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. He currently works at Benefit Financial Services Group and Focus Partners Wealth, LLC. His prior experience includes roles at Allworth Financial, KMJ Financial Group, and MissionSquare Retirement. 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 manages approximately $1.53 billion in discretionary assets and consults on about $18.0 billion in retirement plan assets, employing a diversified investment process that integrates fundamental, quantitative, qualitative, and technical analysis.

Karyn Cravens is a CFP® professional with three years of experience at Ferguson Shapiro LLC in Lakewood Ranch, FL. She has been with the firm since 2023. Ferguson Shapiro provides discretionary and non-discretionary investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and other institutions. The firm uses a team-based advisory model to manage approximately $415 million, offering services that include portfolio management, written financial plans, coordination with other professionals, and selection of third-party money managers.

Daniel Dilascia Jr. is a financial advisor at Base Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at Intervest International, Inc. and multiple real estate and business entities, where he serves as owner or partner in several commercial office rental businesses. Base Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning, employing a tactical allocation strategy and utilizing third-party managers and platforms for some clients.

Kevin McEnerney is a financial advisor at Truvestments Capital LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of Kevin McEnerney Inc. dba McEnerney Tax Advisory and Lynch Tax Advisory Group. His career includes roles at Truvestments Capital since 2020 and leadership positions in tax advisory firms since 2003. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, utilizing a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions.

Kaleb Mccarty is a Series 65-licensed financial advisor with 11 years of industry experience. He has worked at Truvestments Capital LLC since 2015 and is also involved with Elite Wealth Advisors, where he serves as owner and CEO of a firm specializing in the wholesale distribution of fixed annuities and life insurance products. Outside of his advisory roles, he owns McCarty Marketing Inc., an insurance sales and consulting business, and Funderfull, LLC, a business consulting firm. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, while also managing a private Bitcoin fund as part of its offering.

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.

Joshua Maly is a financial advisor at MDRN Capital with 19 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 an insurance agent with MDRN Insurance, LLC. MDRN Capital serves a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team model. The firm focuses on long-term portfolio construction using independent managers, mutual funds, and ETFs, while incorporating fundamental and technical analysis.

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.

Bradley Tremitiere is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Wellington Shields & Co., LLC for 20 years before joining Ranch Capital Advisors, where he has been since 2019. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by providing investment management, ongoing financial planning, and a subscription-based financial coaching service. The firm offers tailored portfolios using model allocations or customized strategies, with implementation that includes a variety of trading approaches such as derivatives in separately managed accounts.

Brad Tatar is a financial advisor at Greenup Wealth in Bradenton, FL, with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Greenup Street Wealth Management since 2021. His prior experience includes roles at Spotlight Asset Group, TD Ameritrade, and Scottrade. Greenup Wealth provides portfolio management and financial planning to individuals, charitable organizations, and businesses, employing a variety of analytical methods and investment strategies. The firm serves both discretionary and non-discretionary accounts and incorporates third-party advisers and specialized tools to manage client assets.

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.

Morton Potoff is a financial advisor with MJP Wealth Advisors in Longboat Key, FL, holding a Series 63 designation and over 57 years of industry experience. His career includes roles at Arete Wealth Management, Royal Alliance Associates, and extensive experience with MB Insurance and MJP Associates. Outside of advisory work, he serves as Chief Operating Officer at MB Insurance and MJP Consulting, focusing on insurance marketing and wealth management consulting. MJP Wealth Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, high net worth clients, trusts, and employer plans. The firm employs proprietary and customized investment strategies emphasizing principal preservation and long-term total return, utilizing both automated and multi-advisor platforms along with third-party technology integrations.

Philip Quigley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Truvestments Capital LLC since 2022. He previously worked at Brokers Financial and Brokers International Financial Services, LLC from 2008 to 2022. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Kyle Howell is a financial advisor with Base Wealth Management in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Royal Alliance Associates, and T. Rowe Price Advisory Services, Inc. Outside of his advisory work, he serves on the Board of Directors for the Outlaw Lake Estates Homeowners Association and has ownership interests in commercial real estate firms. Base Wealth Management is a team-based registered investment adviser managing approximately $326 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers fee-based discretionary portfolio management and financial planning using a tactical allocation strategy, supplemented by third-party managers for some clients and access to held-away retirement accounts.

Shane Eighme is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at OneAmerica Securities and American United Life. Outside of his advisory role, he is a partner and owner of Shane & Shane Financial, focusing on non-variable insurance sales. Truvestments Capital LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using low-cost mutual funds and ETFs, and manages a private Bitcoin fund as part of its investment offerings.

James Miklas is a financial advisor at Wellesley Asset Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Principal Global Investments and Foreside Funds Distributors. Since 2017, he has served as a director at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return oriented strategies, managing separately managed accounts and advising affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle.

Eric Voegeli is a financial advisor with Diversify Advisory Services, LLC, holding the Series 63 and Series 66 licenses and possessing 25 years of industry experience. His career includes roles at Diversify Wealth Management, DFPG Investments Inc, Morgan Stanley, USAA Financial Planning Services, and Fidelity. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals, including access to alternative investments and multiple delivery platforms.

Jason Andriano is a CFP® professional with eight years of industry experience, currently serving at Bolton Securities Corporation. His prior roles include positions at Dow Family Office Advisory, Fisher Investments, The Vanguard Group, and Bullard McLeod & Associates. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized wealth management through a network of independent advisers using a range of investment vehicles and emphasizes a primarily long-term investment approach.