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.

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.

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.