Mark Scionti is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2015, including a two-year period at Integrated Wealth Concepts LLC. In addition to his advisory role, he is a licensed insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a disciplined investment approach focusing on risk control and diversification, combining active equity strategies with passive ETFs and incorporating independent managers to align portfolios with client risk profiles.

Jeffrey Mccurdy is a Series 65-licensed financial advisor with over 11 years of industry experience. He has been with Guardsman Private Capital Management, Inc. since 2014 and also serves as president of Guardsman Wealth Management, Inc. In addition to his advisory roles, he manages several business entities including Sports Training Management, LLC and JDB Capital Partners, LLC. Guardsman Private Capital Management is a boutique firm serving ultra-high-net-worth individuals, families, trusts, and private entities with customized investment management and family-office-style services. The firm emphasizes low-cost, globally diversified portfolios and a long-term strategic asset allocation approach, integrating investment management with non-investment family-office support.

Katherine Abernathy is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, with 13 years of industry experience. She holds Series 65 and Series 66 designations. Her prior experience includes roles at Truvestments Capital, LLC and APW Capital (formerly Comprehensive Asset Management & Servicing). Wealth Pro Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individual and business clients, managing approximately $317 million across over 200 client relationships. The firm employs a combination of technical and fundamental strategies with customized and model portfolios, primarily using Charles Schwab as custodian.

Lance Stonecypher is a CFA® charterholder with 11 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2018. Outside of his advisory role, he manages LJS Capital, LLC, an entity that holds private equity and commercial real estate partnerships within his IRA and is exploring option trading through this LLC. Raymond Capital Advisors serves a limited client base including broker-dealers, corporations, pension plans, charitable organizations, and high-net-worth individuals. The firm uses proprietary quantitative models focused on price momentum and earnings rankings to manage broad, equity-focused portfolios with discretionary and non-discretionary services.

William Ockerman is a financial advisor at Eden Capital Management, LLC in Bradenton, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eden Capital Management, he served in the U.S. Army from 2016 to 2025. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, focusing primarily on larger account sizes. The firm employs a fundamental analysis and buy-and-hold investment approach, concentrating portfolios in equities, fixed income, and cash equivalents with an emphasis on financial-services names.

Joseph Conlin is a financial advisor at Eden Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, typically focusing on larger account sizes. The firm employs a fundamental, buy-and-hold investment approach with concentrated portfolios often overweight in financial-services sectors.

Mary Hirtle is a financial advisor at Meridian Financial Services, Inc. in Lakewood Ranch, FL, holding a Series 65 designation with 10 years of industry experience. She has been with Meridian Financial Services since 2011. Meridian Financial Services is a state-registered investment adviser managing discretionary portfolios and providing financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach utilizing equities, debt instruments, mutual funds, and other products, with account monitoring based on market or client changes.

James Hard is a financial advisor at Sara-Bay Financial Corp. in Sarasota, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sara-Bay Financial Corp. since 1993. Sara-Bay Financial Corp. serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to manage tailored portfolios, offering various strategies such as concentrated equity growth, equity dividend income, blended approaches, ETFs, and fixed income.

Walter Hester III is an advisor at San Blas Advisory, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been a managing member of Quanta Capital Management LLC, providing non-professional investment consulting, and has worked with Naples Asset Management Company LLC since 2009. At San Blas Advisory, he is part of a two-advisor team serving individual and high-net-worth clients as well as businesses. San Blas Advisory manages approximately $218.9 million across about 664 client accounts, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm uses a combination of fundamental, technical, and qualitative analysis to implement strategies ranging from diversified ETF and mutual fund allocations to selective investments in financially strong, undervalued companies.

John Machonga is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Johnson Private Wealth Management, LLC since 2015. He also has a long-standing role at Firstmerit Bank, N.A. dating back to 2012. Johnson Private Wealth Management provides portfolio management and financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment approach that includes fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, managing all client assets in-house and utilizing a variety of trading strategies tailored to client risk tolerances.

Richard Rayles III is a Series 65-licensed financial advisor with WealthGen Advisors, LLC, based in Sarasota, FL. He has three years of industry experience and previously worked at DM Creative and Kryptonite Digital. Outside of his advisory role, he is the owner of a retail merchant business, R and R Trading Group LLC. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm manages approximately $146.6 million in assets and employs a blend of behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives and risk tolerances.

Jeffrey Lashley is the principal advisor at Lashley Wealth Management in Sarasota, FL, holding Series 63 and Series 65 credentials with 31 years of industry experience. His career includes positions at Wells Fargo Advisors Financial Network and Nations Financial Group before founding Lashley Wealth Management. He serves as a board member and volunteer with Morning Glory Ministries, assisting with meal service and fundraising efforts for the homeless in Kansas City. Lashley Wealth Management provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, and charitable organizations. The firm emphasizes fundamental analysis and long-term investing with portfolios focused on equities, fixed income, and exchange-traded funds, managing approximately $77 million for around 50 clients.

M Couture is a financial advisor at Couture Financial Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Couture Financial since 1995. Additionally, he works as an independent insurance agent for various unaffiliated insurance companies, dedicating a small portion of his time to insurance sales and service. Couture Financial Inc. provides customized investment management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm uses both fundamental and technical analysis with a tactical allocation approach and manages client assets through a variety of investment vehicles.

Theresa Strickland is a financial advisor at Cypress Capital Group in Sarasota, FL, holding a Series 65 designation with 20 years of industry experience. She has been with Cypress Capital Group since 2011. Cypress Capital Group provides investment advisory and portfolio management services to individuals, including high-net-worth clients, retirement accounts, trusts, and estates. The firm manages approximately $57 million in client assets through customized advisory relationships and employs a team-driven investment process combining quantitative screens and qualitative research.

Allen Butler is a financial advisor at Pullen Investment Management with 15 years of industry experience. He holds a Series 65 designation and previously worked for South River Investment Management for 12 years. Outside of his advisory work, Butler helps operate a small farm near Harrisonburg, VA during the summer and early fall. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment process across actively managed equity and fixed-income strategies, tailoring portfolios to client objectives and risk tolerance.

Justin Rees is a CFP® with 18 years of industry experience, currently serving as an advisor at Cambria Wealth Management since 2023. His prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, Aksala Wealth Advisors, and Robert Baird & Co. He is also a trustee for a family trust, managing distributions according to the trust terms. Cambria Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios actively with a small advisory team and focusing on in-house management rather than third-party delegation.

Tieler Gittleman is a CFP® and CFA® affiliated with Wealthgen Advisors, LLC, with six years of prior experience at Northern Trust Wealth Management and one year at VanEck. He joined Wealthgen Advisors in 2026. Wealthgen Advisors serves primarily individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to develop portfolios aligned with client objectives and risk tolerances, and it distinguishes itself through comprehensive retirement-plan services and integration of insurance and business succession topics in its planning.

Jacki Farrar is a CFP® with 13 years of experience in the financial services industry. She is currently with Integrity Financial Strategies and has previously worked at firms including Edward Jones, Facet Wealth, and InvestCloud. Farrar is also a Certified Divorce Financial Consultant and is involved with Integrity Divorce Solutions, providing divorce financial consulting and mediation. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory, blending passive and active investments, and offers both ongoing management and standalone planning services.

Marco Anastasi is a financial advisor at Centrus Financial Strategies in Sarasota, FL. He holds Series 63 and Series 65 licenses and has been with Centrus since 2025. His prior experience includes roles at OSAIC and SagePoint Financial, Inc., and he has worked in educational settings such as the University of Tampa and South Windsor High School. Centrus Financial Strategies is an SEC-registered investment adviser serving individuals, high-net-worth families, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, emphasizing strategic and tactical asset allocation through separately managed accounts and third-party platforms.

Randall Mcdole is a financial advisor with MD Investment Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Founders Financial Securities, LLC since 2010 and has operated Mc Dole Edge Corp, an insurance agency, since 1998. Outside of his advisory work, he is involved in a hair salon franchise business. MD Investment Advisors serves individual investors, trusts, and pension plans by providing portfolio management and investment supervisory services. The firm combines long-term equity investments and sector-focused ETFs with option strategies and quantitative risk measures to manage client portfolios on both discretionary and non-discretionary bases.