Christopher Sleight is a Series 65-licensed advisor with 12 years of industry experience, currently with Bison Wealth, LLC. He has held roles at several firms, including Global Financial Advisory and Truadvice, LLC, where he is a partial owner. Sleight also owns CS Sleight, Inc., which engages in the sale of fixed life insurance and annuities. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and institutional entities, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic asset allocations across liquid and private-market strategies.

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 63 and Series 66 credentials with one year of industry experience. His prior experience includes roles at Morgan Stanley and Charles Schwab & Co., Inc. He has also spent time in education and worked in other industries such as rentals and food service. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Robert Collins is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked for 11 years at Fiduciary Wealth Advisors, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages approximately $29.9 billion in assets and provides investment management, financial planning, retirement plan consulting, and multi-family office services, combining traditional and alternative strategies through institutional custodians and third-party platforms.

Tyler Brown is a financial advisor at Virtue Capital Management, LLC with six years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked previously at Medallion Financial Resources and Wells Fargo in various capacities. Virtue Capital Management serves individuals, trusts, estates, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and third-party manager due diligence. The firm uses a multi-team approach to customize portfolios through tactical, strategic, and dynamic investment strategies.

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 with Capital Analysts in Venice, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has served as President of Clifford & Rano Insurance Agency, Inc. since 1988. Outside of advising, he is involved in insurance sales leadership and is a shareholder in a local pizzeria. Capital Analysts serves a diverse client base including individual investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a mix of discretionary and non-discretionary solutions, supported by an in-house research team and third-party managers, with a nationwide network of independent advisors and specialized retirement-plan services.

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 at Berthel, Fisher & Company Financial Services, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Berthel Fisher since 2017, including time at BFC Planning, Inc. and Bb&T Investment Services, Inc. He serves as a board member and logistics chair for the American Cancer Society in Sarasota, FL. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services with approximately $906 million in assets under management. The firm delivers customized advice through multiple platforms and management styles to meet diverse client needs.

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 with Compound Planning, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Wealth Architects LLC since 2005 and joined Compound Planning in 2025. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm offers both direct investment management and a turnkey asset management program, combining long-term buy-and-hold strategies with tactical tools like direct indexing and tax-loss harvesting.

Thomas Ramsett is a financial advisor at Intrua Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Freedom Wealth Alliance and LPL Financial since 2014. Ramsett is involved with Windy City Financial Partners, a non-variable insurance investment-related activity. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, offering both discretionary and non-discretionary management.