James Moore is a CFP® professional with 14 years of industry experience, currently serving at Campbell Financial Partners, LLC. His prior work includes roles at Private Capital Management, Inc., Emergent Investor Services, LLC, and Dale K. Ehrhart, Inc. Moore holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Campbell Financial Partners is a fee-only registered investment adviser providing financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily using no-load or low-cost mutual funds and ETFs, managing accounts on a discretionary basis with regular portfolio reviews and rebalancing.

Cheri Franklin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clarity Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and participates as a supervisory committee member for Eagle Community Credit Union in California. Clarity Capital Advisors provides comprehensive wealth management services to individuals, trusts, estates, employer retirement plans, and business entities. The firm utilizes a long-term, disciplined, low-cost, and diversified investment approach, emphasizing global equity allocations with tilt toward small-cap, value, and profitability factors, while operating on a flat-fee, fee-only structure without account minimums.

Nicole Phelan is a Series 65-licensed financial advisor with Concierge Financial Advisor LLC, bringing four years of industry experience. She has worked at Harwood Financial Group and has been with Concierge Financial Advisor LLC since 2021. Concierge Financial Advisor LLC provides financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, small businesses, and retirement plans. The firm manages approximately $37.8 million and employs a customized investment approach that includes long-term strategic and medium-term tactical models using a variety of investment vehicles under discretionary mandates.

Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.

Mark Clark is a CFP® professional with 20 years of experience in financial advising. He is currently with Prestige Advisors Inc. and has held prior roles at Legacy Financial Advisors, Wealth Planning and Design LLC, and has been self-employed for over two decades. Outside of his advisory work, Clark serves on the advisory board of the Lakewood Ranch Community Foundation, where he reviews and approves grant applications for local nonprofits. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, entity structure, and tax and estate planning. The firm offers personalized, collaborative services without managing client assets or engaging in discretionary investment management.

Jay Franklin is a CFP® and CFA® with 14 years of industry experience. He has been with Clarity Capital Advisors, LLC since 2016, where he is one of two advisors. Clarity Capital Advisors serves individuals, trusts, estates, employer retirement plans, and business entities with comprehensive wealth management that integrates asset management, financial planning, and retirement-plan consulting. The firm follows a long-term, disciplined, low-cost, and highly diversified buy-and-hold investment approach based on modern portfolio theory, using mutual funds, ETFs, and select individual securities tailored to client circumstances.

Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ten Capital Investment Advisors and Russell Investments. In addition to her advisory role, Farrar is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes a strategic and tactical asset allocation approach combining passive and active investments and provides both ongoing management and standalone planning services.

Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Doyle Investment Services and Wallstreet*E Financial Services, Inc. since 2002. Outside of advisory work, he owns a business providing income tax preparation and insurance product sales. MD Investment Advisors serves individual investors, trusts, and corporate pension plans with portfolio management and investment supervisory services. The firm employs a strategy combining long-term equity holdings, sector-focused ETFs, and option-based techniques to manage risk, delivering advice through personalized consultations on both discretionary and non-discretionary accounts.

Robert Phelan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Concierge Financial Advisor LLC since 2021 and previously spent seven years at Risk Director LLC. Phelan also provides part-time consulting on risk management policies and risk reviews for large corporations. Concierge Financial Advisor LLC serves high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and corporations with customized financial planning and portfolio management. The firm uses a combination of long-term strategic and medium-term tactical investment models, including derivatives and options strategies, and maintains a small client roster with approximately $40.35 million under management.

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.

Ryan Moseley is a financial advisor at Moseley Investment Management, Inc. with 12 years of industry experience. He holds the CFA® designation and Series 65 license. His career includes over a decade with Moseley Investment Management and a year at LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs fundamental analysis to build long-term portfolios and uses derivatives strategies to generate income, managing approximately $457 million in assets.

Michael Reynolds is a financial advisor with Maverick Private Wealth LLC in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Hedgeo Capital Advisors, First Sarasota Capital Advisors, Wellspring Wealth Management, Banc Of America Investment Services, and Citigroup Global Markets. Michael also holds a Florida State Insurance License and occasionally recommends fixed annuities as income-generating options. Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to high-net-worth individuals, trusts, foundations, and employer-sponsored plans. The firm manages a small number of clients with tailored investment strategies that include both proprietary systems and external managers.

Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.

Daniel Chappie is a CFP® and CFA® with 21 years of industry experience. He has been with Peninsula Asset Management Inc in Bradenton, FL since 2004. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to construct equity portfolios focused on sustained earnings and dividend growth, alongside fixed-income securities and ETFs for diversification.

Douglas Eden is a financial advisor at Eden Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Eden Capital Management since 2016. Mr. Eden serves on the Board of Directors of Hawthorn Bancshares, Inc., a publicly traded bank holding company. Eden Capital Management provides discretionary portfolio management and investment advice primarily to individuals, trusts, and retirement accounts with larger account sizes. The firm emphasizes fundamental analysis and a buy-and-hold strategy, focusing on equities with specific valuation characteristics and concentrated portfolios that are often overweight financial-services names.

Alan Myers is a financial advisor with Trails Edge Wealth Advisers, LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He also serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides investment advisory and portfolio management services to individuals, corporations, pension plans, endowments, foundations, estates, and trusts. The firm employs a small advisory team model and utilizes a range of analytical methods, often recommending third-party model managers through the GeoWealth platform to build tailored portfolios.

Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.

Kenneth Hargreaves is a financial advisor at WealthGen Advisors, LLC with 18 years of industry experience and holds the Series 66 designation. He has worked at firms including American Funds/Capital Group Companies and OSAIC. WealthGen Advisors serves individual and small-business clients, including high-net-worth individuals, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes written financial plans before discretionary management, uses Schwab as custodian, and integrates multiple investment analysis methods tailored to client objectives.