Michael Saltiel is a Series 66 credentialed financial advisor with 14 years of industry experience. He currently works at Ausdal Financial Partners, Inc., joining the firm in 2024 after six years at SCF Investment Advisors, Inc. and SCF Securities, Inc., and two years at Infinity Financial Services. Outside of advisory work, he owned and operated Aqua Grill, LLC from 2010 to 2019. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, utilizing multiple custodians and integrating third-party managers to tailor investment strategies to each client’s objectives and risk tolerance.

Craig Roncaioli is a ChFC® credentialed financial advisor with 25 years of industry experience. He has worked at Redhawk Wealth Advisors, Inc. since 2019, following roles at Elevage Partners and Bradway Financial. In addition to his advisory work, he is a licensed insurance agent and originates insurance policies for clients. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services for individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm uses a strategic and tactical asset allocation approach and supports multi-generational wealth needs through a variety of investment and advisory solutions.

Martina Schmidt is a financial advisor at Cumberland Advisors with one year of industry experience. She holds a Series 65 designation and has worked at the University of South Florida since 2000. Outside of her advisory role, she serves as Corporate Secretary and Strategist for Best Weather Inc., where she writes a weekly commodity-oriented newsletter. Cumberland Advisors provides portfolio management, financial planning, and investment consulting to individual and institutional clients. The firm employs a team-based approach with a focus on active fixed-income management and a tactical trend strategy that incorporates market-timing signals and downside protection.

Daniel Himelberger is a financial advisor with Cumberland Advisors in Sarasota, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Cumberland Advisors since 2013. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a variety of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach and emphasizes active fixed-income management, broad ETF equity exposures, and a tactical trend strategy that incorporates market-timing signals and downside protection.

Natalie Brown is a CFP® professional with seven years of industry experience. She currently works at Ashton Thomas Private Wealth and previously spent ten years at Day Hagan Asset Management. In addition to her advisory role, she contributes financial articles for retail investors to The Street Retirement Daily, a financial publication. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Joshua Sands is a CFP® with 17 years of industry experience, currently serving at HighPoint Planning Partners. He has previously worked with LPL Financial and Level Four Advisory Services. Outside of his advisory work, Sands provides crypto tax reconciliation services through his business, Crypto Tax Man. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach with diversified investment allocations.

Shaun Burgess is a financial advisor at Cumberland Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Cumberland Advisors since 2013. The firm serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, and government entities. Cumberland Advisors manages separately managed accounts using a team approach, with a focus on active fixed-income management, ETF-based equity strategies, and a distinctive Tactical Trend strategy that incorporates market-timing techniques.

David Bowman Sr. is a financial advisor at WORLD EQUITY GROUP, Inc. with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Andy Bowman and WORLD EQUITY GROUP, Inc. since 1999 and 2007, respectively. Outside of his advisory role, he is president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and leads Next Gen BIZ, a technology coaching and customer service business. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and various organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary management, financial planning, and access to third-party money managers using risk-tolerance assessments to guide asset allocation.

Aaron Niec is a CFP® with 21 years of industry experience, currently serving as a financial advisor at JMG Financial Group, Ltd. since 2019. Prior to joining JMG, he spent ten years with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting when requested. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets through a team of 64 advisors.

Joseph Garrisi is a financial advisor with Inspire Advisors, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services Inc., and Northwestern Mutual Life Insurance Company spanning from 2011 to 2026. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advisory services using proprietary tools and employs a blend of analytical methods to construct portfolios, often utilizing sub-advisors and affiliated managers.

Josh Renda is a CFP® professional with 26 years of industry experience. He is affiliated with Apollon Wealth Management, LLC and has previously worked at Raymond James & Associates and J Alden Associates, Inc. In addition to his advisory role, he serves as a Senior Family Office Advisor for Adi Dassler International Family Office through Apollon Wealth Management. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed models and locally managed portfolios across a range of asset types including ESG models and Direct Indexing.

Karin Botelho is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with CreativeOne Securities since 2015. Outside of advisory work, she is involved in teaching financial education classes through a nonprofit organization. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Jessica Weiss is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Plancorp, LLC since 2013 with a brief interval working at St. Louis Community College at Forest Park. She is the owner and founder of 33 and Hungry, LLC, a recipe testing business for cookbook authors based in Bradenton, FL. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management and incorporation of tax-aware strategies such as tax-loss harvesting.

John Marshall is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Advisor Share Wealth Management, he worked with Risk & Tax Mitigation Solutions, Inc. and Allied Elite Financial, and he was an Independent Life and Annuity Agent for 14 years. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both a discretionary and non-discretionary basis.

Daniel Crimmins is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Crimmons Wealth Management, LLC from 2011 to 2023 before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies tailored to client objectives and risk tolerance.

James Davenport is a CFP® with 16 years of industry experience. He is currently with Compass Financial Management LLC and has previously worked at Halo Securities LLC and Sentinus LLC. In addition to his advisory role, he is licensed to sell life and health insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach and supports a broad client base through ongoing portfolio monitoring and implementation.

Todd Martin is a CFA® charterholder with 24 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm emphasizes fundamental, business-oriented value investing with concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

George Zeck is a financial advisor at Harbour Investments, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2020, following a decade at Kovack Advisors, Inc. and Kovack Securities, Inc. He is also an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized investment strategies, offering a range of portfolio management services and model-based solutions.

Christopher Morris is a CFP® professional with nine years of experience, currently affiliated with Avantax Planning Partners, Inc. in Sarasota, FL. He has held roles at Cetera Planning Partners and Cetera Wealth Services, and serves as a Tax & Advisory Manager at the regional CPA firm CS&L CPAs, where he provides accounting, tax, and consultation services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered advisors, using firm-designed style allocation models and tax-intelligent strategies.

James Friedman is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Capital Management since 2019, following a 24-year tenure at Personal Business Management Group. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.