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.

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.

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.

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.

Christopher Sleight is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Bison Wealth, LLC and has prior experience at Global Financial Advisory and Global Financial Private Capital. Outside of his advisory role, he is the owner and insurance agent of CS Sleight, Inc., which sells fixed life insurance and annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and builds outcome-focused multi-manager portfolios using tactical and strategic allocations across various investment mandates.

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.

Peter Magnuson is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Level Four Financial and Magnuson Financial. Magnuson serves on the boards of several charitable organizations and is involved in a church focused on addiction discipleship. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios created by an internal Investment Committee or sub-advisers.

Matthew Mcaleer is a financial advisor at Cumberland Advisors with 17 years of industry experience. He has worked at Cumberland Advisors since 2014. He holds Series 63 and Series 65 licenses. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, providing discretionary portfolio management, consulting, and financial planning. The firm emphasizes active fixed-income management and implements ETF-based core-satellite equity strategies, offering both traditional and wrap-fee asset management.

Rengan Krishnakumar is a CFP® professional with one year of experience, currently serving at Cumberland Advisors. His prior roles include positions at Wealth Enhancement Group and Atlas Fiduciary Financial, along with earlier experience at HT Hong Kong and Delphi, Inc. Cumberland Advisors provides portfolio management, financial planning, and investment consulting services to individual investors, institutional clients, and government entities. The firm employs a team approach to managing fixed-income and ETF-based equity portfolios, featuring active municipal bond management and a tactical trend strategy alongside its separate account offerings.

Austin Pickle is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He is currently an advisor at SEIA and previously worked for ten years at Wells Fargo Investment Institute. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments and employs both discretionary and non-discretionary investment management, with a majority of assets managed on a non-discretionary basis.

Crystal Sudbury is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. She holds a Series 65 designation and has worked in insurance and financial services since 2020 as the owner and president of Clearly Crystal Insurance Services Inc and as an agent at Baacke Insurance and Financial Services. Sudbury volunteers as an educator for the Financial Education Partnership-Sarasota Bradenton Chapter, presenting topics on Medicare, insurance, and financial matters. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Jeffrey La Belle is a financial advisor at Realta Investment Advisors, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including International Assets Investment Management, Kovack Advisors, LPL Financial, and First Allied Advisory Services. Outside of advisory work, he is involved with Gulf Coast Wealth Advisors, a financial advisory business he has operated since 2003, and has authored internet-published books unrelated to investing. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs a range of portfolio management strategies, including asset allocation across mutual funds, ETFs, equities, fixed income, and alternatives.

Kurt Rozman is a financial advisor at Intrua Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial LLC since 2014. Rozman is also involved in business ownership outside of investment advisory, including a non-investment-related venture he manages. Intrua Financial provides investment advisory and portfolio management, financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a comprehensive investment process that integrates fundamental, technical, and cyclical analysis to create customized asset allocations and offers both discretionary and non-discretionary management options.

Dominick Trapasso is a financial advisor with New Edge Wealth in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Summit Trail Securities, Summit Trail Advisors, Lord, Abbett & Co. LLC, and Nuveen Securities. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, incorporating independent managers and proprietary investment solutions supported by technology and AI-assisted analytics.

Christopher Magnuson is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and three years of industry experience. He has worked at Level Four Financial, LLC and Magnuson Financial, Inc. since 2019 and previously spent 12 years at Tervis. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs tailored investment strategies using model portfolios and various sub-advisory arrangements, offering fee-only financial planning and comprehensive asset management services.

Ajay Sasser is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior experience includes roles at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and worked in other industries such as rentals and food service. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.