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.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

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.

Ryan Guttridge is a CFA® charterholder with 22 years of industry experience. He is currently with Schorn Wealth, where he has worked since 2024. Prior to joining Schorn Wealth, he held positions at Clockwise Capital LLC, Guttridge Capital, and Richmond Optimus Capital Management, LLC. Schorn Wealth serves individual and high-net-worth clients, as well as trusts, estates, corporations, and small businesses, providing financial planning, consultation, and discretionary wealth management. The firm uses proprietary portfolio models with a mix of stocks, bonds, ETFs, mutual funds, and alternative investments, combining fundamental and technical analysis.

John Wheeler is a financial advisor at Carmel Capital Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has held roles at firms including 303 Advisors, LLC and Strategic Mastery, LLC, where he is a principal of Akili Capital, a strategic consulting firm serving closely held businesses and families with extensive real estate holdings. Wheeler serves on the board of the National Network of Youth Ministries, a public charity supporting youth ministry efforts across the United States. Carmel Capital Partners provides investment management and advisory services to individual and high-net-worth investors, institutions, and pooled-vehicle investors. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, employing customized portfolios, sub-advisors, and derivative strategies, and is notable for its role as a private fund sponsor and manager.

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.

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.

Leah Van Welie is a financial advisor at Coquina Private Wealth Advisors with 29 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Williams Financial Services, Inc. among other firms. She also serves as the secretary and office manager at Williams Financial Services, Inc. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs both fundamental and technical analysis to build individualized portfolios aligned with client-specific investment policies.

Thomas Schorn is a financial advisor with Schorn Wealth in Englewood, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has prior experience at Cadaret Grant & Co., Inc., Sorrento Pacific Financial, LLC, and First Allied Advisory Services, Inc. Schorn is also a CPA with a private tax planning and preparation practice. 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. The firm employs proprietary portfolio models utilizing fundamental and technical analysis and typically manages accounts on a discretionary basis with annual reviews.

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.

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.

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 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.

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® with 32 years of industry experience, currently serving as an advisor at Coquina Private Wealth Advisors. Her career includes over two decades at Raymond James and leadership roles at Wealthcare4Widows, LLC, where she is CEO, and Amendola Financial Group, Inc., a support company she owns. She is also involved in processing term insurance applications for clients through a related insurance agency. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning for individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses client-specific investment policies and combines fundamental and technical analysis, employing sub-advisers as needed to manage portfolios on a discretionary basis.