Thomas Hanks is a financial advisor at Four Pillars Financial Planning Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc., along with several CPA firms. He serves as Chair of the Board for the nonprofit Village on the Isle. Four Pillars Financial Planning Group is an SEC-registered adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and limited non-discretionary portfolio management, retirement plan advisory services, and financial planning utilizing strategic asset allocation combined with tactical adjustments.

Anthony Patton is a financial advisor at Gasima Financial LLC with a Series 65 designation and no prior industry experience. Before joining Gasima Financial, he worked for the FBI since 2022 and held various roles within the U.S. Federal Government from 1992 to 2019. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to high-net-worth individuals, institutions, and qualified investors through separately managed accounts and multiple private pooled investment vehicles. The firm employs catalyst-driven long/short global equity strategies and venture-style private equity and debt investments, acting as both a private fund adviser and sponsor across onshore and offshore funds.

Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 39 years of industry experience. His prior experience includes roles at OneGroup Wealth Partners, Inc., LPL Financial, Invest Financial Corporation, Community Bank, NA Trust Division, and HSBC Securities (USA) Inc. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented with individual securities and select independent managers.

Daniel Mc Daniel is a Series 65 licensed financial advisor with two years of experience at Landing Financial Group, Inc. He has over a decade of prior experience with BP-MAC Financial Services LLC and has been involved with Landing Insurance Group LLC since 2011. He is also active as a licensed insurance agent within Landing Insurance Group. Landing Financial Group, Inc. provides asset management, financial planning, and retirement-plan advisory services, focusing primarily on non-discretionary assets and acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in its investment approach and places significant emphasis on retirement-plan advisory and insurance-related activities.

Jessica Beckett is a financial advisor at Ideal Retirement Solutions with seven years of industry experience. She holds a Series 66 designation and has previously worked at Byrne Financial Freedom, LPL Financial, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of advising, she is also a notary, dedicating a small portion of her time to this role. Ideal Retirement Solutions serves individual and high-net-worth clients by providing discretionary portfolio management, a fee-based annuity program, and estate-document planning coordination through the Wealth.com platform. The firm manages approximately $123.5 million in assets and uses model portfolios, asset allocation, and both long- and short-term trading strategies tailored to client goals and risk tolerance.

David Kovalenko is a financial advisor at DG Wealth with two years of industry experience. He holds a Series 65 designation and has worked previously at Red Rhino, Coldwell Banker, State Street, and Lucaralies. DG Wealth offers wealth management, financial planning, retirement plan services, and both discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach begins with financial planning tailored to each client’s objectives and risk tolerance, utilizing mutual funds, ETFs, and individual securities.

Corey Cyr is a financial advisor with Ideal Retirement Solutions holding a Series 65 designation and eight years of industry experience. He has worked at several firms, including Portfolio Medics and Alphastar Capital Management, where he also transacts in alternative products. Mr. Cyr is involved in insurance sales, dedicating a significant portion of his time to life and annuity products. Ideal Retirement Solutions serves individual and high-net-worth clients, providing portfolio management, fee-based annuity programs, and estate-document planning through the Wealth.com platform. The firm manages approximately $123.5 million in client assets across four advisors and offers discretionary investment strategies that include mutual funds, ETFs, equities, fixed income, private placements, and insurance products.

Scott Long is a financial advisor at Ideal Retirement Solutions with three years of industry experience. He holds a Series 65 designation and has previously worked at MWA Financial Services Inc and Modern Woodmen of America. Outside of advising, he is a licensed insurance agent with Ideal Retirement Solutions. Ideal Retirement Solutions serves individual and high-net-worth clients with discretionary portfolio management, fee-based annuity programs, and estate-document planning coordination via the Wealth.com platform. The firm employs technical analysis and a range of investment vehicles while integrating affiliated tax services and insurance offerings into its advisory model.

James Miller is a financial advisor with Baobab Wealth Management in Nokomis, FL, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Golden State Equity Partners, Intervest International Equities Corp, and Alcon. He is also the author of the investment-related book *Divorce the IRS*. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas through Baobab Wealth Abroad. The firm uses a tactical allocation approach based on fundamental analysis and offers tailored portfolios incorporating exchange-listed securities, mutual funds, structured notes, covered-call option strategies, and discretionary rebalancing aligned with client risk profiles.

Ryan Henderson is a CFP® professional with 20 years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and has held prior roles at Raymond James Financial Services, Fidelity, Creative Planning, and Ameriprise, among others. Four Pillars Financial Planning Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm focuses on strategic asset allocation with tactical adjustments, using a combination of mutual funds, ETFs, individual securities, and third-party managers for portfolio management and retirement plan advisory services.

Steven Burks is a financial advisor with Amerigo Asset Management Corporation in Port Charlotte, Florida. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. His prior work includes 16 years at Channel Trend Asset Management Corporation and eight years at Cullum & Burks Securities, Inc. Amerigo Asset Management Corporation is a fee-based investment adviser serving individual clients and pension and retirement plan trustees through directed accounts. The firm utilizes technical and graphical analysis across various model allocations, employing individual equities and ETFs to manage portfolios on a discretionary, model-driven basis.

Jared Bailey is a CFP® with three years of industry experience, currently affiliated with Four Pillars Financial Planning Group, LLC. His prior work includes a position with Raymond James Financial Services Advisors and roles at Barnes & Noble College and Bentley University. Four Pillars Financial Planning Group is a newly formed SEC-registered investment adviser that serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments, offering discretionary and limited non-discretionary portfolio management alongside financial planning services.

Matthew Yu is a financial advisor at Gasima Financial LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at firms including Credit Suisse and Rock Springs Investments, where he serves as Global Equities Portfolio Manager. Yu also provides investment consulting services through his own firm, VYU Advisors LLC. Gasima Financial LLC offers discretionary investment advisory and portfolio management services to a select group of high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing strategies such as catalyst-driven long/short global equity and venture-style private equity and debt investments.

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Katherine Hyland Mercer is a financial advisor at Ferris Wheel Finance, Inc. in Venice, Florida, holding a Series 66 designation with 10 years of industry experience. Her work history includes roles at Wells Fargo Clearing and ownership of multiple businesses, including Business Concepts and More, Inc. and Lucky Compass Enterprise, Inc. Outside of her advisory work, she oversees business activities for Business Concepts, Inc. Ferris Wheel Finance serves individual and high-net-worth clients as well as business entities, offering discretionary asset management alongside comprehensive and ad hoc financial planning. The firm conducts public seminars and workshops to educate attendees and typically manages accounts under discretionary authority using various analytical methods, with occasional use of third-party sub-advisors.

Joshua Grubbs is a CFA® charterholder with three years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and previously worked at Raymond James Financial Services Advisors, Inc., Balentine, LCG Associates, and WoodMark Capital Advisors. He also spent five years at Rollins College. Four Pillars Financial Planning Group serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities, offering discretionary and limited non-discretionary portfolio management along with financial planning. The firm employs a strategic asset allocation investment approach with tactical adjustments, using mutual funds, ETFs, and client-specific sleeves of individual securities, and provides ERISA 3(21) retirement plan fiduciary services and flat-fee planning arrangements.

Joshua Duncan is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has worked at Edward Jones for five years before joining F5 Financial Planning, L.L.C. in 2018, where he currently serves as an advisor. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, and also provides virtual CFO services to businesses alongside its planning offerings.

Anthony Pacione is a financial advisor with Gasima Financial LLC in Venice, FL, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Gasima Global Asset Management LLC since 2017 and previously at JMP Securities LLC from 2013 to 2017. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to a small client base, including high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing long/short global equity strategies as well as venture-style private equity and debt investments.

Joel Johnson is a CFP® professional with two years of industry experience, currently serving at Fourthought Financial Partners, LLC. He previously worked at Sanibel Captiva Trust Company and Sanibel Trust Company. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.

Timothy Smith is a financial advisor at Continuum Wealth Advisors, LLC in Venice, Florida, with 15 years of industry experience. He holds Series 63 and 66 licenses and has worked at Continuum Wealth Advisors since 2010. He was also involved with Continuum Tax Advisors, LLC, a tax preparation business affiliated with the firm, which he partially owns. Additionally, Smith is an independent insurance agent for various companies. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services combining discretionary investment management, financial planning, and 401(k)/profit-sharing plan advisory, using a long-term, fundamental-analysis-driven investment approach.