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.

Walter Hester III is a financial advisor at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Naples Asset Management Company LLC since 2009. He is also the managing member of Quanta Capital Management LLC, where he provides non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm managing over $1.1 billion for more than 2,600 clients, including individuals, businesses, and retirement plans. The firm primarily offers non-discretionary portfolio management, financial planning, and access to third-party manager programs, using fundamental, technical, and qualitative analysis to tailor client portfolios.

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.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

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.

William Morris is a financial advisor with KCD Financial, Inc. in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cape Investment Advisory, Inc., CAPE SECURITIES, Inc., Calton & Associates, Inc., and Sarasota Financial Group, Inc., where he also works as an independent insurance agent offering various insurance products. Additionally, he has experience teaching federal employee government benefits through a government contract and participates in commercial real estate lending referrals. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers customized investment strategies ranging from long-term buy-and-hold to short-term trading and utilizes third-party management programs while conducting due diligence on those managers.

Adam Miller is a financial advisor with Founders Financial Securities LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Founders Financial Securities since 2006. Outside of his advisory role, Miller is involved in financial planning and life settlements through his ownership of Miller Financial Group and brokers structured settlement annuities with Atlas Settlement Group, Inc. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing multiple advisory platforms and combining advisory, broker-dealer, and insurance services.

Jill Sherman is an investment advisor representative at The AmeriFlex Group with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., Equitable Advisors, and AXA Advisors, LLC. Sherman is also the owner of Jill A Sherman LLC and has roles with FourFront Wealth Management and as an insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Marc Nufrio is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member and manager of Nufrio Financial Group LLC, involved in insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of managed portfolio strategies and utilizes multiple platforms for implementation and oversight.

Thomas Kazalski is a Series 66-registered financial advisor with The AmeriFlex Group, bringing two years of industry experience. His background includes roles at Cambridge Investment Research, FourFront Wealth Management, and New York Presbyterian. Outside of his advisory work, he is also licensed as an insurance agent. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, offering portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies using model asset allocations and manager relationships, with client accounts custodied at multiple major providers.

Allen Johnson is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Raymond James & Associates and Cabot Lodge Securities before joining Apollon Wealth Management in 2004. Johnson is also a member of the Bridge Angel Group, a nonprofit that reviews private companies for potential investment by its members. Apollon Wealth Management is an SEC-registered multi-team advisor serving individual and high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, utilizing a combination of centrally managed models and locally managed portfolios with a broad investment approach including mutual funds, ETFs, equities, fixed income, alternative vehicles, ESG models, and Direct Indexing.

Wesley Choate III is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Choate serves as a School Board member for the Manatee County School District, where he oversees the superintendent and helps establish the district's budget. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors.

Robert Meyer is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyer has been with Berthel Fisher since 2010 and also serves as Executive Director at Investment Wealth Solutions, where he is involved in investment sales and insurance, including long-term health care plans and life insurance. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailored strategies, including discretionary and non-discretionary management, and operates both as a registered investment adviser and broker-dealer.

Keith Jaworski is a CFA® charterholder with 15 years of experience in the financial industry. He currently works at Fortis Capital Advisors, LLC and has previously been affiliated with Quantimental Investments, LLC, Doyle Wealth Management, Inc., and Patton Albertson & Miller LLC. Outside of his advisory roles, he is involved in investment banking referrals through Quantimental Investments, LLC. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of passive, active, tactical, blended, and ESG-integrated strategies, typically managed on a discretionary basis.

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 25 years of industry experience. He has been with Cumberland Advisors since 2000. Located in Sarasota, FL, he holds Series 63 and Series 65 licenses. Cumberland Advisors serves individual and institutional clients by providing portfolio management, financial planning, and investment consulting. The firm manages separately managed accounts across fixed-income and ETF-based equity styles, emphasizing active municipal and taxable bond management and a tactical trend strategy that includes market-timing elements.

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 six years of industry experience. He holds a Series 65 designation and has worked at Cumberland Advisors since 2019, following eleven years at First Priority Financial Corp./First Priority Bank. Cumberland Advisors serves individual investors, including high-net-worth households, as well as various institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach to managing fixed-income and ETF-based equity portfolios, incorporating a tactical trend strategy and maintaining a large municipal bond practice.