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.

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 with Base Wealth Management in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Royal Alliance Associates, and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves on the Board of Directors for the Outlaw Lake Estates Homeowners Association and has ownership interests in commercial real estate firms. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning using a tactical allocation strategy, supplemented by third-party managers for some clients and access to held-away retirement accounts.

Shane Eighme is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, focusing on non-variable insurance sales. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its investment offerings.

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 worked at FourThought Financial Partners since 2022 and previously held positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. FourThought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs tailored to client goals, risk tolerance, and cash-flow needs, employing a variety of investment vehicles and emphasizing cash-flow analysis and targeted fixed-income maturities.

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 Series 65-licensed advisor with six years of industry experience. She has worked with Grimes & Company since 2021 and previously held positions at Financial Navigators Inc., Connect Events Group, and operated her own consulting business, Karen Kelly Consulting LLC, for over two decades. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base, including individuals, institutions, estates, and government entities. The firm employs customized investment strategies using proprietary research and multiple asset classes, while also offering trustee services and acting as a sub-adviser to other investment advisers.

Jason Andriano is a CFP®-designated financial advisor at Bolton Securities Corporation with eight years of industry experience. He has worked at firms including Dow Family Office Advisory, Fisher Investments, The Vanguard Group, Bullard McLeod & Associates, and Merrill. Andriano holds Series 63 and Series 66 licenses and is based in Lakewood Ranch, FL. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent advisers and employs a mix of internal management, unaffiliated money managers, and third-party programs, with a focus on long-term investment strategies.

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 previously worked at Day Hagan Asset Management for 19 years and UBS Financial Services for 13 years. Day serves on the board of the Team Tony Cancer Foundation and the Richard A. Riffel Philanthropic Trust. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs diversified strategies including mutual funds, ETFs, independent managers, and specialist managers, and incorporates a platform model featuring the Amplify Platform and use of multiple sub-advisers.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and previously worked at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of advising, he serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm employs a combination of advisor-level client relationships and centralized portfolio construction, serving a diverse client base that includes other investment advisers and institutional entities.

Armando Faucy Smith is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and OSAIC. 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 a range of investment advisory and portfolio management services, including discretionary and consultative approaches, financial planning, and retirement plan advisory.

Emily Nikoloudis is a financial advisor with Arax Advisory Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at UBS Financial Services and Transcend Capital Advisors. She is dually registered with Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses, offering wealth management and advisory services through a combination of in-house teams, external managers, and alternative investments. The firm employs both discretionary and non-discretionary portfolio management and integrates AI tools and third-party analytics to support its research and operations.

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 Leung is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Procyon Advisors since 2020 and previously spent 20 years at UBS Securities LLC. Outside of advising, he is a licensed insurance agent involved in insurance sales and implementation. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets, employing fundamental analysis and a combination of internal portfolio construction with access to independent managers and technology-driven research tools.

James Roach III is a financial advisor at Flagstar Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Flagstar Advisors since 2001 and joined Flagstar Securities, Inc. in 2026. In addition to his advisory role, Roach serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager recommendations.

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.