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.

Nicole Phelan is a Series 65-licensed financial advisor with Concierge Financial Advisor LLC, bringing four years of industry experience. She has worked at Harwood Financial Group and has been with Concierge Financial Advisor LLC since 2021. Concierge Financial Advisor LLC provides financial planning and portfolio management primarily for high-net-worth individuals, families, trusts, estates, small businesses, and retirement plans. The firm manages approximately $37.8 million and employs a customized investment approach that includes long-term strategic and medium-term tactical models using a variety of investment vehicles under discretionary mandates.

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.

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 at Advanced Wealth Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and FSC Securities Corp. Outside of his advisory role, he is involved with The Consigliere Group in a non-investment-related capacity. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to a range of clients including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm employs a strategic asset-allocation core with tactical flexibility, utilizing various investment vehicles and integrates third-party managers and technology platforms through a largely virtual service model.

Stephanie Farrar is a financial advisor with Integrity Financial Strategies in Palmetto, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Integrity Financial Strategies in 2020, she worked at Ten Capital Investment Advisors and Principal Funds Distributor, Inc. Farrar is also a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time to divorce financial consulting services. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a strategic and tactical asset allocation framework that incorporates passive and active funds, ETFs, and alternative investments, while offering ongoing investment management and standalone planning engagements.

Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has operated Doyle Investment Services and worked with Wallstreet*E Financial Services, Inc. since 2002. Outside of advising, he owns a tax preparation and insurance business, which he manages on a limited basis. MD Investment Advisors serves individual investors, trusts, and corporate pension plans by providing portfolio management and investment supervisory services. The firm employs a mixed investment approach combining long-term equity positions, sector-focused ETFs, and option strategies to manage downside risk, delivering advice through both discretionary and non-discretionary account management.

Robert Phelan is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has worked at Concierge Financial Advisor LLC since 2021 and previously spent seven years at Risk Director LLC. Phelan also provides part-time consulting on risk management policies and risk reviews for large corporations. Concierge Financial Advisor LLC serves high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and corporations with customized financial planning and portfolio management. The firm uses a combination of long-term strategic and medium-term tactical investment models, including derivatives and options strategies, and maintains a small client roster with approximately $40.35 million under management.

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.

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.

Mark Palamaras Jr. is a financial advisor at Potomac Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Potomac Fund Management and operates Palamaras Consulting, where he provides business and technology support for 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 combines proprietary quantitative EVO strategies with a Tactical Asset Allocation framework and licenses market-timing signals to other advisers, functioning as a sub-adviser while managing a relatively small regulatory AUM.