Daniel Himelberger is a financial advisor with Cumberland Advisors in Sarasota, FL, holding a Series 65 designation and 11 years of industry experience. He has been with Cumberland Advisors since 2013. Cumberland Advisors serves individual investors, including high-net-worth households, as well as a variety of institutional clients by providing portfolio management, financial planning, and investment consulting. The firm employs a team approach and emphasizes active fixed-income management, broad ETF equity exposures, and a tactical trend strategy that incorporates market-timing signals and downside protection.

Natalie Brown is a CFP® professional with seven years of industry experience. She currently works at Ashton Thomas Private Wealth and previously spent ten years at Day Hagan Asset Management. In addition to her advisory role, she contributes financial articles for retail investors to The Street Retirement Daily, a financial publication. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, utilizing a range of investment strategies and offering access to specialized platforms and solutions.

Joshua Sands is a CFP® professional with 17 years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial since 2013 and was previously associated with Level Four Advisory Services. Outside of his advisory roles, he operates a tax preparation service specializing in cryptocurrency tax reconciliation. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing investment strategies through a combination of fundamental analysis and third-party platforms.

Shaun Burgess is a financial advisor at Cumberland Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Cumberland Advisors since 2013. The firm serves individual investors, including high-net-worth households, as well as institutional clients such as retirement plans, foundations, and government entities. Cumberland Advisors manages separately managed accounts using a team approach, with a focus on active fixed-income management, ETF-based equity strategies, and a distinctive Tactical Trend strategy that incorporates market-timing techniques.

Aaron Niec is a CFP® and holds a Series 66 license with 22 years of industry experience. He has worked at JMG Financial Group Ltd since 2019 and previously spent ten years at Cambridge Investment Research Advisors and Cambridge Investment Research Inc, as well as three years at Payant Wealth Management Group. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management alongside tax consulting and private investment fund advisory services. The firm follows a planning-based, long-term investment process focused on strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Joseph Garrisi is a financial advisor at Inspire Advisors, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Northwestern Mutual in various capacities from 2011 to 2026. Inspire Advisors, LLC is a registered investment adviser managing approximately $1.33 billion in discretionary client assets, serving individual and institutional clients with portfolio management, financial planning, and consulting services. The firm incorporates Biblically Responsible Investing into its strategies using proprietary tools and employs a range of analytical methods alongside its use of sub-advisors and proprietary ETFs.

Josh Renda is a CFP® professional with 26 years of industry experience, currently with Apollon Wealth Management, LLC. His previous roles include positions at Raymond James & Associates and J Alden Associates, Inc. He also serves as a Senior Family Office Advisor for Adi Dassler International Family Office through Apollon Wealth Management. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets through a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, trusts, estates, and businesses, combining fundamental analysis and tactical allocations with ESG models, direct indexing, and third-party sub-managers in its investment approach.

Karin Botelho is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with CreativeOne Securities since 2015. Outside of advisory work, she is involved in teaching financial education classes through a nonprofit organization. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.

Denise Mellerup is a financial advisor with Archer Investment Corporation in Sarasota, FL, holding a Series 65 designation and 15 years of industry experience. She has been with Archer since 2011 and also serves as president and sole shareholder of DJL Surveying Co Inc, a surveying business she has managed since 1990. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets on a discretionary basis.

Scott Barcomb is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Berthel, Fisher since 2003 and previously worked at BFC Planning, Inc. Barcomb is the founder and owner of Barcomb Asset Management, provides investment advice, and is the author of the book *Black Rock*. He also serves as treasurer for the Pine Park Office Condo Association in Sarasota, Florida. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm delivers tailored investment solutions across various platforms, including discretionary and non-discretionary management and sub-advisory arrangements.

Kathleen McGrath is a CFP® professional with 31 years of experience in the financial services industry. She currently serves at ValMark Advisers, Inc. and affiliated firms, with prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and KeyBanc Capital Markets Inc. She is a board member of the Hugs and Hope Foundation, a nonprofit supporting families affected by lung cancer. ValMark Advisers, Inc. provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a network of advisory representatives. The firm’s approach focuses on diversified, goal-based portfolios implemented via mutual funds, ETFs, and separate accounts, with ongoing monitoring and rebalancing overseen by an investment committee.

John Marshall is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Advisor Share Wealth Management, he worked with Risk & Tax Mitigation Solutions, Inc. and Allied Elite Financial, and he was an Independent Life and Annuity Agent for 14 years. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both a discretionary and non-discretionary basis.

Daniel Crimmins is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Crimmons Wealth Management, LLC from 2011 to 2023 before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies tailored to client objectives and risk tolerance.

James Davenport is a CFP® with 16 years of industry experience. He is currently with Compass Financial Management LLC and has previously worked at Halo Securities LLC and Sentinus LLC. In addition to his advisory role, he is licensed to sell life and health insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach and supports a broad client base through ongoing portfolio monitoring and implementation.

Todd Martin is a CFA® charterholder with 24 years of industry experience. He has worked at Timucúan Asset Management Inc. since 2010. Timucúan Asset Management provides discretionary investment management to high-net-worth individuals, family offices, pension and institutional clients, and manages a longstanding private investment fund. The firm emphasizes fundamental, business-oriented value investing with concentrated portfolios and multi-year holding periods, combining separate-account management with private fund advisory services.

Michael Murray is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked with Truadvice Wealth Management and Bison Advisors since 2023. Prior to his advisory career, he spent 14 years as an independent contractor for the DP World Tour and three years at Lyons Tool & Manufacturing. He also holds a Florida Life, Health, & Variable Annuity license and occasionally works as an independent insurance agent. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and charitable organizations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm utilizes an outcome-focused, multi-manager investment approach that incorporates tactical and strategic allocations across liquid and private-market strategies, along with specialized model portfolios and a turnkey asset management platform for other advisers.

Ralph Nicosia II is a financial advisor at Madison Partners in Sarasota, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at AE Wealth Management, CreativeOne Wealth, Candor Wealth Strategies, and T Rowe Price. Outside of advisory services, he serves as president of an insurance sales and services business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, fiduciary approach focused on long-term portfolio construction with a range of investment strategies and serves clients through a multi-advisor team managing approximately $1.3 billion.

Adam Kazalski is a ChFC® with 27 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Equitable Advisors, and AXA Advisors. Kazalski serves as the Sarasota Chapter President of the Exit Planning Institute and is involved in several other financial and consulting ventures, including leadership and ownership positions in various affiliated firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians for client accounts.

Minka Muka is a financial advisor with Capital Analysts in Sarasota, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. She has worked at Western & Southern Life and other firms prior to joining Capital Analysts. Minka is also a licensed realtor, assisting buyers and sellers in the local real estate market. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary management by an in-house investment team with non-discretionary services and maintains institutional relationships that support its various investment solutions.

Kenneth Bolton is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Milestone Private Wealth Management, CS Planning Corp., and Wells Fargo Advisors Financial Network. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, reporting, and held-away asset management.