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.

Matthew Gelman is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. Outside of his advisory role, he is involved in insurance sales and retirement planning through FEFA Advisors LLC. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analyses alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

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.

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.

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 with Doliver Advisors, L.P. in Sarasota, FL, holding 23 years of industry experience. He has been with Doliver Capital Advisors, formerly Deep Discount Advisors, since 1987. Doliver Advisors serves individual and high-net-worth clients, trusts, foundations, and pooled investment vehicles, offering wealth management, customized portfolio management, and a quantitative closed-end fund strategy. The firm combines proprietary quantitative models with customized strategies and acts as adviser and sponsor for multiple private funds and special purpose vehicles.

Erik Popham is a CFA® charterholder with 18 years of experience in wealth management. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices, including its transition to SunTrust Private Wealth Management. Compound Family Offices provides comprehensive family office services to ultra-high-net-worth families, offering discretionary portfolio management, estate and philanthropic planning, trust administration, and family governance. The firm employs a multi-disciplinary team approach that integrates quantitative and qualitative analysis and utilizes a variety of investment strategies, including AI tools and liquidity solutions.

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.

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.

Brett Schumbacker is a financial advisor with Evertern Wealth, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services Inc. for eight years and has held positions in consulting and athletics administration. Brett is based in Sarasota, FL. Evertern Wealth primarily serves high-net-worth individuals, families, business owners, and other sophisticated clients, providing portfolio management, financial planning, and family wealth advisory services. The firm emphasizes long-term portfolio management integrated with tax-aware planning and estate coordination, often addressing complex financial transitions.

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.

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.

Anthony Desantis is a financial advisor at MariPau Wealth Management LLC with seven years of industry experience. He holds the Series 65 and Series 66 licenses. Prior to joining MariPau in 2023, he worked at Impact Partnership Wealth, Kinetic Investment Management, and AE Wealth Management, among others. Outside of his advisory role, he is involved in insurance sales through his other business activity, The Direct Effect. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary, managing discretionary portfolios and offering a range of services including financial planning, consulting, and educational seminars.

Brian Babcock is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments and Horizon Wealth Advisors since 2011 and Gulf Coast Financial Network since 2007. Outside of investment advising, he is involved in the sale of life, disability insurance policies, annuities, long-term care, and Medicare supplements. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, offering financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and employs a diversified investment approach combining fundamental and technical analysis with strategic and tactical asset allocation.