Randall Arnaud is a financial advisor with Guardsman Private Capital Management, Inc. in Sarasota, FL. He holds a Series 63 designation and has 20 years of industry experience, including 26 years at FINANCIAL SERVICES NETWORK, Inc. Prior to joining Guardsman in 2020, he worked extensively in financial services. Guardsman Private Capital Management is a boutique SEC-registered adviser serving ultra-high-net-worth individuals, families, charitable organizations, trusts, estates, and private investment entities. The firm focuses on customized investment management and family-office style services, employing a strategic asset allocation approach with globally diversified portfolios primarily using low-cost index funds.

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.

Stephanie Farrar is a financial advisor at Integrity Financial Strategies with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Ten Capital Investment Advisors and Russell Investments. In addition to her advisory role, Farrar is a Certified Divorce Financial Consultant and Mediator at Integrity Divorce Solutions LLC, where she dedicates part of her time. Integrity Financial Strategies serves individual investors, high-net-worth individuals, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm utilizes a strategic and tactical asset allocation approach combining passive and active investments and provides both ongoing management and standalone planning services.

Matthew Doyle is a financial advisor at MD Investment Advisors in Bradenton, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Doyle Investment Services and Wallstreet*E Financial Services, Inc. since 2002. Outside of advisory work, he owns a business providing income tax preparation and insurance product sales. MD Investment Advisors serves individual investors, trusts, and corporate pension plans with portfolio management and investment supervisory services. The firm employs a strategy combining long-term equity holdings, sector-focused ETFs, and option-based techniques to manage risk, delivering advice through personalized consultations on both discretionary and non-discretionary accounts.

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.

Ryan Moseley is a financial advisor at Moseley Investment Management, Inc. with 12 years of industry experience. He holds the CFA® designation and Series 65 license. His career includes over a decade with Moseley Investment Management and a year at LPL Financial LLC. Moseley Investment Management, Inc. provides 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 employs fundamental analysis to build long-term portfolios and uses derivatives strategies to generate income, managing approximately $457 million in assets.

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.

Michael Reynolds is a financial advisor with Maverick Private Wealth LLC in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Hedgeo Capital Advisors, First Sarasota Capital Advisors, Wellspring Wealth Management, Banc Of America Investment Services, and Citigroup Global Markets. Michael also holds a Florida State Insurance License and occasionally recommends fixed annuities as income-generating options. Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory primarily to high-net-worth individuals, trusts, foundations, and employer-sponsored plans. The firm manages a small number of clients with tailored investment strategies that include both proprietary systems and external managers.

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.

Michael Davis is a financial advisor at Cottage Street Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Cottage Street Advisors since 2015. The firm provides discretionary investment management, comprehensive financial planning, and consulting services to individuals, trusts, estates, charitable trusts, and business entities. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments, managing portfolios through individual securities, ETFs, fixed income, tax-aware strategies, and alternative investments when appropriate.

John Helms is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Sarasota Capital Strategies, Inc. He has held prior roles at Accurate Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. He is also involved in insurance sales and consultation through his ownership of John Helms Inc and Objective Insurance. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses active management of absolute-return portfolios with exchange-traded funds, no-load mutual funds, and individual equities, employing a blend of fundamental and technical analysis to manage risk and pursue upside participation.

Quenton Wattinger is a financial advisor at True Path Financial LLC in Sarasota, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Procore Technologies, and McDermott International. Wattinger has also operated as a sole proprietor and has engineering experience from LJA Engineering. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm employs a combined fundamental and technical investment approach tailored to client objectives and offers faith-based or biblically responsible screening options.