Mark Palamaras Jr. is a financial advisor at Potomac Advisors, Inc. with 18 years of industry experience. He holds a Series 65 designation and has previously worked at Potomac Fund Management and operates Palamaras Consulting, where he provides business and technology support for 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 combines proprietary quantitative EVO strategies with a Tactical Asset Allocation framework and licenses market-timing signals to other advisers, functioning as a sub-adviser while managing a relatively small regulatory AUM.

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 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.

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 65 and Series 63 licenses and 29 years of industry experience. He has worked at Trails Edge since 2018 and previously spent three years at Wells Fargo Clearing. Myers also serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, including high net worth clients, as well as corporations, pension plans, endowments, foundations, estates, and trusts. The firm employs a range of analytical methods and utilizes both in-house management and third-party model managers accessed through the GeoWealth platform.

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.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management with eight years of industry experience. He holds the ChFC® designation and securities licenses Series 66 and Series 63. Prior to joining Integrity Wealth Management, he worked at Sequent Financial and OSAIC Wealth, Inc./Securities America Advisory. In addition to his advisory role, he is an agent at Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management serves individual and high-net-worth clients by providing personalized portfolio management, primarily on a non-discretionary basis. The firm emphasizes exchange-traded funds and combines charting with fundamental analysis, regularly reviewing portfolios to adjust for market and client changes.

Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 designations and has worked previously at Raymond James & Associates, Inc. and Rudd Asset Management. Outside of advisory work, he is a partner in E Sligh LLC, a real estate investment venture. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold strategy based on modern portfolio theory and utilizes diversified, passively managed funds alongside fixed income strategies and third-party managers.

Kenneth Hargreaves is a financial advisor at WealthGen Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at American Funds/Capital Group Companies for seven years. Hargreaves has been with WealthGen Advisors since 2019. WealthGen Advisors primarily serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting and education. The firm employs a combination of behavioral, charting, cyclical, fundamental, and technical analysis to build portfolios aligned with client objectives and risk tolerances, emphasizing documented financial plans and retirement-plan services.

Melissa Stochl is a Series 65-licensed advisor at Prince Asset Management, Inc. with four years of industry experience. She is also a managing member of Magill & Stochl CPAs, LLC and the sole member of Melissa M Stochl, CPA, LLC, both CPA firms providing tax and accounting services. Prince Asset Management is a small, advisor-led firm offering discretionary portfolio management to individual and small business clients. The firm employs fundamental analysis with a blend of long-term growth and income strategies, managing approximately $122.7 million in assets across 132 client relationships.

Katherine Hyland Mercer is a financial advisor at Ferris Wheel Finance, Inc. in Venice, Florida, holding a Series 66 designation with 10 years of industry experience. Her work history includes roles at Wells Fargo Clearing and ownership of multiple businesses, including Business Concepts and More, Inc. and Lucky Compass Enterprise, Inc. Outside of her advisory work, she oversees business activities for Business Concepts, Inc. Ferris Wheel Finance serves individual and high-net-worth clients as well as business entities, offering discretionary asset management alongside comprehensive and ad hoc financial planning. The firm conducts public seminars and workshops to educate attendees and typically manages accounts under discretionary authority using various analytical methods, with occasional use of third-party sub-advisors.