Shannon Sapp is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Coquina Private Wealth Advisors and has previously worked at Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory role, Sapp serves as secretary for Butterfly Arising, an anti-trafficking nonprofit, and holds board positions with Grace Bible Church and the Givewell Community Foundation. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and employs a tailored investment approach that integrates fundamental and technical analysis alongside estate, tax, business, insurance, and retirement planning.

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.

Patrick Retzer is a senior vice president and wealth advisor at Blackhawk Capital Partners, LLC with 38 years of industry experience. He has held positions at Polar Investment Counsel, Inc. for over two decades and maintains a sole proprietorship providing tax, accounting, and research services. Blackhawk Capital Partners, LLC is an independent asset management and financial planning firm serving individuals, retirement plans, trusts, charities, and businesses. The firm offers discretionary portfolio management and financial planning tailored to client goals, employing quantitative investment evaluation and providing access to third-party money managers and proprietary model portfolios.

Franklin Banfer II is a financial advisor at Schorn Wealth with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Fiduciary Planning LLC, his own practice Franklin A. Banfer, CFP, and Cadaret, Grant & Co., Inc. He is also the sole owner of a commercial office building in Johnstown, PA. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, offering financial planning, consultation, and discretionary wealth management through proprietary portfolio models that utilize fundamental and technical analysis.

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.

Laura Amendola is a CFP® professional with over 31 years of experience in financial advising. She is currently with Coquina Private Wealth Advisors and has held roles at Raymond James Financial Services and her own firms, including Amendola Financial Group, Inc. and Wealthcare4Widows, LLC, which focuses on financial processes tailored for widows. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and offers services including retirement-plan consulting and customized portfolio management using both fundamental and technical analysis.

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.

Mathew Lepak is a financial advisor with Flaharty Asset Management, LLC, holding Series 66, Series 65, and Series 63 licenses and bringing 23 years of industry experience. He has worked at several firms including LPL Financial, Keller Williams Classic Group, and Mutual Securities, Inc. Flaharty Asset Management is a 10-advisor team managing approximately $901.6 million for about 1,100 clients, serving individual investors, high net worth clients, retirement plans, and institutions. The firm employs a top-down, strategic asset-allocation approach tailored to client time horizons and risk tolerances and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

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.

Jeffrey Fero II is a CFP® with two years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has been associated with IFG Advisory and LPL Financial for 10 years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diverse investment approach using sub-advisors, third-party models, and various instruments, and offers services including portfolio management, retirement plan consulting, and real-estate-related planning.

Nathan Stout is a financial advisor with Synovus Securities, Inc. in Port Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank before joining Synovus in 2017. Outside of his advisory role, he participates in a nonprofit business networking group. Synovus Securities, Inc. serves individuals, high-net-worth investors, and institutional clients, providing investment advisory and brokerage services including managed accounts, financial planning, and access to alternative investments. The firm employs a client risk-tolerance approach for portfolio management through Envestnet programs and maintains affiliations that support banking and trust services.

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.