Timothy Perkins is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Seacrest Wealth Management, Cambridge Investment Research Advisors, Voya Financial Advisors, and Gremler Financial Group. Integrity Wealth Management provides personalized investment advice and portfolio management to individual and high-net-worth clients, managing approximately $66.3 million in assets across about 199 client relationships. The firm primarily recommends exchange-traded funds and operates on a non-discretionary basis, requiring client approval before executing trades and typically reviewing accounts quarterly.

Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, with 13 years of industry experience. She holds the Series 66 and Series 65 credentials and has worked at Wealth Pro Advisors since 2013, as well as with Truvestments Capital, LLC and APW Capital. Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and business clients. The firm manages approximately $317 million across about 212 client relationships, offering customized and model portfolios through a mix of technical and fundamental strategies 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.

J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Private Client Advisory Group in 2021, he worked at LPL Financial, All American Dream Wealth Management, and Invest Financial Corporation. Outside of advisory services, he is also an insurance agent with Zenith Marketing Group. The Private Client Advisory Group, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to client time horizons and risk tolerances, combining in-house and third-party management, and offers unique features such as a third-party “held-away” platform for defined-contribution accounts.

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. 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.

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.

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.

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.

Allen Butler is a financial advisor at Pullen Investment Management with 15 years of industry experience. He holds a Series 65 designation and previously worked for South River Investment Management for 12 years. Outside of his advisory work, Butler helps operate a small farm near Harrisonburg, VA during the summer and early fall. 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 process across actively managed equity and fixed-income strategies, tailoring portfolios to client objectives and risk tolerance.

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® 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.