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.

Mark Mcguire is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. Prior to his advisory career, he served with the Maryland State Police for 26 years. Outside of financial advising, he owns MSS Management LLC, a tax and accounting business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

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.

Mark Lowbridge is a CFP® professional with 25 years of experience, currently serving at John Hancock Personal Financial Services, LLC since 2020. He has also held roles within John Hancock and its affiliates since 2006 and worked at Manulife Asset Management from 2012 to 2020. Outside of his advisory work, he is a licensed real estate sales agent involved in the purchase and sale of personal real estate holdings. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving a broad client base through a technology-assisted model that emphasizes written plans and client discretion in implementation.

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.

Eric Dudley is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including World Financial Group and Florida Financial and Insurance Group. Outside of his advisory role, Mr. Dudley owns Dudley Financial, where he is involved in insurance product transactions during non-market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a mix of strategic and tactical investment approaches across various portfolios and strategies.

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.

Josef Visinski is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and Sigma Planning Corporation. Outside of advising, he is involved in his family’s businesses, including two online sod retail companies and an insurance sales firm. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, and uses model portfolios alongside sub-advisory arrangements to manage client assets.

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 at Aegis Capital Corp. with three years of industry experience. He holds the Series 66 designation and concurrently serves as Of Counsel Attorney at Essenson Law Firm. Kelly is also a trustee at the First Baptist Church of Sarasota, where he helps oversee compliance and manage the church budget. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of asset management and financial planning solutions. The firm operates both as an SEC-registered investment adviser and FINRA member broker-dealer, with a notable emphasis on non-discretionary accounts and active broker-dealer operations.