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.

Karen Diamond is a financial advisor with Founders Financial Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing from 2016 to 2024. Outside of her advisory work, she owns and oversees a boat charter business in Sarasota, Florida. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combining various strategies and third-party manager solutions as appropriate.

Tyler Hagan is a financial advisor at Ashton Thomas Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Day Hagan Asset Management and Fortune Builders. Outside of advising, he is the owner of Hagan Health Partners, LLC, a business that distributes biologics for experimental use to local doctors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, and expanded family office services, using a variety of investment strategies and operating the Amplify Platform to support advisers and clients.

Bradford Hagerman is a financial advisor at Thurston Springer Advisors with 52 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thurston Springer Financial since 2021, following 11 years with Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he owns Cerulean Capital Management LLC, an investment-related business based in Sarasota, Florida. Thurston Springer Advisors serves individuals, corporations, retirement plans, foundations, endowments, and trusts, offering financial planning, estate-planning facilitation, portfolio management, and fiduciary services. The firm employs a range of investment strategies including buy-and-hold and active tactical approaches, and operates alongside affiliated broker-dealer and insurance entities.

Johann Nanayakkara is a financial advisor at Westminster Financial Advisory Corporation with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Stephen Senesac is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Forum Financial Management since 2013 and also serves as a consultant for Senesac & Lennon, Ltd., a tax and accounting services firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Allen Hegener is a financial advisor with NFSG Corporation in Bradenton, FL, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Newbridge Financial Services Group Inc., Kestra Financial, Inc., and Stifel Nicolaus & Co Inc. He also serves as president of Hegener Risk Management, a business focused on portfolio management, security selection, and insurance analysis. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Cheryl Ciaglia is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Blackridge since 2017 and previously spent 12 years with Next Financial Group, Inc. In addition to her advisory role, she is president and owner of Ciaglia Agency, an insurance sales and financial products business she founded in 1995. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses model-based portfolio management primarily through an affiliated turnkey asset management platform and maintains a network of investment adviser representatives.

Sandra Keir is a CFP® professional with 40 years of experience in the financial industry. She has been with Chelsea Advisory Services, Inc. since 2020, and previously worked at PRUCO Securities, LLC and The Prudential Insurance Co. of America. Outside of advisory work, she serves as vice president of the Palm Aire Women’s Club, a 501(c)(3) organization. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis with oversight and compliance reviews.

Andrew Hoskins is a financial advisor with Good Life Advisors, LLC in Lakewood Ranch, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a team approach and multiple analysis methods to tailor investment strategies and offers various programmatic solutions alongside educational seminars and a planning subscription service.

William Chase IV is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HBKS Wealth Advisors in Sarasota, FL. His prior experience includes roles at Massmutual Life Insurance Company and Mass Mutual Investors Services, as well as involvement with HBK Sorce Insurance LLC. HBKS Wealth Advisors serves individuals, retirement plans, and institutional clients, offering personalized investment management and financial planning through tailored portfolios and a variety of strategies. The firm is noted for its integrated affiliated businesses and periodic client newsletters.

Jason O'Hallen is a CFP® professional with 16 years of experience in financial advising, currently with JMG Financial Group Ltd since 2010. He is based in Bradenton, FL. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and specialized financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options, including ETFs, mutual funds, equities, fixed income, and private investments.

Terri Campbell is a CFA® charterholder with seven years of industry experience. She has worked at Integrated Advisors Network LLC since 2018 and previously held roles at Archer Bay Capital LLC and Liberty Mutual Group Asset Management. Outside of her advisory work, she owns and manages two equestrian properties used for horse boarding in Lake Worth, Florida. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis within a risk-profile framework and frequently employs third-party sub-advisers to implement client portfolios.

John Wightman is a financial advisor at XML Financial Group with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at XML Securities, LLC, XML Financial, LLC, Janney Montgomery Scott, and Robert W. Baird & Co. from 2007 to the present. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves around 2,890 clients, providing discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments through a combination of fundamental and technical analysis and third-party managers.

Regan Teague is a CFP®, CFA®, and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been associated with Day Hagan Asset Management since 2012. Teague contributes articles on securities to SeekingAlpha.com. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a diverse range of investment strategies and proprietary platforms.

Dustin Stanley is a financial advisor with AlphaStar Capital Management, holding a Series 65 designation and 11 years of industry experience. His prior roles include positions at Strategic Wealth Investment Group and Prime Capital Financial. Outside of financial advising, he is involved in various entrepreneurial ventures, including consulting, yacht chartering, and a medicinal cannabis partnership. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of strategic and tactical investment models and employs third-party portfolio construction technology while managing approximately $2.5 billion in assets across over 8,400 client relationships.

Patricia Healy is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cumberland Advisors since 2016. She holds Series 63 and Series 65 registrations. Cumberland Advisors provides discretionary portfolio management, consulting, and financial planning services to high-net-worth individuals and various institutional clients, including retirement plans and government entities. The firm focuses on active fixed-income management with an investment-grade bias and uses ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.