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 firms including Merrill, Sagepoint Financial, and Advisor Group. Outside of advisory services, he has experience in fitness-related roles at F45 Fitness and Orangetheory Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, with a primarily long-term investment approach.

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.

Elizabeth Wilson is a CFP® professional with 24 years of experience in the financial industry. She has been with Horizon Wealth Advisors since 2015, where she is part of a six-advisor team. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and emphasizes broadly diversified portfolios primarily implemented with exchange-traded funds, combining fundamental and technical analysis with strategic and tactical asset allocation.

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.

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.

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.

Jeremy Smith is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and focuses on customized, broadly diversified portfolios primarily implemented with exchange-traded funds.

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.

Philip Quigley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truvestments Capital LLC since 2022. He previously worked at Brokers Financial and Brokers International Financial Services, LLC from 2008 to 2022. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Kyle Howell is a financial advisor with Base Wealth Management in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Royal Alliance Associates, and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves on the Board of Directors for the Outlaw Lake Estates Homeowners Association and has ownership interests in commercial real estate firms. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning using a tactical allocation strategy, supplemented by third-party managers for some clients and access to held-away retirement accounts.

Shane Eighme is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, focusing on non-variable insurance sales. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its investment offerings.

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.

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.

Jason Andriano is a CFP® professional with eight years of industry experience, currently serving at Bolton Securities Corporation. His prior roles include positions at Dow Family Office Advisory, Fisher Investments, The Vanguard Group, and Bullard McLeod & Associates. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized wealth management through a network of independent advisers using a range of investment vehicles and emphasizes 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. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he is involved in IT consulting through BMORE CONSULTING LLC, a business he co-owns with his spouse. Founders Financial Alliance offers discretionary, fee-based investment management and financial planning to individual and 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 asset allocation, rebalancing, and various strategies alongside third-party manager solutions.

Arthur Day is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He previously worked at Day Hagan Asset Management for 19 years and UBS Financial Services for 13 years. Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic Trust. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs diversified strategies including mutual funds, ETFs, independent managers, and specialist managers, and incorporates a platform model featuring the Amplify Platform and use of multiple sub-advisers.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of advising, he serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm employs a combination of advisor-level client relationships and centralized portfolio construction, serving a diverse client base that includes other investment advisers and institutional entities.

Armando Faucy Smith is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and OSAIC. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, including discretionary and consultative approaches, financial planning, and retirement plan advisory.