Melissa Walsh is a CFP® with 17 years of industry experience currently serving as a financial advisor at Clarity Financial Design since 2021. She previously worked at Allegiant Private Advisors and Samuel Financial. In addition to her advisory role, she consults independently for fintech and family office firms, advising on financial planning tool development and securities-related research. Clarity Financial Design serves individual and high-net-worth clients, charitable organizations, and employer plan sponsors, offering tailored investment management and comprehensive financial planning. The firm employs a strategic asset allocation approach that combines passive and active funds, with regular portfolio reviews and services that include retirement plan consulting and educational seminars.

Ian Starkel is a financial advisor with Starkel Wealth Advisors, LLC, an independent firm based in Springfield, MO. He holds Series 63 and Series 66 designations and has 11 years of industry experience, including roles at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Advisors. Starkel Wealth Advisors LLC provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, estates, and businesses. The firm employs fundamental analysis and a long-term strategic asset-allocation approach, while maintaining flexibility for rebalancing and tactical trades, serving a client base that notably includes corporate and business clients in addition to individuals.

Scott Valenti is a financial advisor at Forge Capital in Sarasota, FL, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual and Stirlingshire Investments. Valenti also operates a licensed insurance practice. Forge Capital provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, and public entities. The firm utilizes multiple analysis methods and a range of strategies tailored to client objectives, offering services such as portfolio management, retirement and tax planning, and comprehensive financial plans.

Kenneth Ackerman is a financial advisor with Hammond Asset Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Fortress Financial Holding Inc., SmartLife Financial Group LLC, TRAC Asset Management LLC, and Turner Financial Group, Inc. He is also a licensed independent life insurance agent, dedicating a small portion of his time to insurance as part of comprehensive financial planning for his clients. Hammond Asset Management LLC provides written financial planning and consultative services primarily to individual and high-net-worth clients. The firm selects and monitors third-party investment advisers, relying on asset allocation principles and Modern Portfolio Theory, while clients authorize services through formal agreements and meet with the firm at least annually.

William Mclean is the principal advisor at McLean Capital Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has led McLean Capital Management since 2006 and is also the CEO and sole owner of McLean Equity Research, LLC, which offers subscription-based equity research to financial professionals and the public. McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers, including other registered advisers, and manages discretionary portfolios for a limited number of clients such as individuals, trusts, and retirement plan participants. The firm employs a bottom-up, fundamentally driven investment approach focused on valuation metrics derived from public SEC filings and maintains a small operational scale with approximately $2.8 million in discretionary assets under management.

Patricia Hughes is a CFP® professional at Lake Life Wealth Advisory Group in Deer Park, IL, with eight years of industry experience. She previously worked at Baker & McKenzie from 2014 to 2017 before joining Moller Financial Services. Lake Life Wealth Advisory Group provides fee-only, holistic financial planning and investment guidance to individual and family clients, offering tailored services that range from cash-flow and budgeting to targeted engagements like student loan repayment strategies. The firm delivers non-discretionary advice following a passive, low-cost approach and operates with a distinctive retainer- and project-based fee model rather than percentage-of-assets charges.

Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.

Konstantin Litovsky is the sole advisor at Litovsky Asset Management in Sarasota, FL, holding a Series 65 designation with 18 years of industry experience. He has led Litovsky Asset Management since 2011. Litovsky Asset Management is an independent advisory firm specializing in business-sponsored retirement plans, offering services such as plan design, vendor selection, discretionary investment management, and participant education. The firm uses low-cost, transparent investments with a focus on risk management through disciplined asset allocation, primarily employing index and passive funds, and serves mainly pension and profit-sharing plan clients through flat, fixed advisory fees.

Thomas Tyler is a CFP® professional with 13 years of experience in financial advising at Fiduciary Consulting Group, Inc. He is also a practicing attorney at Thomas C. Tyler, PA, specializing in real estate, estate planning, and tax law. His legal practice has been active since 2001 and includes roles such as registered agent or manager of various legal entities. Fiduciary Consulting Group provides investment management and financial planning primarily for high-net-worth individuals, trusts, qualified retirement plans, and businesses. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, low-cost, passively managed asset-class mutual funds and ETFs, with discretionary portfolio management and periodic rebalancing.

Todd Heath Hazlett is the principal advisor at Todd Wealth Management LLC in Venice, FL, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Security Capital Management, J.W. Cole Advisors, and J.W. Cole Financial. He is also a licensed insurance agent involved in the sale of fixed annuities and life insurance. Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non‑HNW clients. The firm manages customized, income-oriented portfolios primarily for clients in or near retirement, using a blend of fundamental and technical analysis alongside sub‑advisory relationships.

Paul Gibson is a financial advisor at Harborview Capital Management LLC in Sarasota, FL, with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Harborview since 2010. Harborview Capital Management provides discretionary investment counsel to individuals, families, trustees, and other fiduciaries, tailoring portfolios based on client objectives and risk tolerances. The firm employs a growth-oriented approach using a range of securities and applies both fundamental and technical analysis, incorporating sophisticated strategies such as derivatives and market-timing within a fiduciary framework.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® certification in 2017. With this base, Filip moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina Wealth, LLC (an independent Registered Investment Advisor) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals and business owners. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the house) - Filip’s parents are 2 miles away (kind of like “Everybody loves Raymond”). Their values include spending time with family (even if it means a quick turnaround flight to NY to see the in-laws), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Thomas Esposito is a financial advisor with Five Points Investment Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services from 2010 to 2017. Five Points Investment Advisors, LLC is a single-advisor independent firm providing portfolio management and investment advice primarily to individuals, high-net-worth clients, and charitable organizations. The firm employs a diversified investment approach emphasizing equities and uses fundamental, quantitative, and technical analysis across various asset classes, managing accounts on a non-discretionary basis with regular reviews.

Gary Smith is a financial advisor at Millenia Financial Partners, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Millenia Financial Partners since 2012. Millenia Financial Partners provides investment supervisory and portfolio management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm manages approximately $115.8 million across about 55 client relationships, employing a range of investment strategies including fundamental, technical, quantitative, and qualitative analysis, with an emphasis on personalized investment policies and active portfolio management.

Robert Sparling is a CFA® charterholder and principal at Orcus Investment Advisors, LLC with three years of experience in investment management. Prior to founding Orcus, he spent 18 years at Dow Inc. He also serves as Volunteer Investment Committee Chair for the 501(c)(3) retirement plan at MyMichigan Health and leads Orcus Capital Management, LLC, which provides non-fiduciary consulting and market research services to investment advisers and foundations. Orcus Investment Advisors offers discretionary portfolio management and investment consultations to individuals, foundations, charitable organizations, and small businesses. The firm employs a core-satellite portfolio approach with an emphasis on tax efficiency and primarily passive ETF holdings, while providing tailored active strategies and hourly consulting services through a single-principal structure.

Michael Demassa is a CFP® and CFA® with 13 years of industry experience. He has been with Forza Wealth Management since 2015, where he is part of a four-advisor team based in Sarasota, FL. Forza Wealth Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, small businesses, corporations, and other investment advisers. The firm employs strategies including fundamental analysis, modern portfolio theory, and the use of derivatives and structured products when appropriate, managing approximately $375 million in client assets across a focused client base.

Katie Hall is a Series 65-licensed advisor at Prince Asset Management, Inc. with one year of experience in financial advisory. She is also a partner and CPA accountant at Magill Stochl & Hall CPAs LLC, a firm providing tax and accounting services to individuals and businesses. Prince Asset Management is a small, advisor-led firm that offers discretionary portfolio management to individual and small business clients, focusing on fundamental analysis and a mix of long-term growth and income strategies. The firm manages $122.7 million in discretionary assets across approximately 132 client relationships.

Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Mark Scionti is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2015, including a two-year period at Integrated Wealth Concepts LLC. In addition to his advisory role, he is a licensed insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a disciplined investment approach focusing on risk control and diversification, combining active equity strategies with passive ETFs and incorporating independent managers to align portfolios with client risk profiles.

Jeffrey Mccurdy is a Series 65-licensed financial advisor with over 11 years of industry experience. He has been with Guardsman Private Capital Management, Inc. since 2014 and also serves as president of Guardsman Wealth Management, Inc. In addition to his advisory roles, he manages several business entities including Sports Training Management, LLC and JDB Capital Partners, LLC. Guardsman Private Capital Management is a boutique firm serving ultra-high-net-worth individuals, families, trusts, and private entities with customized investment management and family-office-style services. The firm emphasizes low-cost, globally diversified portfolios and a long-term strategic asset allocation approach, integrating investment management with non-investment family-office support.