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, 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.

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.

Tyler Brown is a financial advisor with Virtue Capital Management, LLC in Venice, Florida. He holds Series 65, Series 63, and Series 66 licenses and has six years of industry experience, including previous roles at Medallion Financial Resources and Wells Fargo. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios to clients’ objectives and risk tolerances while providing portfolio management, financial planning, and educational services.

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.

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.

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 Black is a financial advisor at Prosperity Capital Advisors with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Atlas Advisory Group, M Holdings Securities Inc., and operating OneTeam Financial LLC, where he is involved in marketing general financial services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

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 at DayMark Wealth Partners, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Wells Fargo Clearing, Dominick & Dominick LLC, and BMW of Denver Downtown. DayMark Wealth Partners serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a variety of investment strategies, combining internally managed models, third-party managers, and access to alternative and private securities.

Robert Rano Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2012 and has been president of Clifford & Rano Insurance Agency, Inc. since 1988. Outside of his advisory role, he is a shareholder in a pizzeria and serves as secretary of the North High School Alumni Association. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management with access to third-party managers and customized advisory services. The firm employs an in-house investment management team that oversees model portfolios and utilizes a proprietary mutual-fund screening process.

Michael Schwitz is a financial advisor at Harbour Investments, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been involved with Harbour Investments and MS Financial since 1988. In addition to his advisory work, he is a partner at ANU-SKIN, a skincare products business, where he oversees the books and makes recommendations. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Alexandre Georgiev Jr. is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifemark since 2007. He also holds an insurance license and occasionally applies this knowledge in his advisory duties. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and employs various investment programs, with client accounts managed on a discretionary or non-discretionary basis.

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.