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.

Kimberly Evener is a financial advisor at Forza Wealth Management with a Series 65 credential and four years of industry experience. Prior to joining Forza Wealth Management in 2022, she worked at Caldwell Trust Company for six years. Forza Wealth Management serves individual clients, including high-net-worth households, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and retirement advice, applying fundamental analysis and modern portfolio theory across a broad range of investment products.

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 12 years of industry experience, currently working at Integrity Financial Strategies since 2022. Her prior experience includes roles at InvestCloud, Facet Wealth, Edward Jones, Moss Adams, LPL Financial, Financial Advocates Investment Management, and Cornerstone Advisors. She is also a Certified Divorce Financial Consultant involved in divorce financial consulting and mediation through Integrity Divorce Solutions. Integrity Financial Strategies serves individual and high-net-worth investors as well as small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation approach incorporating both passive and active investments, manages approximately $24 million across 55 client relationships, and offers an affiliated divorce financial consulting practice alongside educational seminars on related financial topics.

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 at MD Investment Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Founders Financial Securities, LLC since 2010. Outside of advisory work, he is involved in a property and casualty insurance agency and holds a minority interest in a Great Clips hair salon franchise. MD Investment Advisors serves individual investors, trusts, and corporate pension plans by providing portfolio management and investment supervisory services. The firm combines long-term equity holdings, sector-focused ETFs, and option strategies to manage risk, with services delivered through personalized consultations and both discretionary and non-discretionary account management.

James Moore is a CFP® professional with 14 years of industry experience, currently serving at Campbell Financial Partners, LLC. His prior work includes roles at Private Capital Management, Inc., Emergent Investor Services, LLC, and Dale K. Ehrhart, Inc. Moore holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Campbell Financial Partners is a fee-only registered investment adviser providing financial planning and discretionary investment management to individuals, trusts, and small businesses. The firm emphasizes conservative fundamental analysis and tax-aware, broadly diversified portfolios primarily using no-load or low-cost mutual funds and ETFs, managing accounts on a discretionary basis with regular portfolio reviews and rebalancing.

Kathleen Walker is a CFP® and holds a Series 65 license with 25 years of industry experience. She has been with Goar, Endriss & Walker, P.A. since 1980. Goar, Endriss & Walker, P.A. serves individual clients, trusts, and estates, providing financial planning and portfolio management alongside tax and accounting services. The firm integrates advisory engagements with ongoing CPA work, applying fundamental analysis in its investment approach and offering different levels of client involvement based on retainer status.

Adam Martin is a financial advisor at Advanced Wealth Management in Sarasota, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Advanced Wealth Management in 2022, he worked at JMX Brands and has been involved with Glenridge on Palmer Ranch since 2018. Outside of advising, he registered an e-commerce venture, MAZ Group LLC, though it did not become operational. 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 employs a strategic asset-allocation core with tactical adjustments, utilizing a variety of investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.

Cheri Franklin is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Clarity Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and participates as a supervisory committee member for Eagle Community Credit Union in California. Clarity Capital Advisors provides comprehensive wealth management services to individuals, trusts, estates, employer retirement plans, and business entities. The firm utilizes a long-term, disciplined, low-cost, and diversified investment approach, emphasizing global equity allocations with tilt toward small-cap, value, and profitability factors, while operating on a flat-fee, fee-only structure without account minimums.

Paul Turco Jr. is a CFP® and Series 65-licensed advisor with six years of industry experience. He has been with Bull & Bear Advisors LLC since 2021 and previously worked at Alpha Advisors, Inc. for one year. Before entering financial advising, he spent 19 years with the San Francisco Giants. Turco is involved with Bull and Bear Trading LP, a hedge fund in which he is invested and for which he assists with data analysis. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses a combination of charting, fundamental and technical analysis, and employs both long- and short-term trading alongside various options strategies.

Dennis Marinich is a financial advisor at Future Financial Wealth Management Group, LLC with 44 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors from 2016 to 2018. Future Financial Wealth Management Group provides discretionary investment management and comprehensive financial planning to individuals, small businesses, and retirement plans. The firm employs both passive and active investment strategies tailored to each client and offers services including estate, tax, cash-flow, and business planning.

Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.

Randall Arnaud is a financial advisor at Guardsman Private Capital Management, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at Guardsman since 2020, as well as with Financial Services Network, Inc. since 1995. Guardsman Private Capital Management is a boutique advisory firm serving ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and private entities. The firm provides customized investment management and family-office-style services, focusing on low-cost, globally diversified portfolios and strategic asset allocation with an emphasis on long-term buy-and-hold strategies.

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 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grant Koehler & Levin and Polar Investment Counsel Inc. since 2012. Grant Koehler & Levin Ltd. is a team-based registered investment adviser managing approximately $258 million for around 200 clients, including individuals, trusts, estates, pension plans, charities, and small businesses. The firm focuses on capital preservation, cash-flow generation, and asset allocation, using a buy-and-hold approach with income-oriented strategies and may employ options and borrowing techniques as part of portfolio management.

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.