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® with 40 years of experience in financial advisory services. He is currently a managing partner at Fourthought Financial Partners, LLC, where he has worked since 2022, following prior roles at Fourthought Private Wealth and Wells Fargo Advisors. Pinkerton serves on the Sarasota County School Board’s Financial Advisory Committee, providing oversight on district operating and capital funds. Fourthought Financial Partners offers wealth management and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm emphasizes customized investment programs based on financial planning, utilizing diverse strategies and asset types to align with client goals and cash-flow needs.

John Reutemann Jr. is a CFP® with 50 years of industry experience, currently serving at Research Financial Strategies, where he has worked since 1992. He has also been affiliated with Purshe Kaplan Sterling Investments since 2012 and operates Reutemann Financial Solutions, Inc. outside of his firm role. In addition to his advisory work, he teaches and coaches professional advisors through an LLC focused on continuing education for licensed professionals and is an author. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension plans, and trusts, managing approximately $254 million in discretionary assets. The firm employs a technical analysis and active trading approach centered on proprietary indicators and risk mitigation, delivering primarily ETF-focused strategies on a discretionary basis through a team of six advisors.

Jeffry Cole is a CFP® with 17 years of experience, currently serving at Team Wealth & Tax Advisors. His career includes roles at AE Wealth Management and Countryside Insurance Services, and he has been involved in tax services through his own firm, Jeffry S. Cole Inc. dba Teamtax, since 1990. He is also a partner in Cole Legacy Partners, which manages commercial property. Team Wealth & Tax Advisors offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning with investment management through its “SmartChoice Wealth Strategy” and leverages AI-enabled tools under human supervision in its operations.

Michael Hartley is a Series 65-licensed financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, where he has worked for a total of 23 years. His experience spans from 2003 to the present within the same firm, which operates as a team of four advisors. 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 platform. The firm emphasizes client-specific Investment Policy Statements, discretionary portfolio management, and a diversified investment approach using fundamental analysis, mutual funds, ETFs, and more advanced trading strategies including options and margin.

Brett Keyso is a financial advisor at FourThought Financial Partners, LLC, holding a Series 65 designation with two years of industry experience. He has been with FourThought Financial Partners since 2022. 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 follows a planning-first investment process that customizes portfolios based on clients’ risk tolerance, time horizon, and cash-flow needs.

Brett Walters is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at TBH Global Asset Management, LLC since 2019 and previously at Trident Financial Planning LLC from 2016 to 2019. Walters is based in Venice, FL. TBH Global Asset Management serves individuals, retirement plans, and business entities by providing investment management, financial planning, pension consulting, trustee services, and general consulting. The firm employs a blended investment approach combining top-down macro, fundamental, and quantitative analysis and utilizes model portfolios along with third-party investment tools.

Alexander Herrington is a CFP® professional with 10 years of industry experience, currently serving at Fourthought Financial Partners, LLC. He has been associated with various entities within the Fidelity organization since 2016 and joined Fourthought Financial Partners in 2022. 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 and risk tolerance, utilizing a diverse range of investment strategies and products.

Karen Kelly is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company since 2021. Her prior experience includes roles at Financial Navigators Inc. and Connect Events Group, as well as operating her own consulting business, Karen Kelly Consulting LLC, from 2003 to 2025. Grimes & Company offers discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm provides customized investment strategies using proprietary research and also engages as a sub-advisor to other registered investment advisers, with a notable range of institutional-type offerings for a multi-team advisory firm.

Thomas Reynolds is a CFP® with 43 years of experience in the financial services industry. He is currently with VestGen Advisors, LLC and has held prior roles at LPL Financial, Securities America, Inc., and Landmark Capital Inc. Outside of his advisory work, Reynolds serves as vice chairman and board director of Shields Technology, a manufacturing and distribution company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

James Ball is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with Virtue Capital Management, LLC and has previously worked at Simplicity Wealth, Medallion Financial Resources, Independent Financial Group, and LPL Financial, LLC. In addition to his advisory role, he is involved in insurance sales, including annuities and life insurance. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and quantitative strategies to tailor portfolios according to client objectives and risk tolerances.

Donald Boucher is a financial advisor with Westminster Financial Advisory Corp, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Westminster Financial Securities, Inc. since 2010. Outside of his advisory role, he is involved in a family trust that owns commercial property. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a strategic asset allocation approach with tactical overlays and primarily uses a buy-and-hold investment strategy complemented by discretionary trading and option strategies.

John Daniels is a financial advisor with Compass Financial Management LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is also the owner of John Daniels CPA, LLC, where he provides tax preparation and related services. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

Colton Lightner is a CFP® with six years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. His prior experience includes roles at Golden State Equity Partners, Topwater Capital LLC, Four Pillars Financial Planning Group, and Raymond James Financial Services Advisors, Inc. Lightner serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Christopher Sleight is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Bison Wealth, LLC and has prior experience at Global Financial Advisory and Global Financial Private Capital. Outside of his advisory role, he is the owner and insurance agent of CS Sleight, Inc., which sells fixed life insurance and annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and builds outcome-focused multi-manager portfolios using tactical and strategic allocations across various investment mandates.

Peter Magnuson is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Level Four Financial and Magnuson Financial. Magnuson serves on the boards of several charitable organizations and is involved in a church focused on addiction discipleship. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios created by an internal Investment Committee or sub-advisers.

Dominick Trapasso is a financial advisor with New Edge Wealth in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Summit Trail Securities, Summit Trail Advisors, Lord, Abbett & Co. LLC, and Nuveen Securities. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, incorporating independent managers and proprietary investment solutions supported by technology and AI-assisted analytics.

Christopher Magnuson is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and three years of industry experience. He has worked at Level Four Financial, LLC and Magnuson Financial, Inc. since 2019 and previously spent 12 years at Tervis. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs tailored investment strategies using model portfolios and various sub-advisory arrangements, offering fee-only financial planning and comprehensive asset management services.

Ajay Sasser is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 63 and Series 66 credentials with one year of industry experience. His prior experience includes roles at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and worked in other industries such as rentals and food service. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Robert Collins is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for 11 years at Fiduciary Wealth Advisors, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages approximately $29.9 billion in assets and provides investment management, financial planning, retirement plan consulting, and multi-family office services, combining traditional and alternative strategies through institutional custodians and third-party platforms.