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.

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. He previously worked at Hedgeo Capital Advisors, LLC and First Sarasota Capital Advisors, LLC. Michael also holds a Florida State Insurance License and occasionally recommends fixed annuities as part of income planning. Maverick Private Wealth LLC provides discretionary portfolio management, financial planning, donor-advised fund services, and retirement-plan advisory to individuals, trusts, foundations, and employer-sponsored plans. The firm serves a small client base, typically high-net-worth individuals, applying a variety of analytical methods and proprietary investment systems tailored to each client’s circumstances.

Lorne Claymore is a financial advisor with Eagle Wealth Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Edward Jones for two years and has seven years as a pilot with Allegiant Air. Additionally, he is the sole owner of Sarasota Waterways LLC, a tour operator based in Sarasota. Eagle Wealth Advisors provides investment management and financial planning services to individual, high-net-worth, and institutional clients. The firm manages approximately $164 million and customizes portfolios using proprietary tools and a variety of strategies, including tax-managed and ESG-aligned options.

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 18 years of industry experience. He is principal of Sarasota Capital Strategies, Inc., where he has worked since 2022. His prior roles include positions at Accurate Wealth Management, J.W. Cole Advisors, and Global Financial Private Capital. Helms also owns John Helms Inc., an insurance sales business he has operated since 1993. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses internally developed models combining fundamental and technical analysis to manage discretionary accounts aiming for downside protection while participating in rising markets.

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.

Daniel Rose is a financial advisor at T. Rose & Associates, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. Outside of finance, his background includes roles in education and various service-oriented businesses. T. Rose & Associates primarily serves individual investors, including high-net-worth clients, providing discretionary portfolio management focused on equities, options, and fixed-income securities. The firm emphasizes individualized security selection and quantitative analysis and also manages a private fund and sub-advises on a municipal client’s core portfolio.