James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to create actively managed, tailored portfolios across various equity and fixed-income strategies.

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.

Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has eight years of industry experience, including prior roles at Sequent Financial, OSAIC Wealth, Inc./Securities America Advisory, and Ameriprise Financial Services. In addition to his advisory work, he is an agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm generally operates on a non-discretionary basis, using exchange-traded funds and a combination of charting and fundamental analysis, with portfolios reviewed and adjusted as needed.

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.

Massimo Teresi is a Series 65-licensed advisor with Integrity Wealth Management in Sarasota, FL, with two years of industry experience. Prior to joining Integrity Wealth Management, he worked at Swan Retirement Strategies and has a background that includes roles at Best Buy and Florida Gulf Coast University. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized portfolio management for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm typically recommends exchange-traded funds and combines charting with fundamental analysis, offering primarily non-discretionary services and coordinating estate and retirement planning with outside professionals when appropriate.

Benjamin Hard is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sara-Bay Financial Corp. since 2008. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Sara-Bay Financial Corp. primarily serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and related advisory services. The firm uses in-house research combined with fundamental and technical analysis to create actively managed, tailored portfolios across various strategies, focusing on multi-year core holdings and systematic removal of underperformers.

Joshua Grubbs is a CFA® charterholder with three years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and previously worked at Raymond James Financial Services Advisors, Inc., Balentine, LCG Associates, and WoodMark Capital Advisors. He also spent five years at Rollins College. Four Pillars Financial Planning Group serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities, offering discretionary and limited non-discretionary portfolio management along with financial planning. The firm employs a strategic asset allocation investment approach with tactical adjustments, using mutual funds, ETFs, and client-specific sleeves of individual securities, and provides ERISA 3(21) retirement plan fiduciary services and flat-fee planning arrangements.

Jason Kastner is a financial advisor with Weatherhelm Capital Management LLC in Cambridge, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Weatherhelm Capital Management since 2015 and at Weatherhelm Futures, LLC since 2022. Prior to that, he was with Costello, Valente & Gentry, PC for seven years. Weatherhelm Capital Management advises individual and high-net-worth clients on discretionary portfolio management, retirement-plan advisory, and alternative-asset consulting. The firm employs a cash-flow and Investment Policy Statement driven approach, utilizing a variety of equity, fixed income, ETF, and derivative strategies to manage risk and tailor tactical allocations.

Joshua Duncan is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has worked at Edward Jones for five years before joining F5 Financial Planning, L.L.C. in 2018, where he currently serves as an advisor. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, and also provides virtual CFO services to businesses alongside its planning offerings.

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.

Cynthia Shuford Stover is a financial advisor at Global Financial Private Client with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2018, previously working at G.F. Investment Service, LLC for 14 years. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated business structure that includes family-office style consulting and accounting services.

Gabriel Kaufmann is a financial advisor with HD Money, Inc. in Sarasota, FL, holding a Series 65 credential and five years of industry experience. He has worked at Vimvest Financial and VimVest Securities, LLC. HD Money, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses, typically utilizing third-party managers and ETF-based portfolios implemented through sub-advisers and model strategies.

Brian Timm is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Global Financial Private Client since 2020 and previously at AssetMark and Global Financial Private Capital. In addition to his advisory role, he manages BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis across various strategies.

Geoffrey Frazier is a financial advisor with Global Financial Private Client in Sarasota, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. His prior work includes roles at G. F. Investment Services, LLC and Global Financial Private Capital. He is also the owner of 360 Tax Consulting, an accounting and financial consulting firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental, technical, and cyclical analysis across various strategies and maintains defensive cash positions when appropriate.

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.

Kenneth Sadler is a financial advisor with American Capital Management, Inc. in Venice, FL, holding Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Summerhill Asset Management, JT David Asset Management, and Mutual of Omaha. Outside of finance, he owns Minopreneur, a business selling flavored pickles at vendor and craft shows. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and third-party manager referrals, utilizing mutual funds, ETFs, stocks, and bonds with quarterly account reviews and discretionary trading authority.

Bradley Patton is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with FourThought Financial Partners, LLC and has held prior roles at Wells Fargo Advisors and multiple divisions within USAA. FourThought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm’s investment approach integrates tailored financial planning with diversified strategies using mutual funds, ETFs, equities, bonds, and private pooled vehicles.