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.

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® 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.

Mark Kennedy is a financial advisor with HD Money, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ViewTrade Securities, Inc., Monorail Securities, and Northeast Arbitrage Ltd. He serves as Chief Investment Officer at both HD Money and Monorail Securities. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm emphasizes long-term, diversified portfolios grounded in modern portfolio theory and often utilizes ETF-focused strategies managed by sub-advisers.

Karen Kelly is a CFP® and Series 65-registered advisor with six years of industry experience. She has worked at Grimes & Company since 2021 and previously held roles at Financial Navigators Inc. and Connect Events Group. Kelly also operates Karen Kelly Consulting LLC, a business she has managed since 2003. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and governmental entities. The firm employs customized investment strategies supported by proprietary research and offers services as a sub-advisor to other advisers.

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 held positions at several firms, including Simplicity Wealth and Medallion Financial Resources. Outside of his advisory work, he is involved in insurance sales through James Ball Insurance, focusing on annuities and life insurance. Virtue Capital Management, LLC serves a diverse client base, including individuals, trusts, and charitable organizations, offering portfolio management and financial planning. The firm employs a multi-team model that utilizes tactical, strategic, and dynamic investment approaches, supported by an investment committee that conducts due diligence on third-party managers and models.

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.

William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.

Colton Lightner is a CFP® with six years of industry experience currently with Ascentis Independent Advisors, LLC. He has worked at Golden State Equity Partners and Topwater Capital LLC since 2025 and previously held roles at Four Pillars Financial Planning Group and Raymond James Financial Services Advisors, Inc. Lightner also serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach utilizing discretionary management, third-party managers, and a Private Direct Investments program that includes allocations to illiquid private funds.