Valerie Wagner is a financial advisor at Schorn Wealth with four years of industry experience. She holds a Series 65 designation and has operated Valerie Wagner & Associates since 2004. In addition to her advisory role, she is the owner and president of Strategic Tax & Accounting Solutions, Inc., a tax consulting firm. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models and combines fundamental and technical analysis to manage client assets, primarily on a discretionary basis.

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.

Tyler Amendola is a financial advisor at Coquina Private Wealth Advisors with a Series 65 designation and approximately one year of industry experience. His background includes roles at Amendola Financial Group and Coquina Private Wealth LLC, as well as time spent as a full-time student. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages roughly $392 million on a discretionary basis and offers retirement-plan consulting, building portfolios tailored to client-specific policies using both fundamental and technical analysis.

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.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

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.

Ryan Guttridge is a CFA® charterholder with 22 years of industry experience. He is currently with Schorn Wealth, where he has worked since 2024. Prior to joining Schorn Wealth, he held positions at Clockwise Capital LLC, Guttridge Capital, and Richmond Optimus Capital Management, LLC. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models with a mix of stocks, bonds, ETFs, mutual funds, and alternative investments, combining fundamental and technical analysis.

John Wheeler is a financial advisor at Carmel Capital Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has held roles at firms including 303 Advisors, LLC and Strategic Mastery, LLC, where he is a principal of Akili Capital, a strategic consulting firm serving closely held businesses and families with extensive real estate holdings. Wheeler serves on the board of the National Network of Youth Ministries, a public charity supporting youth ministry efforts across the United States. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, institutions, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, employing customized portfolios, sub-advisors, and derivative strategies, and is notable for its role as a private fund sponsor and manager.

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.

Kati Hays is a financial advisor with WealthBridge Capital Management, LLC in Englewood, FL. She holds the Series 66 designation and has four years of industry experience, including three years at Edward Jones and seven years with America At Play, Inc. WealthBridge Capital Management serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, financial planning, and discretionary portfolio management. The firm emphasizes long-term, tax-aware portfolios primarily using low-cost ETFs and mutual funds, combined with fundamental, technical, and cyclical analysis, and offers public educational seminars on financial topics.

Douglas Mathey is a financial advisor at Sikich Financial with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he contributes approximately 40 hours per month. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management using an asset-allocation approach grounded in modern portfolio theory, and it operates in coordination with its parent company, Sikich LLC, to provide integrated wealth management and related advisory services.

Leah Van Welie is a financial advisor at Coquina Private Wealth Advisors with 29 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Williams Financial Services, Inc. among other firms. She also serves as the secretary and office manager at Williams Financial Services, Inc. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs both fundamental and technical analysis to build individualized portfolios aligned with client-specific investment policies.

Thomas Schorn is a financial advisor with Schorn Wealth in Englewood, FL, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has worked at firms including Cadaret Grant & Co., Inc., Sorrento Pacific Financial, LLC, and First Allied Advisory Services, Inc. Schorn is also a Certified Public Accountant and operates a tax planning and preparation business. Schorn Wealth serves individual and high-net-worth clients as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management. The firm employs proprietary portfolio models that allocate among stocks, bonds, ETFs, mutual funds, and alternative investments, using both fundamental and technical analysis.

Noah Macfarlane is a Series 65-licensed financial advisor at Fourthought Financial Partners, LLC with two years of industry experience. He has been with Fourthought since 2019 and previously worked at Insurance Service of Sarasota. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs from a financial-planning foundation, tailoring strategies to client goals, risk tolerance, and cash-flow needs.

James Stamper is a financial advisor at FourThought Financial Partners, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities LLC and The Prudential Insurance Company of America for 14 years. Stamper has been with FourThought Financial Group and FourThought Financial since 2022. FourThought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and follows a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs.

Amy King is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apforia. Her prior experience includes roles at Instar Financial Planning, Bank of America, Merrill, and Picket Fence Tax, along with 22 years of service in the US Army. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach combining passive and active strategies and operates under a fee-only, fiduciary framework.

Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Stafford Lawrence is a financial advisor at Flaharty Asset Management, LLC in Punta Gorda, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Modern Wealth Management, LLC, LPL Financial, Bank of America, N.A., and Merrill. Flaharty Asset Management serves individual investors, high net worth clients, retirement plans, and institutions through a team of ten advisors managing approximately $901.6 million. The firm employs a top-down, strategic asset-allocation approach tailored to clients’ time horizons and risk tolerances, utilizing a broad range of investment instruments and offering services including discretionary portfolio management, financial planning, and retirement plan consulting.