Lori Mondello is a financial advisor at USAA Investment Services Company with 29 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Morgan Stanley, Raymond James & Associates, and Fidelity. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, offering a Retirement Income Strategy Report and facilitating referrals to third-party brokers and advisers.

Daniel Wolff is a CFA® charterholder and Series 63 licensee with 30 years of experience in the financial industry. He has worked at Cary Street Partners since 2025 and previously spent 15 years at Ifs Advisors, Inc. and Securities America Inc. Wolff is based in Sarasota, FL. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and offers proprietary strategies through its affiliated asset manager, serving institutional niches such as state and municipal government entities and insurance companies.

Jason Stuber is a financial advisor with Portfolio Medics, LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at Red River, EMC Corporation, Nutanix Inc, and Riverbed Technology. Outside of his advisory role, he owns Bayfront Tax and Accounting, DBA Liberty Tax, providing accounting services, and he is an independent insurance agent through Bayfront Wealth and Insurance. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

William Morris is a financial advisor at KCD Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cape Investment Advisory, Calton & Associates, Sarasota Financial Group, and Transamerica Financial Advisors. In addition to his advisory role, he is involved with Sarasota Financial Group as an independent insurance agent and provides government contracting services related to federal employee benefits education. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment strategies and access to third-party management programs while conducting due diligence on those managers as part of its implementation process.

Jill Sherman is an investment advisor representative at The AmeriFlex Group with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research, Inc., OSAIC, SagePoint Financial, Inc., Equitable Advisors, and AXA Advisors, LLC. Sherman is also the owner of Jill A Sherman LLC and has roles with FourFront Wealth Management and as an insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Marc Nufrio is a financial advisor with Stonex Advisors Inc. and holds Series 63 and Series 65 credentials. He has 36 years of industry experience, including prior roles at StoneX Securities Inc., Wrp Investments, Inc., and OneAmerica Securities, Inc. Outside of his advisory work, he is involved in insurance sales through Nufrio Financial Group LLC and holds a limited real estate license as a Realtor. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm uses a combination of independent advisors and in-house resources to implement strategies via advisor-managed portfolios, proprietary models, and third-party money managers.

Thomas Kazalski is a Series 66-registered financial advisor with The AmeriFlex Group, bringing two years of industry experience. His background includes roles at Cambridge Investment Research, FourFront Wealth Management, and New York Presbyterian. Outside of his advisory work, he is also licensed as an insurance agent. The AmeriFlex Group serves individuals, corporations, and retirement plans through a network of advisory affiliates, offering portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies using model asset allocations and manager relationships, with client accounts custodied at multiple major providers.

Wesley Choate III is a financial advisor at Level Four Advisory Services with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. Choate serves as a School Board member for the Manatee County School District, where he oversees the superintendent and helps establish the district's budget. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, retirement-plan consulting, and fiduciary services, typically implementing client mandates through model portfolios and a combination of firm-sponsored wrap platforms and unaffiliated sub-advisors.

Robert Meyer is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyer has been with Berthel Fisher since 2010 and also serves as Executive Director at Investment Wealth Solutions, where he is involved in investment sales and insurance, including long-term health care plans and life insurance. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers a variety of investment platforms and tailored strategies, including discretionary and non-discretionary management, and operates both as a registered investment adviser and broker-dealer.

Keith Jaworski is a CFA charterholder with 16 years of industry experience. He is currently with Fortis Capital Advisors, LLC, where he has worked since 2024. His prior experience includes roles at Quantimental Investments, LLC, Doyle Wealth Management, Inc., Patton Albertson & Miller LLC, Alpha Asset Management, LLC, and Falcon Asset Management, LLC. Outside of his advisory work, he is involved with KKJ, LLC, a residential real estate investment business. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized, primarily discretionary portfolio management and financial planning, employing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors and specialist approaches.

Crystal Sudbury is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. She holds a Series 65 designation and has worked in insurance and financial services since 2020 as the owner and president of Clearly Crystal Insurance Services Inc and as an agent at Baacke Insurance and Financial Services. Sudbury volunteers as an educator for the Financial Education Partnership-Sarasota Bradenton Chapter, presenting topics on Medicare, insurance, and financial matters. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

John Piccirilli is a financial advisor at Verdence Capital Advisors, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Five Star Bank, Long Boat Key Capital, Courier Capital, and HPN Capital. He is involved as a managing member and investor in several family-related private investment entities. Verdence Capital Advisors serves individual clients, businesses, pension and profit-sharing plans, trusts, estates, and independent advisers, offering discretionary portfolio management and financial planning through specialized teams. The firm combines fundamental, technical, and cyclical analysis to implement portfolios across mutual funds, ETFs, separately managed accounts, and independent managers, and provides OCIO sub-advisory and consulting services.

David Roberts is a CFP®-credentialed financial advisor with 26 years of industry experience. He has worked at Grimes & Company since 2021 and previously held roles at TDAmeritrade and TD Waterhouse Investor Services. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, and government entities. The firm uses proprietary research and portfolio-management systems to create customized investment strategies across a variety of vehicles and also offers trustee services through an affiliated trust entity.

Darrel Shinn is a financial advisor with Archer Investment Corporation in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has previously worked at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, Shinn is actively involved with the Kiwanis Club of Anna Maria Island, serving as a board member, membership chair, and scholarship chair, and is vice president of the Kiwanis Club of Anna Maria Island Foundation. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, with an investment process focused on diversified allocations across multiple asset classes and regular account reviews.

Barry Polley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. and its predecessor firms since 1985. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, delivering a range of managed portfolio solutions and acting as a conduit to third-party money managers.

Paul Duggan is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. He has held advisory roles at TRG Advisors, Inc., Touchstone Retirement Group LLC, and TRG Financial, Inc. He is the founder and president of TRG Advisors, Inc., where he dedicates significant time as an advisor and owner. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and sub-advisory services to a diverse client base that includes retirement plan sponsors, charitable institutions, and municipalities. The firm employs a long-term, buy-and-hold investment strategy led by a CFA-designated Chief Investment Officer and offers both discretionary and non-discretionary options through a range of investment vehicles.

Jennifer Ramos is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bolton Global Asset Management and Morgan Stanley. Outside of her advisory role, she is the CEO and owner of Flor de Karonka Co., a small handmade jewelry business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios and customized advisor-led strategies. The firm incorporates global asset classes and emerging markets in its investment process and serves clients with both domestic and cross-border investment needs.

Zachary Butler is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. His career includes roles at Merrill and Bank of America, alongside his current positions at Kestra Investment Services and Kestra Private Wealth Management. Outside of financial advising, he is a managing partner of an investment group focused on expanding medspas. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm offers a broad range of investment products and specializes in advisor-managed accounts, third-party manager platforms, and wrap programs.

Robert Lewis is a CFP® professional with seven years of industry experience, currently serving as an investment advisor representative at The AmeriFlex Group. His prior experience includes roles at Fidelity Investments, Equitable Advisors, AXA Advisors, and Path Financial LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Robert Clancy is a financial advisor with ON Investment Management Company in Bradenton, Florida, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including over two decades with The O.N. Equity Sales Company and ON Investment Management Company. Outside of advising, he owns a toy patent that has generated royalty payments. ON Investment Management Company is a multi-team SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary investment management and access to third-party investment programs.