Grant Shapiro is a financial advisor at McAdam LLC in Sarasota, FL, holding a Series 65 credential with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at Vincodo and One Loan Place. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities by providing financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a range of investment vehicles tailored to client objectives and offers specialized services including a tiered subscription planning product and AI-integrated advisory tools.

Robert Lewis is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at The AmeriFlex Group. His prior experience includes roles at Fidelity Investments, Equitable Advisors, AXA Advisors, and Path Financial LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

John Campbell is a CFP® professional with over 32 years of experience in the financial advisory industry. He has been with Advisory Services Network since 2016 and also operates his own accounting and wealth management firms in Sarasota, FL. Outside of advisory services, he serves as president of a local office space sub-leasing company. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of investment advisory and planning services, including discretionary portfolio management and financial consulting, utilizing diversified asset allocation and both proprietary and third-party strategies.

Robert Clancy is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience and has worked with firms including THE O.N. Equity Sales Company and Clancy Financial Group, Inc. Outside of advisory work, he owns a toy patent that has generated royalty payments. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a range of advisory programs, combining discretionary and non-discretionary management across various investment vehicles.

Victoria Avila is a CFP® and Series 65-licensed financial advisor with HBKS Wealth Advisors, bringing two years of industry experience. She previously worked at Mertz Taggart and Florida Gulf Coast University, and is also involved with HBK Sorce Insurance LLC as an insurance agent. HBKS Wealth Advisors serves a diverse client base including individual investors, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a wide range of strategies and manages accounts primarily on a discretionary basis using proprietary models, sub-advisors, and multiple platform relationships.

Charles Lieberman is a financial advisor at Advisors Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously operated C Lieberman LLC for 18 years. Lieberman also manages a profit-based business entity, Advisors Capital Planning LLC, spending limited time on this activity. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and municipal entities. The firm offers custom private accounts and model ETF strategies, employing a combination of macro, fundamental, quantitative, and qualitative analyses.

Scott Kurkjian is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 26 years of industry experience, including roles at HighPoint Advisor Group and IHT Wealth Management, and has been affiliated with LPL Financial for 10 years. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, using a variety of investment products and third-party platforms to implement client portfolios.

Christopher Fehr is a financial advisor with Arete Wealth Advisors, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Freedom Financial Wealth & Tax LLC and Lion Street Advisors. In addition to his advisory work, he is involved in tax advising and insurance sales through Freedom Financial Wealth & Tax LLC and Kuorum Partners LLC, and participates as a partner in a real estate sales venture. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model portfolio management approaches and integrates with affiliated financial businesses and product channels.

Joni Rametta is a CFP® with 33 years of industry experience, currently serving as an advisor at OneSeven. She has held multiple roles in wealth planning and design firms since 2013. Rametta also serves as managing member of The Leetzow Group LLC in Sarasota, FL. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified portfolios and third-party managers.

Erik Harpsoe is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Stratos Wealth Advisors since 2019, following prior roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Harpsoe is also the managing partner of Century Wealth Partners, a wealth advisory business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting. The firm operates through a network of supervised investment advisory representatives and uses a combination of bespoke and model portfolios along with affiliated and third-party subadvisers.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.

Karen Diamond is a financial advisor with Founders Financial Alliance, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing from 2016 to 2024. Outside of her advisory work, she owns and oversees a boat charter business in Sarasota, Florida. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combining various strategies and third-party manager solutions as appropriate.

Tyler Hagan is a financial advisor at Ashton Thomas Private Wealth with two years of industry experience. He holds a Series 65 designation and has previously worked at Day Hagan Asset Management and Fortune Builders. Outside of advising, he is the owner of Hagan Health Partners, LLC, a business that distributes biologics for experimental use to local doctors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, and expanded family office services, using a variety of investment strategies and operating the Amplify Platform to support advisers and clients.

Bradford Hagerman is a financial advisor at Thurston Springer Advisors with 52 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thurston Springer Financial since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Hagerman is also the sole owner of Cerulean Capital Management LLC, an investment-related business based in Sarasota, FL. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans. The firm offers financial planning, portfolio management, retirement-plan consulting, and sub-advisory services, employing investment strategies that include Tactical Momentum and Earnings Momentum processes alongside fundamental and technical analysis.

Johann Nanayakkara is a financial advisor at Westminster Financial Advisory Corporation with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Westminster since 2009. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, high-net-worth individuals, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes diversified, multi-asset class allocation with a buy-and-hold orientation, supplemented by tactical overlays and cyclical analysis.

Stephen Senesac is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Forum Financial Management since 2013 and also serves as a consultant for Senesac & Lennon, Ltd., a tax and accounting services firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Henry Kochan Jr. is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and 34 years of industry experience. His career includes roles at firms such as Girard Securities, Ameriprise Financial Services, and Cambridge Investment Research. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs a network of advisory affiliates and utilizes multiple program platforms to deliver tailored portfolio management, financial planning, and retirement consulting services.

Josef Visinski is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing one year of industry experience. Prior to joining Foundations, he worked at AE Wealth Management, LLC and Sigma Planning Corporation. Outside of advisory work, he owns and operates several online sod brokerage businesses serving customers in multiple states. Foundations Investment Advisors is a multi-advisor firm managing over $10 billion for more than 29,000 clients, offering portfolio management, financial planning, and sub-advisory services through a large network of investment adviser representatives.

Allen Hegener is a financial advisor with NFSG Corporation in Bradenton, FL, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Newbridge Financial Services Group Inc., Kestra Financial, Inc., and Stifel Nicolaus & Co Inc. He also serves as president of Hegener Risk Management, a business focused on portfolio management, security selection, and insurance analysis. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Cheryl Ciaglia is a financial advisor at Blackridge Asset Management, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Blackridge Asset Management since 2017, following a 12-year tenure at Next Financial Group, Inc. In addition to her advisory role, she is the president and owner of Ciaglia Agency, an insurance sales and financial products business. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process that includes model portfolios and third-party managers, offering both discretionary and non-discretionary account management.