Jason Venditti is a financial advisor at Stirlingshire Investments with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Hazard & Siegel Advisory Services, MML Investors Services, and Massachusetts Mutual Life Insurance. Outside of financial advising, he owns and operates a fishing charter business, CustomDeluxe Sportfishing LLC. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a diverse investment approach combining quantitative, fundamental, technical analysis, and modern portfolio theory, offering access to a broad range of investment types and model strategies through its proprietary AIM marketplace.

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Jean Masse is the sole advisor at Jean Pierre Masse, an independent registered investment adviser. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. The firm primarily serves individual clients, including some high-net-worth individuals, offering comprehensive financial planning and portfolio management with an emphasis on fundamental business analysis and conservative asset allocation. It operates on a fee-only basis with a small client roster to provide personalized attention.

Edward Evanouskas is a financial advisor at Elm Tree Capital Management LLC in Port Charlotte, FL, holding a Series 65 designation with 14 years of industry experience. He has worked at Elm Tree Capital Management since 2010 and at Key Corp from 2011 to 2018. Elm Tree Capital Management LLC is an independent advisory firm serving primarily individuals and families, especially those approaching or in retirement. The firm provides discretionary portfolio management and focused credit-analysis services, using a blend of fixed-income credit discipline and valuation-conscious equity analysis within a relative-value framework.

Jeffrey Keister is a financial advisor at JK PWA LLC in Englewood, FL, holding the ChFC® designation and Series 66 license with 20 years of industry experience. He previously worked at LPL Financial from 2010 to 2019 before continuing his practice at JK PWA LLC. JK PWA LLC provides fee-based investment advisory and portfolio management services to individual and high-net-worth clients, employing a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm primarily operates on a non-discretionary basis, managing approximately $13.2 million in client assets without exercising trading authority.

Christopher Kehoe is a CFA® charterholder with four years of industry experience. He is currently with R.W. Rogé & Company, Inc. and has prior experience at Masonry Capital Management, Value Advisors LLC, and Berens Capital Management LLC. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm employs a value-oriented investment approach combining strategic asset allocation with bottom-up equity selection through its proprietary ResearchEdge due-diligence process.

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Jeffrey Tamas is a financial advisor with Ideal Retirement Solutions and holds a Series 65 designation. He has 10 years of industry experience and has worked with firms including MWA Financial Services and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate planning coordination through the Wealth.com platform. The firm employs both technical analysis and a mix of long- and short-term trading strategies, utilizing a range of investment vehicles including mutual funds, equities, fixed income, and insurance products.

Daniel Mc Daniel is a Series 65 licensed financial advisor with two years of experience at Landing Financial Group, Inc. He has over a decade of prior experience with BP-MAC Financial Services LLC and has been involved with Landing Insurance Group LLC since 2011. He is also active as a licensed insurance agent within Landing Insurance Group. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets and acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach and places significant emphasis on retirement-plan advisory and insurance-related activities.

Corey Cyr is a financial advisor with Ideal Retirement Solutions in Port Charlotte, FL, holding a Series 65 designation and seven years of industry experience. He has previously worked at MWA Financial Services, Inc. and Modern Woodmen of America, and is also registered with Alphastar Capital Management, where he transacts in alternative products. Cyr divides his time between investment advisory and insurance sales, spending a significant portion of his workweek on insurance-based products. Ideal Retirement Solutions provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management, fee-based annuity programs, estate planning coordination through the Wealth.com platform, and optional subscription services. The firm integrates technical analysis and a range of investment vehicles while operating as both an advisory and insurance agency.

Scott Long is a financial advisor at Ideal Retirement Solutions with three years of industry experience. He holds a Series 65 designation and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of advising, he is a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate-document planning coordination via the Wealth.com platform. The firm employs technical analysis and a range of investment vehicles while integrating affiliated tax services and insurance offerings into its advisory model.

Steven Burks is a financial advisor with Amerigo Asset Management Corporation in Port Charlotte, FL. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2010, he has been associated with Channel Trend Asset Management Corporation. Amerigo Asset Management Corporation is a fee-based investment adviser serving primarily individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, using individual equities and ETFs across various allocation strategies.

Julie Toelle is a financial advisor at Somerset Group LLC with 12 years of industry experience. She has been with Somerset Group since 2011. The firm serves individual clients, families, and select institutions, providing discretionary and non-discretionary portfolio management and financial planning through customized separately managed accounts and discrete investment strategies. Its investment approach combines security-specific research and technical analysis across various strategies, including total-return core portfolios, tactical asset allocation, dividend-growth equity, and structured fixed income.

Valerie Wagner is a financial advisor at Schorn Wealth with four years of industry experience. She holds a Series 65 designation and has operated Valerie Wagner & Associates since 2004. In addition to her advisory role, she is the owner and president of Strategic Tax & Accounting Solutions, Inc., a tax consulting firm. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models and combines fundamental and technical analysis to manage client assets, primarily on a discretionary basis.

Tyler Amendola is a financial advisor at Coquina Private Wealth Advisors with a Series 65 designation and approximately one year of industry experience. His background includes roles at Amendola Financial Group and Coquina Private Wealth LLC, as well as time spent as a full-time student. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages roughly $392 million on a discretionary basis and offers retirement-plan consulting, building portfolios tailored to client-specific policies using both fundamental and technical analysis.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

Austin Lowder is a financial advisor at Markowski Investments with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Gasparilla Tennis Club and Wake Forest University. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans, managing roughly $474 million in client assets. The firm uses a disciplined investment process that combines strategic asset allocation with tactical adjustments, maintaining primarily long-term holdings.

Ryan Guttridge is a CFA® charterholder with 22 years of industry experience. He is currently with Schorn Wealth, where he has worked since 2024. Prior to joining Schorn Wealth, he held positions at Clockwise Capital LLC, Guttridge Capital, and Richmond Optimus Capital Management, LLC. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models with a mix of stocks, bonds, ETFs, mutual funds, and alternative investments, combining fundamental and technical analysis.

John Wheeler is a financial advisor at Carmel Capital Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has held roles at firms including 303 Advisors, LLC and Strategic Mastery, LLC, where he is a principal of Akili Capital, a strategic consulting firm serving closely held businesses and families with extensive real estate holdings. Wheeler serves on the board of the National Network of Youth Ministries, a public charity supporting youth ministry efforts across the United States. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, institutions, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, employing customized portfolios, sub-advisors, and derivative strategies, and is notable for its role as a private fund sponsor and manager.

Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.