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 and holds a Series 66 designation. He has 26 years of industry experience, including roles at HighPoint Advisor Group and IHT Wealth Management, and has been affiliated with LPL Financial for 10 years. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, using a variety of investment products and third-party platforms to implement client portfolios.

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 in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Freedom Financial Wealth & Tax LLC and Lion Street Advisors. In addition to his advisory work, he is involved in tax advising and insurance sales through Freedom Financial Wealth & Tax LLC and Kuorum Partners LLC, and participates as a partner in a real estate sales venture. 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 employs a combination of advisor-driven and proprietary model portfolio management approaches and integrates with affiliated financial businesses and product channels.

Joni Rametta is a CFP® with 33 years of industry experience, currently serving as an advisor at OneSeven. She has held multiple roles in wealth planning and design firms since 2013. Rametta also serves as managing member of The Leetzow Group LLC in Sarasota, FL. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified portfolios and third-party managers.

Erik Harpsoe is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Stratos Wealth Advisors since 2019, following prior roles at Financial Engines Advisors L.L.C. and Tmfs Advisors, Llc. Harpsoe is also the managing partner of Century Wealth Partners, a wealth advisory business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans, offering investment management, financial planning, and insurance consulting. The firm operates through a network of supervised investment advisory representatives and uses a combination of bespoke and model portfolios along with affiliated and third-party subadvisers.

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, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, LLC, and Wells Fargo Clearing from 2016 to 2024. Outside of her advisory work, she owns and oversees a boat charter business in Sarasota, Florida. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combining various strategies and third-party manager solutions as appropriate.

Christopher Deleonardo is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Berthel Fisher since 2017, including time at BFC Planning, Inc. and Bb&T Investment Services, Inc. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in assets under management. The firm delivers customized advice through multiple platforms and management styles to meet diverse client needs.

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 at Thurston Springer Advisors with 52 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Thurston Springer Financial since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Hagerman is also the sole owner of Cerulean Capital Management LLC, an investment-related business based in Sarasota, FL. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans. The firm offers financial planning, portfolio management, retirement-plan consulting, and sub-advisory services, employing investment strategies that include Tactical Momentum and Earnings Momentum processes alongside fundamental and technical analysis.

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.

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 34 years of industry experience. His career includes roles at firms such as Girard Securities, Ameriprise Financial Services, and Cambridge Investment Research. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs a network of advisory affiliates and utilizes multiple program platforms to deliver tailored portfolio management, financial planning, and retirement consulting services.

Josef Visinski is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing one year of industry experience. Prior to joining Foundations, he worked at AE Wealth Management, LLC and Sigma Planning Corporation. Outside of advisory work, he owns and operates several online sod brokerage businesses serving customers in multiple states. Foundations Investment Advisors is a multi-advisor firm managing over $10 billion for more than 29,000 clients, offering portfolio management, financial planning, and sub-advisory services through a large network of investment adviser representatives.

Cheryl Ciaglia is a financial advisor at Blackridge Asset Management, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Blackridge Asset Management since 2017, following a 12-year tenure at Next Financial Group, Inc. In addition to her advisory role, she is the president and owner of Ciaglia Agency, an insurance sales and financial products business. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process that includes model portfolios and third-party managers, offering both discretionary and non-discretionary account management.

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.

Thomas Derenzis is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC in Sarasota, FL, with one year of industry experience. Prior to joining Foundations, he worked at Regions Bank and has roles outside of finance as a waiter at Bar Italia. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of investment adviser representatives who utilize a range of investment products and strategies.