Barbara Johnson is a financial advisor at Johnson Private Wealth Management, LLC in Sarasota, FL, holding a Series 66 designation with 18 years of industry experience. She has been with Johnson Private Wealth Management since 2014. Outside of her advisory role, she is the owner and manager of Willow Point Farm Hunt Club, where she oversees bookkeeping, scheduling, and contracts. Johnson Private Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients as well as charitable organizations. The firm employs a comprehensive investment process using fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and manages all client assets in-house.

Anthony Benante is a CFP®, CFA®, and Series 63 licensed financial advisor with 19 years of industry experience. He has been with Baron Financial Group LLC since 2007. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $340 million in client assets through a five-advisor team. Baron Financial Group develops client investment policies based on detailed interviews and employs a combination of fundamental, quantitative, and qualitative analysis with both long- and short-term strategies, reviewing accounts at least quarterly.

Richard Czerniak is a financial advisor with Prince Asset Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Prince Asset Management since 1998. Prince Asset Management is a small, advisor-led firm specializing in discretionary portfolio management for individual and small business clients. The firm focuses on fundamental analysis and employs a mix of long-term growth and income strategies, with flexibility for short-term trades, managing approximately $122.7 million in discretionary assets across 132 client relationships.

Theodore Levin is a financial advisor at Grant Koehler & Levin Ltd. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Grant Koehler & Levin since 2012. He also works with Polar Investment Counsel Inc. Grant Koehler & Levin Ltd. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm serves both non-high-net-worth and high-net-worth clients, focusing on capital preservation, cash-flow generation, and risk reduction through diversified asset allocation and strategic use of derivatives.

Mark Clark is a CFP® professional with 20 years of experience in financial advising. He is currently with Prestige Advisors Inc. and has held prior roles at Legacy Financial Advisors, Wealth Planning and Design LLC, and has been self-employed for over two decades. Outside of his advisory work, Clark serves on the advisory board of the Lakewood Ranch Community Foundation, where he reviews and approves grant applications for local nonprofits. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, entity structure, and tax and estate planning. The firm offers personalized, collaborative services without managing client assets or engaging in discretionary investment management.

Jay Franklin is a CFP® and CFA® with 14 years of industry experience. He has been with Clarity Capital Advisors, LLC since 2016, where he is one of two advisors. Clarity Capital Advisors serves individuals, trusts, estates, employer retirement plans, and business entities with comprehensive wealth management that integrates asset management, financial planning, and retirement-plan consulting. The firm follows a long-term, disciplined, low-cost, and highly diversified buy-and-hold investment approach based on modern portfolio theory, using mutual funds, ETFs, and select individual securities tailored to client circumstances.

Charles Bryant III is a financial advisor with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at LPL Financial LLC, FSC Securities Corp, Mutual of Omaha Investor Services, Inc., and Truist Investment Services, Inc. Since 2023, he has also been involved with The Consigliere Group in a non-investment-related capacity. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm emphasizes strategic asset allocation with tactical adjustments, using a range of investment products and operates primarily through a virtual and remote service model.

Timothy Videnka is a CFP® and CFA® with 10 years of industry experience, currently serving at Forza Wealth Management in Sarasota, FL. He has been with Forza Wealth Management since 2016. Forza Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advice, using a blend of fundamental analysis and modern portfolio theory across a broad range of investment options.

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.

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

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.

Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.

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.

Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.

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.