Joseph Maslar is the principal at Maslar Financial with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Investacorp Advisory Services Inc, Merrill, and Equitable Advisors. Maslar Financial serves individual and family clients, providing financial planning, investment management, tax return preparation, insurance services, and consulting. The firm applies a Modern Portfolio Theory approach using low-cost index funds and ETFs, combining advisory, tax, and insurance capabilities in a solo-practitioner setting.

Chris Parker is a CFP® with 20 years of industry experience, currently operating as the sole advisor at Parker Financial Planning, LLC in Bradenton, FL. His prior work includes roles at G. A. Repple & Company and Truist Investment Services, Inc. since 2014, he has been working under his own firm name. Parker Financial Planning serves individuals, families, trusts, and small business owners with fee-only wealth management, discretionary portfolio management, and project-based financial planning. The firm emphasizes long-term asset allocation aligned with Modern Portfolio Theory, utilizing ETFs, no-load mutual funds, and institutionally priced strategies, and provides clients with active management alongside digital planning tools.

Michael Neill is a CFA® charterholder with four years of industry experience. He is currently with Marathon Financial Group, joining in 2025 after roles at NewEdge Advisors, LLC, Corient Services LLC, Corient, CIPW Service Company, LLC, CI Doyle Private Wealth, LLC, Unum, and BNY Mellon Wealth Management. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through financial planning, consulting, and discretionary wealth management with a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios.

Brian Miller is a financial advisor at Peninsula Asset Management Inc in Bradenton, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Creative Financial Design since 1986. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to build equity and fixed-income portfolios, regularly reviews accounts, and serves as a portfolio manager in wrap fee programs.

William Ockerman is a financial advisor at Eden Capital Management, LLC in Bradenton, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eden Capital Management, he served in the U.S. Army from 2016 to 2025. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, focusing primarily on larger account sizes. The firm employs a fundamental analysis and buy-and-hold investment approach, concentrating portfolios in equities, fixed income, and cash equivalents with an emphasis on financial-services names.

Joseph Conlin is a financial advisor at Eden Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, typically focusing on larger account sizes. The firm employs a fundamental, buy-and-hold investment approach with concentrated portfolios often overweight in financial-services sectors.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. in Lakewood Ranch, FL, holding a Series 65 designation with 10 years of industry experience. She has been with Meridian Financial Services since 2011. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach utilizing equities, debt instruments, mutual funds, and other products, with account monitoring based on market or client changes.

Allen Butler is a financial advisor at Pullen Investment Management with 15 years of industry experience. He holds a Series 65 designation and previously worked for South River Investment Management for 12 years. Outside of his advisory work, Butler helps operate a small farm near Harrisonburg, VA during the summer and early fall. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment process across actively managed equity and fixed-income strategies, tailoring portfolios to client objectives and risk tolerance.

Jacki Farrar is a CFP® with 13 years of experience in the financial services industry. She is currently with Integrity Financial Strategies and has previously worked at firms including Edward Jones, Facet Wealth, and InvestCloud. Farrar is also a Certified Divorce Financial Consultant and is involved with Integrity Divorce Solutions, providing divorce financial consulting and mediation. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory, blending passive and active investments, and offers both ongoing management and standalone planning services.

Randall Mcdole is a financial advisor with MD Investment Advisors in Bradenton, FL, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has worked at Founders Financial Securities, LLC since 2010 and runs Mc Dole Edge Corp, an insurance agency specializing in property and casualty. Additionally, he is involved part-time in a Great Clips hair salon franchise. MD Investment Advisors serves individual investors, trusts, and pension plans by providing portfolio management and investment supervisory services. The firm combines long-term equity holdings and sector-focused ETFs with option strategies and quantitative risk management, managing accounts on both discretionary and non-discretionary bases.

James Moore is a CFP® professional with 14 years of industry experience, currently serving at Campbell Financial Partners, LLC. His prior work includes roles at Private Capital Management, Inc., Emergent Investor Services, LLC, and Dale K. Ehrhart, Inc. Moore holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Campbell Financial Partners is a fee-only registered investment adviser providing financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily using no-load or low-cost mutual funds and ETFs, managing accounts on a discretionary basis with regular portfolio reviews and rebalancing.

Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2017 and previously spent 15 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services focused on client objectives and uses a combination of quantitative and qualitative analysis to construct and manage portfolios across a broad range of instruments.

Nicole Phelan is a Series 65-licensed financial advisor with Concierge Financial Advisor LLC, bringing four years of industry experience. She has worked at Harwood Financial Group and has been with Concierge Financial Advisor LLC since 2021. Concierge Financial Advisor LLC provides financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, small businesses, and retirement plans. The firm manages approximately $37.8 million and employs a customized investment approach that includes long-term strategic and medium-term tactical models using a variety of investment vehicles under discretionary mandates.

Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.

Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ten Capital Investment Advisors and Russell Investments. In addition to her advisory role, Farrar is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes a strategic and tactical asset allocation approach combining passive and active investments and provides both ongoing management and standalone planning services.

Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Doyle Investment Services and Wallstreet*E Financial Services, Inc. since 2002. Outside of advisory work, he owns a business providing income tax preparation and insurance product sales. MD Investment Advisors serves individual investors, trusts, and corporate pension plans with portfolio management and investment supervisory services. The firm employs a strategy combining long-term equity holdings, sector-focused ETFs, and option-based techniques to manage risk, delivering advice through personalized consultations on both discretionary and non-discretionary accounts.

Robert Phelan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Concierge Financial Advisor LLC since 2021 and previously spent seven years at Risk Director LLC. Phelan also provides part-time consulting on risk management policies and risk reviews for large corporations. Concierge Financial Advisor LLC serves high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and corporations with customized financial planning and portfolio management. The firm uses a combination of long-term strategic and medium-term tactical investment models, including derivatives and options strategies, and maintains a small client roster with approximately $40.35 million under management.

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.