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.

John Mousseau is a CFA® charterholder with 26 years of industry experience, all of which he has spent at Cumberland Advisors in Sarasota, FL. He holds the Series 63 and Series 65 licenses. Cumberland Advisors serves high-net-worth individuals and institutional clients including retirement plans, corporations, foundations, and government entities, offering discretionary portfolio management across fixed-income and equity strategies, as well as consulting and financial planning. The firm emphasizes active fixed-income management and implements ETF-based core-satellite equity approaches alongside a Tactical Trend strategy.

Sheryl Nessel Cruz is a financial advisor with Northern Trust Securities, Inc. in Sarasota, FL. She holds a Series 66 designation and has 22 years of industry experience, including 15 years at Northern Trust Securities. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients such as trusts, endowments, and pension plans. The firm employs a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance processes.

Mark Myers is a financial advisor at Cumberland Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked for First Priority Financial Corp. and First Priority Bank for eleven years. Myers is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and various institutional clients, providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs core-satellite ETF approaches and tactical trend strategies in equities.

Matthew Mcaleer is a financial advisor at Cumberland Advisors with 17 years of industry experience. He has worked at Cumberland Advisors since 2014. He holds Series 63 and Series 65 licenses. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, providing discretionary portfolio management, consulting, and financial planning. The firm emphasizes active fixed-income management and implements ETF-based core-satellite equity strategies, offering both traditional and wrap-fee asset management.

Rengan Krishnakumar is a CFP® professional with one year of experience, currently serving at Cumberland Advisors. His prior roles include positions at Wealth Enhancement Group and Atlas Fiduciary Financial, along with earlier experience at HT Hong Kong and Delphi, Inc. Cumberland Advisors provides portfolio management, financial planning, and investment consulting services to individual investors, institutional clients, and government entities. The firm employs a team approach to managing fixed-income and ETF-based equity portfolios, featuring active municipal bond management and a tactical trend strategy alongside its separate account offerings.

Austin Pickle is a CFA® charterholder with two years of industry experience, currently serving as an advisor at SEIA. His prior experience includes ten years at Wells Fargo Investment Institute and three years at Fidelity. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a broad range of portfolio management and financial planning services, utilizing a combination of strategic and tactical investment approaches guided by an Investment Solutions Group and Investment Committee.

Crystal Sudbury is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. She holds a Series 65 designation and has worked in insurance and financial services since 2020 as the owner and president of Clearly Crystal Insurance Services Inc and as an agent at Baacke Insurance and Financial Services. Sudbury volunteers as an educator for the Financial Education Partnership-Sarasota Bradenton Chapter, presenting topics on Medicare, insurance, and financial matters. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Jeffrey La Belle is a financial advisor at Realta Investment Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including International Assets Investment Management, Kovack Advisors, LPL Financial, and First Allied Advisory Services. Outside of advisory work, he is involved with Gulf Coast Wealth Advisors, a financial advisory business he has operated since 2003, and has authored internet-published books unrelated to investing. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a range of portfolio management strategies, including asset allocation across mutual funds, ETFs, equities, fixed income, and alternatives.

Kurt Rozman is a financial advisor at Intrua Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial LLC since 2014. Rozman is also involved in business ownership outside of investment advisory, including a non-investment-related venture he manages. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

John Piccirilli is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Five Star Bank, Long Boat Key Capital, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family-related private investment entities. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm combines fundamental, technical, and cyclical analysis to implement portfolios across mutual funds, ETFs, separately managed accounts, and independent managers, and provides OCIO sub-advisory and consulting services.

Andrew Cardone is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing for four years, BANK of AMERICA, N.A., and Merrill for seven years, and Barclays Capital Inc. for two years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using internal and third-party models, alternative investments, and various analytical methods including fundamental, technical, quantitative, and ESG analysis.

David Roberts is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Grimes & Company since 2021 and previously held roles at TDAmeritrade and TD Waterhouse Investor Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a variety of vehicles and also offers trustee services through an affiliated trust entity.

Darrel Shinn is a financial advisor with Archer Investment Corporation in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has previously worked at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, Shinn is actively involved with the Kiwanis Club of Anna Maria Island, serving as a board member, membership chair, and scholarship chair, and is vice president of the Kiwanis Club of Anna Maria Island Foundation. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with an investment process focused on diversified allocations across multiple asset classes and regular account reviews.

Larry Harness is a Series 66-licensed advisor with Advisory Services Network and has 18 years of industry experience. He has been with Advisory Services Network since 2016 and is a partner at Campbell Harness Capital Wealth Management. Outside of advisory work, he is president of The Harness Group, Inc., a company that handles payroll and business expense processing. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and flexible engagement models.

Donna Jackson is a financial advisor at Cumberland Advisors with 18 years at the firm and 12 years of industry experience. She holds a Series 65 designation and is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Isaiah Brownman is a financial advisor at HBKS Wealth Advisors in Sarasota, FL. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he worked at Florida Gulf Coast University and Builder's Model Home Furniture. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages portfolios using proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Barry Polley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. and its predecessor firms since 1985. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering a range of managed portfolio solutions and acting as a conduit to third-party money managers.

David Dewitt is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds a Series 65 designation and has previously worked at Valic Financial Advisors for 17 years before joining IHT Wealth Management and LPL Financial in 2019. Dewitt operates an independent advisory business, David G. DeWitt Financial LLC, focused on tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Paul Duggan is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held advisory roles at TRG Advisors, Inc., Touchstone Retirement Group LLC, and TRG Financial, Inc. He is the founder and president of TRG Advisors, Inc., where he dedicates significant time as an advisor and owner. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and sub-advisory services to a diverse client base that includes retirement plan sponsors, charitable institutions, and municipalities. The firm employs a long-term, buy-and-hold investment strategy led by a CFA-designated Chief Investment Officer and offers both discretionary and non-discretionary options through a range of investment vehicles.