Douglas Mathey is a financial advisor at Sikich Financial with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he contributes approximately 40 hours per month. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management using an asset-allocation approach grounded in modern portfolio theory, and it operates in coordination with its parent company, Sikich LLC, to provide integrated wealth management and related advisory services.

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.

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 Series 65-licensed advisor at Ranch Capital Advisors Inc. in Sarasota, FL, with five years of industry experience. She has been with Ranch Capital Advisors and its predecessor entities since 2019. Prior to her advisory career, she was a stay-at-home mother for seven years. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by offering investment management, financial planning, and a subscription-based financial coaching service. The firm provides tailored portfolio strategies that include a variety of trading approaches and incorporates client testimonials and endorsements in its marketing.

Matthew Fountain is a CFP® professional with 28 years of industry experience. He currently works at Total Clarity Wealth Management, Inc. and has held roles at Capital Point Financial Group, Ltd., LPL Financial LLC, and Ameriprise. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, financial planning, and donor-advised fund support, employing customized asset allocations and a variety of investment strategies, including a more active PreActive approach for sophisticated investors.

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 career includes roles at Roy, Noye & Warren CPA, P.C., Swartz Ambulance Service, Inc., and Cornerstone Real Estate of Southwest Florida. Roy also works as an independent insurance agent specializing in fixed business sales, including annuities and life insurance strategies. SimplyRIA Advisor Network serves individuals, trusts, estates, and qualified retirement plans by providing investment management, financial planning, consulting, and retirement plan fiduciary support. The firm employs a team-based approach with a combination of active and passive management, offering both discretionary and non-discretionary services through multiple management platforms.

Nicolas Ranocchia is a Series 65 licensed advisor with seven years of industry experience, currently serving at Truvestments Capital LLC since 2019. He also works as a tax advisor at Rizzotto Tax Advisory Group, a role he has held since 2016. Truvestments Capital LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized portfolios emphasizing low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its diverse investment approach.

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 Jr. is a financial advisor at Tactive Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Ameriprise, among other firms. In addition to his advisory work, he owns Watkins and Associates Financial Services and is involved in a personal commercial real estate business as a managing member. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios built on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid service model combining robo-advisor and advisor-led programs.

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.

David Cust is a financial advisor at Means Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked with Means Investment Co. since 2016. Means Wealth Management provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, non-profits, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and exit planning for business owners, utilizing active and passive strategies tailored to client needs.

Noah Macfarlane is a Series 65-licensed financial advisor at Fourthought Financial Partners, LLC with two years of industry experience. He has been with Fourthought since 2019 and previously worked at Insurance Service of Sarasota. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs from a financial-planning foundation, tailoring strategies to client goals, risk tolerance, and cash-flow needs.

Stuart Dickson is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at Monorail Securities, LLC for seven years and has been associated with HD Money, Inc. for over a decade. Outside of his advisory roles, he serves as CEO of VIMVEST Advisors and VIMVEST Securities. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach, often utilizing ETF-focused strategies through sub-advisers and third-party managers, with approximately $294 million in discretionary assets under management.

John Darby is a financial advisor at Graham Capital Wealth Management, LLC in Sarasota, FL, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Northwestern Mutual and Brookdale, along with nearly a decade of experience in educational settings including the University of Southern Florida and Pine View School. Graham Capital Wealth Management offers discretionary investment management and financial planning primarily to individuals, high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $251.2 million in assets for about 705 clients, focusing on customized portfolios that utilize ETFs, bonds, low-cost mutual funds, and individual stocks with a long-term investment approach.

Alexander Wolfe is a CFP® professional with 10 years of industry experience. He currently works at Base Wealth Management and previously held roles at FourThought Financial Partners, FourThought Financial, and Fidelity Brokerage Services. 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 based on fundamental analysis and serves approximately 754 clients through a team of six advisors.