Terri Campbell is a CFA® charterholder with eight years of industry experience. She has been with Integrated Advisors Network LLC since 2018 and previously worked at Archer Bay Capital LLC and Liberty Mutual Group Asset Management. Outside of her advisory role, she owns and manages equestrian property rental and horse boarding operations. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, with access to third-party managers and various portfolio management strategies tailored to client risk profiles.

June Braithwaite is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Lakewood Ranch, FL, and has eight years of industry experience. She has worked with Foundations Investment Advisors since 2018 and has also been associated with Sarasota Wealth Advisory since 2015. Outside of her advisory work, she is involved in independent insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

John Wightman is a financial advisor at XML Financial Group with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Robert W. Baird & Co. and Janney Montgomery Scott. He has been with XML Financial, LLC since 2017 and with XML Securities, LLC since 2022. XML Financial Group is a multi-advisor wealth management firm overseeing approximately $3.3 billion in client assets. The firm serves about 2,890 clients, offering discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to alternative investment opportunities, with custodial support primarily through Fidelity and First Clearing.

Regan Teague is a CFP®, CFA®, and Series 65-registered advisor at Ashton Thomas Private Wealth with 14 years of industry experience. He worked for 13 years at Day Hagan Asset Management before joining Ashton Thomas in 2025. Teague contributes articles on securities to SeekingAlpha.com. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, family offices, and institutional accounts. The firm employs a range of strategies and utilizes third-party managers through its Amplify Platform.

Dustin Stanley is a financial advisor with AlphaStar Capital Management based in Sarasota, FL. He holds a Series 65 credential and has 11 years of industry experience. Prior to joining AlphaStar, he worked at Strategic Wealth Investment Group, LLC for over eight years. Outside of financial advising, Dustin is involved in several entrepreneurial ventures, including serving as president of consulting and coaching companies and a charter yacht business, as well as being a partner in a medicinal cannabis enterprise. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches through proprietary model portfolios and advisor-directed models, utilizing a range of asset classes and third-party portfolio construction tools.

Patricia Healy is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cumberland Advisors since 2016. She holds Series 63 and Series 65 registrations. Cumberland Advisors provides discretionary portfolio management, consulting, and financial planning services to high-net-worth individuals and various institutional clients, including retirement plans and government entities. The firm focuses on active fixed-income management with an investment-grade bias and uses ETF-based core-satellite equity strategies alongside a Tactical Trend approach.

James Rapp is a financial advisor with Arkadios Wealth Advisors in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Wayne Hummer Investments and J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Benjamin Pease is a financial advisor at Cumberland Advisors with nine years of prior experience at Breckenridge Capital Advisors. He holds Series 63 and Series 65 licenses and has been with Cumberland Advisors since 2023. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a range of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team-based approach to managing fixed-income and ETF-based equity strategies and is notable for its inclusion of a tactical trend strategy within its separately managed account platform.

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 financial advisor with Redhawk Wealth Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Redhawk since 2019 and previously at Elevage Partners and Bradway Financial. Roncaioli is also a licensed insurance agent, originating insurance policies for clients outside of his advisory role. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across various investment types and supports multi-generational wealth needs through a collaborative investment committee and specialized insurance services.

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® professional with 17 years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial since 2013 and was previously associated with Level Four Advisory Services. Outside of his advisory roles, he operates a tax preparation service specializing in cryptocurrency tax reconciliation. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing investment strategies through a combination of fundamental analysis and third-party platforms.

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.

Aaron Niec is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at JMG Financial Group Ltd since 2019 and previously spent ten years at Cambridge Investment Research Advisors and Cambridge Investment Research Inc, as well as three years at Payant Wealth Management Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management alongside tax consulting and private investment fund advisory services. The firm follows a planning-based, long-term investment process focused on strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Joseph Garrisi is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Northwestern Mutual in various capacities from 2011 to 2026. Inspire Advisors, LLC is a registered investment adviser managing approximately $1.33 billion in discretionary client assets, serving individual and institutional clients with portfolio management, financial planning, and consulting services. The firm incorporates Biblically Responsible Investing into its strategies using proprietary tools and employs a range of analytical methods alongside its use of sub-advisors and proprietary ETFs.

Josh Renda is a CFP® professional with 26 years of industry experience, currently with Apollon Wealth Management, LLC. His previous roles include positions at Raymond James & Associates and J Alden Associates, Inc. He also serves as a Senior Family Office Advisor for Adi Dassler International Family Office through Apollon Wealth Management. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and businesses, combining fundamental analysis and tactical allocations with ESG models, direct indexing, and third-party sub-managers in its investment approach.

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.