Donald Hagan is a CFA charterholder with 20 years of industry experience. He is currently with Ashton Thomas Private Wealth and was previously a managing member of Day Hagan Asset Management, where he worked for 12 years. Outside of his advisory work, he is a passive investor in a clothing line called Saaka. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, independent managers, and sub-advisers, along with alternative strategies such as options and selective cryptocurrency exposure.

Ivan Ramirez Ramirez is a financial advisor at Good Life Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Independent Financial Partners and LPL Financial. Ramirez operates under the DBA The Hoskins & Ramirez Group within Good Life Advisors. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions including wrap accounts, model portfolios, and third-party managers.

Bruce Udell is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. His career includes long tenures at Kestra Advisory, Kestra Investment Services, Retirement Wealth Specialists, Securities America, and First Financial Resources. In addition to his advisory work, he is involved with Udell Associates, which specializes in life settlements and the sale of fixed life insurance and annuity products. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm emphasizes a discovery-driven process with tailored platform selection and offers both discretionary and predominantly non-discretionary portfolio management, combining advisory services with broker-dealer activity.

James Ball is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Virtue Capital Management, LLC and has held positions at several firms, including Simplicity Wealth and Medallion Financial Resources. Outside of his advisory work, he is involved in insurance sales through James Ball Insurance, focusing on annuities and life insurance. Virtue Capital Management, LLC serves a diverse client base, including individuals, trusts, and charitable organizations, offering portfolio management and financial planning. The firm employs a multi-team model that utilizes tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and models.

Donald Boucher is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily uses a buy-and-hold investment strategy complemented by discretionary trading and option strategies.

John Daniels is a financial advisor at Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with nine years of industry experience. He also operates John Daniels CPA, LLC, a tax preparation and CPA service he has owned since 2006. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs a variety of investment strategies including equities, fixed income, mutual funds, ETFs, and both internally managed and third-party portfolios.

Lee Northern is a CFP® with 17 years of experience in the financial industry. He is currently with AlphaStar Capital Management and Stanley Wealth Retirement, having previously worked at firms including Charles Schwab, USAA Financial Advisors, and Merrill. In addition to his advisory roles, he is also licensed as an insurance agent and occasionally offers insurance products to clients. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm employs both model and custom strategies that combine strategic asset allocation with quantitative and tactical approaches, and it also serves as a subadviser and referral agent to other advisers.

David Brown is a financial advisor with Prospera Financial Services, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Prospera in 2019, he worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of his advisory work, Mr. Brown is a certified flight instructor and volunteers for the U.S. Coast Guard Auxiliary. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.

William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.

Colton Lightner is a CFP® with six years of industry experience currently with Ascentis Independent Advisors, LLC. He has worked at Golden State Equity Partners and Topwater Capital LLC since 2025 and previously held roles at Four Pillars Financial Planning Group and Raymond James Financial Services Advisors, Inc. Lightner also serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing discretionary management, third-party managers, and a Private Direct Investments program that includes allocations to illiquid private funds.

Daniel Wolff is a CFA® charterholder and Series 63 licensee with 30 years of experience in the financial industry. He has worked at Cary Street Partners since 2025 and previously spent 15 years at Ifs Advisors, Inc. and Securities America Inc. Wolff is based in Sarasota, FL. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance companies.

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.

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.

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.