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 a financial advisor at DT Investments I LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at DT Investments I LLC since 2013, following a year at Banc of America Investment Services, Inc. DT Investments I LLC provides 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 uses a variety of analytical methods and trading strategies, offers both discretionary and non-discretionary management, and accepts performance-based fee arrangements for qualified clients.

Nicholas Duvall is a financial advisor at Prestige Advisors Inc. with a Series 65 designation and two years of industry experience. He has previously worked at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, tax, and estate planning. The firm does not manage client assets but engages directly or through other advisory firms to coordinate with clients' trusted advisors and insurance carriers.

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.

Thomas Judge is a financial advisor with Century Business & Financial Services in Longboat Key, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Cetera Financial Specialists LLC and H.D. Vest Advisory Services. Outside of advising, Judge serves as a director and treasurer for the Portobello Owners Association and is an enrolled agent providing tax planning and preparation through several business entities he owns. Century Business & Financial Services offers discretionary asset management and limited financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with clients’ objectives and risk profiles, managing accounts on a discretionary basis with regular reviews.

James Judge is a financial advisor at Century Business & Financial Services with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles since 2009, including positions at Jet Cube Inc and HD Vest Advisory Services. Century Business & Financial Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods and tailors investment decisions based on client goals, risk tolerance, and tax considerations, offering both ongoing management and shorter-term consulting services.

Brian Skarbek is a financial advisor at Cypress Capital Group, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Cypress Capital Group since 2016. Outside of his advisory role, he is affiliated with a health and wellness multi-level marketing company in a non-operational capacity. Cypress Capital Group provides investment advisory and portfolio management services to individuals, retirement accounts, trusts, estates, and other entities. The firm manages approximately $57 million in client assets and uses a team-driven process combining quantitative and qualitative research to build customized portfolios aligned with client profiles.

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 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. In addition to advisory services, he is licensed as an insurance agent and spends part of his time providing insurance-related services. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for about 567 clients. The firm serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering asset management, financial planning, and pension consulting with an investment approach that combines fundamental and technical analysis along with tactical and strategic asset allocation.

Gregory Pacitti is a CFP® professional with 27 years of experience in financial advising. He has worked at Ranch Capital Advisors Inc. and its predecessors since 2006, with prior roles at Truvestments Capital LLC, APW Capital, Inc., and Skybox Financial Group, Inc. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses with investment management, financial planning, and a subscription-based financial coaching service. The firm offers tailored portfolios using model allocations or customized strategies and employs a range of trading techniques, including derivatives, to meet client objectives.

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.

Timothy Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding a Series 65 designation and 7 years of industry experience. He has worked with various entities under the Lifestyle Freedom umbrella since 2018 and previously spent three years at LPL Financial. Daley also serves as Director of Operations for business consulting activities related to estate and tax planning, cost segregation, and business valuation. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, employing customized portfolios based on clients’ goals and using fundamental, technical, and cyclical analysis to guide investment decisions.

Brendan Gilmore is a financial advisor with Almanack Investment Partners, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Mercap Advisors, Mercap Securities, and Merion Wealth Partners. Outside of his advisory work, he serves as a board member overseeing the endowment for the National Liberty Museum. Almanack Investment Partners provides investment management and financial planning services to individuals, institutions, and charitable organizations. The firm employs diversified, risk-conscious model portfolios and manages adviser-led pooled funds alongside separately managed accounts.

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.

Robert Levin is a financial advisor at SlateStone Wealth LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SlateStone Wealth since 2020, following five years at Emerald Asset Advisors and a prior role at SlateStone Private Client. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis, supported by an Investment Policy Committee and a range of internally developed and third-party strategies.

Joshua Pisa is a financial advisor at Base Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ernst & Young, Doyle Wealth Management, and Walters & Associates CPAs. Outside of his advisory role, he is the president and owner of Strategic Tax Advisory LLC, a CPA firm providing tax and accounting services to small businesses and individuals. Base Wealth Management offers fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and serves approximately 754 clients with a team of six advisors.

J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and All American Dream Wealth Management LLC. He also maintains a non-investment-related insurance agent role with Zenith Marketing Group. The Private Client Advisory Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis and offers ERISA 3(21) retirement-plan advisory services along with active management of held-away retirement plan participant accounts.

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.

Michael Watkins is a financial advisor at Truvestments Capital LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Virtue Capital Management, Redwood Private Wealth, Horter Investment Management, and SGL Financial. Outside of investment advising, he serves as president of Tampa Bay Advisory, LLC, where he is involved in insurance sales and implementation. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction.