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 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

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.

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.

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.

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.

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.

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.

Valerie Flores is a financial advisor at Schorn Wealth with five years of industry experience. She holds a Series 65 designation and has worked with Valerie Wagner & Associates since 2004. Outside of her advisory role, she is the owner and president of Strategic Tax & Accounting Solutions, a tax consulting firm based in Englewood, Florida. Schorn Wealth serves individual and high-net-worth clients, trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm utilizes proprietary portfolio models and both fundamental and technical analysis in managing client assets.

Kenneth Sadler is a financial advisor with American Capital Management, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining American Capital Management, he worked at Summerhill Asset Management, JT David Asset Management, and Mutual of Omaha Investor Services. Outside of financial advising, he owns Minopreneur, a small business selling flavored pickles at vendor and craft shows. American Capital Management serves a diverse client base including individual, high-net-worth households, retirement plans, charitable institutions, foundations, trusts, and estates. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, implementing tailored investment strategies using mutual funds, ETFs, individual stocks, and bonds.

Tyler Amendola is a financial advisor at Coquina Private Wealth Advisors with a Series 65 designation and approximately one year of industry experience. His background includes roles at Amendola Financial Group and Coquina Private Wealth LLC, as well as time spent as a full-time student. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages roughly $392 million on a discretionary basis and offers retirement-plan consulting, building portfolios tailored to client-specific policies using both fundamental and technical analysis.

Bradley Patton is a CFP® and ChFC® with 21 years of industry experience. He currently serves at FourThought Financial Partners, LLC and has previously worked with Wells Fargo Advisors and USAA in various financial advisory roles. FourThought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm offers customized investment programs based on financial planning, utilizing a range of investment vehicles and emphasizing cash-flow analysis and targeted fixed-income strategies.

Adam Carter is a financial advisor with WealthPLAN Partners in Venice, FL, holding a Series 66 designation and 19 years of industry experience. He has worked with firms including OSAIC and operates as a sole proprietor as well. Adam is also a public speaker on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a “Strategy Diversification” investment approach using mutual funds, ETFs, individual securities, and alternative strategies, typically managing client accounts on a discretionary basis with ongoing monitoring and rebalancing.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

Zachery Jaggi is a financial advisor at Dale K. Ehrhart, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third and Truist. Prior to his financial services career, he spent nine years at Perkins Restaurant and Bakery. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP. The firm manages most accounts on a discretionary basis using fundamental analysis and diversified mutual fund and ETF strategies, and it employs a range of trading techniques including margin and options.