John Cunningham III is a CFP® professional with 11 years of industry experience. He has worked at Reality Financial Planning Services, LLC since 2020 and previously held roles at TIAA-CREF and Global Financial Private Capital, LLC. His current firm serves a range of clients including individuals, families, high-net-worth clients, corporations, and certain foundations or charities. Reality Financial Planning Services manages approximately $126 million across about 214 client accounts, offering fee-only financial planning and discretionary investment supervision under a fiduciary standard. The firm emphasizes a long-term, Modern Portfolio Theory approach using cost-efficient index funds, ETFs, and ETNs, while also providing public education through speaking engagements and workshops on asset and retirement planning.

James Hard is a financial advisor at Sara-Bay Financial Corp. in Sarasota, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sara-Bay Financial Corp. since 1993. Sara-Bay Financial Corp. serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to manage tailored portfolios, offering various strategies such as concentrated equity growth, equity dividend income, blended approaches, ETFs, and fixed income.

Sonja Puetzer is a financial advisor at Baobab Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Baobab Wealth Management, she worked at Sportmaster and Adidas Group. Baobab Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including Americans living overseas. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of investment strategies tailored to client objectives.

John Machonga is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Johnson Private Wealth Management, LLC since 2015. He also has a long-standing role at Firstmerit Bank, N.A. dating back to 2012. Johnson Private Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment approach that includes fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, managing all client assets in-house and utilizing a variety of trading strategies tailored to client risk tolerances.

Craig Wolpert is a financial advisor with Thurston Hall Investment Research, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Thurston Hall since 2005. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a fundamentally driven, conservative approach that emphasizes diversification, limited trading, and ongoing suitability reviews. The firm utilizes equities, fixed income, mutual funds, ETFs, government securities, and options, and is notable for its documented use of derivatives and margin strategies subject to client authorization and suitability assessments.

Richard Rayles III is a financial advisor at WealthGen Advisors, LLC in Sarasota, FL, holding a Series 65 designation with three years of industry experience. Before joining WealthGen Advisors in 2023, he was self-employed from 2020 to 2023 and held prior roles at DM Creative and Kryptonite Digital. Outside of financial advising, he owns and operates R and R Trading Group LLC, a retail merchant business. WealthGen Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm bases its investment decisions on various analytical approaches and requires a written financial plan before accepting discretionary asset management engagements.

Jeffrey Lashley is the principal advisor at Lashley Wealth Management in Sarasota, FL, holding Series 63 and Series 65 credentials with 31 years of industry experience. His career includes positions at Wells Fargo Advisors Financial Network and Nations Financial Group before founding Lashley Wealth Management. He serves as a board member and volunteer with Morning Glory Ministries, assisting with meal service and fundraising efforts for the homeless in Kansas City. Lashley Wealth Management provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes fundamental analysis and long-term investing with portfolios focused on equities, fixed income, and exchange-traded funds, managing approximately $77 million for around 50 clients.

Thomas Hanks is a financial advisor at Four Pillars Financial Planning Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc., along with several CPA firms. He serves as Chair of the Board for the nonprofit Village on the Isle. Four Pillars Financial Planning Group is an SEC-registered adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and limited non-discretionary portfolio management, retirement plan advisory services, and financial planning utilizing strategic asset allocation combined with tactical adjustments.

Anthony Patton is a financial advisor at Gasima Financial LLC with a Series 65 designation and no prior industry experience. Before joining Gasima Financial, he worked for the FBI since 2022 and held various roles within the U.S. Federal Government from 1992 to 2019. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to high-net-worth individuals, institutions, and qualified investors through separately managed accounts and multiple private pooled investment vehicles. The firm employs catalyst-driven long/short global equity strategies and venture-style private equity and debt investments, acting as both a private fund adviser and sponsor across onshore and offshore funds.

M Couture is a financial advisor at Couture Financial Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Couture Financial since 1995. Additionally, he works as an independent insurance agent for various unaffiliated insurance companies, dedicating a small portion of his time to insurance sales and service. Couture Financial Inc. provides customized investment management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm uses both fundamental and technical analysis with a tactical allocation approach and manages client assets through a variety of investment vehicles.

Bethaney Keen is a financial advisor at Wealth Pro Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Wealth Pro Advisors, she worked at Manatee High School for one year and was a full-time student for eight years. Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting to individuals and business clients, managing approximately $317 million across 212 client relationships. The firm offers customized portfolios and model strategies using a combination of technical and fundamental approaches, primarily through accounts custodied at Charles Schwab.

Theresa Strickland is a financial advisor at Cypress Capital Group in Sarasota, FL, holding a Series 65 designation with 20 years of industry experience. She has been with Cypress Capital Group since 2011. Cypress Capital Group provides investment advisory and portfolio management services to individuals, including high-net-worth clients, retirement accounts, trusts, and estates. The firm manages approximately $57 million in client assets through customized advisory relationships and employs a team-driven investment process combining quantitative screens and qualitative research.

Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 credential and four years of industry experience. Prior to joining Forza Wealth Management in 2022, she worked at Caldwell Trust Company for six years. Forza Wealth Management serves individual clients, including high-net-worth households, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and retirement advice, applying fundamental analysis and modern portfolio theory across a broad range of investment products.

Justin Rees is a CFP® with 18 years of industry experience, currently serving as an advisor at Cambria Wealth Management since 2023. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, Aksala Wealth Advisors, and Robert Baird & Co. He is also a trustee for a family trust, managing distributions according to the trust terms. Cambria Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios actively with a small advisory team and focusing on in-house management rather than third-party delegation.

Tieler Gittleman is a CFP® and CFA® with seven years of industry experience. He is currently with Wealthgen Advisors, LLC and previously worked at Northern Trust Wealth Management and VanEck. Wealthgen Advisors, LLC serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes written financial plans before discretionary engagement and integrates diverse analytical approaches tailored to client objectives.

Larry Chlebina Sr. is a financial advisor with Chlebina Capital, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Private Client Services, OSAIC, Securities America, Inc., and Securities Service Network, Inc., and has been with Chlebina Capital since 2004. He also serves as president and chief compliance officer of Chlebina Capital Management, LLC, an independent registered investment adviser. Chlebina Capital Management provides discretionary and non-discretionary portfolio management as well as financial planning and consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses multiple proprietary strategies and combines fundamental, technical, and charting analysis to manage client portfolios actively.

Marco Anastasi is a financial advisor at Centrus Financial Strategies in Sarasota, FL. He holds Series 63 and Series 65 licenses and has been with Centrus since 2025. His prior experience includes roles at OSAIC and SagePoint Financial, Inc., and he has worked in educational settings such as the University of Tampa and South Windsor High School. Centrus Financial Strategies is an SEC-registered investment adviser serving individuals, high-net-worth families, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, emphasizing strategic and tactical asset allocation through separately managed accounts and third-party platforms.

Kathleen Walker is a CFP® and holds a Series 65 license with 25 years of industry experience. She has been with Goar, Endriss & Walker, P.A. since 1980. Goar, Endriss & Walker, P.A. serves individual clients, trusts, and estates, providing financial planning and portfolio management alongside tax and accounting services. The firm integrates advisory engagements with ongoing CPA work, applying fundamental analysis in its investment approach and offering different levels of client involvement based on retainer status.

Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Advanced Wealth Management in 2022, he worked at JMX Brands and has been involved with Glenridge on Palmer Ranch since 2018. Outside of advising, he registered an e-commerce venture, MAZ Group LLC, though it did not become operational. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments, utilizing a variety of investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.

Cheri Franklin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clarity Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and participates as a supervisory committee member for Eagle Community Credit Union in California. Clarity Capital Advisors provides comprehensive wealth management services to individuals, trusts, estates, employer retirement plans, and business entities. The firm utilizes a long-term, disciplined, low-cost, and diversified investment approach, emphasizing global equity allocations with tilt toward small-cap, value, and profitability factors, while operating on a flat-fee, fee-only structure without account minimums.