Bradley Tremitiere is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 20 years before joining Ranch Capital Advisors, where he has been since 2019. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing investment management, ongoing financial planning, and a subscription-based financial coaching service. The firm offers tailored portfolios using model allocations or customized strategies, with implementation that includes a variety of trading approaches such as derivatives in separately managed accounts.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. 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 follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

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.

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.

Brett Walters is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at TBH Global Asset Management, LLC since 2019 and previously at Trident Financial Planning LLC from 2016 to 2019. Walters is based in Venice, FL. TBH Global Asset Management serves individuals, retirement plans, and business entities by providing investment management, financial planning, pension consulting, trustee services, and general consulting. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes model portfolios along with third-party investment tools.

Alexander Herrington is a CFP® professional with 10 years of industry experience, currently serving at Fourthought Financial Partners, LLC. He has been associated with various entities within the Fidelity organization since 2016 and joined Fourthought Financial Partners in 2022. 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 and risk tolerance, utilizing a diverse range of investment strategies and products.

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.

Mark Kennedy is a financial advisor with HD Money, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ViewTrade Securities, Inc., Monorail Securities, and Northeast Arbitrage Ltd. He serves as Chief Investment Officer at both HD Money and Monorail Securities. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios grounded in modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Karen Kelly is a CFP® and Series 65-registered advisor with six years of industry experience. She has worked at Grimes & Company since 2021 and previously held roles at Financial Navigators Inc. and Connect Events Group. Kelly also operates Karen Kelly Consulting LLC, a business she has managed since 2003. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and governmental entities. The firm employs customized investment strategies supported by proprietary research and offers services as a sub-advisor to other advisers.

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.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Armando Faucy Smith is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, OSAIC, Bank of America, and Merrill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches.

Emily Nikoloudis is an investment advisor representative at Arax Advisory Partners with 16 years of industry experience. She previously worked at UBS Financial Services for 10 years and has been associated with Purshe Kaplan Sterling Investments and Transcend Capital Advisors since 2019. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, including performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

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 Leung is a CFP®-credentialed advisor with 25 years of industry experience, currently with Procyon Advisors. His prior experience includes a 20-year tenure at UBS Securities LLC and two years of independent practice. He is also a licensed insurance agent, dedicating a small portion of his time to insurance sales and implementation. Procyon serves a diverse client base that includes individuals, high-net-worth families, trusts, businesses, institutional investors, and retirement plans. The firm offers tailored, primarily long-term investment management and financial planning services, managing a significant portion of assets on a non-discretionary basis and utilizing both internal research and third-party platforms for portfolio implementation.

James Roach III is a financial advisor at Flagstar Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Flagstar Advisors since 2001 and joined Flagstar Securities, Inc. in 2026. In addition to his advisory role, Roach serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager recommendations.

Andrew Peters is a Series 66-registered financial advisor with Aegis Capital Corp. in Sarasota, Florida, where he has worked since 2015. He has 16 years of industry experience. Outside of his advisory role, Peters serves as a trustee for Faith Baptist Church of Sarasota, helping manage church bylaws and budgets. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm supports discretionary and non-discretionary relationships and operates a notable broker-dealer business alongside its advisory services.

Donald Hagan is a CFA® charterholder with 20 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been managing member of Day Hagan Asset Management since 2006. Outside of investment management, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a range of investment strategies and provides access to program managers and model design through its Amplify Platform.

Bruce Udell is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. His career includes long tenures at Kestra Advisory, Kestra Investment Services, Retirement Wealth Specialists, Securities America, and First Financial Resources. In addition to his advisory work, he is involved with Udell Associates, which specializes in life settlements and the sale of fixed life insurance and annuity products. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both discretionary and predominantly non-discretionary portfolio management, combining advisory services with broker-dealer activity.