Scott Pinkerton is a CFP® with 40 years of experience in financial advisory services. He is currently a managing partner at Fourthought Financial Partners, LLC, where he has worked since 2022, following prior roles at Fourthought Private Wealth and Wells Fargo Advisors. Pinkerton serves on the Sarasota County School Board’s Financial Advisory Committee, providing oversight on district operating and capital funds. Fourthought Financial Partners offers wealth management and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm emphasizes customized investment programs based on financial planning, utilizing diverse strategies and asset types to align with client goals and cash-flow needs.

Stephen Fedak is a CFP® with 34 years of experience in the financial industry. He is currently with Global Financial Private Client in Sarasota, FL, where he has worked since 2007, including prior roles at affiliated firms such as Gf Investment Services, LLC and Global Financial Advisory, Inc. His work history also includes a tenure at J.W. Cole Financial, Inc. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated consulting and accounting entities as well as its involvement in private funds and ERISA plan services.

Taylor Gilchrist is a CFP® and Series 66 credentialed advisor at Walsh & Associates, LLC with over seven years of industry experience. Gilchrist has held roles at LPL Financial and Gifford-Heiden Insurance Office, and previously operated Island Hoop Girl LLC. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting through an eight-advisor team managing approximately $660 million in assets. The firm emphasizes asset allocation combined with fundamental, quantitative, and qualitative security analysis and operates as a fiduciary with regular client reviews and portfolio rebalancing.

Cern Basher is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He is a principal at Brilliant Advice, LLC and has served as a consultant for Noxsano Inc., a non-investment related role. Basher has been involved with Aspiring Ventures, LLC since 2016. Brilliant Advice provides wealth counseling and discretionary investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes long-term, globally diversified asset allocation, disciplined rebalancing, and tax-aware strategies, delivering services through a technology-driven model supported by a small advisory team managing a sizable asset base.

John Reutemann Jr. is a CFP® with 50 years of industry experience, currently serving at Research Financial Strategies, where he has worked since 1992. He has also been affiliated with Purshe Kaplan Sterling Investments since 2012 and operates Reutemann Financial Solutions, Inc. outside of his firm role. In addition to his advisory work, he teaches and coaches professional advisors through an LLC focused on continuing education for licensed professionals and is an author. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension plans, and trusts, managing approximately $254 million in discretionary assets. The firm employs a technical analysis and active trading approach centered on proprietary indicators and risk mitigation, delivering primarily ETF-focused strategies on a discretionary basis through a team of six advisors.

Anthony Desantis is a financial advisor with MariPau Wealth Management LLC in Sarasota, FL, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at Impact Partnership Wealth, Kinetic Investment Management, and AE Wealth Management. In addition to his advisory work, he is involved in insurance sales through a separate business activity. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios using a variety of investment vehicles and a network of advisory affiliates.

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.

Stephen Avery is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Q3 Advisors, LLC and has previously worked with firms including Cetera and Voya Financial Advisors. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through packaged programs such as Roth conversion offerings and comprehensive financial plans. The firm operates exclusively on fixed-fee planning engagements and does not manage client investment portfolios.

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.

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.

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 16 years of industry experience, currently advising at Team Wealth & Tax Advisors. His prior roles include positions at AE Wealth Management and Countryside Insurance Services. Outside of advising, he serves as CEO of Jeffry S. Cole Inc., providing tax preparation and planning services. 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 affiliated tax entities and employs a strategy that combines asset allocation with fundamental and technical analysis.

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.

Michael Hartley is a Series 65-licensed financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, where he has worked for a total of 23 years. His experience spans from 2003 to the present within the same firm, which operates as a team of four advisors. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP platform. The firm emphasizes client-specific Investment Policy Statements, discretionary portfolio management, and a diversified investment approach using fundamental analysis, mutual funds, ETFs, and more advanced trading strategies including options and margin.

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.