firm manages approximately $153.7 million in discretionary assets across about 60 client relationships, often employing third-party model managers through the GeoWealth platform.

Adam Smith is a financial advisor with WaterShip Private Capital Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining WaterShip, he worked at several firms including Advisor Share Wealth Management and Private Financial Counsel, where he serves as managing partner overseeing life, long-term care, and annuity insurance sales and financial consulting. WaterShip Private Capital Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and other institutions. The firm provides comprehensive financial planning, discretionary investment management using a model marketplace, and ERISA-focused retirement plan consulting, with portfolios constructed through asset allocation, tactical and strategic analysis, and implemented via mutual funds, ETFs, individual securities, options, and REITs.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. with 15 years at the firm and nine years of industry experience. She holds a Series 65 designation. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning for individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a tactical allocation approach using a range of securities and maintains integrated investment, tax, and insurance services through affiliated practices.

Mark Palamaras Jr. is a financial advisor at Potomac Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Potomac Fund Management and operates Palamaras Consulting, where he provides business and technology support for Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm combines proprietary quantitative EVO strategies with a Tactical Asset Allocation framework and licenses market-timing signals to other advisers, functioning as a sub-adviser while managing a relatively small regulatory AUM.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.

Meghan Paul is a Series 65 licensed advisor at Potomac Advisors, Inc. with eight years of industry experience. She has been with Potomac Advisors since 2016 and previously worked at Twenty20 for one year. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm offers proprietary, quantitative EVO strategies that generate mechanical buy/sell signals combined with a Tactical Asset Allocation framework, providing both market-timing signals to other advisers and tailored supervisory management for retail clients.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, and business entities. The firm uses proprietary quantitative EVO strategies combined with tactical asset allocation and offers market-timing signals and sub-advisory services to other advisers in addition to managing retail client portfolios.

Durraj Tase is the CEO of DT Investments I LLC and holds Series 65 and Series 66 credentials with 13 years of industry experience. He founded DT Investments I LLC in 2013 and advises individual clients on market strategies involving equities and fixed income portfolios. DT Investments I LLC provides portfolio management and supervisory services to a select group of clients, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a combination of analytical methods and diverse investment strategies, offering both discretionary and non-discretionary management with regular account reviews.

Brian Skarbek is a financial advisor with Cypress Capital Group in Myakka City, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cypress Capital Group since 2011. Outside of his advisory role, he is affiliated with Tranont, a health and wellness multi-level marketing company, in a non-operational capacity to support his spouse’s involvement. Cypress Capital Group provides investment advisory and portfolio management services to individuals, retirement accounts, trusts, estates, and other entities, managing approximately $57 million in client assets. The firm uses a team-driven process combining quantitative screens and qualitative research to build customized portfolios of equities and fixed-income securities tailored to each client's profile.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. Outside of his advisory role, he is independently licensed to sell insurance products. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, and trusts or estates. The firm provides financial planning, discretionary asset management, and pension consulting, managing approximately $217 million in assets using a diversified investment approach that incorporates both fundamental and technical analysis.

Gregory Pacitti is a CFP® with 26 years of industry experience, currently serving at Ranch Capital Advisors Inc. in Sarasota, FL. He has worked with the firm and its predecessors since 2006, including roles at Truvestments Capital LLC and APW Capital, Inc. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors serves individual and high-net-worth clients, as well as trusts, estates, and small businesses, offering discretionary and non-discretionary portfolio management, traditional financial planning, and subscription-based financial coaching. The firm employs firm-developed model portfolios and a diverse set of investment strategies, including options and derivatives, with ongoing portfolio monitoring.

Joshua Pisa is a financial advisor at Base Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ernst & Young, Doyle Wealth Management, and Walters & Associates CPAs. Outside of his advisory role, he is the president and owner of Strategic Tax Advisory LLC, a CPA firm providing tax and accounting services to small businesses and individuals. Base Wealth Management offers fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and serves approximately 754 clients with a team of six advisors.

Michael Watkins is a financial advisor at Truvestments Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Virtue Capital Management, Redwood Private Wealth, Horter Investment Management, and SGL Financial. Outside of investment advising, he serves as president of Tampa Bay Advisory, LLC, where he is involved in insurance sales and implementation. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction.

James Tucci is a financial advisor at Base Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked at Sterling Bridge Financial Group LLC, Ficare Federal Credit Union, Kent State University, and Tallmadge High School. Base Wealth Management provides fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages approximately $269.9 million in discretionary assets for about 754 clients through a team of six advisors.

Thomas Anderson is a Series 65-licensed advisor at Hendricks Wealth and Estate Management with one year of industry experience. His prior work includes roles in insurance, education, and the hospitality sector. Hendricks Wealth and Estate Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a range of analytical approaches and offers coordinated legal, tax, and insurance services through cross-disciplinary affiliations.

Dwight Pendola is a CFP® professional with 17 years of industry experience, currently serving at Horizon Wealth Advisors since 2015. He holds Series 63 and Series 66 licenses and works from Lakewood Ranch, FL. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and employs a diversified investment approach that combines fundamental and technical analysis with strategic and tactical asset allocation.