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 financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 65 designation with one year of industry experience. Before joining Integrity Wealth Management in 2025, he worked at Swan Retirement Strategies and has experience in both the financial and retail sectors. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm focuses on non-discretionary management, mainly recommending exchange-traded funds, and integrates insurance services through its licensed agency affiliation.

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.

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 at American Capital Management, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Summerhill Asset Management and Fifth Third Bank. Outside of advisory work, he owns Minopreneur, a business that sells flavored pickles at vendor and craft shows. American Capital Management serves a diverse clientele including individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, typically implementing customized strategies through mutual funds, ETFs, stocks, and bonds.

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.

Scott Bretl is a financial advisor with Wellment Financial in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at FSR Wealth Management, FSR Insurance Planning, Global Financial Private Capital, and FSR Certified Public Accountants. Outside of his advisory work, he serves as Treasurer for the Chikaming Country Club, where he prepares budgets and participates in the finance committee. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, emphasizing retirement planning and tax strategies. The firm employs diversified model portfolios and various asset allocation approaches, delivering managed accounts through a third-party sub-advisor and a wrap-fee platform.

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.

Paul Cella is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Research Financial Strategies, a team-based firm, and has held roles at League Capital Markets, League Med, Purshe Kaplan Sterling Investments, and International Assets Investment Management. Outside of his advisory work, he is involved in sales and referral activities related to fixed insurance, property and casualty insurance, and advanced planning through several affiliated entities. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension and profit-sharing plans, and trusts. The firm employs a technical analysis and active trading approach focused on risk mitigation and manages approximately $254 million in discretionary assets through a team of six advisors.

Michael Hartley is a financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Dale K. Ehrhart, Inc. since 1987. Outside of his advisory role, he is involved with The Venice Company, a real estate management partnership. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through its Family Office, Private Client division, and TAMP. The firm provides discretionary and non-discretionary portfolio management, builds client-specific Investment Policy Statements, and uses a diversified approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating a range of trading techniques including margin and options strategies.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.