Kristina Bryn is a financial advisor with Compound Family Offices, LLC, holding a Series 65 designation and 14 years of industry experience. She previously worked at Genspring Family Offices, LLC and its successor entities for a combined 11 years before joining Compound Family Offices in 2020. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities. The firm offers comprehensive financial, tax, estate, and trust planning services, delivering investment management through discretionary portfolio management with customized asset allocation and consolidated reporting.

Bradley Tremitiere is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Ranch Capital Advisors since 2019 and previously spent 20 years at Wellington Shields & Co., LLC. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million across about 425 client relationships, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and subscription-based financial coaching services.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Jeffrey Devine is a CFA® charterholder with nine years of experience in financial advisory. He has been with Compound Family Offices, LLC since 2020 and previously worked at Suntrust Advisory Services, Inc., Genspring SunTrust Private Wealth, and GenSpring Family Offices, LLC. Outside of his advisory role, he engages in restaurant service reviews as an independent contractor, a hobby unrelated to investments. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and related entities, focusing on discretionary portfolio management with customized asset allocation and consolidated reporting across managed and non-managed assets.

Jeremy Smith is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and focuses on customized, broadly diversified portfolios primarily implemented with exchange-traded funds.

Morton Potoff is a financial advisor with MJP Wealth Advisors in Longboat Key, FL, holding a Series 63 designation and over 57 years of industry experience. His career includes roles at Arete Wealth Management, Royal Alliance Associates, and extensive experience with MB Insurance and MJP Associates. Outside of advisory work, he serves as Chief Operating Officer at MB Insurance and MJP Consulting, focusing on insurance marketing and wealth management consulting. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, high net worth clients, trusts, and employer plans. The firm employs proprietary and customized investment strategies emphasizing principal preservation and long-term total return, utilizing both automated and multi-advisor platforms along with third-party technology integrations.

Stimson Schantz is a financial advisor at Graham Capital Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at the New York Eye and Ear Infirmary for 20 years before transitioning into financial services. Graham Capital Wealth Management provides discretionary wealth management and financial planning for individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis to build diversified portfolios and offers regular monitoring and reporting to clients.

Philip Quigley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truvestments Capital LLC since 2022. He previously worked at Brokers Financial and Brokers International Financial Services, LLC from 2008 to 2022. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Kyle Howell is a financial advisor at Base Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Calton & Associates, Inc., Royal Alliance Associates, Inc., and Sii. Outside of his advisory role, Howell serves on the board of directors for the Outlaw Lake Estates Homeowners Association and is a part owner of two commercial real estate firms. Base Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy based on fundamental analysis and manages approximately $270 million in discretionary assets through a team of six advisors.

Shane Eighme is a financial advisor with Truvestments Capital LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Truvestments in 2019, he worked at Oneamerica Securities and American United Life from 2013 to 2019. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, which focuses on non-variable insurance sales. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle with a focus on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis in its investment approach.

Brett Walters is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at TBH Global Asset Management, LLC since 2019 and previously at Trident Financial Planning LLC from 2016 to 2019. Walters is based in Venice, FL. TBH Global Asset Management serves individuals, retirement plans, and business entities by providing investment management, financial planning, pension consulting, trustee services, and general consulting. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes model portfolios along with third-party investment tools.

Alexander Herrington is a CFP® professional with 10 years of industry experience, currently serving at Fourthought Financial Partners, LLC. He has been associated with various entities within the Fidelity organization since 2016 and joined Fourthought Financial Partners in 2022. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds customized investment programs based on client goals and risk tolerance, utilizing a diverse range of investment strategies and products.

James Miklas is a financial advisor at Wellesley Asset Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Global Investments and Foreside Funds Distributors. Since 2017, he has served as a director at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and advising affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

David Thompson is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding a Series 65 designation and seven years of industry experience. He has worked at J. L. Bainbridge & Company since 2017 and previously held roles at Wealth Pro Advisors and Cavanaugh & Company LLP. J. L. Bainbridge & Co., Inc. offers discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth investing in established U.S. companies and fixed-income strategies, employing a covered-call options overlay and held-away retirement account management.

Mark Kennedy is a financial advisor with HD Money, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ViewTrade Securities, Inc., Monorail Securities, and Northeast Arbitrage Ltd. He serves as Chief Investment Officer at both HD Money and Monorail Securities. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios grounded in modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Karen Kelly is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Grimes & Company since 2021 and previously worked at Financial Navigators Inc. and Connect Events Group. Kelly also operates Karen Kelly Consulting LLC, a business she has managed since 2003. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering customized investment strategies and financial planning. The firm employs a variety of investment approaches including proprietary research, multiple asset types, and specialized strategies, and is noted for its work with other investment advisers and state or municipal government clients.

Jason Andriano is a CFP® professional with eight years of experience in the financial services industry. He is currently with Bolton Securities Corporation and has held prior roles at Dow Family Office Advisory, Fisher Investments, E*TRADE Securities, The Vanguard Group, and Bullard McLeod & Associates. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients through customized wealth management strategies. The firm offers portfolio management using a mix of internal management, unaffiliated money managers, and third-party programs, emphasizing a primarily long-term investment approach.

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.