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. He previously worked at Hedgeo Capital Advisors, LLC and First Sarasota Capital Advisors, LLC. Michael also holds a Florida State Insurance License and occasionally recommends fixed annuities as part of income planning. Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory to individuals, trusts, foundations, and employer-sponsored plans. The firm serves a small client base, typically high-net-worth individuals, applying a variety of analytical methods and proprietary investment systems tailored to each client’s circumstances.

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.

Zachary Miller is a financial advisor at Arimathea with a Series 66 designation and two years of industry experience. His background includes roles at LPL Financial LLC, Golden State Wealth Management, Redwood Investment Group, and RBC Capital Markets. Outside of finance, he works part time as a ride share driver for Uber. Arimathea serves individual and high-net-worth clients, trusts, pension, and corporate clients by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm offers both traditional advisor-led engagements and a fully digital advisory platform, with an investment approach grounded in value-aligned screening based on Catholic social teaching.

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 29 years of industry experience. He has worked at Trails Edge since 2018 and previously spent three years at Wells Fargo Clearing. Myers also serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high net worth clients, as well as corporations, pension plans, endowments, foundations, estates, and trusts. The firm employs a range of analytical methods and utilizes both in-house management and third-party model managers accessed through the GeoWealth platform.

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.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, 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 in addition to managing retail client portfolios.

Durraj Tase is the CEO of DT Investments I LLC and holds the Series 65 and Series 66 designations with 14 years of industry experience. He has been with DT Investments I LLC since 2013 and advises an individual client on market strategies, equities, and fixed income portfolios without discretion. DT Investments I LLC provides ongoing portfolio management and investment supervisory services to a small, concentrated client base, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm employs a variety of analytical methods and complex trading strategies, including options and OTC currency instruments, and offers both discretionary and non-discretionary management tailored to client objectives.

Eric Felty is a CFP® professional with eight years of industry experience, currently serving as an advisor at Equity Advisors of Kentucky Inc since 2018. His prior experience includes roles at CPA Advisory Group, JP Morgan Securities LLC, and Deloitte. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, with an emphasis on strategic asset allocation, diversification, and tax-focused investing. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, serving both individual and high-net-worth clients.

Tyler Pullen is a CFA® charterholder with 13 years of experience in the financial industry. He is currently a principal at Pullen Investment Management, where he has worked since 2020. Prior to that, he was with National Investment Services of America, LLC and its predecessor entities from 2014 to 2020. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach across actively managed equity and fixed-income strategies, tailoring portfolios to clients’ objectives and risk tolerances.

Gregory Bangma is a financial advisor at Silver Lake Advisory Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 2013. 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 and tailors portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. Outside of his advisory role, he is independently licensed to sell insurance products. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, and trusts or estates. The firm provides financial planning, discretionary asset management, and pension consulting, managing approximately $217 million in assets using a diversified investment approach that incorporates both fundamental and technical analysis.

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.

Richard Oberuc is a financial advisor at Empirical Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management, LLC and First National Advisors, LLC. Oberuc is also the CEO of Burlington Hall Asset Management, Inc., a company focused on developing software products for asset allocation models. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm uses a rules-based, long-term investment approach leveraging proprietary methodologies and a range of diversified portfolios constructed from ETFs, mutual funds, and select securities.

Ruth Barrios is a financial advisor with Woodstock Wealth Management, Inc. in Sun City Center, FL, holding a Series 66 license and 19 years of industry experience. She has been with Woodstock Wealth Management since 2018 and worked previously at Woodstock Financial Group. Outside of her advisory role, Barrios is involved in selling non-securities insurance and works as a realtor. Woodstock Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment strategies and offers a performance-fee program alongside standard arrangements.

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.