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.

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. 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.

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.

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.

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.