Bradley Ducoat is the sole advisor at The Ducoat Financial Group, an independent firm based in Gainesville, FL. He holds a Series 63 designation and has 30 years of industry experience, including 28 years with his current firm. Outside of advising, he owns and operates B. Ducoat Enterprises Inc., which focuses on life insurance and fixed annuity sales. The Ducoat Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management and financial planning services. The firm customizes advice based on client objectives and risk tolerance, using methods such as fundamental analysis, charting, and covered option writing.

Holly Donaldson is a CFP® professional with 19 years of industry experience, currently operating Holly Donaldson Financial Planning, LLC in Gainesville, FL. She previously worked at Holly P Thomas LLC from 2014 to 2017. Outside of financial advising, she is president of Porchview Publishing, LLC, which produces books, workshops, and newsletters on financial psychology. Holly Donaldson Financial Planning, LLC is a fee-only, advice-only firm serving individuals, trusts, estates, charitable organizations, and small businesses through consultation-based financial planning. The firm provides written recommendations and modeling of various financial scenarios but does not manage client portfolios directly or accept discretionary trading authority.

Michael D'Antonio is a Series 65-licensed financial advisor with Magna Vis Capital in Gainesville, FL, where he has worked since 2023. He has two years of industry experience and also owns StockedUp, a software development company that provides educational content about the stock market via social media. Prior to his advisory role, he worked at Mount Carmel High School from 2013 to 2017. Magna Vis Capital is a sole-practitioner independent registered investment adviser serving individual and high-net-worth clients. The firm focuses on portfolio management and financial planning, emphasizing buy-and-hold equity and ETF strategies, with the use of charting, fundamental, and quantitative analysis, as well as options trading.

Tyler Chacon is a CFP® with 10 years of industry experience, currently serving at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and GTE Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach using primarily U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.

Franklin Lentz III is a financial advisor at Lentz Advisors in Gainesville, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at J.W. Cole Financial, Inc., Lentz Wealth Advisors, LLC, and Lentz Networks, LLC, where he serves as president of an IT and software sales and support business. Lentz Advisors provides fee-based investment management and qualified retirement plan consulting primarily to institutional clients such as plan sponsors, pension and profit-sharing plans, and trusts, while also offering standalone financial planning to individuals. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments and offers specialized retirement plan services including acting as a Section 3(38) fiduciary.

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Martha Kern is a CFP®, ChFC®, and Series 63-credentialed financial advisor with 21 years of industry experience. She has been with Plan First Wealth LLC since 2019 and previously worked at Eagle Strategies and New York Life Insurance Company. Plan First Wealth LLC advises British expatriate individuals and families living in the United States, including higher-net-worth clients, on investment portfolio management, lifestyle financial planning, and cross-border retirement and pension matters. The firm manages model portfolios using third-party research and provides both discretionary and non-discretionary management while coordinating cross-border tax and accounting support.

Franklin Lentz Jr. is a financial advisor with Lentz Advisors in Gainesville, FL. He holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior roles include positions at Raymond James Financial Services and Lentz Dodd Financial Group. Outside of advisory work, he is also an independent insurance producer and serves as president and managing member of related business entities. Lentz Advisors is a state-registered investment adviser managing approximately $40.4 million across 47 client relationships. The firm offers discretionary investment management, financial planning, and qualified retirement plan consulting, with a focus on tactical asset allocation and comprehensive institutional retirement plan services.

John Abernethy is a CFP® professional with five years of experience in financial advising, currently with Synchronous Wealth Advisors LLC. His prior roles include positions at Together Planning, Sycamore Financial Planning, and The Vanguard Group. Synchronous Wealth Advisors serves individual and high-net-worth clients by providing discretionary investment management and financial planning. The firm employs a long-term, risk-based approach focused on personalized portfolios and typically operates with discretionary trading authority while accommodating client restrictions.

James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Chacon Diaz & Di Virgilio Wealth Management since 2010, following prior roles at Summit Financial Group Inc and Merrill. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend approach primarily using U.S.-listed ETFs and offers discretionary portfolio management, comprehensive financial planning, and management of held-away retirement plan participant accounts through a third-party platform.

George Mallini is a financial advisor at Together Planning with 11 years of industry experience. He holds a Series 65 designation and has worked at Together Planning since 2015. Together Planning provides financial planning and portfolio management to individuals and families, including high-net-worth clients, as well as charitable organizations, small businesses, and retirement plan participants. The firm offers a range of services from standalone financial planning to integrated planning with investment management, using firm-developed model portfolios and Independent Managers, including ESG-oriented strategies where selected.

Judson Mallini is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Together Planning since 2015 and was previously with PRUCO Securities, LLC for nine years. Mallini holds Series 63 and Series 65 licenses. Together Planning provides financial planning and portfolio management to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning and integrated investment management, utilizing model portfolios, independent managers, and ESG-oriented ETFs based on client preferences.

Lisa Chacon is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2010, following positions at Summit Financial Group Inc and UBS Financial Services. Chacon Diaz & Di Virgilio Wealth Management serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach, primarily using U.S.-listed ETFs, and offers discretionary portfolio management, comprehensive financial planning, and held-away retirement plan account management.

Cale Flage is a CFP®-certified financial advisor with 11 years of industry experience. He is affiliated with Lowry Financial Advisors and has worked there since 2017. Prior to that, he was with Cetera Advisors LLC from 2015 to 2017. In addition to his advisory role, he operates a business consulting activity based in Gainesville, FL. Lowry Financial Advisors serves individuals, families, and pension and profit-sharing plans by providing financial planning and wealth management advice focused on project-based planning and retainer relationships. The firm uses planning tools and portfolio analysis methods such as Monte Carlo simulations and modern portfolio theory, offering insurance services alongside advisory work without discretionary portfolio management or percentage-based asset fees.

Benjamin Doty is a CFA® charterholder with 14 years of industry experience. He has worked at firms including Valmark Securities, Inc. and Koss Olinger Financial before joining Cravens & Company Wealth Management. His background also includes a caregiving role. Cravens & Company Wealth Management serves high-net-worth families, executives, healthcare and legal professionals, retirees, and business plan sponsors. The firm offers holistic, multi-generational planning combined with discretionary investment management and emphasizes Qualified Plan Fiduciary Services alongside its wealth management offerings.

Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.

Lia Bertelson is a financial advisor at Together Planning with 10 years of industry experience. She holds the CFP® designation and Series 65 license. Prior to her current role, she worked at St. David's Episcopal Preschool for four years. Together Planning provides financial planning and portfolio management services to individuals, families, charitable organizations, small businesses, and retirement plan participants. The firm combines written financial plans with ongoing monitoring and uses both firm-developed model portfolios and Independent Managers, including ESG-oriented options, for investment management.

Luke Meetre is a financial advisor at Koss-Olinger Consulting, LLC., holding a Series 65 credential with one year of industry experience. Prior to joining Koss Olinger in 2025, he worked at Walgreens and has experience in education, having taught at several schools from 2015 to 2025. Koss Olinger serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, investment supervisory services, and portfolio management through a structured process called The Wealth Navigator System™, managing approximately $2.08 billion in assets.

Timothy Roark is a CFP® professional with 15 years of industry experience. He has been with Koss-Olinger Consulting, LLC since 2011 and with Koss Olinger & Company since 2017. He serves on the Boards of Trustees for Oak Hall School and Dance Alive National Ballet in Gainesville, FL. Koss Olinger Consulting, LLC provides integrated wealth management and financial planning services to individuals, families, charitable entities, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs a structured, client-centered planning process and uses a range of investment strategies across various asset classes, managing over $2.2 billion in assets.