Craig Wolpert is a financial advisor with Thurston Hall Investment Research, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Thurston Hall since 2005. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a fundamentally driven, conservative approach that emphasizes diversification, limited trading, and ongoing suitability reviews. The firm utilizes equities, fixed income, mutual funds, ETFs, government securities, and options, and is notable for its documented use of derivatives and margin strategies subject to client authorization and suitability assessments.

Kelsey Mac Lean is a financial advisor at DG Wealth with a Series 65 designation and one year of industry experience. Prior to joining DG Wealth, Mac Lean held various roles in the hospitality sector. Outside of financial advising, Mac Lean has ongoing involvement in the restaurant industry. DG Wealth LLC is a state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth management and comprehensive financial planning, tailoring investment strategies to client objectives, risk tolerance, and time horizon.

Richard Mueller is the sole advisor at Peak Investment Advisors, Inc. in Venice, FL, holding a Series 65 designation with 27 years of industry experience. He has been with Peak Investment Advisors since 1993. Peak Investment Advisors provides investment advisory and financial consulting services primarily to individuals, families, and businesses, with additional clients including pension funds, banks, trusts, endowments, and estates. The firm offers tailored portfolio management, tax planning, and related consulting services, typically implementing strategies on a discretionary basis with an emphasis on diversification and regular performance reviews.

Timothy Hixson is a financial advisor at DG Wealth with four years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of financial services, he has experience in the hospitality and retail sectors. DG Wealth is a state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth management and comprehensive financial planning tailored to client objectives, with an investment approach that includes mutual funds, ETFs, and individual securities.

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.

Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 credential and four years of industry experience. Prior to joining Forza Wealth Management in 2022, she worked at Caldwell Trust Company for six years. Forza Wealth Management serves individual clients, including high-net-worth households, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and retirement advice, applying fundamental analysis and modern portfolio theory across a broad range of investment products.

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.

Larry Chlebina Sr. is a financial advisor with Chlebina Capital, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Private Client Services, OSAIC, Securities America, Inc., and Securities Service Network, Inc., and has been with Chlebina Capital since 2004. He also serves as president and chief compliance officer of Chlebina Capital Management, LLC, an independent registered investment adviser. Chlebina Capital Management provides discretionary and non-discretionary portfolio management as well as financial planning and consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses multiple proprietary strategies and combines fundamental, technical, and charting analysis to manage client portfolios actively.

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.

Randall Arnaud is a financial advisor with Guardsman Private Capital Management, Inc. in Sarasota, FL. He holds a Series 63 designation and has 20 years of industry experience, including 26 years at FINANCIAL SERVICES NETWORK, Inc. Prior to joining Guardsman in 2020, he worked extensively in financial services. Guardsman Private Capital Management is a boutique SEC-registered adviser serving ultra-high-net-worth individuals, families, charitable organizations, trusts, estates, and private investment entities. The firm focuses on customized investment management and family-office style services, employing a strategic asset allocation approach with globally diversified portfolios primarily using low-cost index funds.

Anthony Welch is a CFP® and ChFC® with 25 years of industry experience. He has been with Sarasota Capital Strategies, Inc. since 2002. Outside of his advisory role, he is a partner in RTR, LLC, an office building entity. Sarasota Capital Strategies provides portfolio management and financial planning services for individuals, trusts, corporations, foundations, and estates. The firm uses internally developed models combining fundamental and technical analysis to manage discretionary accounts, focusing on downside protection while participating in rising markets.

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.

Timothy Videnka is a CFP® and CFA® with 10 years of industry experience, currently serving at Forza Wealth Management in Sarasota, FL. He has been with Forza Wealth Management since 2016. Forza Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advice, using a blend of fundamental analysis and modern portfolio theory across a broad range of investment options.

Donald Paracca is a financial advisor at Paracca Financial Group with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Compass Financial Management LLC, Edward Jones, and DMK Advisor Group, Inc. Outside of advising, he assists in tax preparation during the tax season at PFG Tax. Paracca Financial Group is a state-registered advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach complemented by both fundamental and technical analysis, offering services such as direct indexing, tax-loss harvesting, and option overlay strategies.

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.

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.