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.

Timothy Videnka is a CFP® and CFA® with 10 years of industry experience, currently serving at Forza Wealth Management in Sarasota, FL. He has been with Forza Wealth Management since 2016. Forza Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement advice, using a blend of fundamental analysis and modern portfolio theory across a broad range of investment options.

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.

Daniel Bennett is a CFP® with 16 years of experience in the financial services industry. He is currently with Lake Water Advisory, LLC and has previously worked at Cambridge Investment Research Advisors, Cambridge Investment Research, MML Investor Services, LLC, and Mass Mutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. Lake Water Advisory provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, businesses, and retirement plans. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, with a long-term, tax-sensitive investment approach managed by a small team of two advisors.

Donald Paracca is a financial advisor at Paracca Financial Group with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Edward Jones and Compass Financial Management LLC. Outside of his advisory role, he assists with tax preparation during the tax season at PFG Tax in Osprey, FL. Paracca Financial Group is an investment manager firm based in Osprey, Florida, with a small team of three advisors.

Mark Palamaras Jr. is a financial advisor with Potomac Advisors, Inc. He holds a Series 65 designation and has 19 years of industry experience. Prior to his current role, he spent 26 years with Potomac Fund Management and has operated Palamaras Consulting since 2017, where he provides business and technology support to Registered Investment Advisors. Potomac Advisors primarily serves individual investors and also works with pension and profit-sharing plans, trusts, estates, and business entities. The firm uses proprietary quantitative EVO strategies combined with Tactical Asset Allocation and offers market-timing signals and sub-advisory services to other advisers alongside tailored supervisory management for retail clients.

Marc Hirtle is a CFP® professional with 24 years of industry experience. He has been with Meridian Financial Services, Inc. since 2015. Meridian Financial Services is a state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, pension and profit-sharing plans, and small business entities. The firm employs a tactical allocation approach using a range of securities and regularly monitors accounts to adjust for market changes or client needs.

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.

Meghan Paul is a Series 65-licensed financial advisor with Potomac Advisors, Inc. in Lakewood Ranch, FL, where she has worked for 10 years. She has a total of 9 years of industry experience. Potomac Advisors primarily serves individual investors, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm provides proprietary, quantitative market-timing signals and tactical asset allocation strategies, acting also as a sub-adviser to a registered investment company.

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.

James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to create actively managed, tailored portfolios across various equity and fixed-income strategies.

Joseph Messinger is a financial advisor with Capstone Wealth Partners in Sarasota, FL, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 20 years of industry experience and has been with Capstone Wealth Partners since 2010. Messinger is also co-founder and CEO of College Aid Pro, a company providing financial aid planning software, and co-owner of Capstone College Partners, Ltd., which supports college-focused financial planning through education and consulting. Capstone Wealth Partners serves individual and high-net-worth clients as well as businesses, offering discretionary portfolio management, third-party money manager access, and comprehensive financial planning. The firm combines passive, low-cost index funds and ETFs with selective active management, emphasizing college-focused services supported by proprietary planning tools and software.

Daniel Chappie is a CFP® and CFA® with 21 years of industry experience. He has been with Peninsula Asset Management Inc in Bradenton, FL since 2004. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to construct equity portfolios focused on sustained earnings and dividend growth, alongside fixed-income securities and ETFs for diversification.