Benjamin Pease is a financial advisor at Cumberland Advisors with nine years of prior experience at Breckenridge Capital Advisors. He holds Series 63 and Series 65 licenses and has been with Cumberland Advisors since 2023. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a range of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team-based approach to managing fixed-income and ETF-based equity strategies and is notable for its inclusion of a tactical trend strategy within its separately managed account platform.

Michael Saltiel is a Series 66 credentialed financial advisor with 14 years of industry experience. He currently works at Ausdal Financial Partners, Inc., joining the firm in 2024 after six years at SCF Investment Advisors, Inc. and SCF Securities, Inc., and two years at Infinity Financial Services. Outside of advisory work, he owned and operated Aqua Grill, LLC from 2010 to 2019. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, utilizing multiple custodians and integrating third-party managers to tailor investment strategies to each client’s objectives and risk tolerance.

Craig Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Redhawk since 2019 and previously at Elevage Partners and Bradway Financial. Roncaioli is also a licensed insurance agent, originating insurance policies for clients outside of his advisory role. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across various investment types and supports multi-generational wealth needs through a collaborative investment committee and specialized insurance services.

Martina Schmidt is a financial advisor at Cumberland Advisors with one year of industry experience. She holds a Series 65 designation and has worked at the University of South Florida since 2000. Outside of her advisory role, she serves as Corporate Secretary and Strategist for Best Weather Inc., where she writes a weekly commodity-oriented newsletter. Cumberland Advisors provides portfolio management, financial planning, and investment consulting to individual and institutional clients. The firm employs a team-based approach with a focus on active fixed-income management and a tactical trend strategy that incorporates market-timing signals and downside protection.

Daniel Himelberger is a financial advisor with Cumberland Advisors in Sarasota, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Cumberland Advisors since 2013. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a variety of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach and emphasizes active fixed-income management, broad ETF equity exposures, and a tactical trend strategy that incorporates market-timing signals and downside protection.

Natalie Brown is a CFP® professional with seven years of industry experience. She currently works at Ashton Thomas Private Wealth and previously spent ten years at Day Hagan Asset Management. In addition to her advisory role, she contributes financial articles for retail investors to The Street Retirement Daily, a financial publication. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Joshua Sands is a CFP® professional with 17 years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial since 2013 and was previously associated with Level Four Advisory Services. Outside of his advisory roles, he operates a tax preparation service specializing in cryptocurrency tax reconciliation. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing investment strategies through a combination of fundamental analysis and third-party platforms.

Shaun Burgess is a financial advisor at Cumberland Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Cumberland Advisors since 2013. The firm serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, and government entities. Cumberland Advisors manages separately managed accounts using a team approach, with a focus on active fixed-income management, ETF-based equity strategies, and a distinctive Tactical Trend strategy that incorporates market-timing techniques.

Aaron Niec is a CFP® with 21 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd since 2019. Prior to joining JMG, he spent a decade at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. He holds the Series 66 designation. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, and private investments, supported by in-house tax consulting and specialized operational features.

Joseph Garrisi is a financial advisor with Inspire Advisors, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services Inc., and Northwestern Mutual Life Insurance Company spanning from 2011 to 2026. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advisory services using proprietary tools and employs a blend of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.

Josh Renda is a CFP® professional with 26 years of industry experience. He is affiliated with Apollon Wealth Management, LLC and has previously worked at Raymond James & Associates and J Alden Associates, Inc. In addition to his advisory role, he serves as a Senior Family Office Advisor for Adi Dassler International Family Office through Apollon Wealth Management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, 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, employing a combination of centrally managed models and locally managed portfolios across a range of asset types including ESG models and Direct Indexing.

Jessica Weiss is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Plancorp, LLC since 2013 with a brief interval working at St. Louis Community College at Forest Park. She is the owner and founder of 33 and Hungry, LLC, a recipe testing business for cookbook authors based in Bradenton, FL. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management and incorporation of tax-aware strategies such as tax-loss harvesting.

John Marshall is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Advisor Share Wealth Management, he worked with Risk & Tax Mitigation Solutions, Inc. and Allied Elite Financial, and he was an Independent Life and Annuity Agent for 14 years. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both a discretionary and non-discretionary basis.

James Davenport is a CFP® with 16 years of industry experience. He is currently with Compass Financial Management LLC and has previously worked at Halo Securities LLC and Sentinus LLC. In addition to his advisory role, he is licensed to sell life and health insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach and supports a broad client base through ongoing portfolio monitoring and implementation.

George Zeck is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020, following a decade at Kovack Advisors, Inc. and Kovack Securities, Inc. He is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management services and model-based solutions.

Christopher Morris is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. He has previously worked at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. In addition to his advisory role, Morris provides tax and advisory services as a manager for the regional CPA firm CS&L CPAs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning alongside tax, bookkeeping, and estate-planning services. The firm’s investment approach centers on diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning process and integration within the larger Cetera network.

James Friedman is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Capital Management since 2019, following a 24-year tenure at Personal Business Management Group. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Kevin Hittinger is a financial advisor with OnePoint BFG Wealth Partners in Bradenton, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 36 years of industry experience. His prior firms include LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse set of portfolio strategies, combining third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Minka Muka is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes positions at Western & Southern Life and Peoples Bank. In addition to advisory work, she is a licensed realtor assisting buyers and sellers with residential real estate transactions. Capital Analysts serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.