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, holding a Series 65 designation and four years of industry experience. She has been with Ranch Capital Advisors and its predecessor entities since 2019. Prior to her advisory career, she spent seven years as a stay-at-home mom. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships with a seven-advisor team, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching.

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.

David Cust is a financial advisor at Means Wealth Management in Sarasota, FL, with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Means Investment Co. since 2016. Means Wealth Management offers investment advisory and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, estates, and retirement plans. The firm employs a combination of active and passive strategies through customizable model portfolios and provides services such as discretionary portfolio management, exit-planning for business owners, and advice for pooled investment vehicles.

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® and holds a Series 65 license with eight years of industry experience. He has been with Global Financial Private Client since 2018 and previously worked at Social Eatery and Global Financial Private Capital, LLC. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach and distinguishes itself through its affiliated business structure and involvement in private fund sourcing and ERISA plan services.