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.

John Piccirilli is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Five Star Bank, Long Boat Key Capital, LLC, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family investment entities. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis across various portfolio types and also offers specialized family office, sports and entertainment, OCIO/sub-advisory, and consulting services.

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.

David Roberts is a CFP® with 26 years of experience in the financial services industry, currently working at Grimes & Company since 2021. His prior roles include positions at TDAmeritrade and Td Waterhouse Investor Services Inc, where he spent over two decades. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies utilizing proprietary research and manages portfolios across a variety of asset types while also serving as a sub-advisor to other registered investment advisers.

Robert Collins is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for 11 years at Fiduciary Wealth Advisors, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages approximately $29.9 billion in assets and provides investment management, financial planning, retirement plan consulting, and multi-family office services, combining traditional and alternative strategies through institutional custodians and third-party platforms.

Darrel Shinn is a financial advisor with Archer Investment Corporation in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has previously worked at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, Shinn is actively involved with the Kiwanis Club of Anna Maria Island, serving as a board member, membership chair, and scholarship chair, and is vice president of the Kiwanis Club of Anna Maria Island Foundation. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with an investment process focused on diversified allocations across multiple asset classes and regular account reviews.

Larry Harness is a Series 66-licensed advisor with Advisory Services Network and has 18 years of industry experience. He has been with Advisory Services Network since 2016 and is a partner at Campbell Harness Capital Wealth Management. Outside of advisory work, he is president of The Harness Group, Inc., a company that handles payroll and business expense processing. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and flexible engagement models.

Mark Picchi is a financial advisor with Summit Financial, LLC, holding a Series 63 designation and 33 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, OSAIC, and LPF Advisors, as well as operating as a sole proprietor. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.