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.

Stephen Golia is a CFP® and holds a Series 65 license with 15 years of industry experience. He has operated S T Golia Planning, LLC since 2010 and previously worked at Hallock & Camarrota LLP for seven years. Before focusing on financial advising, he was an inactive attorney in Florida and New Jersey, specializing in tax and estate planning. S T Golia Planning, LLC serves a high-net-worth clientele exclusively through solicitation and referral services to the Soteria Wealth Management team at UBS under the AdviceLink program. The firm does not manage portfolios or take discretionary investment authority, referring clients to UBS for wealth management and related services.

Lucien Sanchez is a financial advisor at Wealth Management Services Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at IFS Securities and involvement in financial and business consulting as well as leadership at MedClean USA. Wealth Management Services Inc. provides portfolio management, financial planning, and selection-of-other-adviser services for individuals, high-net-worth clients, and pension and profit-sharing plans, utilizing client-specific Investment Policy Statements and a range of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, and insurance products.

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.

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.

Paul Zeitz is a financial advisor at Monarch Asset Management LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Full Mana, LLC from 2017 to 2020. Monarch Asset Management provides discretionary portfolio management and investment supervisory services primarily to high-net-worth individuals and nonprofit organizations, managing approximately $75.6 million across about 58 client accounts. The firm’s investment approach emphasizes customized portfolios focused on individual bonds and large-cap domestic stocks, with limited use of ETFs and mutual funds for smaller or opportunistic allocations.

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.

John McCarthy is a CFP® and ChFC® with 26 years of experience in financial advising. He has operated John T. McCarthy, LLC since 1999 as a single-advisor independent firm based in Long Boat Key, FL. John T. McCarthy, LLC provides investment advisory and financial planning services to individuals, trusts, and estates, focusing primarily on non-discretionary portfolio management. The firm offers ongoing plan reviews and employs alternative investment strategies, including the use of derivatives, which is uncommon among similar independent advisers.

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 principal advisor at Litovsky Asset Management in Sarasota, FL, holding a Series 65 designation with 17 years of industry experience. He has been with Litovsky Asset Management since 2011, leading the firm since 2016. Litovsky Asset Management is an independent advisory firm specializing in business-sponsored retirement plans, offering services such as plan design, vendor selection, ERISA 3(38) investment management, and participant education. The firm emphasizes low-cost, transparent investment vehicles, primarily using index and passive funds, and applies a disciplined approach to asset allocation and risk management.