Peter Magnuson is a financial advisor at Level Four Advisory Services with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at Level Four Financial and Magnuson Financial. Magnuson serves on the boards of several charitable organizations and is involved in a church focused on addiction discipleship. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios created by an internal Investment Committee or sub-advisers.

Dominick Trapasso is a financial advisor with New Edge Wealth in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Summit Trail Securities, Summit Trail Advisors, Lord, Abbett & Co. LLC, and Nuveen Securities. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering advisory services such as wealth strategy, portfolio management, and institutional consulting. The firm focuses on asset allocation and investor behavior, incorporating independent managers and proprietary investment solutions supported by technology and AI-assisted analytics.

Christopher Magnuson is a financial advisor with Level Four Advisory Services, holding a Series 66 designation and three years of industry experience. He has worked at Level Four Financial, LLC and Magnuson Financial, Inc. since 2019 and previously spent 12 years at Tervis. Level Four Advisory Services is an SEC-registered enterprise adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs tailored investment strategies using model portfolios and various sub-advisory arrangements, offering fee-only financial planning and comprehensive asset management services.

Ajay Sasser is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Waverly Advisors in 2026, he worked at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and various other roles outside the financial industry. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Robert Collins is a financial advisor at Waverly Advisors, LLC in Sarasota, FL, holding Series 65 and Series 66 licenses with 15 years of industry experience. Prior to joining Waverly Advisors in 2025, he worked at Fiduciary Wealth Advisors, Llc for 11 years, and has experience at PNC Wealth Management and Natcity Investments, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Tyler Brown is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. His work history includes roles at Wells Fargo Bank and Wells Fargo Clearing, prior to joining Virtue Capital Management. Virtue Capital Management is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides customized portfolio management and financial planning through a multi-team model, utilizing tactical, strategic, and dynamic investment approaches.

Robert Black is a financial advisor at Prosperity Capital Advisors with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Atlas Advisory Group, M Holdings Securities Inc., and operating OneTeam Financial LLC, where he is involved in marketing general financial services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Joshua Storey is a financial advisor with CreativeOne Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at firms including TriFound Advisory LLC, AE Wealth Management, and Merrill. He is also involved with Candor Wealth Strategies, an entity he uses for marketing insurance and advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, options, and private investments.

Robert Rano Jr. is a financial advisor at Capital Analysts with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2012. In addition to his advisory role, he serves as president of Clifford & Rano Insurance Agency, where he is involved in life insurance and fixed annuity sales. He is also a shareholder in OLLO Pizza LLC and serves as secretary of the North High School Alumni Association. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Schwitz is a financial advisor at Harbour Investments, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been involved with Harbour Investments and MS Financial since 1988. In addition to his advisory work, he is a partner at ANU-SKIN, a skincare products business, where he oversees the books and makes recommendations. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

Alexandre Georgiev Jr. is a financial advisor at Lifemark Securities Corp. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lifemark since 2007. He also holds an insurance license and occasionally applies this knowledge in his advisory duties. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and employs various investment programs, with client accounts managed on a discretionary or non-discretionary basis.

Mark Mcguire is a financial advisor at Geneos Wealth Management, Inc. with four years of industry experience. Prior to his advisory career, he served with the Maryland State Police for 26 years. Outside of financial advising, he owns MSS Management LLC, a tax and accounting business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Mark Lowbridge is a CFP® professional with 25 years of experience, currently serving at John Hancock Personal Financial Services, LLC since 2020. He has also held roles within John Hancock and its affiliates since 2006 and worked at Manulife Asset Management from 2012 to 2020. Outside of his advisory work, he is a licensed real estate sales agent involved in the purchase and sale of personal real estate holdings. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving a broad client base through a technology-assisted model that emphasizes written plans and client discretion in implementation.

Christopher Deleonardo is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to his current role, he worked at BB&T Investment Services and Wells Fargo Clearing. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets through various investment platforms and tailored strategies.

Debra Gardi is a financial advisor at Forum Financial Management, LP with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Cetera and Purshe Kaplan Sterling Investments. She also serves as Chapter Chair Person for the Florida Institute of Certified Public Accountants. Forum Financial Management provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other independent RIAs. The firm uses model portfolios managed primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Eric Dudley is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including World Financial Group and Florida Financial and Insurance Group. Outside of his advisory role, Mr. Dudley owns Dudley Financial, where he is involved in insurance product transactions during non-market hours. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals using a mix of strategic and tactical investment approaches across various portfolios and strategies.

Ryan Zabrowski is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Krilogy Financial since 2019 and previously held roles at Bank of America and Merrill Lynch. Zabrowski is the author of an educational book on markets and investing titled *Time Ahead: Investor's Guide to Prosperity and Impact*. Krilogy Financial serves individuals and families, qualified retirement plans, charitable organizations, foundations, institutions, and businesses. The firm employs a primarily long-term investment approach with tactical overlays, combining quantitative, qualitative, and fundamental analysis, and offers portfolio management, financial planning, and family office services.

Wendy Jankoski is a financial advisor at Compound Planning, Inc. with 23 years of industry experience. She previously spent 21 years at Wealth Architects LLC before joining her current firm in 2025. Jankoski holds Series 63 and Series 65 designations. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm offers a fiduciary, goals-based investment process with discretionary portfolio management, turnkey asset management, and alternative strategies, employing a range of investment options supported by technology and automated monitoring tools.

Thomas Ramsett is a financial advisor with intrua Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked with LPL Financial, Freedom Wealth Alliance, and Wells Fargo Advisors. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm uses a comprehensive investment process that includes fundamental analysis, modern portfolio theory, and technical analysis to create custom asset allocations and Investment Policy Statements, implementing strategies through direct management, model portfolios, and third-party money managers.

Denise Mellerup is a financial advisor with Archer Investment Corporation in Sarasota, FL, holding a Series 65 designation and 15 years of industry experience. She has been with Archer since 2011 and also serves as president and sole shareholder of DJL Surveying Co Inc, a surveying business she has managed since 1990. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and The Archer Funds. The firm employs a multi-branch, independent-contractor model and manages a diversified range of assets on a discretionary basis.