Timothy Reik is a CFP® professional with 28 years of experience in the financial services industry. He has operated Reik Wealth Management since 2005. Reik Wealth Management serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Roman Spear is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cambria Wealth Management in Sarasota, FL. His work history includes roles at Charles Schwab & Co., Pensionmark Financial Group, and Equitable Advisors. Cambria Wealth Management provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm employs a tactical allocation strategy and manages portfolios on a discretionary basis with a focus on risk management.

Hunter Smith is a Client Relationship Manager and Financial Paraplanner at Walsh & Associates, LLC with Series 63, Series 65, Series 7 and the Financial Paraplanner Qualifed Professional designation with three years of industry experience. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Carolina Martinez is a ChFC® credentialed financial advisor with four years of industry experience. She is the sole advisor at Greater Financial, an independent firm she has been associated with since 2026. Her prior experience includes roles at Bison Wealth, LLC, The Pacific Financial Group, Inc., Royal Alliance Associates, INC., and LPL Financial LLC. Alongside her advisory work, she is involved with John 15:13 LLC dba Cashflow with Carolina. Greater Financial serves individual investors, high-net-worth individuals, trusts, and business entities without requiring a minimum account size. The firm offers wealth strategy and discretionary portfolio management, financial planning, and educational programs such as digital courses and group coaching, using methodologies like Modern Portfolio Theory and technical analysis.

Robert Lee is a financial advisor at Retirement Money Management with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LLC and Girard Securities, Inc. Lee is also involved in insurance sales through his ownership of Lee Financial of Sarasota, Inc. Retirement Money Management provides lifestyle counseling, goal-based financial planning, and nondiscretionary portfolio management for individual and institutional clients. The firm combines a global macroeconomic asset-allocation framework with fundamental and technical analysis, managing most assets nondiscretionarily and offering additional services such as consulting and insurance-related advice.

Michael Preble is a financial advisor at Whitehall Row Advisory, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked at Bridge Angel Investors and has additional experience with Hestia Management, LLC, Tibbetts Family Holding Co., LLC, Camargo Capital, LLC, and Cue Financial Group, Inc. Outside of Whitehall Row Advisory, he is involved in managing a wind-down private fund and providing due diligence for an angel investment group. Whitehall Row Advisory offers outsourced chief investment officer services, independent investment committee support, and project-based consulting primarily for ultra-high-net-worth families, family offices, and foundations. The firm employs a research-driven approach focused on asset allocation, manager diligence, and direct alternative investments, operating strictly in an advisory capacity without taking custody of client assets.

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 financial advisor with Swan Retirement Strategies in Sarasota, FL, holding a Series 65 credential and eight years of industry experience. His prior roles include positions at SWAN Investment Strategies, Second Half Financial Partners, and Swaine & Leidel Wealth Services. Outside of advisory work, 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. The firm offers portfolio management, managed accounts, and written investment strategies tailored to client goals, utilizing asset allocation, dollar-cost averaging, technical analysis, and various purchase strategies.

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.

Ricardo Donalexis is a financial advisor at Insight Family Financial with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including PlanMember Securities Corporation and Axa Advisors. Outside of financial advising, he has experience working as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial serves individuals and high-net-worth clients with services including asset management, tiered wealth management, financial planning, employer financial-wellness programs, and ERISA plan services. The firm employs a goals-based investment approach using fundamental analysis, asset allocation, low-cost ETFs, and tax-aware management, offering both discretionary and non-discretionary management options.

Douglas Brady is the sole advisor at DB Asset Management, LLC, an independent firm based in Sarasota, FL. He holds a Series 65 designation and has 13 years of industry experience, with over two decades managing DB Capital Management. Outside of financial advising, he has provided live and recorded voice-over work for approximately 10 years. DB Asset Management offers discretionary portfolio management, portfolio 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 and provides individualized Investment Policy Statements for its clients.

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.

Dikran Kadagian is the sole advisor at Tactical Investments, an independent firm based in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including seven years at H2 Investments. In addition to his financial advisory work, Mr. Kadagian is president of Project Shift, a documentary film and book production company, where he directs, edits, and writes. Tactical Investments provides discretionary active portfolio management to accredited and high-net-worth individuals, trusts, foundations, and select institutional clients. The firm offers dividend-oriented balanced allocations and a proprietary ETF-focused trading program that combines fundamental and technical analysis with a computer-based system to manage portfolios using a range of ETF strategies.

James Olson is a CFP® with 33 years of experience in the financial industry. He is the sole advisor at Olson Wealth Management, Inc., an independent firm he has been associated with since 2013. Prior to founding his own firm, Olson worked at Banc of America Investment Services and has been affiliated with LPL Financial since 2003. He serves as a trustee for several family trusts and acts as a property manager for a family-owned partnership operating retail shops. Olson Wealth Management provides discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm offers customized asset allocation and ongoing portfolio management using mutual funds, ETFs, fixed-income instruments, and other vehicles, tailoring portfolios to clients’ financial situations, goals, time horizons, and risk tolerances.

John Traver is a CFP® with 27 years of experience in financial advisory roles. He has worked at Traver Financial Consulting Network PA since 2010 and previously at Trustmont Financial Group, Inc. from 2005 to 2021. He also operates Traver Financial Network Services, Inc., active since 2001. Traver Financial Consulting Network PA provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth families, business owners, and corporate pension and profit-sharing plans. The firm’s investment approach includes tailored asset allocation using fundamental and technical analysis, with portfolios containing equities, fixed income, mutual funds, ETFs, ETNs, and derivatives.

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.

Brian Pope is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He is the principal advisor at Pope Wealth Management in Lakewood Ranch, FL. His prior work includes roles at Mulligan Financial Group, Dale K. Ehrhart, Inc., and Hartley Moore Wealth Management. Pope also operates Divorce Financial Solutions, which provides financial counseling and serves as a neutral on collaborative divorce teams. Pope Wealth Management serves individual clients and charitable organizations, offering financial planning, portfolio management, and retirement planning. The firm also provides separate, hourly divorce financial services and emphasizes ongoing professional development alongside educational seminars to enhance client financial literacy.

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.