Austin Pickle is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently an advisor at SEIA and previously worked for ten years at Wells Fargo Investment Institute. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management, with a majority of assets managed on a non-discretionary basis.

Jeffrey La Belle is a financial advisor at Realta Investment Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including International Assets Investment Management, Kovack Advisors, LPL Financial, and First Allied Advisory Services. Outside of advisory work, he is involved with Gulf Coast Wealth Advisors, a financial advisory business he has operated since 2003, and has authored internet-published books unrelated to investing. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a range of portfolio management strategies, including asset allocation across mutual funds, ETFs, equities, fixed income, and alternatives.

Kurt Rozman is a financial advisor at Intrua Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial LLC since 2014. Rozman is also involved in business ownership outside of investment advisory, including a non-investment-related venture he manages. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

John Piccirilli is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Five Star Bank, Long Boat Key Capital, LLC, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family investment entities. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis across various portfolio types and also offers specialized family office, sports and entertainment, OCIO/sub-advisory, and consulting services.

David Roberts is a CFP® with 26 years of experience in the financial services industry, currently working at Grimes & Company since 2021. His prior roles include positions at TDAmeritrade and Td Waterhouse Investor Services Inc, where he spent over two decades. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies utilizing proprietary research and manages portfolios across a variety of asset types while also serving as a sub-advisor to other registered investment advisers.

Darrel Shinn is a financial advisor with Archer Investment Corporation in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has previously worked at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, Shinn is actively involved with the Kiwanis Club of Anna Maria Island, serving as a board member, membership chair, and scholarship chair, and is vice president of the Kiwanis Club of Anna Maria Island Foundation. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with an investment process focused on diversified allocations across multiple asset classes and regular account reviews.

Larry Harness is a Series 66-licensed advisor with Advisory Services Network and has 18 years of industry experience. He has been with Advisory Services Network since 2016 and is a partner at Campbell Harness Capital Wealth Management. Outside of advisory work, he is president of The Harness Group, Inc., a company that handles payroll and business expense processing. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and flexible engagement models.

Donna Jackson is a financial advisor at Cumberland Advisors with 18 years at the firm and 12 years of industry experience. She holds a Series 65 designation and is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Isaiah Brownman is a financial advisor at HBKS Wealth Advisors in Sarasota, FL. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he worked at Florida Gulf Coast University and Builder's Model Home Furniture. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages portfolios using proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Daniel Murphy is a CFP® with 44 years of industry experience, currently serving at Summit Financial, LLC since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. Outside of his advisory role, he is the majority owner of Tiger Software, which develops stock ranking software, and serves as co-trustee for a family trust. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away retirement account management.

Barry Polley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. and its predecessor firms since 1985. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering a range of managed portfolio solutions and acting as a conduit to third-party money managers.

David Dewitt is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds a Series 65 designation and has previously worked at Valic Financial Advisors for 17 years before joining IHT Wealth Management and LPL Financial in 2019. Dewitt operates an independent advisory business, David G. DeWitt Financial LLC, focused on tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Michael Blackmon is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Cumberland Advisors since 2016. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, offering discretionary portfolio management across fixed-income and equity strategies as well as consulting and financial planning. The firm emphasizes active fixed-income management with a proprietary rating system and implements ETF-based core-satellite equity approaches alongside a Tactical Trend strategy.

Zachary Butler is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. His career includes roles at Merrill and Bank of America, alongside his current positions at Kestra Investment Services and Kestra Private Wealth Management. Outside of financial advising, he is a managing partner of an investment group focused on expanding medspas. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, and wrap programs.

Grant Shapiro is a financial advisor at McAdam LLC in Sarasota, FL, holding a Series 65 credential with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at Vincodo and One Loan Place. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities by providing financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a range of investment vehicles tailored to client objectives and offers specialized services including a tiered subscription planning product and AI-integrated advisory tools.

John Campbell is a CFP® professional with over 32 years of experience in the financial advisory industry. He has been with Advisory Services Network since 2016 and also operates his own accounting and wealth management firms in Sarasota, FL. Outside of advisory services, he serves as president of a local office space sub-leasing company. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of investment advisory and planning services, including discretionary portfolio management and financial consulting, utilizing diversified asset allocation and both proprietary and third-party strategies.

Robert Clancy is a financial advisor with ON Investment Management Company in Bradenton, Florida, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including over two decades with The O.N. Equity Sales Company and ON Investment Management Company. Outside of advising, he owns a toy patent that has generated royalty payments. ON Investment Management Company is a multi-team SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management and access to third-party investment programs.

Victoria Avila is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors, bringing two years of industry experience. She previously worked at Mertz Taggart and Florida Gulf Coast University, and is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a wide range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platform relationships.

Charles Lieberman is a financial advisor at Advisors Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously operated C Lieberman LLC for 18 years. Lieberman also manages a profit-based business entity, Advisors Capital Planning LLC, spending limited time on this activity. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and municipal entities. The firm offers custom private accounts and model ETF strategies, employing a combination of macro, fundamental, quantitative, and qualitative analyses.

Michael Callahan is a financial advisor at DayMark Wealth Partners, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Wells Fargo Clearing, Dominick & Dominick LLC, and BMW of Denver Downtown. DayMark Wealth Partners serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a variety of investment strategies, combining internally managed models, third-party managers, and access to alternative and private securities.