Joshua Storey is a financial advisor with CreativeOne Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at firms including TriFound Advisory LLC, AE Wealth Management, and Merrill. He is also involved with Candor Wealth Strategies, an entity he uses for marketing insurance and advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, options, and private investments.

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.

Charles Brown is a Series 66–licensed financial advisor with 25 years of industry experience. He currently works at DayMark Wealth Partners, LLC and has prior experience at Wells Fargo Clearing, WELLS FARGO Advisors, Morgan Stanley, and Legg Mason Wood Walker, Incorporated. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts with asset management, financial planning, and retirement plan consulting. The firm offers access to a range of investment products and manages portfolios using fundamental, technical, quantitative, and ESG analysis, combining internally managed models and third-party managers tailored to client objectives.

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 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Freedom Financial Wealth & Tax LLC, Lion Street Advisors, and Gradient Advisors, among others. Outside of his advisory work, he is involved in insurance sales and acts as a partner in a real estate sales business. 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 primarily manages assets on a discretionary basis and utilizes a combination of advisor-driven and proprietary model allocations, supported by a structured due-diligence process and regular account monitoring.

Joni Rametta is a CFP® professional with 33 years of industry experience, currently serving at OneSeven. She has held advisory roles at firms including Morgan Stanley and Citigroup Global Markets, and manages The Leetzow Group LLC as a part-time activity outside regular trading hours. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments. The firm employs a primarily long-term investment approach with flexible trading options and leverages both discretionary and non-discretionary arrangements through unaffiliated independent managers and third-party platforms.

Erik Harpsoe is a financial advisor at Stratos Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C., The Mutual Fund Store, and TD Ameritrade. Harpsoe operates a separate investment advisory practice as managing partner of Century Wealth Partners. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions primarily through its multi-team structure.

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 in Sarasota, FL, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Morgan Stanley, along with Merrill. She is also the owner of Diamond Girl Boat Charters LLC, which provides boat charter services in Sarasota. Founders Financial Alliance offers discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances and provides a range of advisory support services alongside its multi-faceted business model.

Christopher Deleonardo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to his current role, he worked at BB&T Investment Services and Wells Fargo Clearing. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. 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 assets through various investment platforms and tailored strategies.

Tyler Hagan is a financial advisor at Ashton Thomas Private Wealth with a Series 65 designation and two years of industry experience. He previously worked at Day Hagan Asset Management and has ownership in Hagan Health Partners, a business involved in the distribution of biologics for experimental medical use. 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, third-party managers, and strategies such as options and selective cryptocurrency exposure through its Amplify Platform.

Bradford Hagerman is a financial advisor with Thurston Springer Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and over 52 years of industry experience. His prior experience includes roles at Wells Fargo Advisors Financial Network LLC and Merrill. He is the sole owner of Cerulean Capital Management LLC, an investment-related business based in Sarasota. Thurston Springer Advisors serves individual and high-net-worth clients, as well as corporations, foundations, estates, and employer-sponsored retirement plans, providing comprehensive financial planning and portfolio management. The firm combines multiple investment analysis methods to support both buy-and-hold and active strategies and offers fiduciary services to plan sponsors.

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 at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum since 2013. In addition to his advisory role, he provides tax return planning and preparation services as a consultant for Senesac & Lennon, Ltd., a firm specializing in tax and accounting services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm constructs asset-allocation portfolios based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and other fixed income strategies, and offers back-office, trading, and reporting services to independent RIAs through its turn-key asset-management platform.

Debra Gardi is a financial advisor at Forum Financial Management, LP with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Purshe Kaplan Sterling Investments. She also serves as Chapter Chair Person for the Florida Institute of Certified Public Accountants. Forum Financial Management provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other independent RIAs. The firm uses model portfolios managed primarily with DFA 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 bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SagePoint Financial, Ameriprise Financial Services, and Girard Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized strategies through various model asset allocations and manager relationships.