Samuel Cione is a financial advisor at Integrity Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has been with Integrity Wealth Management, Inc., formerly Cione Enterprises, since 2004. He is also the owner and president of the firm, which is dually registered for insurance and investment advisory services. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, emphasizing tailored portfolio management with a focus on exchange-traded funds and related investments.

Brian Miller is a financial advisor at Peninsula Asset Management Inc in Bradenton, FL, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Creative Financial Design since 1986. 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 build equity and fixed-income portfolios, regularly reviews accounts, and serves as a portfolio manager in wrap fee programs.

Mark Scionti is a financial advisor with M3 Advisory Group, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2012 and is also a licensed insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach emphasizes risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates independent managers to enhance portfolio solutions.

Jeffrey Mccurdy is a Series 65-licensed financial advisor with over 11 years of industry experience. He has been with Guardsman Private Capital Management, Inc. since 2014 and also serves as president of Guardsman Wealth Management, Inc. In addition to his advisory roles, he manages several business entities including Sports Training Management, LLC and JDB Capital Partners, LLC. Guardsman Private Capital Management is a boutique firm serving ultra-high-net-worth individuals, families, trusts, and private entities with customized investment management and family-office-style services. The firm emphasizes low-cost, globally diversified portfolios and a long-term strategic asset allocation approach, integrating investment management with non-investment family-office support.

Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. He has worked at several firms, including SeaCrest Wealth Management, Cambridge Investment Research, and Voya Financial Advisors. Integrity Wealth Management provides personalized portfolio management primarily on a non-discretionary basis for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm emphasizes the use of exchange-traded funds, combining charting and fundamental analysis with regular portfolio reviews and offers estate and retirement planning consultations.

Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, holding Series 65 and Series 66 licenses with 13 years of industry experience. Her work history includes multiple roles at Wealth Pro Advisors dating back to 2013, as well as positions at Truvestments Capital, LLC and Comprehensive Asset Management & Servicing, Inc. Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individual and business clients, managing approximately $317 million across over 200 client relationships. The firm combines customized and model portfolios using technical and fundamental strategies across various asset classes, with ongoing monitoring and rebalancing.

Lance Stonecypher is a CFA® charterholder with 11 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2018. Outside of his advisory role, he manages LJS Capital, LLC, an entity that holds private equity and commercial real estate partnerships within his IRA and is exploring option trading through this LLC. Raymond Capital Advisors serves a limited client base including broker-dealers, corporations, pension plans, charitable organizations, and high-net-worth individuals. The firm uses proprietary quantitative models focused on price momentum and earnings rankings to manage broad, equity-focused portfolios with discretionary and non-discretionary services.

William Ockerman is a financial advisor at Eden Capital Management, LLC in Bradenton, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eden Capital Management, he served in the U.S. Army from 2016 to 2025. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, focusing primarily on larger account sizes. The firm employs a fundamental analysis and buy-and-hold investment approach, concentrating portfolios in equities, fixed income, and cash equivalents with an emphasis on financial-services names.

Nicholas Gyeszat is a CFP® professional with 11 years of industry experience, currently serving at Reality Financial Planning Services, LLC. His prior experience includes roles at Bison Advisors, truAdvice, LLC, The Sleight Group/TruAdvice Wealth Management, and Global Financial Private Capital, LLC. Reality Financial Planning Services, LLC is a fee-only advisory firm providing financial planning and discretionary portfolio management to individuals, families, corporations, foundations, and charitable organizations. The firm manages approximately $116.7 million across 200 client relationships, employing a long-term, asset-allocation approach that emphasizes cost-efficient index funds, ETFs/ETNs, and scenario analysis, and is noted for its public education initiatives through workshops and speaking engagements.

Joseph Conlin is a financial advisor at Eden Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, typically focusing on larger account sizes. The firm employs a fundamental, buy-and-hold investment approach with concentrated portfolios often overweight in financial-services sectors.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. in Lakewood Ranch, FL, holding a Series 65 designation with 10 years of industry experience. She has been with Meridian Financial Services since 2011. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach utilizing equities, debt instruments, mutual funds, and other products, with account monitoring based on market or client changes.

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.

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.

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.