Daniel Murphy is a CFP® with 44 years of industry experience, currently serving at Summit Financial, LLC since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. Outside of his advisory role, he is the majority owner of Tiger Software, which develops stock ranking software, and serves as co-trustee for a family trust. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets across 216 advisors and 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative services, supporting customized allocations and held-away retirement account management.

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 42 years of experience in the financial industry. He is currently with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and has held prior roles at TRG Advisors, Inc., Touchstone Retirement Group LLC, and TRG Financial, Inc. He also serves as president and sole owner of TRG Advisors, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, HSA consulting, sub-advisory arrangements, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies and discretionary as well as non-discretionary portfolio management.

Jennifer Ramos is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Global Asset Management and Morgan Stanley. Outside of her advisory role, she is the CEO and owner of Flor de Karonka Co., a small handmade jewelry business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and customized advisor-led strategies. The firm incorporates global asset classes and emerging markets in its investment process and serves clients with both domestic and cross-border investment needs.

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.

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 in Bradenton, Florida, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including over two decades with The O.N. Equity Sales Company and ON Investment Management Company. Outside of advising, he owns a toy patent that has generated royalty payments. ON Investment Management Company is a multi-team SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management and access to third-party investment programs.

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.

Michael Callahan is a financial advisor with DayMark Wealth Partners, LLC in Sarasota, FL, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Dominick & Dominick LLC. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm employs various investment strategies including discretionary portfolio management, third-party managers, and alternative securities, with a notable role as a private fund adviser.

Scott Kurkjian is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and possessing 26 years of industry experience. He has been with HighPoint Advisor Group since 2018 and previously worked at IHT Wealth Management LLC and LPL Financial, where he has also maintained an affiliation for over 10 years. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and other consulting services, implementing portfolios through fundamental analysis and utilizing multiple investment platforms.

Christopher Fehr is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with firms including Freedom Financial Wealth & Tax LLC, Lion Street Advisors, and Gradient Advisors, among others. In addition to his advisory role, Fehr is involved as a partner in a real estate business where he creates and reviews sales contracts. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a mix of advisor-driven and proprietary model allocations, and it integrates its services 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 at Stratos Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Financial Engines Advisors L.L.C., The Mutual Fund Store, and TD Ameritrade. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, offering financial planning, portfolio management, and other advisory services through a network of 71 investment advisory representatives across multiple teams. The firm uses customized asset allocations, model portfolios, and various platform solutions to tailor services to client goals.

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.