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. in Sarasota, FL, holding a Series 65 designation. He has been in the financial industry for one year, with prior experience at Pellegrino, McFarland, and Tortora P. A. and several other organizations. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm typically implements portfolios using sub-advisers and model strategies, emphasizing ETF-only portfolios constructed with a long-term, modern portfolio approach.

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.

Erik Popham is a CFA® charterholder with 17 years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices, LLC from 2007 to 2017. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm focuses on discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes both managed and non-managed assets.

Karyn Cravens is a CFP® professional with two years of experience, currently serving as a financial advisor at Ferguson Shapiro LLC. She has been with the firm since 2023. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, with an investment process that emphasizes a client’s financial profile and employs advanced portfolio management strategies.

Adam Anderson is a financial advisor with MRA Advisory Group, holding a Series 66 license and bringing 20 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited before joining MRA Advisory Group in 2017. Outside of advising, he is a co-owner of several private equity and real estate management companies and serves as a State Representative in the Florida House of Representatives. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm offers a range of investment strategies, including risk-based model portfolios, alternative investments, and private equity options, supported by an affiliated CPA practice and insurance services.

Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 38 years of industry experience. He has held positions at Polar Investment Counsel, Inc. for over two decades and maintains a sole proprietorship providing tax, accounting, and research services. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing quantitative investment evaluation and providing access to third-party money managers and proprietary model portfolios.

Daniel Dilascia Jr. is a financial advisor at Base Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at Intervest International, Inc. and multiple real estate and business entities, where he serves as owner or partner in several commercial office rental businesses. Base Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning, employing a tactical allocation strategy and utilizing third-party managers and platforms for some clients.

Larry Cuervo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2023. Prior to that, he held various roles at Suntrust, including Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is a member of an LLC that owns a residential rental property. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutional clients, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach tailored to clients’ risk tolerance and financial goals.

Brett Schumbacker is a financial advisor at Evertern Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles at Fortified Funding, the Florida State University Athletic Department, and Evans Economic Consulting. Evertern Wealth, LLC offers discretionary investment management, financial planning, and family wealth advisory services primarily to high-net-worth individuals, families, and closely held entities. The firm employs a fiduciary, integrated approach that includes tax-aware planning, estate coordination, and strategic lending guidance, utilizing a range of investment strategies and tools.

Kevin McEnerney is a financial advisor at Truvestments Capital LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Kevin McEnerney Inc. dba McEnerney Tax Advisory and Lynch Tax Advisory Group. His career includes roles at Truvestments Capital since 2020 and leadership positions in tax advisory firms since 2003. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions.

Kaleb Mccarty is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Truvestments Capital LLC since 2015 and is also involved with Elite Wealth Advisors, where he serves as owner and CEO of a firm specializing in the wholesale distribution of fixed annuities and life insurance products. Outside of his advisory roles, he owns McCarty Marketing Inc., an insurance sales and consulting business, and Funderfull, LLC, a business consulting firm. 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, while also managing a private Bitcoin fund as part of its offering.

Phillip Dickson is a financial advisor with Monorail Securities LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at VIMVEST Advisors, HD Money, Inc., and CD Advisory Group. Dickson is also involved in insurance sales and serves as CEO of VIMVEST, a financial technology firm. Monorail Securities LLC provides algorithm-driven portfolio management primarily through ETFs to individuals, high-net-worth clients, trusts, and small businesses. The firm utilizes automated models based on modern portfolio theory and incorporates conservative, Christian values-based screens in its investment approach.

Kyle Jones is a financial advisor with Fourthought Financial Partners, LLC. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Strategic Elements and several organizations in communications and nonprofit sectors. 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 tailored to client goals and risk tolerance, using a range of investment vehicles including mutual funds, ETFs, and private pooled vehicles.

Scott Pinkerton is a CFP® with 40 years of experience in financial advisory services. He is currently a managing partner at Fourthought Financial Partners, LLC, where he has worked since 2022, following prior roles at Fourthought Private Wealth and Wells Fargo Advisors. Pinkerton serves on the Sarasota County School Board’s Financial Advisory Committee, providing oversight on district operating and capital funds. Fourthought Financial Partners offers wealth management and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm emphasizes customized investment programs based on financial planning, utilizing diverse strategies and asset types to align with client goals and cash-flow needs.

Stephen Fedak is a CFP® with 34 years of experience in the financial industry. He is currently with Global Financial Private Client in Sarasota, FL, where he has worked since 2007, including prior roles at affiliated firms such as Gf Investment Services, LLC and Global Financial Advisory, Inc. His work history also includes a tenure at J.W. Cole Financial, Inc. 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 multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated consulting and accounting entities as well as its involvement in private funds and ERISA plan services.

Taylor Gilchrist is a CFP® and Series 66 credentialed advisor at Walsh & Associates, LLC with over seven years of industry experience. Gilchrist has held roles at LPL Financial and Gifford-Heiden Insurance Office, and previously operated Island Hoop Girl LLC. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting through an eight-advisor team managing approximately $660 million in assets. The firm emphasizes asset allocation combined with fundamental, quantitative, and qualitative security analysis and operates as a fiduciary with regular client reviews and portfolio rebalancing.

Cern Basher is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He is a principal at Brilliant Advice, LLC and has served as a consultant for Noxsano Inc., a non-investment related role. Basher has been involved with Aspiring Ventures, LLC since 2016. Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes long-term, globally diversified asset allocation, disciplined rebalancing, and tax-aware strategies, delivering services through a technology-driven model supported by a small advisory team managing a sizable asset base.