Thomas Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Walsh & Associates since 2009 and is also affiliated with LPL Financial, where he has worked since 2007. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, offering 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.

Jeffrey Mullens is a CFA® charterholder with seven years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices and Madison Homes. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, offering comprehensive financial, tax, estate, and philanthropic planning. The firm emphasizes discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes assets not directly managed by the firm.

David Decker Jr. is a financial advisor with Quadrant Private Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also involved in insurance planning through a fixed insurance activity. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, families, trusts, estates, corporations, and retirement plans, employing a top-down investment approach with an emphasis on risk management.

Joel Oldham is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Bainbridge J L & Co Inc since 2002. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with recent services added for social media influencers. The firm focuses on conservative growth investments and fixed-income strategies, managing over $1 billion across six advisors.

Joshua Johnson is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Merrill, Sagepoint Financial, and Advisor Group. Outside of advisory roles, he has experience in fitness-related positions and rideshare services. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and focuses on long-term portfolio construction using independent managers and low-cost mutual funds and ETFs.

Damon Lee is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 66 license with over one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Msec, LLC, Lincoln Financial Advisors Corporation, and TD Bank Group. In addition to his advisory work, he is also a licensed fixed life insurance agent. 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 employs a committee-driven, macro-focused investment approach that incorporates active and passive strategies, third-party managers, and alternative investment vehicles for suitable clients.

Benjamin Crist is a financial advisor at Midwest Financial Partners in Sarasota, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners, he worked at Xcel Energy, Randstad Professionals, and HHL + PMP. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors and emphasizes individualized investment plans with ongoing portfolio reviews and rebalancing.

Julia Ponce is a financial advisor at One Wealth Map, LLC with a Series 65 designation and over eight years of industry experience. Her prior roles include positions at Gulf Coast Financial Planning, H&R Block, and the Law Office of Mary King. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers planning-driven investment supervisory services and comprehensive financial planning through multiple offices, utilizing both fundamental and technical analysis alongside tax-aware strategies.

Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.

Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.

Brad Tatar is a financial advisor at Greenup Wealth with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Scottrade and TD Ameritrade before joining Greenup Wealth in 2021. Brad is based in Bradenton, FL. Greenup Street Wealth Management provides portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts.

Morton Potoff is a financial advisor with MJP Wealth Advisors in Longboat Key, FL, holding a Series 63 designation and over 57 years of industry experience. His career includes roles at Arete Wealth Management, Royal Alliance Associates, and extensive experience with MB Insurance and MJP Associates. Outside of advisory work, he serves as Chief Operating Officer at MB Insurance and MJP Consulting, focusing on insurance marketing and wealth management consulting. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, high net worth clients, trusts, and employer plans. The firm employs proprietary and customized investment strategies emphasizing principal preservation and long-term total return, utilizing both automated and multi-advisor platforms along with third-party technology integrations.

Stimson Schantz is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the New York Eye and Ear Infirmary for 20 years before transitioning into financial services. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios and offers regular monitoring and reporting to clients.

James Miklas is a financial advisor at Wellesley Asset Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Global Investments and Foreside Funds Distributors. Since 2017, he has served as a director at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and advising affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

David Thompson is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding a Series 65 designation and seven years of industry experience. He has worked at J. L. Bainbridge & Company since 2017 and previously held roles at Wealth Pro Advisors and Cavanaugh & Company LLP. J. L. Bainbridge & Co., Inc. offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth investing in established U.S. companies and fixed-income strategies, employing a covered-call options overlay and held-away retirement account management.

Jason Andriano is a CFP® professional with eight years of experience in the financial services industry. He is currently with Bolton Securities Corporation and has held prior roles at Dow Family Office Advisory, Fisher Investments, E*TRADE Securities, The Vanguard Group, and Bullard McLeod & Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized wealth management strategies. The firm offers portfolio management using a mix of internal management, unaffiliated money managers, and third-party programs, emphasizing a primarily long-term investment approach.

Hantz Serrao is a CFP® professional with 21 years of industry experience, currently serving at Founders Financial Alliance, LLC since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2016 to 2024. Outside of his advisory role, Serrao is involved in IT consulting through BMORE CONSULTING LLC, which he co-owns with his spouse. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances, combining modern portfolio theory, fundamental and technical analysis, and third-party manager solutions.

Arthur Day is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ashton Thomas since 2025. Prior to this, he co-founded and has managed Day Hagan Asset Management since 2006. Outside of his advisory work, Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm employs a diversified investment approach using mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to provide back-office support and access to program managers.

Kim Marshall is a financial advisor at Harbour Investments, Inc. in Sarasota, FL, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel and B C Ziegler and Company. Outside of his advisory role, he is involved as an independent insurance agent through his business, Kim Investments, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Andrew J. Leung is a CFP® with 25 years of industry experience, currently serving at Procyon Advisors. He previously worked for UBS Securities LLC for 20 years before operating independently and then joining Procyon. He is also a licensed insurance agent. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, utilizing a customized, fundamentally driven investment process with a long-term orientation.