Adam Carter is a financial advisor at WealthPLAN Partners with 19 years of industry experience. He holds a Series 66 designation and has a history with OSAIC, LPF Advisors dba Waypoint Advisors, and his own sole proprietorship. Outside of advisory work, he is active as a public speaker on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners provides investment management, ongoing financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a strategy diversification approach, combining various asset types and utilizing third-party sub-advisers and automated model portfolios tailored to client objectives and risk tolerance.

Scott Bretl is a financial advisor with Wellment Financial in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at FSR Wealth Management, FSR Insurance Planning, Global Financial Private Capital, and FSR Certified Public Accountants. Outside of his advisory work, he serves as Treasurer for the Chikaming Country Club, where he prepares budgets and participates in the finance committee. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, emphasizing retirement planning and tax strategies. The firm employs diversified model portfolios and various asset allocation approaches, delivering managed accounts through a third-party sub-advisor and a wrap-fee platform.

Zachery Jaggi is a financial advisor at Dale K. Ehrhart, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third and Truist. Prior to his financial services career, he spent nine years at Perkins Restaurant and Bakery. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP. The firm manages most accounts on a discretionary basis using fundamental analysis and diversified mutual fund and ETF strategies, and it employs a range of trading techniques including margin and options.

Paul Cella is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Research Financial Strategies, a team-based firm, and has held roles at League Capital Markets, League Med, Purshe Kaplan Sterling Investments, and International Assets Investment Management. Outside of his advisory work, he is involved in sales and referral activities related to fixed insurance, property and casualty insurance, and advanced planning through several affiliated entities. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension and profit-sharing plans, and trusts. The firm employs a technical analysis and active trading approach focused on risk mitigation and manages approximately $254 million in discretionary assets through a team of six advisors.

Michael Hartley is a financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Dale K. Ehrhart, Inc. since 1987. Outside of his advisory role, he is involved with The Venice Company, a real estate management partnership. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through its Family Office, Private Client division, and TAMP. The firm provides discretionary and non-discretionary portfolio management, builds client-specific Investment Policy Statements, and uses a diversified approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating a range of trading techniques including margin and options strategies.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.

Douglas Mathey is a financial advisor at Sikich Financial with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he contributes approximately 40 hours per month. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management using an asset-allocation approach grounded in modern portfolio theory, and it operates in coordination with its parent company, Sikich LLC, to provide integrated wealth management and related advisory services.

Noah Macfarlane is a Series 65-licensed financial advisor at Fourthought Financial Partners, LLC with two years of industry experience. He has been with Fourthought since 2019 and previously worked at Insurance Service of Sarasota. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs from a financial-planning foundation, tailoring strategies to client goals, risk tolerance, and cash-flow needs.

Stuart Dickson is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 license with 10 years of industry experience. He has worked at Monorail Securities, LLC for seven years and has been associated with HD Money, Inc. for over a decade. Outside of his advisory roles, he serves as CEO of VIMVEST Advisors and VIMVEST Securities. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs a long-term, diversified investment approach, often utilizing ETF-focused strategies through sub-advisers and third-party managers, with approximately $294 million in discretionary assets under management.

Derek Hartman is a CFP® with nine years of industry experience, currently serving as an advisor at Global Financial Private Client since 2018. Prior to this, he was involved with Social Eatery in 2017 and worked at Global Financial Private Capital, LLC from 2014 to 2018. Global Financial Private Client is a team of five advisors managing approximately $828 million across about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services such as portfolio management, financial planning, and retirement plan consulting.

James Stamper Jr. is a financial advisor with Fourthought Financial Partners, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2008 to 2022. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm’s investment programs are tailored to client goals and risk tolerance, using a variety of investment vehicles including mutual funds, ETFs, equities, bonds, and private pooled vehicles.

Amy King is a CFP® with seven years of industry experience, currently serving as a financial advisor at Apforia. Her prior experience includes roles at Instar Financial Planning, Bank of America, Merrill, and Picket Fence Tax, along with 22 years of service in the US Army. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach combining passive and active strategies and operates under a fee-only, fiduciary framework.

Pedro Leon is a financial advisor at Fourthought Financial Partners, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Arkadios Wealth Advisors and Rowley White RV. Outside of financial advising, he is the owner of a software business named Vursye. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Igor Didyk is a financial advisor at Fourthought Financial Partners, LLC with three years of industry experience. He previously worked at Fifth Third Bank and Wells Fargo Bank and has a background that includes five years in the automotive parts industry. Igor holds a Series 65 designation. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds customized investment programs based on client goals, risk tolerance, and cash-flow needs, offering a range of strategies that include discretionary portfolio management and retirement plan consulting.

Brandin Swain is a financial advisor at HD Money, Inc. in Sarasota, FL, holding a Series 65 designation. He has been in the financial industry for one year, with prior experience at Pellegrino, McFarland, and Tortora P. A. and several other organizations. HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm typically implements portfolios using sub-advisers and model strategies, emphasizing ETF-only portfolios constructed with a long-term, modern portfolio approach.

Patrick Retzer is a financial advisor with Blackhawk Capital Partners, LLC in Venice, FL, holding Series 65 and Series 63 credentials and bringing 39 years of industry experience. Prior to joining Blackhawk, he spent over two decades at Polar Investment Counsel, Inc. Retzer also operates a tax and accounting sole proprietorship. Blackhawk Capital Partners is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm provides discretionary portfolio management and customized financial plans, employing quantitative investment evaluation and offering access to third-party money managers and proprietary model portfolios.

Larry Cuervo Jr. is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Fourthought Financial Partners, LLC, where he has worked since 2023. Prior to that, he held various roles at Suntrust, including Suntrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is a member of an LLC that owns a residential rental property. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutional clients, and charitable organizations. The firm manages approximately $1.59 billion in assets and employs a planning-first investment approach tailored to clients’ risk tolerance and financial goals.

Phillip Dickson is a financial advisor with Monorail Securities LLC and holds a Series 65 designation. He has 10 years of industry experience, including roles at VIMVEST Advisors, HD Money, Inc., and CD Advisory Group. Dickson is also involved in insurance sales and serves as CEO of VIMVEST, a financial technology firm. Monorail Securities LLC provides algorithm-driven portfolio management primarily through ETFs to individuals, high-net-worth clients, trusts, and small businesses. The firm utilizes automated models based on modern portfolio theory and incorporates conservative, Christian values-based screens in its investment approach.

Kyle Jones is a financial advisor with Fourthought Financial Partners, LLC. He holds a Series 65 designation and has one year of industry experience. His prior work experience includes roles at Strategic Elements and several organizations in communications and nonprofit sectors. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm builds investment programs from a financial-planning foundation tailored to client goals and risk tolerance, using a range of investment vehicles including mutual funds, ETFs, and private pooled vehicles.

Scott Pinkerton is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with Fourthought Financial Partners, LLC and has previously worked at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. He serves on the Sarasota County School Board Financial Advisory Committee, providing oversight for the district’s fiscal management. Fourthought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm offers customized investment programs built from a financial-planning foundation, using a variety of strategies and asset types tailored to client goals and risk tolerance.