John Cunningham III is a CFP® professional with 11 years of industry experience. He has worked at Reality Financial Planning Services, LLC since 2020 and previously held roles at TIAA-CREF and Global Financial Private Capital, LLC. His current firm serves a range of clients including individuals, families, high-net-worth clients, corporations, and certain foundations or charities. Reality Financial Planning Services manages approximately $126 million across about 214 client accounts, offering fee-only financial planning and discretionary investment supervision under a fiduciary standard. The firm emphasizes a long-term, Modern Portfolio Theory approach using cost-efficient index funds, ETFs, and ETNs, while also providing public education through speaking engagements and workshops on asset and retirement planning.

Jeffrey Tamas is a Series 65-credentialed financial advisor with over 10 years of industry experience. He is currently with Ideal Retirement Solutions and has prior experience at firms including Portfolio Medics, Alphastar Capital Management, MWA Financial Services, and Modern Woodmen. In addition to his advisory role, he is also an insurance agent, spending part of his time selling annuities and life insurance products. Ideal Retirement Solutions serves individual and high-net-worth clients, managing approximately $123.5 million in assets with discretionary investment management that includes asset allocation, model portfolios, and both long- and short-term trading. The firm also operates as an insurance agency, offering commissionable insurance products alongside advisory services and a fee-based annuity program.

Sonja Puetzer is a financial advisor at Baobab Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Baobab Wealth Management, she worked at Sportmaster and Adidas Group. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of investment strategies tailored to client objectives.

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.

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.

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.