Irwin Scheineson is a financial advisor with B.B. Graham & Company, Inc. in Sarasota, FL, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including 27 years at L.M. Kohn & Company and ownership of Planning Works, Ltd., an insurance sales business. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, corporations, and small businesses. The firm uses fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, often implementing strategies through third-party managers.

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 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 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 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.

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 with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Blackridge Asset Management since 2017 and previously worked at Next Financial Group, Inc. from 2005 to 2017. Outside of her advisory role, she is the president and owner of Ciaglia Agency, an insurance and financial products sales business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with a combination of tailored portfolio management, model portfolios, third-party managers, and estate-planning referrals.

Matthew Kelly is a financial advisor with Aegis Capital Corp. in Sarasota, FL, holding a Series 66 designation and two years of industry experience. He has worked at Essenson Law Firm both prior to and concurrently with his advisory role, serving as Of Counsel Attorney providing limited legal services. Kelly is also a trustee at First Baptist Church of Sarasota, where he helps oversee compliance and budget management. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, offering investment advisory and brokerage services along with access to managed account programs through RBC and AXOS platforms. The firm provides both discretionary and non-discretionary account options and manages a substantial portion of client assets on a non-discretionary basis.

Sandra Keir is a CFP® professional with 40 years of experience in the financial industry. She has been with Chelsea Advisory Services, Inc. since 2020, and previously worked at PRUCO Securities, LLC and The Prudential Insurance Co. of America. Outside of advisory work, she serves as vice president of the Palm Aire Women’s Club, a 501(c)(3) organization. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, including high-net-worth clients, trusts, and some corporate entities. The firm follows a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis with oversight and compliance reviews.

Andrew Hoskins is a financial advisor with Good Life Advisors, LLC in Lakewood Ranch, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm utilizes a team approach and multiple analysis methods to tailor investment strategies and offers various programmatic solutions alongside educational seminars and a planning subscription service.

William Chase IV is a CFP® and Series 66 credentialed advisor with 12 years of industry experience. He is currently with HBKS Wealth Advisors and HBK Sorce Insurance LLC in Sarasota, FL, having also worked at Purshe Kaplan Sterling Investments, HBK CPAs & Consultants, and MassMutual Life Insurance Company. His other business activity includes insurance sales through HBK Sorce Insurance LLC. HBKS Wealth Advisors serves a broad client base, including both non-high-net-worth and high-net-worth individuals, as well as retirement plans and institutional clients. The firm offers personalized investment management and financial planning through tailored portfolios using various strategies and platforms, and maintains affiliated businesses in accounting, brokerage, and insurance services.

Collin Habig is a CFP® with eight years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Sarasota, FL. His prior roles include positions at Edward Jones and Raymond James Financial Services, among others. In addition to advisory services, he is involved in the sale of traditional fixed insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for nearly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Joseph Patane is a CFP® professional with 21 years of experience in the financial advisory industry, currently serving at Plancorp, LLC since 2005. He also has nearly three decades of experience with The Patane Company. Outside of his advisory work, he is a partial owner of several commercial real estate development businesses in Sarasota, Florida. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, financial planning, and investment services. The firm uses a Modern Portfolio Theory-based investment approach and offers both discretionary and non-discretionary management, incorporating third-party advisers and tax-aware strategies.

Brian Baacke is a financial advisor with CreativeOne Securities, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been president and agent at Baacke Insurance Services, Inc. since 2010, where he provides a range of insurance products including fixed annuities, Medicare plans, and life insurance. Baacke is also an educator with the Financial Education Partnership, teaching financial education classes through a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and external manager referrals.

Jason O'Hallen is a CFP® professional with 16 years of experience in financial advising, currently with JMG Financial Group Ltd since 2010. He is based in Bradenton, FL. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and specialized financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options, including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Yermak is a financial advisor at Kovack Advisors, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2011, following prior roles at Charles Schwab and Ameriprise. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a portfolio management approach supported by Envestnet and offering both model-based and advisor-managed solutions across multiple custodians.

Terri Campbell is a CFA® charterholder with seven years of industry experience. She has worked at Integrated Advisors Network LLC since 2018 and previously held roles at Archer Bay Capital LLC and Liberty Mutual Group Asset Management. Outside of her advisory work, she owns and manages two equestrian properties used for horse boarding in Lake Worth, Florida. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a combination of fundamental and quantitative analysis within a risk-profile framework and frequently employs third-party sub-advisers to implement client portfolios.

John Wightman is a financial advisor at XML Financial Group in Sarasota, FL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at Janney Montgomery Scott, Robert W. Baird & Co., and Ferris, Baker Watts, LLC. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets and serving around 2,890 clients. The firm offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investments, tailoring portfolios using fundamental and technical analysis alongside third-party managers.

Regan Teague is a CFP®, CFA®, and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Ashton Thomas Private Wealth and has been associated with Day Hagan Asset Management since 2012. Teague contributes articles on securities to SeekingAlpha.com. 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, family office services, and retirement-plan fiduciary consulting, utilizing a diverse range of investment strategies and proprietary platforms.