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.

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 with four years of industry experience. He holds the Series 65 designation and has worked at Northwestern Mutual and Brookdale. Outside of advisory work, he is involved in insurance sales. 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 tailored to client objectives.

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.

Irwin Scheineson is a financial advisor with B.B. Graham & Company, Inc. in Sarasota, FL, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 27 years at L.M. Kohn & Company and ownership of Planning Works, Ltd., an insurance sales business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

Derek Hartman is a CFP® with nine years of industry experience, currently serving as an advisor at Global Financial Private Client since 2018. Prior to this, he was involved with Social Eatery in 2017 and worked at Global Financial Private Capital, LLC from 2014 to 2018. Global Financial Private Client is a team of five advisors managing approximately $828 million across about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services such as portfolio management, financial planning, and retirement plan consulting.

Keith Johnson is a CFP® professional with 29 years of industry experience, currently serving at Benefit Financial Services Group since 2019. He previously worked at Allworth Financial from 2016 to 2019. Johnson holds Series 63 and Series 65 licenses. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, and manages approximately $1.53 billion in discretionary assets along with $18.0 billion in retirement plan consultations.

James Stamper Jr. is a financial advisor with Fourthought Financial Partners, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2008 to 2022. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm’s investment programs are tailored to client goals and risk tolerance, using a variety of investment vehicles including mutual funds, ETFs, equities, bonds, and private pooled vehicles.

Joseph Walsh is a CFP® and CFA® with 35 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also been affiliated with LPL Financial since 1994. Walsh teaches courses on small business startups and Social Security through the Sarasota County Technical Institute. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans with 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 focused on asset allocation combined with fundamental, quantitative, and qualitative security analysis.

Amy King is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apforia. Her prior experience includes roles at Instar Financial Planning, Bank of America, Merrill, and Picket Fence Tax, along with 22 years of service in the US Army. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach combining passive and active strategies and operates under a fee-only, fiduciary framework.

Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Igor Didyk is a financial advisor at Fourthought Financial Partners, LLC with three years of industry experience. He previously worked at Fifth Third Bank and Wells Fargo Bank and has a background that includes five years in the automotive parts industry. Igor holds a Series 65 designation. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds customized investment programs based on client goals, risk tolerance, and cash-flow needs, offering a range of strategies that include discretionary portfolio management and retirement plan consulting.

Brandin Swain is a financial advisor at HD Money, Inc. based in Sarasota, FL, holding a Series 65 designation. He has one year of industry experience and previously worked at Pellegrino, McFarland, and Tortora P.A. and United Health Care. Outside of finance, he has been involved with Escapeology, an entertainment business, for two years. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm typically implements portfolios through sub-advisers and model strategies, focusing on ETF-only, long-term approaches that combine quantitative and qualitative screening methods.

Ronald Olin is a financial advisor at Doliver Advisors, L.P. with 22 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors is an SEC-registered investment adviser that provides portfolio and wealth management services to individuals, including high-net-worth clients, as well as pooled investment vehicles, retirement plans, and other entities. The firm employs quantitative, model-driven strategies focused on closed-end funds and offers customized cash and retirement planning alongside private equity funds and special-purpose vehicles for qualified investors.