Ronald Lumley is a CFP® and ChFC® with 37 years of industry experience. He has worked at Truvestments Capital LLC since 2018 and previously at APW Capital and Skybox Financial Group. In addition to his advisory role, he manages an insurance sales business in Sarasota, FL. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm creates customized portfolios using a variety of investment strategies and serves as sponsor and manager of a private Bitcoin fund.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.

Matthew Miller is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fisher Investments, Fis, and Franklin Templeton. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with a combination of active and passive strategies and employs sub-advisors and customized model portfolios for its clients.

Elissa Lovell is a CFP® with 16 years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. in Sarasota, FL. She has worked in various roles at Ranch Capital Advisors and its predecessor firms since 2019, and previously spent 12 years at Private Vista, LLC (formerly Financial Strategy Network LLC). Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, offering investment management, financial planning, and a subscription-based financial coaching service with remote meetings and budgeting support. The firm uses model allocations and customized strategies, employing a range of trading approaches including options and derivatives, and provides ongoing portfolio monitoring and rebalancing.

Mark Holmertz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Inspirion Wealth Advisors, LLC since 2014 and has also worked at Purshe Kaplan Sterling Investments since 2012. Holmertz holds a Series 66 license and sells fixed insurance products, including health, life, disability, and long-term care insurance. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios using a combination of fundamental and technical analysis and incorporates tax and corporate planning services alongside its advisory offerings.

John Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Lifestyle Freedom Advisory Group and its affiliated entities since 2016. In addition to advising, Daley is a licensed insurance agent and co-owner of Lifestyle Freedom Safe Harbor, LLC, spending part of his time offering related products and services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing discretionary asset management, financial planning, consulting, and ERISA plan services. The firm builds customized portfolios based on client goals, using fundamental, technical, and cyclical analysis, and may delegate portfolio management to third-party managers or sub-advisors.

Andrew Lerda Plog is a CFP® with eight years of industry experience currently working at Pinnacle Advisors. He has previously held roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services including trustee and custody capabilities, affiliated legal and CPA services, and a dedicated Family Office program.

Michael Ferro is a financial advisor at Horizon Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Ferro Enterprises, LLC since 2003. Outside of his advisory role, Ferro is a shareholder in several business ventures, including West Coast Cons Funding Corp. and Lakewood Center of Commerce, and serves as managing member of Vertical Assets Group of Ellenton in the hotel industry. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing financial planning, discretionary asset management, and pension consulting. The firm focuses on broadly diversified portfolios primarily implemented with exchange-traded funds, employing both strategic and tactical asset allocation and conducting weekly account reviews.

Jay Richards is a CFP® with 35 years of industry experience. He has been with Investment Advisory Group LLC since 1998 and is also affiliated with Cetera Advisors LLC since 2013, where he is a minority owner. Richards serves as an investment advisor representative and holds the Series 63 designation. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and behavioral finance, managing approximately $1.2 billion in assets across a five-advisor team.

Scott Gurr is a financial advisor at Compound Family Offices, LLC with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Compound Family Offices in 2018, he spent 11 years at GenSpring Family Offices, LLC. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and their related entities. The firm offers comprehensive financial, tax, estate, and philanthropic planning, along with discretionary portfolio management and consolidated reporting across multiple accounts and non-managed assets.

Susanna Walsh is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL. She holds a Series 65 designation and has four years of industry experience. Prior to joining Ranch Capital Advisors, she took time away from the industry as a stay-at-home mom. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, offering investment management, financial planning, and a subscription-based financial coaching service that includes regular remote meetings and budgeting support. The firm uses customized and model portfolio strategies, implements a range of trading approaches—including derivatives—and provides ongoing monitoring to align with client goals.

Matthew Fountain is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2023. His prior experience includes roles at Capital Point Financial Group, Ltd. and LPL Financial LLC. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charities, corporations, and 401(k) plan sponsors. The firm provides comprehensive financial planning and discretionary portfolio management using a range of investment vehicles and programs tailored to client needs.

Jeremy Riggs is a CFP® with nine years of industry experience, currently serving as an advisor at Base Wealth Management since 2024. Prior to joining Base Wealth, he worked at Fidelity Brokerage Services, LLC for eight years and has held roles in various organizations including CWA, Columbia Southern University, AT&T, and Centerpoint Industries. He is also co-owner and CEO of Boardwalk Trust Co, where he assists clients with estate planning and operates in a trust-director capacity. Base Wealth Management provides 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 about 754 clients through a team of six advisors.

Joseph Walsh is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also worked with LPL Financial, LLC since 2003. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Steven Roy is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include work at Roy, Noye & Warren CPA, P.C., and multiple independent business activities, including ten years as an independent insurance agent. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and retirement plans through a team-based RIA-aggregator model. The firm supports a range of investment management and planning services, utilizing both active and passive strategies alongside alternative investments and advisory insurance products.

Nicolas Ranocchia is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Prior to this, he was employed at Rizzotto Tax Advisory Group and Wells Fargo. He also serves as a tax advisor at Rizzotto Tax Advisory Group. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, with a notable focus on managing a private investment vehicle concentrated in long-term Bitcoin holdings.

George McCall is a CFP® with over 41 years of experience in the financial industry. He has been with Investment Advisory Group LLC since 1998 and is also associated with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves in community roles including president of a neighborhood association and trustee on condominium boards. Investment Advisory Group LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team of five advisors and follows an investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.

Joseph Polidoro is a financial advisor at Tableaux Wealth with one year of industry experience and holds a Series 65 credential. He is also the president and founder of Polidoro Marketing Communications, a marketing consulting firm he has led since 2003. Additionally, he works as an independent writer on scientific topics for publications such as Science News, Scientific American, and The Dispatch. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $230 million for roughly 209 clients, employing fundamental analysis and modern portfolio theory to construct portfolios using low-cost mutual funds, ETFs, and other instruments while incorporating AI tools for research and risk monitoring.

Rodney Watkins is a financial advisor at Tactive Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alfresco Group and Southeast Investments, N.C. Inc. Watkins is also the owner of Watkins and Associates Financial Services and Level 3 Holdings LLC, where he manages personal commercial real estate investments. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside retail offerings.

Matthew Daniel is a financial advisor with Thompson Davis & Co., Inc. in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Thompson Davis & Co. since 2008. Thompson Davis Asset Management provides discretionary investment management and financial planning services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm employs an active, bottom-up, all-cap growth and tactical trading strategy, utilizing proprietary screening tools and incorporating AI-backed stock and ETF model portfolios.