John Gustafsson is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company. Gustafsson is also associated with Master Planners & Associates, where he provides financial advisory and insurance services. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, and financial planning services to individuals, businesses, and various entities. The firm uses a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts through systematic strategies and ongoing monitoring.

Dwight Pendola is a CFP® professional at Horizon Wealth Advisors with 18 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for around 567 clients. The firm provides asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans using a combination of fundamental and technical analysis.

Andrew Lerda Plog is a CFP® with eight years of industry experience currently working at Pinnacle Advisors. He has previously held roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services including trustee and custody capabilities, affiliated legal and CPA services, and a dedicated Family Office program.

Michael Ferro is a financial advisor at Horizon Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Ferro Enterprises, LLC since 2003. Outside of his advisory role, Ferro is a shareholder in several business ventures, including West Coast Cons Funding Corp. and Lakewood Center of Commerce, and serves as managing member of Vertical Assets Group of Ellenton in the hotel industry. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing financial planning, discretionary asset management, and pension consulting. The firm focuses on broadly diversified portfolios primarily implemented with exchange-traded funds, employing both strategic and tactical asset allocation and conducting weekly account reviews.

Keith Johnson is a CFP® professional with 29 years of industry experience, currently serving at Benefit Financial Services Group since 2019. He previously worked at Allworth Financial from 2016 to 2019. Johnson holds Series 63 and Series 65 licenses. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, and manages approximately $1.53 billion in discretionary assets along with $18.0 billion in retirement plan consultations.

Karyn Cravens is a CFP® professional with two years of experience, currently serving as a financial advisor at Ferguson Shapiro LLC. She has been with the firm since 2023. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, with an investment process that emphasizes a client’s financial profile and employs advanced portfolio management strategies.

Brian Babcock is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments and Horizon Wealth Advisors since 2011 and Gulf Coast Financial Network since 2007. Outside of investment advising, he is involved in the sale of life, disability insurance policies, annuities, long-term care, and Medicare supplements. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, offering financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and employs a diversified investment approach combining fundamental and technical analysis with strategic and tactical asset allocation.

Joshua Maly is a financial advisor at MDRN Capital with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Savant Wealth Management, Golden Reserve RIA, and Thrivent Investment Management. In addition to his advisory role, he is involved with MDRN Insurance, LLC as an insurance agent. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, utilizing a range of investment vehicles and independent managers.

Scott Townsend is a CFP® professional with four years at John G. Ullman & Associates, Inc. and prior experience at Ss&C. He also served in a role at Calvary Baptist Church for 18 years. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and low-to-moderate risk strategies.

Elizabeth Wilson is a CFP® professional with 24 years of experience in the financial industry. She has been with Horizon Wealth Advisors since 2015, where she is part of a six-advisor team. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and emphasizes broadly diversified portfolios primarily implemented with exchange-traded funds, combining fundamental and technical analysis with strategic and tactical asset allocation.

Jeremy Smith is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and focuses on customized, broadly diversified portfolios primarily implemented with exchange-traded funds.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has worked with firms including DFPG Investments Inc and Discover Financial Services. He is currently based in Parrish, Florida. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and financial planning services tailored to client goals and risk tolerance.

Jason Stuber is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of advising, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and is an independent insurance agent offering annuity transactions. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, employing a mix of strategic and tactical investment approaches across a range of portfolios and strategies.

Marc Nufrio is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member and manager of Nufrio Financial Group LLC, involved in insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of managed portfolio strategies and utilizes multiple platforms for implementation and oversight.

Robert Meyer is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyer has been with Berthel Fisher since 2010 and also serves as Executive Director at Investment Wealth Solutions, where he is involved in investment sales and insurance, including long-term health care plans and life insurance. 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 client assets. The firm offers a variety of investment platforms and tailored strategies, including discretionary and non-discretionary management, and operates both as a registered investment adviser and broker-dealer.

Jose Montalvo Jr. is a financial advisor at Global View Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Netlaw, School Loan 411 LLC, and Transamerica Financial Advisors, Inc., among others. Outside of advisory roles, he is involved in marketing and sales of insurance and advisory services through affiliated entities. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a model-driven approach based on technical and quantitative methods, supported by proprietary research, to manage client portfolios according to risk profiles and investment objectives.

Paul Duggan is a CFP® with 42 years of experience in the financial industry. He is currently with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and has held prior roles at TRG Advisors, Inc., Touchstone Retirement Group LLC, and TRG Financial, Inc. He also serves as president and sole owner of TRG Advisors, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, HSA consulting, sub-advisory arrangements, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies and discretionary as well as non-discretionary portfolio management.

Jennifer Ramos is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Global Asset Management and Morgan Stanley. Outside of her advisory role, she is the CEO and owner of Flor de Karonka Co., a small handmade jewelry business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and customized advisor-led strategies. The firm incorporates global asset classes and emerging markets in its investment process and serves clients with both domestic and cross-border investment needs.

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.

Erik Harpsoe is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Stratos in 2019, he worked at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. He is also the managing partner of Century Wealth Partners. Stratos Wealth Advisors serves a diverse clientele including individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by offering financial planning and portfolio management through advisor-managed wrap and non-wrap programs, third-party platforms, and outsourced CIO solutions. The firm integrates access to SEI-affiliated services, providing clients with a range of investment management and custody options.