Dwight Pendola is a CFP® professional at Horizon Wealth Advisors with 18 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for around 567 clients. The firm provides asset management, financial planning, and pension consulting services to individuals, trusts, estates, and employer retirement plans using a combination of fundamental and technical analysis.

Gregory Baker is a CFP® with 13 years of industry experience. He currently works at Clark Asset Management, LLC and previously held roles at Charles Schwab & Co., Inc. and T. Rowe Price. Outside of finance, he performs as a musician in St. Petersburg, FL. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm emphasizes a passive investment approach using index funds and ETFs, along with tax-aware portfolio construction and ongoing financial planning services.

Markian Ukrainskyj is a CFA® charterholder with 22 years of industry experience and has been with Covenant Asset Management, LLC since 2013. He holds a Series 66 license and works as part of a team at the firm based in Bradenton, FL. Covenant Asset Management is an SEC-registered advisory firm managing approximately $692.6 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and small businesses. The firm employs a growth-at-a-reasonable-price and thematic equity investment approach, complemented by dividend appreciation income and fixed-income laddering strategies, with an emphasis on tax efficiency and low turnover.

Jonathan Larsen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He has worked at Keating Financial Advisory Services since 2022 and previously spent 17 years with Raymond James Financial Services Advisors, Inc. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management, along with modular financial planning and consulting services.

Andrew Lerda Plog is a CFP® with eight years of industry experience currently working at Pinnacle Advisors. He has previously held roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services including trustee and custody capabilities, affiliated legal and CPA services, and a dedicated Family Office program.

Michael Ferro is a financial advisor at Horizon Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Ferro Enterprises, LLC since 2003. Outside of his advisory role, Ferro is a shareholder in several business ventures, including West Coast Cons Funding Corp. and Lakewood Center of Commerce, and serves as managing member of Vertical Assets Group of Ellenton in the hotel industry. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing financial planning, discretionary asset management, and pension consulting. The firm focuses on broadly diversified portfolios primarily implemented with exchange-traded funds, employing both strategic and tactical asset allocation and conducting weekly account reviews.

Christopher Monroe is a financial advisor with Fortis Group Advisors LLC in Bradenton, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His work history includes roles at LPL Financial LLC, National Life Group, and Equity Services Inc. Outside of financial advising, he has been involved with Family Medical Equipment & Supply Company Inc. for over two decades. Fortis Group Advisors is a multi-advisor registered investment adviser serving individuals, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a combined fundamental and technical investment approach with an emphasis on institutional manager due diligence and tax-aware decisions, offering a range of investment management and planning services.

Steven Roy is a financial advisor with SimplyRIA Advisor Network, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include work at Roy, Noye & Warren CPA, P.C., and multiple independent business activities, including ten years as an independent insurance agent. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and retirement plans through a team-based RIA-aggregator model. The firm supports a range of investment management and planning services, utilizing both active and passive strategies alongside alternative investments and advisory insurance products.

Christopher Legg is a CFP® professional with 16 years of industry experience, currently serving at Activ8 Family Office LLC since 2025. Prior to this, he spent 18 years at Octagon Financial Services. He holds Series 63 and Series 65 licenses. Activ8 Family Office primarily works with professional athletes and their families, providing a Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services. The firm uses outsourced CIO and TAMP arrangements to manage investments, offering tailored portfolios combining passive ETFs, active strategies, alternative investments, and private funds.

Matthew Gelman is a financial advisor at FEFA Financial with three years of industry experience. He holds a Series 65 designation and has worked at VCI Wealth Management LLC, AE Wealth Management, LLC, and FEFA Advisors LLC. Outside of his advisory role, he is involved in insurance sales and retirement planning through FEFA Advisors LLC. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a blend of fundamental, quantitative, and cyclical analyses alongside modern portfolio theory, focusing on equities and ETFs with model allocations tailored to client risk profiles.

Keith Johnson is a CFP® professional with 29 years of industry experience, currently serving at Benefit Financial Services Group since 2019. He previously worked at Allworth Financial from 2016 to 2019. Johnson holds Series 63 and Series 65 licenses. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions. The firm employs a diversified, model-based investment approach incorporating various asset types and strategies, and manages approximately $1.53 billion in discretionary assets along with $18.0 billion in retirement plan consultations.

Karyn Cravens is a CFP® professional with two years of experience, currently serving as a financial advisor at Ferguson Shapiro LLC. She has been with the firm since 2023. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, with an investment process that emphasizes a client’s financial profile and employs advanced portfolio management strategies.

Brian Babcock is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been affiliated with Purshe Kaplan Sterling Investments and Horizon Wealth Advisors since 2011 and Gulf Coast Financial Network since 2007. Outside of investment advising, he is involved in the sale of life, disability insurance policies, annuities, long-term care, and Medicare supplements. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, offering financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and employs a diversified investment approach combining fundamental and technical analysis with strategic and tactical asset allocation.

Jeffrey Speers is a financial advisor with Rise Financial Partners in St. Petersburg, FL, holding a Series 65 designation and 17 years of industry experience. His prior work includes roles at WR Wealth Planners, Wealth Planning and Design LLC, Legacy Financial Advisors, and Mutual of Omaha Investor Services. He also serves as president of Speers Financial, an insurance agency providing fixed insurance products and financial consulting services. Rise Financial Partners is a state-registered advisory firm serving individual clients, charitable organizations, and corporate plan sponsors. The firm combines modern portfolio theory and passive core exposures with tactical analysis to create client-specific investment plans and manages approximately $70 million in discretionary assets.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC in Saint Petersburg, FL, holding a Series 65 designation with two years of industry experience. His prior work history includes roles at Northwestern Mutual and Orvis, where he has been employed since 2022. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses fundamental analysis and a long-term investment strategy, incorporating values-based financial planning, tax and estate planning, and diversified portfolio management through its investment division, Sift Investment Management.

Joshua Maly is a financial advisor at MDRN Capital with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Savant Wealth Management, Golden Reserve RIA, and Thrivent Investment Management. In addition to his advisory role, he is involved with MDRN Insurance, LLC as an insurance agent. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, utilizing a range of investment vehicles and independent managers.

Scott Townsend is a CFP® professional with four years at John G. Ullman & Associates, Inc. and prior experience at Ss&C. He also served in a role at Calvary Baptist Church for 18 years. John G. Ullman & Associates serves individual and high-net-worth clients, as well as charitable institutions and corporations, generally managing relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based security selection and low-to-moderate risk strategies.

Elizabeth Wilson is a CFP® professional with 24 years of experience in the financial industry. She has been with Horizon Wealth Advisors since 2015, where she is part of a six-advisor team. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and emphasizes broadly diversified portfolios primarily implemented with exchange-traded funds, combining fundamental and technical analysis with strategic and tactical asset allocation.

Brad Tatar is a financial advisor at Greenup Wealth with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Scottrade and TD Ameritrade before joining Greenup Wealth in 2021. Brad is based in Bradenton, FL. Greenup Street Wealth Management provides portfolio management and financial planning to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts.

Jeremy Smith is a financial advisor with Horizon Wealth Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Horizon Wealth Advisors since 2015. Horizon Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts or estates, providing financial planning, discretionary asset management, and pension consulting. The firm manages approximately $217 million in assets and focuses on customized, broadly diversified portfolios primarily implemented with exchange-traded funds.