Dane Spencer is a CFP® with four years of industry experience, currently serving at Foundations Investment Advisors LLC. His prior roles include positions at Noble Origin Advisory Co, Oxford Wealth Group, Beacon Financial Advisors, and Financial Synergies Wealth Advisors. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a large network of affiliated offices. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and offers services including investment management, tax coordination, and sub-advisory arrangements.

Timothy Schulze is a financial advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Cetera Financial Specialists, Cetera Investment Advisers, Nationwide Securities, and Nationwide Financial. Schulze is also owner of Pioneer Wealth Management and serves on the board and as treasurer for the Kirkwood School District Foundation. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a mix of proprietary models and third-party managers, employing strategies including ETFs, mutual funds, and options, while also offering sub-advisory services and private investment options.

Michael Huber is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and nine years of industry experience. Before joining Portfolio Medics in 2020, he worked at Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, Huber owns and operates a yoga instruction and consulting business and serves as a committee member for the National Kidney Foundation's Kidney Walk in Sioux Falls. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolio management using diversified mutual funds, ETFs, stocks, bonds, and may include independent managers, employing a combination of fundamental, technical, and cyclical analysis.

Martin Jenkins is a financial advisor at Portfolio Medics, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bedrock Investments and Portfolio Medics. In addition to his advisory role, he owns Enduring Business Solutions, where he transacts in insurance products and acts as an agent for HRO Resources, referring small business owners to payroll and tax credit services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a combination of strategic and tactical investment approaches across a range of portfolios and strategies.

Phillip Evans is a CFP® with 24 years of industry experience, currently serving at Valeo Financial Advisors, LLC. He has worked with Valeo since 2003 and is also involved with Forensic Investments, LLC, which provides forensic accounting and expert witness consulting for securities and trust litigation. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion for over 3,000 clients, offering comprehensive financial planning and portfolio management for both retail and institutional clients. The firm’s investment approach includes strategic asset allocation, third-party research, use of independent managers, and tailored services such as portfolio management for pooled investment vehicles.

Richard Smarg is a financial advisor at M HOLDINGS SECURITIES, Inc. with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his work at M HOLDINGS, he is president of Retirement & Insurance Resources, LLC and managing member of Advanced Choice Technology, a company focused on decision-making programs. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory, using a combination of portfolio management, third-party sub-advisors, and platform providers.

Victoria Taylor is a financial advisor with Virtue Capital Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She previously worked at Horter Investment Management, LLC for five years and has been president of Taylor Enterprises of SW FL, DBA Premier Financial Group, since 2005, where she offers and sells annuities, life insurance, long-term care, and Medicare supplements. Virtue Capital Management, LLC serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing customized portfolio management, financial planning, and consulting through a multi-team model. The firm employs a mix of tactical, strategic, and dynamic investment approaches and conducts due diligence on third-party managers and model strategies.

Shauna Barrier is a financial advisor with Venture Visionary Partners LLC in Bonita Springs, FL. She holds a Series 66 designation and has six years of industry experience. Prior to joining Venture Visionary Partners, she worked at UBS Financial Services Inc., SunTrust Bank, and Renasant Bank. Outside of advising, she is the proprietor of a rental property business. Venture Visionary Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and small businesses. The firm customizes portfolios using a combination of fundamental, technical, and modern portfolio theory approaches, and offers discretionary and non-discretionary management alongside retirement-plan consulting.

Douglas O'Connell is a financial advisor with Highpoint Planning Partners in Bonita Springs, FL, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2016. O'Connell serves as an adjunct faculty member at Florida Gulf Coast University, teaching investment-related courses. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using fundamental analysis and a variety of investment vehicles to construct client portfolios.

Brendon Mc Donnell is a financial advisor at Portfolio Medics, LLC, holding a Series 65 credential with no prior industry experience before joining the firm in 2024. Outside of his advisory role, he is actively involved in multiple music-related activities, including serving as a bandleader and musical director, and he also works as a freelance web developer and software developer for music industry applications. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a blend of strategic and tactical approaches across various model portfolios and strategies.

Bryan Struckmann is a financial advisor with Archer Investment Corporation in Cape Coral, FL, holding a Series 65 designation and 14 years of industry experience. He has been with Archer Investment Corporation since 2011 and also serves as president of Advantage Tax & Business Services. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a diversified investment approach based on comprehensive financial assessments and offers both discretionary management and model-driven programs.

Ron Defreitas is a financial advisor with Capital Analysts in Fort Myers, FL, holding Series 65 and Series 63 licenses and 16 years of industry experience. His career includes roles at Horace Mann Investors and United Partners Insurance. He serves as President and CEO of Gulf Coast Educators Insurance LLC and is involved in managing several insurance and real estate-related business interests. Capital Analysts provides portfolio management and advisory services to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and third-party managers, supporting a range of customized portfolio solutions.

David Mathers is a financial advisor with ValMark Advisers, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to joining ValMark in 2023, he worked at Robert W. Baird and Johnson Controls International. Outside of his advisory role, he serves as a senior manager at Sonny's Enterprises LLC, a manufacturing and distribution company. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing with oversight from an investment committee.

Melissa Ray is a financial advisor with Capital Analysts in Fort Myers, FL. She holds a Series 65 designation and has six years of industry experience. Her prior work includes roles at Trifound Advisory, LLC, Trifound Financial LLC, and Brookstone Capital Management LLC. Additionally, she is involved with GCE Insurance Solutions and Wealth Management, providing financial advice through Lincoln. Capital Analysts serves a range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary services via independent advisors and third-party managers.

Paul Harris is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, with prior roles at Triad Advisors, LLC and Capital Cities Investments, Inc. Outside of advising, he is an author involved in book promotion and serves as treasurer of the SouthWest Florida Association of Health Underwriters, Inc., as well as president and treasurer of his high school reunion committee. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

Michael O'Connor is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Chicago Partners since 2017 and previously spent ten years at Woodbury Financial Services, Inc. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment strategy with customized portfolios, offering services such as discretionary portfolio management, financial planning, retirement plan consulting, and family-office reporting.

John Blacklidge is a financial advisor at Portfolio Medics, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portfolio Medics since 2019, following prior roles at Horter Investment Management and Cambridge Investment Research. In addition to his advisory work, he owns an insurance sales business focusing on insurance and annuities. Portfolio Medics is an SEC-registered firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a range of discretionary and non-discretionary investment management services that combine strategic and tactical approaches with various model portfolios and trading strategies.

Sisse Ferguson Torok is a financial advisor at Portfolio Medics, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Capital Analysts, Lincoln Investment, Northwestern Mutual Investment Management, and Ameriprise. Outside of her advisory role, she is the owner and managing member of Oracle Tax Services, a full-service accounting firm, and serves as managing partner and chief financial officer of Healthcare Transportation, LLC, a non-emergency medical transportation company. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios that may include diversified mutual funds, ETFs, individual stocks and bonds, and independent managers.

Mark Fenton is a financial advisor with Portfolio Medics, LLC in Bonita Springs, FL, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, and Osaic FA, Inc. since 2005. In addition to his advisory work, he operates as an independent insurance agent, selling fixed insurance products including equity-indexed annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm combines fundamental, technical, and cyclical analysis to build customized portfolios, offering both discretionary and non-discretionary management alongside access to independent managers and a trading signal service for other advisors.

Mark Hegstrom is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and offering 25 years of industry experience. He has been with LPL Financial since 2010 and operates multiple business entities related to fixed non-variable insurance and business owner succession strategies. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting with an emphasis on individualized portfolio construction and ongoing oversight using a combination of in-house strategies and third-party managers.