David Szabo is a financial advisor at Wealth Pro Advisors, Inc. in Sarasota, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wealth Pro Advisors and its predecessors since 2014. Outside of advisory work, Szabo is also an independent insurance agent. Wealth Pro Advisors, Inc. provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals and small businesses, serving both high-net-worth and non-HNW clients. The firm manages approximately $308 million across about 205 clients using personalized and model portfolios with ongoing monitoring and rebalancing.

Daniel Bennett is a CFP® with 16 years of experience in the financial services industry. He is currently with Lake Water Advisory, LLC and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, MML Investor Services, LLC, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. Lake Water Advisory provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, businesses, and retirement plans. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, with a long-term, tax-sensitive investment approach managed by a small team of two advisors.

Donald Paracca is a financial advisor at Paracca Financial Group with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Compass Financial Management LLC, Edward Jones, and DMK Advisor Group, Inc. Outside of advising, he assists in tax preparation during the tax season at PFG Tax. Paracca Financial Group is a state-registered advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach complemented by both fundamental and technical analysis, offering services such as direct indexing, tax-loss harvesting, and option overlay strategies.

Kevin Clark is a financial advisor at Plan Confidence Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan Confidence Corporation since 2016, following a 12-year tenure at NEXT Financial Group. Plan Confidence Corporation is an internet-only investment adviser that provides web-based, model-driven asset allocation guidance to individuals, plan participants, businesses, and defined contribution plans through its Plan Confidence™ platform. The firm utilizes proprietary scoring methods to align client risk profiles with strategic and semi-tactical models, offering a largely automated service with limited custody and a focus on technology integration.

Ryan Henderson is a CFP® professional with 20 years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and has held prior roles at Raymond James Financial Services, Fidelity, Creative Planning, and Ameriprise, among others. Four Pillars Financial Planning Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm focuses on strategic asset allocation with tactical adjustments, using a combination of mutual funds, ETFs, individual securities, and third-party managers for portfolio management and retirement plan advisory services.

Lorne Claymore is a financial advisor at Eagle Wealth Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining the firm, he worked at Edward Jones and has spent several years employed as a pilot with Allegiant Air and Silver Airways. Outside of his advisory role, he is the sole owner of Sarasota Waterways LLC, operating as a tour operator. Eagle Wealth Advisors provides discretionary and non-discretionary investment management and financial planning services to individual, high-net-worth, and institutional clients. The firm customizes portfolios using proprietary tools and offers a range of strategies, including tax-managed and sustainable/ESG-aligned options.

Timothy Rose is a financial advisor at T. Rose & Associates, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both T. Rose & Associates and Second Derivative Capital LLC. He is also involved in hedge fund investing through Second Derivative Capital LLC. T. Rose & Associates, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, businesses, and private investment funds. The firm’s investment approach combines fundamental and market analysis with security-specific research and risk management, employing strategies such as long-term equity positions, options, and hedging tailored to client needs.

Jared Bailey is a CFP® with three years of industry experience, currently affiliated with Four Pillars Financial Planning Group, LLC. His prior work includes a position with Raymond James Financial Services Advisors and roles at Barnes & Noble College and Bentley University. Four Pillars Financial Planning Group is a newly formed SEC-registered investment adviser that serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments, offering discretionary and limited non-discretionary portfolio management alongside financial planning services.

Michael Davis is a financial advisor at Cottage Street Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Cottage Street Advisors since 2015. The firm provides discretionary investment management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable trusts, and business entities. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments, managing portfolios through individual securities, ETFs, fixed income, tax-aware strategies, and alternative investments when appropriate.

John Helms is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Sarasota Capital Strategies, Inc. He has held prior roles at Accurate Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. He is also involved in insurance sales and consultation through his ownership of John Helms Inc and Objective Insurance. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses active management of absolute-return portfolios with exchange-traded funds, no-load mutual funds, and individual equities, employing a blend of fundamental and technical analysis to manage risk and pursue upside participation.

Quenton Wattinger is a financial advisor at True Path Financial LLC in Sarasota, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Procore Technologies, and McDermott International. Wattinger has also operated as a sole proprietor and has engineering experience from LJA Engineering. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm employs a combined fundamental and technical investment approach tailored to client objectives and offers faith-based or biblically responsible screening options.

James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, 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 create actively managed, tailored portfolios across various equity and fixed-income strategies.

Joseph Messinger is a financial advisor with Capstone Wealth Partners in Sarasota, FL, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 20 years of industry experience and has been with Capstone Wealth Partners since 2010. Messinger is also co-founder and CEO of College Aid Pro, a company providing financial aid planning software, and co-owner of Capstone College Partners, Ltd., which supports college-focused financial planning through education and consulting. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, third-party money manager access, and comprehensive financial planning. The firm combines passive, low-cost index funds and ETFs with selective active management, emphasizing college-focused services supported by proprietary planning tools and software.

Matthew Yu is a financial advisor at Gasima Financial LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at firms including Credit Suisse and Rock Springs Investments, where he serves as Global Equities Portfolio Manager. Yu also provides investment consulting services through his own firm, VYU Advisors LLC. Gasima Financial LLC offers discretionary investment advisory and portfolio management services to a select group of high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing strategies such as catalyst-driven long/short global equity and venture-style private equity and debt investments.

Geoffrey Raymond is a CFA® charterholder with 15 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2010. The firm serves a select clientele including broker-dealers, money management firms, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and other individual investors. Raymond Capital Advisors employs proprietary quantitative models focused on price momentum and earnings-based rankings, offering a range of equity and blended investment strategies tailored to client needs.

Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has eight years of industry experience, including prior roles at Sequent Financial, OSAIC Wealth, Inc./Securities America Advisory, and Ameriprise Financial Services. In addition to his advisory work, he is an agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm generally operates on a non-discretionary basis, using exchange-traded funds and a combination of charting and fundamental analysis, with portfolios reviewed and adjusted as needed.

Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James & Associates and Rudd Asset Management. Outside of his advisory role, he is a partner in a real estate investment business, E Sligh LLC. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm uses a modern portfolio theory-based, buy-and-hold investment approach with diversified, passively managed funds and fixed income strategies, supporting about 46 client relationships and approximately $68 million in assets under management.

Melissa Stochl is a Series 65-licensed advisor at Prince Asset Management, Inc. with four years of industry experience. She is also a managing member of Magill & Stochl CPAs, LLC and the sole member of Melissa M Stochl, CPA, LLC, both CPA firms providing tax and accounting services. Prince Asset Management is a small, advisor-led firm offering discretionary portfolio management to individual and small business clients. The firm employs fundamental analysis with a blend of long-term growth and income strategies, managing approximately $122.7 million in assets across 132 client relationships.