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 has been managing member of Day Hagan Asset Management since 2006. Outside of investment management, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth serves individual and institutional clients, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a range of investment strategies and provides access to program managers and model design through its Amplify Platform.

Ivan Ramirez Ramirez is a financial advisor at Good Life Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and LPL Financial. Ramirez operates under the DBA The Hoskins & Ramirez Group within Good Life Advisors. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions including wrap accounts, model portfolios, and third-party managers.

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.

David Brown is a financial advisor with Prospera Financial Services, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Prospera in 2019, he worked for Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory role, Brown is a certified flight instructor and volunteers with the U.S. Coast Guard Auxiliary. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

Kristopher Flammang is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and having 27 years of industry experience. His career includes long-term roles at LPF Advisors, LLC and Securities America Inc. Outside of advisory work, he serves as trustee of the Flammang Family Trust. 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 investment advisory, portfolio management, financial planning, and retirement plan services through both discretionary and consultative platforms.

Daniel Wolff is a CFA® charterholder with 30 years of industry experience. He is currently with Cary Street Partners and has held prior roles at OSAIC, Ifs Advisors, Inc., and Securities America Inc. He also maintains an insurance agent role related to investment activities. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, utilizing a range of traditional and alternative investment strategies alongside financial and retirement planning.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

Austin Hackenberg is a financial advisor at Cumberland Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at US Bank and operated as a self-employed advisor. He also has experience with the Middleburg Area Recreation Association. Cumberland Advisors serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, corporations, and government entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment consulting, with a focus on active municipal and taxable bond management, ETF-based equity strategies, and a tactical trend strategy that incorporates market-timing signals.

William Morris is a financial advisor at Kcd Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sarasota Financial Group, Inc. since 2002. Morris is also involved in teaching federal employees about government benefits through a government contracting activity and serves as an independent insurance agent focusing on life and health products. Kcd Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors delivering asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations. The firm employs a range of investment strategies and uses third-party platforms and managers, combining broker-dealer and advisory business models.

Adam Miller is a financial advisor with Founders Financial Securities LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, Miller is involved in financial planning and life settlements through his ownership of Miller Financial Group and brokers structured settlement annuities with Atlas Settlement Group, Inc. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining advisory, broker-dealer, and insurance services.

Jill Sherman is an investment advisor representative at The AmeriFlex Group with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., Equitable Advisors, and AXA Advisors, LLC. Sherman is also the owner of Jill A Sherman LLC and has roles with FourFront Wealth Management and as an insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Marc Nufrio is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member and manager of Nufrio Financial Group LLC, involved in insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of managed portfolio strategies and utilizes multiple platforms for implementation and oversight.

Thomas Kazalski is a Series 66-registered financial advisor with The AmeriFlex Group, bringing two years of industry experience. His background includes roles at Cambridge Investment Research, FourFront Wealth Management, and New York Presbyterian. Outside of his advisory work, he is also licensed as an insurance agent. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, offering portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies using model asset allocations and manager relationships, with client accounts custodied at multiple major providers.

Allen Johnson is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Raymond James & Associates and Cabot Lodge Securities before joining Apollon Wealth Management in 2004. Johnson is also a member of the Bridge Angel Group, a nonprofit that reviews private companies for potential investment by its members. Apollon Wealth Management is an SEC-registered multi-team advisor serving individual and high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios with a broad investment approach including mutual funds, ETFs, equities, fixed income, alternative vehicles, ESG models, and Direct Indexing.

Wesley Choate III is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Choate serves as a School Board member for the Manatee County School District, where he oversees the superintendent and helps establish the district's budget. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors.

Robert Meyer is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyer has been with Berthel Fisher since 2010 and also serves as Executive Director at Investment Wealth Solutions, where he is involved in investment sales and insurance, including long-term health care plans and life insurance. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailored strategies, including discretionary and non-discretionary management, and operates both as a registered investment adviser and broker-dealer.

Keith Jaworski is a CFA® charterholder with 15 years of experience in the financial industry. He currently works at Fortis Capital Advisors, LLC and has previously been affiliated with Quantimental Investments, LLC, Doyle Wealth Management, Inc., and Patton Albertson & Miller LLC. Outside of his advisory roles, he is involved in investment banking referrals through Quantimental Investments, LLC. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of passive, active, tactical, blended, and ESG-integrated strategies, typically managed on a discretionary basis.

Robert Weiss is a CFA® charterholder with 32 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC since 2024. His prior work includes roles at PWA Securities, Provenance Wealth Advisors, Raymond James Financial Services, and Morgan Stanley Smith Barney. He is an officer and treasurer of the Boys & Girls Club of Sarasota County and participates as an angel investor with the Bridge Angel Investors group, focusing on funding local startups in Florida. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers discretionary and consultative investment management programs, financial planning, retirement plan advisory, and access to alternative investments, with an emphasis on client approval and advisor-led customization.