Charles Lieberman is a financial advisor at Advisors Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously operated C Lieberman LLC for 18 years. Lieberman also manages a profit-based business entity, Advisors Capital Planning LLC, spending limited time on this activity. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and municipal entities. The firm offers custom private accounts and model ETF strategies, employing a combination of macro, fundamental, quantitative, and qualitative analyses.

Scott Kurkjian is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and possessing 26 years of industry experience. He has been with HighPoint Advisor Group since 2018 and previously worked at IHT Wealth Management LLC and LPL Financial, where he has also maintained an affiliation for over 10 years. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and other consulting services, implementing portfolios through fundamental analysis and utilizing multiple investment platforms.

Kathleen Donnelly is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. Her prior work includes roles at Peak Brokerage Services, LLC, NEXT Financial Group, Sunbelt Partners, LLC, and Signator Investors, Inc. She is the owner of Legacy Six Consulting, which provides insurance training for new recruits with the LA Chargers. Blackridge Asset Management offers financial planning, investment management, and related consulting services through a network of advisers serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a range of portfolio management strategies, including discretionary and non-discretionary management, model portfolios, and third-party managers, supported by a turnkey asset management platform operated by truEdge.

Erik Harpsoe is a financial advisor at Stratos Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C., The Mutual Fund Store, and TD Ameritrade. Harpsoe operates a separate investment advisory practice as managing partner of Century Wealth Partners. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions primarily through its multi-team structure.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.

Allen Hegener is a financial advisor with NFSG Corporation in Bradenton, FL, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Newbridge Financial Services Group Inc., Kestra Financial, Inc., and Stifel Nicolaus & Co Inc. He also serves as president of Hegener Risk Management, a business focused on portfolio management, security selection, and insurance analysis. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Joseph Patane is a CFP® professional with 21 years of experience in the financial advisory industry, currently serving at Plancorp, LLC since 2005. He also has nearly three decades of experience with The Patane Company. Outside of his advisory work, he is a partial owner of several commercial real estate development businesses in Sarasota, Florida. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, financial planning, and investment services. The firm uses a Modern Portfolio Theory-based investment approach and offers both discretionary and non-discretionary management, incorporating third-party advisers and tax-aware strategies.

John Farren is a financial advisor with Prospera Financial Services, Inc. in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Legg Mason Wood Walker, Incorporated. Outside of advising, he is involved in a watersports rental business based in St. Pete Beach. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs through both proprietary and third-party platforms.

Jason O'Hallen is a CFP® professional with 16 years of experience in financial advising, currently with JMG Financial Group Ltd since 2010. He is based in Bradenton, FL. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and specialized financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options, including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Yermak is a financial advisor with Kovack Advisors, Inc. in Lakewood Ranch, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes positions at Charles Schwab and Ameriprise. He also leads Yermak Financial Advisors, Inc., providing financial advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage diversified client portfolios.

June Braithwaite is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Lakewood Ranch, FL, and has eight years of industry experience. She has worked with Foundations Investment Advisors since 2018 and has also been associated with Sarasota Wealth Advisory since 2015. Outside of her advisory work, she is involved in independent insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

Aleksandra Gierszewska is a ChFC® designated advisor with 16 years of industry experience, currently affiliated with Mutual Advisors, LLC. Her prior experience includes a decade at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved as an operations manager for a retail deli business. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs both discretionary and non-discretionary strategies, using a combination of active and passive approaches tailored to client objectives through various analytical methods and third-party tools.

James Rapp is a financial advisor with Arkadios Wealth Advisors in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Wayne Hummer Investments and J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Craig Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Redhawk since 2019 and previously at Elevage Partners and Bradway Financial. Roncaioli is also a licensed insurance agent, originating insurance policies for clients outside of his advisory role. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across various investment types and supports multi-generational wealth needs through a collaborative investment committee and specialized insurance services.

David Bowman Sr. is a financial advisor with World Equity Group, Inc. in Parrish, Florida, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with World Equity Group since 2007 and has prior experience with Andy Bowman from 1999 to 2020. Outside of his advisory role, he serves as president of the Manatee Sportsmans Club, a fishing and social club focused on conserving the Manatee River, and is involved in managing a family tree and ornamental farm, as well as operating a technology coaching business. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, institutions, and business entities, utilizing managed portfolios through wrap-fee programs and discretionary third-party money managers. The firm employs a risk-tolerance questionnaire to guide asset allocation and provides options such as Tax Overlay Management and ETF Select models for client accounts.

Jessica Weiss is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Plancorp, LLC since 2013 with a brief interval working at St. Louis Community College at Forest Park. She is the owner and founder of 33 and Hungry, LLC, a recipe testing business for cookbook authors based in Bradenton, FL. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, financial planning, pension consulting, and tax preparation services. The firm’s investment process is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management and incorporation of tax-aware strategies such as tax-loss harvesting.

Daniel Crimmins is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Crimmons Wealth Management, LLC from 2011 to 2023 before joining Modera in 2023. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm follows an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies tailored to client objectives and risk tolerance.

George Zeck is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at Kovack Advisors, Morgan Stanley, and Citigroup Global Markets. He also operates a separate business under the name Creative Wealth Partners, LLC. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to client needs.

James Friedman is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Capital Management since 2019, following a 24-year tenure at Personal Business Management Group. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.