Victoria Avila is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors, bringing two years of industry experience. She previously worked at Mertz Taggart and Florida Gulf Coast University, and is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a wide range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platform relationships.

Michael Callahan is a financial advisor with DayMark Wealth Partners, LLC in Sarasota, FL, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Dominick & Dominick LLC. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm employs various investment strategies including discretionary portfolio management, third-party managers, and alternative securities, with a notable role as a private fund adviser.

Robert Rano Jr. is a financial advisor with Capital Analysts in Venice, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has served as President of Clifford & Rano Insurance Agency, Inc. since 1988. Outside of advising, he is involved in insurance sales leadership and is a shareholder in a local pizzeria. Capital Analysts serves a diverse client base including individual investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a mix of discretionary and non-discretionary solutions, supported by an in-house research team and third-party managers, with a nationwide network of independent advisors and specialized retirement-plan services.

Michael Schwitz is a financial advisor at Harbour Investments, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been involved with Harbour Investments and MS Financial since 1988. In addition to his advisory work, he is a partner at ANU-SKIN, a skincare products business, where he oversees the books and makes recommendations. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Alexandre Georgiev Jr. is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifemark since 2007. He also holds an insurance license and occasionally applies this knowledge in his advisory duties. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and employs various investment programs, with client accounts managed on a discretionary or non-discretionary basis.

Mark Mcguire is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. Prior to his advisory career, he served with the Maryland State Police for 26 years. Outside of financial advising, he owns MSS Management LLC, a tax and accounting business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Mark Lowbridge is a CFP® professional with 25 years of experience, currently serving at John Hancock Personal Financial Services, LLC since 2020. He has also held roles within John Hancock and its affiliates since 2006 and worked at Manulife Asset Management from 2012 to 2020. Outside of his advisory work, he is a licensed real estate sales agent involved in the purchase and sale of personal real estate holdings. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving a broad client base through a technology-assisted model that emphasizes written plans and client discretion in implementation.

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.

Christopher Deleonardo is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Berthel Fisher since 2017, including time at BFC Planning, Inc. and Bb&T Investment Services, Inc. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in assets under management. The firm delivers customized advice through multiple platforms and management styles to meet diverse client needs.

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 with Thurston Springer Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and over 52 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Merrill. He is the sole owner of Cerulean Capital Management LLC, an investment-related business based in Sarasota. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm combines multiple investment analysis methods to support both buy-and-hold and active strategies and offers fiduciary services to plan sponsors.

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.

Debra Gardi is a financial advisor at Forum Financial Management, LP with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Purshe Kaplan Sterling Investments. She also serves as Chapter Chair Person for the Florida Institute of Certified Public Accountants. Forum Financial Management provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other independent RIAs. The firm uses model portfolios managed primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Eric Dudley is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including World Financial Group and Florida Financial and Insurance Group. Outside of his advisory role, Mr. Dudley owns Dudley Financial, where he is involved in insurance product transactions during non-market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a mix of strategic and tactical investment approaches across various portfolios and 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 been with Blackridge Asset Management since 2017 and previously worked at Next Financial Group, Inc. from 2005 to 2017. Outside of her advisory role, she is the president and owner of Ciaglia Agency, an insurance and financial products sales business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with a combination of tailored portfolio management, model portfolios, third-party managers, and estate-planning referrals.

Matthew Kelly is a financial advisor with Aegis Capital Corp. in Sarasota, FL, holding a Series 66 designation and two years of industry experience. He has worked at Essenson Law Firm both prior to and concurrently with his advisory role, serving as Of Counsel Attorney providing limited legal services. Kelly is also a trustee at First Baptist Church of Sarasota, where he helps oversee compliance and budget management. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services along with access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and manages a substantial portion of client assets on a non-discretionary basis.

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.

William Chase IV is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with HBKS Wealth Advisors and HBK Sorce Insurance LLC in Sarasota, FL, having also worked at Purshe Kaplan Sterling Investments, HBK CPAs & Consultants, and MassMutual Life Insurance Company. His other business activity includes insurance sales through HBK Sorce Insurance LLC. HBKS Wealth Advisors serves a broad client base, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning through tailored portfolios using various strategies and platforms, and maintains affiliated businesses in accounting, brokerage, and insurance services.

Collin Habig is a CFP® professional with seven years of industry experience, currently affiliated with Summit Financial, LLC. His prior work includes roles at Edward Jones and Raymond James Financial Services Advisors, Inc. Habig also has experience outside finance, having worked at Toby Keith's I Love This Bar and Grill. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a combination of discretionary and consultative investment management services, financial planning, and retirement plan advisory, utilizing a variety of portfolio management programs and third-party platforms.