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.

Jonathan Marshall is a financial advisor at DG Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DG Wealth since 2023, with prior roles at AE Wealth Management and Lincoln Financial Securities Corporation. Marshall is also involved in insurance-related activities through his ownership of Marshall Financial LLC dba DG Advisors and partnership in DG Insurance. DG Wealth provides wealth management, financial planning, and retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm customizes strategies based on client objectives and risk tolerance, managing assets across mutual funds, ETFs, and individual securities, and offers ERISA fiduciary retirement-plan services including plan review and participant education.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. with 15 years at the firm and nine years of industry experience. She holds a Series 65 designation. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning for individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a tactical allocation approach using a range of securities and maintains integrated investment, tax, and insurance services through affiliated practices.

John Cunningham III is a Certified Financial Planner® with ten years of industry experience. He has worked at Reality Financial Planning Services, LLC since 2020 and previously held positions at TIAA-CREF and Global Financial Private Capital, LLC. Reality Financial Planning Services is a fee-only advisory firm serving individuals, families, high-net-worth clients, corporations, and certain foundations or charities. The firm follows a fiduciary standard and employs a long-term, Modern Portfolio Theory–based investment approach focused on cost-efficient index funds, ETFs, and ETNs, while customizing portfolios through investment policy statements, rebalancing, and scenario analysis.

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 an advisor at Baobab Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked at Adidas Group and Sportmaster. Baobab Wealth Management offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including a specialized service for Americans living overseas. The firm uses a tactical allocation approach based on fundamental analysis, employing a range of securities and 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 with two years of industry experience. He holds the Series 65 designation and previously worked as a self-employed professional and in digital marketing roles. Outside of his advisory work, he owns and operates a retail merchant business, R and R Trading Group LLC. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with client objectives and risk tolerances.

Kelsey Mac Lean is a financial advisor at DG Wealth with a Series 65 designation and one year of industry experience. Prior to joining DG Wealth, Mac Lean held various roles in the hospitality sector. Outside of financial advising, Mac Lean has ongoing involvement in the restaurant industry. DG Wealth LLC is a state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides wealth management and comprehensive financial planning, tailoring investment strategies to client objectives, risk tolerance, and time horizon.

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.

Richard Mueller is the sole advisor at Peak Investment Advisors, Inc. in Venice, FL, holding a Series 65 designation with 27 years of industry experience. He has been with Peak Investment Advisors since 1993. Peak Investment Advisors provides investment advisory and financial consulting services primarily to individuals, families, and businesses, with additional clients including pension funds, banks, trusts, endowments, and estates. The firm offers tailored portfolio management, tax planning, and related consulting services, typically implementing strategies on a discretionary basis with an emphasis on diversification and regular performance reviews.

Timothy Hixson is a financial advisor at DG Wealth with four years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of financial services, he has experience in the hospitality and retail sectors. DG Wealth is a state-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth management and comprehensive financial planning tailored to client objectives, with an investment approach that includes mutual funds, ETFs, and individual securities.

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.

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.

Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Tieler Gittleman is a CFP® and CFA® affiliated with Wealthgen Advisors, LLC, with six years of prior experience at Northern Trust Wealth Management and one year at VanEck. He joined Wealthgen Advisors in 2026. Wealthgen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to develop portfolios aligned with client objectives and risk tolerances, and it distinguishes itself through comprehensive retirement-plan services and integration of insurance and business succession topics in its planning.