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.

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 prior experience at Five Star Bank, Long Boat Key Capital, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family-related private investment entities. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm combines fundamental, technical, and cyclical analysis to implement portfolios across mutual funds, ETFs, separately managed accounts, and independent managers, and provides 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 66 and Series 63 licenses with one year of industry experience. Prior to joining Waverly Advisors in 2026, he worked at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and various other roles outside the financial industry. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Andrew Cardone is a financial advisor with DayMark Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining DayMark in 2026, he worked at Wells Fargo Clearing for four years, BANK of AMERICA, N.A., and Merrill for seven years, and Barclays Capital Inc. for two years. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using internal and third-party models, alternative investments, and various analytical methods including fundamental, technical, quantitative, and ESG analysis.

David Roberts is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Grimes & Company since 2021 and previously held roles at TDAmeritrade and TD Waterhouse Investor Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a variety of vehicles and also offers trustee services through an affiliated trust entity.

Robert Collins is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 65 and Series 66 licenses with 15 years of industry experience. Prior to joining Waverly Advisors in 2025, he worked at Fiduciary Wealth Advisors, Llc for 11 years, and has experience at PNC Wealth Management and Natcity Investments, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

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.

Donna Jackson is a financial advisor at Cumberland Advisors with 18 years at the firm and 12 years of industry experience. She holds a Series 65 designation and is based in Sarasota, FL. Cumberland Advisors serves high-net-worth individuals and institutional clients by providing discretionary portfolio management, consulting, and financial planning across fixed-income and equity strategies. The firm emphasizes active fixed-income management with a proprietary rating system and employs ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

Isaiah Brownman is a financial advisor at HBKS Wealth Advisors in Sarasota, FL. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he worked at Florida Gulf Coast University and Builder's Model Home Furniture. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm manages portfolios using proprietary models and multiple platform arrangements, providing a broad range of strategies without specializing in any single area.

Daniel Murphy is a CFP® with 44 years of industry experience. He is currently with Summit Financial, LLC, where he has worked since 2023. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of advisory work, he is a co-trustee for a family trust and is the majority owner of Tiger Software, a company developing stock ranking software. Summit Financial, LLC is a multi-team advisory firm with $26.35 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative approaches that emphasize advisor-led monitoring and client trade approvals.

Barry Polley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. and its predecessor firms since 1985. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering a range of managed portfolio solutions and acting as a conduit to third-party money managers.

David Dewitt is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds a Series 65 designation and has previously worked at Valic Financial Advisors for 17 years before joining IHT Wealth Management and LPL Financial in 2019. Dewitt operates an independent advisory business, David G. DeWitt Financial LLC, focused on tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Paul Duggan is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held advisory roles at TRG Advisors, Inc., Touchstone Retirement Group LLC, and TRG Financial, Inc. He is the founder and president of TRG Advisors, Inc., where he dedicates significant time as an advisor and owner. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and sub-advisory services to a diverse client base that includes retirement plan sponsors, charitable institutions, and municipalities. The firm employs a long-term, buy-and-hold investment strategy led by a CFA-designated Chief Investment Officer and offers both discretionary and non-discretionary options through a range of investment vehicles.

Michael Blackmon is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Cumberland Advisors since 2016. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients, offering discretionary portfolio management across fixed-income and equity strategies as well as consulting and financial planning. The firm emphasizes active fixed-income management with a proprietary rating system and implements ETF-based core-satellite equity approaches alongside a Tactical Trend strategy.

Zachary Butler is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. His career includes roles at Merrill and Bank of America, alongside his current positions at Kestra Investment Services and Kestra Private Wealth Management. Outside of financial advising, he is a managing partner of an investment group focused on expanding medspas. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, and wrap programs.

Grant Shapiro is a Series 65 licensed financial advisor with McAdam LLC in Sarasota, FL, and has six years of industry experience. He has worked at McAdam since 2020, following earlier roles at Vincodo and One Loan Place. McAdam LLC provides financial planning, investment management, and retirement plan consulting for individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm manages discretionary client portfolios using a mix of mutual funds, ETFs, individual securities, and alternative investments, and offers innovative products such as a tiered subscription planning service and estate-document creation via the Wealth.com platform.