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.

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Donald Paracca is a financial advisor at Paracca Financial Group with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Compass Financial Management LLC, Edward Jones, and DMK Advisor Group, Inc. Outside of advising, he assists in tax preparation during the tax season at PFG Tax. Paracca Financial Group is a state-registered advisory firm serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach complemented by both fundamental and technical analysis, offering services such as direct indexing, tax-loss harvesting, and option overlay strategies.

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.

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.

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 at Eagle Wealth Advisors in Sarasota, FL, holding Series 65 and Series 66 credentials with four years of industry experience. Prior to his current role, he worked at Edward Jones for two years and has professional experience as a pilot with Allegiant Air and Silver Airways. Claymore is also the sole owner of Sarasota Waterways LLC, a tour operator based in Sarasota. Eagle Wealth Advisors serves individual, high-net-worth, and institutional clients by providing discretionary and non-discretionary investment management and financial planning. The firm customizes portfolios using proprietary tools and a range of strategies, managing approximately $164 million across about 100 clients.

Timothy Rose is a financial advisor at T. Rose & Associates, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both T. Rose & Associates and Second Derivative Capital LLC. He is also involved in hedge fund investing through Second Derivative Capital LLC. T. Rose & Associates, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plans, businesses, and private investment funds. The firm’s investment approach combines fundamental and market analysis with security-specific research and risk management, employing strategies such as long-term equity positions, options, and hedging tailored to client needs.

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 19 years of industry experience, currently serving as a financial advisor at Sarasota Capital Strategies, Inc. He has held prior roles at Accurate Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. He is also involved in insurance sales and consultation through his ownership of John Helms Inc and Objective Insurance. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses active management of absolute-return portfolios with exchange-traded funds, no-load mutual funds, and individual equities, employing a blend of fundamental and technical analysis to manage risk and pursue upside participation.

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.

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.

Matthew Yu is a financial advisor at Gasima Financial LLC with one year of industry experience. He holds the Series 65 designation and has prior experience at firms including Credit Suisse and Rock Springs Investments, where he serves as Global Equities Portfolio Manager. Yu also provides investment consulting services through his own firm, VYU Advisors LLC. Gasima Financial LLC offers discretionary investment advisory and portfolio management services to a select group of high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing strategies such as catalyst-driven long/short global equity and venture-style private equity and debt investments.

Geoffrey Raymond is a CFA® charterholder with 15 years of industry experience. He has been with Raymond Capital Advisors, LLC since 2010. The firm serves a select clientele including broker-dealers, money management firms, corporations, pension and profit-sharing plans, charitable organizations, high net worth individuals, and other individual investors. Raymond Capital Advisors employs proprietary quantitative models focused on price momentum and earnings-based rankings, offering a range of equity and blended investment strategies tailored to client needs.

Alan Myers is a financial advisor with Trails Edge Wealth Advisers, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. His background includes roles at Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He also serves as co-trustee of his father’s trust. Trails Edge Wealth Advisers provides investment advisory and portfolio management services to individuals, corporations, pension plans, endowments, foundations, estates, and trusts. The firm creates individualized portfolios using various analytical methods and frequently employs third-party model managers through the GeoWealth platform, focusing on a small advisory team model that supports larger or more concentrated client relationships.

Diane Huntley is a CFA® charterholder with one year of industry experience. She previously worked at Bank of America for 13 years before retiring in 2024. Forza Wealth Management is a small advisory team serving individuals, charitable organizations, small businesses, corporations, and other advisers. The firm offers discretionary and non-discretionary portfolio management and financial planning, using strategies that incorporate fundamental analysis, modern portfolio theory, and various investment instruments tailored to client objectives.