Hantz Serrao is a CFP® professional with 21 years of industry experience, currently serving at Founders Financial Alliance, LLC since 2024. Prior to this, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2016 to 2024. Outside of his advisory role, Serrao is involved in IT consulting through BMORE CONSULTING LLC, which he co-owns with his spouse. 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 employs an evidence-based investment approach tailored to client goals and risk tolerances, combining modern portfolio theory, fundamental and technical analysis, and third-party manager solutions.

Arthur Day is a financial advisor at Ashton Thomas Private Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ashton Thomas since 2025. Prior to this, he co-founded and has managed Day Hagan Asset Management since 2006. Outside of his advisory work, Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic Trust. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and charitable entities, offering discretionary portfolio management, financial planning, and family office services. The firm employs a diversified investment approach using mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform to provide back-office support and access to program managers.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Armando Faucy Smith is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, OSAIC, Bank of America, and Merrill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches.

Kim Marshall is a financial advisor at Harbour Investments, Inc. in Sarasota, FL, with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel and B C Ziegler and Company. Outside of his advisory role, he is involved as an independent insurance agent through his business, Kim Investments, LLC. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Andrew J. Leung is a CFP® with 25 years of industry experience, currently serving at Procyon Advisors. He previously worked for UBS Securities LLC for 20 years before operating independently and then joining Procyon. He is also a licensed insurance agent. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, and retirement plans. The firm offers investment management, financial planning, consulting, and retirement plan advisory services, utilizing a customized, fundamentally driven investment process with a long-term orientation.

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.

Donald Boucher is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily uses a buy-and-hold investment strategy complemented by discretionary trading and option strategies.

John Daniels is a financial advisor with Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is also the owner of John Daniels CPA, LLC, where he provides tax preparation and related services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

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.

William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.

Colton Lightner is a CFP® with six years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. His prior experience includes roles at Golden State Equity Partners, Topwater Capital LLC, Four Pillars Financial Planning Group, and Raymond James Financial Services Advisors, Inc. Lightner serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

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.

Charles Korger is a CFP® with 26 years of industry experience. He is currently with Octavia Wealth Advisors LLC, where he has worked since 2023. Prior to that, he held roles at Arete Partners, LLC and Carson Choice Retirement Solutions, Inc. He is also a consultant and minority owner of Unitifi. Octavia Wealth Advisors is a multi-team SEC-registered advisory firm managing approximately $2.15 billion for individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm uses customized portfolios with a long-term approach, employing proprietary models and a range of investment vehicles, and offers specialized services such as ERISA 3(38) plan oversight and trust administration through partner relationships.

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.