Denise Mellerup is a financial advisor at Archer Investment Corporation with 14 years of industry experience. She holds a Series 65 designation and has been with Archer since 2011. In addition to her advisory role, she is the president and sole shareholder of DJL Surveying, a surveying company she has managed since 1990. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across multiple asset classes, with both discretionary and model-driven management options.

Scott Barcomb is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Berthel, Fisher since 2003 and previously worked at BFC Planning, Inc. Barcomb is the founder and owner of Barcomb Asset Management, provides investment advice, and is the author of the book *Black Rock*. He also serves as treasurer for the Pine Park Office Condo Association in Sarasota, Florida. Berthel, Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a network of independent advisers. The firm delivers tailored investment solutions across various platforms, including discretionary and non-discretionary management and sub-advisory arrangements.

Kathleen Mcgrath is a CFP® professional with 30 years of experience in financial advising. She is currently with W3 Wealth Advisors, LLC and affiliated firms, having previously worked at Wells Fargo Advisors. Mcgrath serves as a board member of the Hugs and Hope Foundation, a nonprofit supporting families affected by lung cancer treatments, and volunteers on the finance committee of Westwood Country Club. W3 Wealth Advisors provides financial planning and access to third-party managed accounts for individuals, pension plans, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation through Valmark’s platform, coordinating client planning with other professional advisors.

Michael Murray is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Truadvice Wealth Management and Lyons Tool & Manufacturing. In addition to his advisory role, he is licensed as an independent agent for the sale of insurance products. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and corporations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that integrate tactical and strategic allocations across various asset types and also provides services to other advisers through its Turnkey Asset Management Platform.

Kenneth Bolton is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Milestone Private Wealth Management, CS Planning Corp., and Wells Fargo Advisors Financial Network. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, reporting, and held-away asset management.

Kathy Dyer is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Ironview Capital Management. She and Michael Dyer have an ownership interest in a Florida-based hotel through a limited partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing integrated investment, insurance, and placement capabilities.

Gregory Schmertmann is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked with SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist’s financial services.

Sean Koscho is an investment advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Base Wealth Management, Intervest International, and Primerica. Additionally, he served a decade with the Sarasota County Fire Department. NewEdge Advisors is a large registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to sponsored advisory programs, utilizing both in-house and third-party investment solutions.

Brian Grogan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Mid Atlantic Financial Management. Outside of his advisory work, he is a founding partner of Crescent Franchise Solutions, which focuses on succession planning for franchise owners. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies, supported by technology tools and rigorous due diligence.

Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

Daniel McDermott is a CFP® and ChFC® with 38 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. He is also a Notary Public of Delaware. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of investment and planning solutions.

Jonathan Kosmata is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Truist Investment Services and SunTrust entities since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Lidia Granger is a financial advisor with Fifth Third Securities, Inc. in Venice, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jackson King is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes positions at First Citizens Investor Services, Wells Fargo, Capital Research Advisors, and Hammond Iles Wealth Advisors. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Ron Shchemelev is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower in 2023, he worked with Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC from 2022 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bryan Domian is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with Penn Mutual Life Insurance Company and BCD Financial, LLC. Outside of his advisory role, he serves as treasurer for a donor advised fund that raises and distributes contributions to local nonprofits and is involved with 3D Build Systems, LLC, focusing on additive manufacturing techniques for housing construction. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm provides a combination of advisory and broker-dealer services with a network of advisers managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

John Costello Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Portfolios Financial Services for 19 years before joining Osaic in 2024. Outside of advisory work, he operates as a sole proprietor offering life and health insurance services and provides life, disability, and long-term care insurance through 76 Wealth Advisory LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm delivers a range of investment management and financial planning services through multiple program models, utilizing proprietary and third-party platforms and managers.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.