Glen Fuller is a financial advisor at United Advisors America with 12 years of industry experience. He holds a Series 65 designation and has been with United Advisors America since 2013. In addition to his advisory role, Fuller works full-time supporting life insurance agents at Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering customized portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and selected exchange-traded products.

Donald Blowers is a Series 66 licensed advisor with nine years of industry experience. He joined Blue Jean Financial LLC in 2024 after seven years at Thrivent Investment Management Inc. Outside of his advisory role, Blowers works as an independent Uber Eats driver and holds a licensed insurance agent position. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm employs a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, with portfolios managed on an institutional platform.

Richard Carr is a CFP® and ChFC® with 35 years of industry experience. He is currently with Carr Financial Group, where he has worked since 2022, following prior roles at Lucey Advisory Group and Private Advisor Group, LLC. In addition to his advisory work, Carr serves as an adjunct instructor teaching basic financial concepts and holds board positions with several nonprofit and social organizations. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with selective use of individual securities and alternative investments, and offers specialized family office services under separate arrangements.

Keith Chatel is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and USA Financial Securities Corporation. Outside of his advisory work, he operates an insurance agency under the name My Benefits Solution. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning without additional charge, utilizing model-based strategies managed by its affiliated sub-adviser.

Gregory Holland is a Series 65 registered advisor with 13 years of experience in financial services. He has been with O'Hagan Group, Inc. since 2021 and previously worked at Arbor Point Advisors and Kms Financial Services. Outside of advising, he has maintained a long career as a pilot for United Airlines since 1989 and owns a telecommunications marketing business. O'Hagan Group serves individual investors, trusts, and estates with wealth management and financial planning, employing a fundamental, bottom-up investment approach focused on resilient large-cap companies. The firm manages over $1.2 billion on a fully discretionary basis and integrates growth and value strategies primarily through individual equities and ETFs.

Gregory Baker is a CFP® with 13 years of industry experience. He currently works at Clark Asset Management, LLC and previously held roles at Charles Schwab & Co., Inc. and T. Rowe Price. Outside of finance, he performs as a musician in St. Petersburg, FL. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm emphasizes a passive investment approach using index funds and ETFs, along with tax-aware portfolio construction and ongoing financial planning services.

Markian Ukrainskyj is a CFA® charterholder with 22 years of industry experience and has been with Covenant Asset Management, LLC since 2013. He holds a Series 66 license and works as part of a team at the firm based in Bradenton, FL. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, complemented by dividend appreciation income and fixed-income laddering strategies, with an emphasis on tax efficiency and low turnover.

Christopher Monroe is a financial advisor with Fortis Group Advisors LLC in Bradenton, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at LPL Financial LLC, National Life Group, and Equity Services Inc. Outside of financial advising, he has been involved with Family Medical Equipment & Supply Company Inc. for over two decades. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combined fundamental and technical investment approach with an emphasis on institutional manager due diligence and tax-aware decisions, offering a range of investment management and planning services.

Steven Roy is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include work at Roy, Noye & Warren CPA, P.C., and multiple independent business activities, including ten years as an independent insurance agent. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and retirement plans through a team-based RIA-aggregator model. The firm supports a range of investment management and planning services, utilizing both active and passive strategies alongside alternative investments and advisory insurance products.

Matthew Gelman is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. Outside of his advisory role, he is involved in insurance sales and retirement planning through FEFA Advisors LLC. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analyses alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Brad Tatar is a financial advisor at Greenup Wealth with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Scottrade and TD Ameritrade before joining Greenup Wealth in 2021. Brad is based in Bradenton, FL. Greenup Street Wealth Management provides portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts.

Morton Potoff is a financial advisor with MJP Wealth Advisors in Longboat Key, FL, holding a Series 63 designation and over 57 years of industry experience. His career includes roles at Arete Wealth Management, Royal Alliance Associates, and extensive experience with MB Insurance and MJP Associates. Outside of advisory work, he serves as Chief Operating Officer at MB Insurance and MJP Consulting, focusing on insurance marketing and wealth management consulting. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, high net worth clients, trusts, and employer plans. The firm employs proprietary and customized investment strategies emphasizing principal preservation and long-term total return, utilizing both automated and multi-advisor platforms along with third-party technology integrations.

James Miklas is a financial advisor at Wellesley Asset Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Global Investments and Foreside Funds Distributors. Since 2017, he has served as a director at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and advising affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Lori Mondello is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, Hancock/Whitney, and Mercer Global Advisors. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals rather than managing client assets, operating mainly as a referral intermediary within the USAA group.

William Morris is a financial advisor at Kcd Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Sarasota Financial Group, Inc. since 2002. Morris is also involved in teaching federal employees about government benefits through a government contracting activity and serves as an independent insurance agent focusing on life and health products. Kcd Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors delivering asset management, financial planning, and portfolio appraisal services to individuals, corporate pension plans, and charitable organizations. The firm employs a range of investment strategies and uses third-party platforms and managers, combining broker-dealer and advisory business models.

Marc Nufrio is a financial advisor with StoneX Advisors Inc. holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. Outside of his advisory role, he is a member and manager of Nufrio Financial Group LLC, involved in insurance sales. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm employs a variety of managed portfolio strategies and utilizes multiple platforms for implementation and oversight.

Wesley Choate III is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Choate serves as a School Board member for the Manatee County School District, where he oversees the superintendent and helps establish the district's budget. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors.

Keith Jaworski is a CFA® charterholder with 15 years of experience in the financial industry. He currently works at Fortis Capital Advisors, LLC and has previously been affiliated with Quantimental Investments, LLC, Doyle Wealth Management, Inc., and Patton Albertson & Miller LLC. Outside of his advisory roles, he is involved in investment banking referrals through Quantimental Investments, LLC. Fortis Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of passive, active, tactical, blended, and ESG-integrated strategies, typically managed on a discretionary basis.

John Piccirilli is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Five Star Bank, Long Boat Key Capital, LLC, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family investment entities. Verdence Capital Advisors serves a diverse client base including individuals, businesses, pension plans, trusts, and independent advisers. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis across various portfolio types and also offers specialized family office, sports and entertainment, OCIO/sub-advisory, and consulting services.

David Roberts is a CFP® with 26 years of experience in the financial services industry, currently working at Grimes & Company since 2021. His prior roles include positions at TDAmeritrade and Td Waterhouse Investor Services Inc, where he spent over two decades. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies utilizing proprietary research and manages portfolios across a variety of asset types while also serving as a sub-advisor to other registered investment advisers.