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.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC, holding the Series 63 and Series 66 licenses and possessing 25 years of industry experience. His career includes roles at Diversify Wealth Management, DFPG Investments Inc, Morgan Stanley, USAA Financial Planning Services, and Fidelity. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals, including access to alternative investments and multiple delivery platforms.

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.

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.

Emily Nikoloudis is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at UBS Financial Services and Transcend Capital Advisors. She is dually registered with Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management and advisory services through a combination of in-house teams, external managers, and alternative investments. The firm employs both discretionary and non-discretionary portfolio management and integrates AI tools and third-party analytics to support its research and operations.

Kim Marshall is a financial advisor at Harbour Investments, Inc. in Sarasota, FL, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel and B C Ziegler and Company. Outside of his advisory role, he is involved as an independent insurance agent through his business, Kim Investments, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Andrew Leung is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Procyon Advisors since 2020 and previously spent 20 years at UBS Securities LLC. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing fundamental analysis and a combination of internal portfolio construction with access to independent managers and technology-driven research tools.

James Roach III is a financial advisor at Flagstar Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Flagstar Advisors since 2001 and joined Flagstar Securities, Inc. in 2026. In addition to his advisory role, Roach serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager recommendations.

Lori Mondello is a financial advisor at USAA Investment Services Company with 29 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Morgan Stanley, Raymond James & Associates, and Fidelity. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, offering a Retirement Income Strategy Report and facilitating referrals to third-party brokers and advisers.

Andrew Peters is a Series 66-registered financial advisor with Aegis Capital Corp. in Sarasota, Florida, where he has worked since 2015. He has 16 years of industry experience. Outside of his advisory role, Peters serves as a trustee for Faith Baptist Church of Sarasota, helping manage church bylaws and budgets. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking. The firm supports discretionary and non-discretionary relationships and operates a notable broker-dealer business alongside its advisory services.

Donald Hagan is a CFA charterholder with 20 years of industry experience. He is currently with Ashton Thomas Private Wealth and was previously a managing member of Day Hagan Asset Management, where he worked for 12 years. Outside of his advisory work, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, along with alternative strategies such as options and selective cryptocurrency exposure.

Bruce Udell is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. His career includes long tenures at Kestra Advisory, Kestra Investment Services, Retirement Wealth Specialists, Securities America, and First Financial Resources. In addition to his advisory work, he is involved with Udell Associates, which specializes in life settlements and the sale of fixed life insurance and annuity products. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both discretionary and predominantly non-discretionary portfolio management, combining advisory services with broker-dealer activity.

Lee Northern is a CFP® with 17 years of experience in the financial industry. He is currently with AlphaStar Capital Management and Stanley Wealth Retirement, having previously worked at firms including Charles Schwab, USAA Financial Advisors, and Merrill. In addition to his advisory roles, he is also licensed as an insurance agent and occasionally offers insurance products to clients. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm employs both model and custom strategies that combine strategic asset allocation with quantitative and tactical approaches, and it also serves as a subadviser and referral agent to other advisers.