Damon Lee is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 66 license with over one year of industry experience. His prior roles include positions at Mariner Wealth Advisors, Msec, LLC, Lincoln Financial Advisors Corporation, and TD Bank Group. In addition to his advisory work, he is also a licensed fixed life insurance agent. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm employs a committee-driven, macro-focused investment approach that incorporates active and passive strategies, third-party managers, and alternative investment vehicles for suitable clients.

Jeffry Cole is a CFP® with 17 years of experience, currently serving at Team Wealth & Tax Advisors. His career includes roles at AE Wealth Management and Countryside Insurance Services, and he has been involved in tax services through his own firm, Jeffry S. Cole Inc. dba Teamtax, since 1990. He is also a partner in Cole Legacy Partners, which manages commercial property. Team Wealth & Tax Advisors offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning with investment management through its “SmartChoice Wealth Strategy” and leverages AI-enabled tools under human supervision in its operations.

Benjamin Crist is a financial advisor at Midwest Financial Partners in Sarasota, FL, holding a Series 65 designation with two years of industry experience. Prior to joining Midwest Financial Partners, he worked at Xcel Energy, Randstad Professionals, and HHL + PMP. Midwest Financial Partners serves individuals, families, high-net-worth clients, trusts, employer retirement plans, and business clients by providing comprehensive portfolio management and retirement plan consulting. The firm manages approximately $1.5 billion in client assets through a team of nine advisors and emphasizes individualized investment plans with ongoing portfolio reviews and rebalancing.

Elizabeth Wilson is a CFP® professional with 24 years of experience in the financial industry. She has been with Horizon Wealth Advisors since 2015, where she is part of a six-advisor team. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and emphasizes broadly diversified portfolios primarily implemented with exchange-traded funds, combining fundamental and technical analysis with strategic and tactical asset allocation.

Julia Ponce is a financial advisor at One Wealth Map, LLC with a Series 65 designation and over eight years of industry experience. Her prior roles include positions at Gulf Coast Financial Planning, H&R Block, and the Law Office of Mary King. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers planning-driven investment supervisory services and comprehensive financial planning through multiple offices, utilizing both fundamental and technical analysis alongside tax-aware strategies.

Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.

Bradley Tremitiere is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 20 years before joining Ranch Capital Advisors, where he has been since 2019. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing investment management, ongoing financial planning, and a subscription-based financial coaching service. The firm offers tailored portfolios using model allocations or customized strategies, with implementation that includes a variety of trading approaches such as derivatives in separately managed accounts.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. 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 follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.

Jeremy Smith is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and focuses on customized, broadly diversified portfolios primarily implemented with exchange-traded funds.

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.

Stimson Schantz is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the New York Eye and Ear Infirmary for 20 years before transitioning into financial services. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios and offers regular monitoring and reporting to clients.

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 at Base Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Calton & Associates, Inc., Royal Alliance Associates, Inc., and Sii. Outside of his advisory role, Howell serves on the board of directors for the Outlaw Lake Estates Homeowners Association and is a part owner of two commercial real estate firms. Base Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages approximately $270 million in discretionary assets through a team of six advisors.

Shane Eighme is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Truvestments in 2019, he worked at Oneamerica Securities and American United Life from 2013 to 2019. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, which focuses on non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including 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 with a focus on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Alexander Herrington is a CFP® professional with 10 years of industry experience, currently serving at Fourthought Financial Partners, LLC. He has been associated with various entities within the Fidelity organization since 2016 and joined Fourthought Financial Partners in 2022. 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 and risk tolerance, utilizing a diverse range of investment strategies and products.

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.

Mark Kennedy is a financial advisor with HD Money, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ViewTrade Securities, Inc., Monorail Securities, and Northeast Arbitrage Ltd. He serves as Chief Investment Officer at both HD Money and Monorail Securities. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios grounded in modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Jason Andriano is a CFP® professional with eight years of experience in the financial services industry. He is currently with Bolton Securities Corporation and has held prior roles at Dow Family Office Advisory, Fisher Investments, E*TRADE Securities, The Vanguard Group, and Bullard McLeod & Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized wealth management strategies. The firm offers portfolio management using a mix of internal management, unaffiliated money managers, and third-party programs, emphasizing a primarily long-term investment approach.