Cern Basher is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He currently works at Brilliant Advice, LLC and previously spent 16 years at Madison Wealth Management. Basher serves as a consultant for Noxsano Inc., a role unrelated to investment activities. Brilliant Advice provides wealth counseling, financial planning, and discretionary portfolio management to a diverse client base including individuals, families, trusts, estates, family businesses, charitable organizations, and employer-sponsored retirement plans. The firm employs a technology-driven, strategic asset-allocation approach with an emphasis on global diversification, disciplined rebalancing, and cost minimization.

Anthony Desantis is a financial advisor with MariPau Wealth Management LLC in Sarasota, FL. He holds Series 65 and Series 66 licenses and has seven years of industry experience. Prior to joining MariPau Wealth Management, he worked at Impact Partnership Wealth, Kinetic Investment Management, and other firms. Outside of investment advisory, he is involved in insurance sales through his role at The Direct Effect. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities. The firm operates as a fiduciary, managing portfolios across various asset classes and offering discretionary portfolio management and financial planning services.

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.

Kenneth Brodkowitz is a financial advisor at Bull Harbor Capital LLC with two years of industry experience. He previously worked at Gries Financial LLC for ten years and Arax Advisory Partners, LLC for one year. Outside of his advisory role, he consults on market trends and fundraising strategies for Dreamfinders Land Bank. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $355 million for over 400 clients. The firm offers discretionary portfolio management and financial planning services, utilizing a range of investment vehicles and third-party advisory relationships.

Thomas Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Walsh & Associates since 2009 and is also affiliated with LPL Financial, where he has worked since 2007. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team and employs strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

Jeffrey Mullens is a CFA® charterholder with seven years of industry experience. He has been with Compound Family Offices, LLC since 2018 and previously worked at GenSpring Family Offices and Madison Homes. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, offering comprehensive financial, tax, estate, and philanthropic planning. The firm emphasizes discretionary portfolio management with customized asset allocation, ongoing monitoring, and consolidated reporting that includes assets not directly managed by the firm.

Joshua Maly is a financial advisor at MDRN Capital with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Savant Wealth Management, Golden Reserve RIA, and Thrivent Investment Management. In addition to his advisory role, he is an insurance agent with MDRN Insurance, LLC. MDRN Capital serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using independent managers, mutual funds, and ETFs, while incorporating fundamental and technical analysis.

David Decker Jr. is a financial advisor with Quadrant Private Wealth Management, LLC in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also involved in insurance planning through a fixed insurance activity. Quadrant Private Wealth Management provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, families, trusts, estates, corporations, and retirement plans, employing a top-down investment approach with an emphasis on risk management.

Joel Oldham is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Bainbridge J L & Co Inc since 2002. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with recent services added for social media influencers. The firm focuses on conservative growth investments and fixed-income strategies, managing over $1 billion across six advisors.

Scott Townsend is a CFP® professional with four years at John G. Ullman & Associates, Inc. and prior experience at Ss&C. He also served in a role at Calvary Baptist Church for 18 years. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and low-to-moderate risk strategies.

Joshua Johnson is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Sagepoint Financial, and Advisor Group. Outside of advisory services, he has experience in fitness-related roles at F45 Fitness and Orangetheory Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, with a primarily long-term investment approach.

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.

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.

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.

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.

Brad Tatar is a financial advisor at Greenup Wealth in Bradenton, FL, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Greenup Street Wealth Management since 2021. His prior experience includes roles at Spotlight Asset Group, TD Ameritrade, and Scottrade. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and businesses, employing a variety of analytical methods and investment strategies. The firm serves both discretionary and non-discretionary accounts and incorporates third-party advisers and specialized tools to manage client 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.