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.

Andrew Cardone is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing for four years, BANK of AMERICA, N.A., and Merrill for seven years, and Barclays Capital Inc. for two years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using internal and third-party models, alternative investments, and various analytical methods including fundamental, technical, quantitative, and ESG analysis.

David Roberts is a CFP® with 26 years of industry experience, currently serving as an advisor at Grimes & Company since 2021. Prior to this, he worked at TDAmeritrade and Td Waterhouse Investor Services Inc. His experience spans various roles within these firms. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm uses customized strategies supported by proprietary research and employs a range of investment vehicles including mutual funds, ETFs, individual securities, and independent managers.

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.

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 with DayMark Wealth Partners, LLC in Sarasota, FL, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Dominick & Dominick LLC. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm employs various investment strategies including discretionary portfolio management, third-party managers, and alternative securities, with a notable role as a private fund adviser.

Christopher Fehr is a financial advisor with Arete Wealth Advisors, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Freedom Financial Wealth & Tax LLC and Lion Street Advisors. In addition to his advisory work, he is involved in tax advising and insurance sales through Freedom Financial Wealth & Tax LLC and Kuorum Partners LLC, and participates as a partner in a real estate sales venture. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model portfolio management approaches and integrates with affiliated financial businesses and product channels.

Joni Rametta is a CFP® with 33 years of industry experience, currently serving as an advisor at OneSeven. She has held multiple roles in wealth planning and design firms since 2013. Rametta also serves as managing member of The Leetzow Group LLC in Sarasota, FL. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified portfolios and third-party managers.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.