Kip Schoonover is a financial advisor with KeyHouse Analytics Inc. in Sarasota, FL, holding 32 years of industry experience. He worked at J L Bainbridge & Co, Inc. for 20 years before founding KeyHouse Analytics in 2017. KeyHouse Analytics Inc. provides discretionary, fee-based investment advisory and portfolio management services to individual and business clients. The firm focuses on a uniform, rules-based model concentrating portfolios in 15–20 U.S. growth companies across market capitalizations, using fundamental, technical, and cyclical analysis to seek returns above the S&P 500 while managing downside risk.

James Williamson is the sole advisor at Platinum Planning, Inc. in Sarasota, FL, holding Series 63, 65, and 66 licenses with 16 years of industry experience. He has been with Platinum Planning since 2012 and also engages in insurance sales as an agent. Platinum Planning, Inc. is an independent Registered Investment Adviser serving individuals, IRAs, trusts, and business entities. The firm offers tailored investment advice and financial planning using strategies such as asset allocation, dollar-cost averaging, and options trading, with services that include both discretionary and non-discretionary managed accounts.

Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.

Lucien Sanchez is a financial advisor at Wealth Management Services Inc. in Sarasota, FL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Morgan Stanley, and Raymond James. His background also includes roles in financial and business consulting as well as leadership at MedClean USA. Wealth Management Services Inc. offers portfolio management, financial planning, and selection-of-other-adviser services for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm uses client-specific Investment Policy Statements, conducts regular account reviews, and employs a range of investment strategies including fundamental and cyclical analysis.

Mark Wade is a financial advisor at Echelon Virtual Family Office, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Echelon entities since 2004. Wade is also an insurance agent providing traditional insurance products. Echelon Virtual Family Office offers asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, pooled investment vehicles, and charities. The firm employs both fundamental and technical analysis, using ETFs, mutual funds, and third-party model portfolios, typically managing accounts on a discretionary basis with periodic risk and tax reviews.

Jeffrey Carnevale is a CFA® charterholder with six years of industry experience, currently serving as the sole advisor at Motus Partners LLC. His prior work includes roles at Quad Capital, LLC and operating as a self-employed investor. Outside of his advisory work, he is co-founder and co-CEO of Hunt & Lather LLC, a men's personal care products company. Motus Partners provides discretionary portfolio management primarily for high-net-worth individual clients through separately managed accounts. The firm focuses on concentrated equity portfolios using a combination of fundamental, quantitative, and qualitative analysis, and employs strategies such as derivative use and leverage within client accounts.

John Sauickie is the sole advisor at Preservation Capital Group in Sarasota, FL, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has led Preservation Capital Group since 2010. Outside of his advisory role, he is the managing member of a family investment company, Whitewater Place LLC. Preservation Capital Group manages discretionary investment portfolios primarily for high-net-worth investors, foundations, trusts, and corporations. The firm utilizes a fundamental analysis framework focused on publicly traded equities and fixed-income instruments, operating as a fee-only fiduciary with discretionary authority over client accounts.

Andrew Pemberton is a financial advisor at Braintrust with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Finalis Securities LLC, GT Securities, Inc., Wafra, Tideline, and IBM. He is also the managing member of Pemberton Holdings, LLC, which provides management consulting and technology product development services. Braintrust Investment Advisors, LLC offers investment advice to individual U.S. investors via a digital platform that combines automated portfolio building with advisor-led consultations. The firm uses proprietary algorithms and AI-enhanced research for non-discretionary strategic asset allocation across equity, balanced, and fixed income portfolios, with custody and trade execution handled by Interactive Brokers.

Angela Dyches is a financial advisor at Cpa Investment Solutions, Inc. with 22 years of industry experience. She holds the PFS™ and Series 63 designations and has been with her current firm since 2007. Outside of her advisory role, Ms. Dyches is president and majority shareholder of CPA Financial Solutions, P.A., a full-service CPA firm serving individual and business clients. Cpa Investment Solutions, Inc. provides discretionary portfolio management and comprehensive financial planning primarily for individual clients, focusing on personal accounts and retirement rollovers. The firm integrates tax and accounting expertise into its tailored investment strategies, utilizing documented investment policy statements, asset allocation, and ongoing portfolio monitoring.

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.

Gw King is the principal of King Retirement Solutions, LLC, an independent advisory firm based in North Port, Florida. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to founding King Retirement Solutions in 2018, he worked at Brokers Financial and Brokers International Financial Services, LLC, and has operated as a sole proprietor since 1989. Outside of financial advising, he currently operates Dancing Moon Travel, a travel agency. King Retirement Solutions primarily serves individual clients as well as business and high-net-worth clients, offering financial planning, insurance reviews, and life-insurance analyses. The firm arranges asset management through third-party managers and operates mainly on a non-discretionary basis, monitoring manager performance and utilizing fundamental, technical, and cyclical analysis.

Ian Starkel is a financial advisor at Starkel Wealth Advisors, LLC in Sarasota, FL, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services, TD Ameritrade, and Wells Fargo Bank. Starkel Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and businesses by providing comprehensive wealth management, including financial planning and discretionary portfolio management. The firm uses a mix of low-cost mutual funds, ETFs, individual securities, and third-party managers, emphasizing fundamental analysis and tailored long-term asset allocation.

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 at Patriot Wealth Advisors LLC in Sarasota, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Fortress Financial Holding Inc. and SmartLife Financial Group LLC. In addition to advisory services, he is a licensed independent life insurance agent involved in insurance sales as part of his overall financial planning. Patriot Wealth Advisors provides written financial planning and consultative services primarily to individual and high-net-worth clients. The firm selects and monitors third-party investment advisers who manage portfolios, using approaches based on asset allocation and Modern Portfolio Theory, while meeting with clients 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 with nine years of industry experience. She has worked at Moller Financial Services since 2017 and previously spent three years at Baker & McKenzie. She is based in Siesta Key, FL, and serves as the sole advisor at Lake Life Wealth Advisory Group. Lake Life Wealth Advisory Group provides fee-only, holistic financial planning and investment guidance to individual and family clients. The firm offers tailored services, including cash-flow and budgeting, tax planning, retirement and estate plan reviews, and targeted projects like Student Loan Express. Investment advice is non-discretionary and generally follows a passive, low-cost approach emphasizing diversification, risk management, and tax awareness. The firm does not manage client assets or charge asset-based fees, instead operating on retainer and project fee arrangements.

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.