Cynthia Shuford Stover is a financial advisor at Global Financial Private Client with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2018, previously working at G.F. Investment Service, LLC for 14 years. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated business structure that includes family-office style consulting and accounting services.

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 designation and 12 years of industry experience. He worked at Capital Management Services, Inc. for nine years prior to joining Tactive. Outside of his advisory role, Gissy serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., a holding company involved in raising capital for private placements. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a mix of robo-advisor and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies for both discretionary and non-discretionary accounts.

Gabriel Kaufmann is a financial advisor with HD Money, Inc. in Sarasota, FL, holding a Series 65 credential and five years of industry experience. He has worked at Vimvest Financial and VimVest Securities, LLC. HD Money, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses, typically utilizing third-party managers and ETF-based portfolios implemented through sub-advisers and model strategies.

Brian Timm is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Global Financial Private Client since 2020 and previously at AssetMark and Global Financial Private Capital. In addition to his advisory role, he manages BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis across various strategies.

Geoffrey Frazier is a financial advisor with Global Financial Private Client in Sarasota, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. His prior work includes roles at G. F. Investment Services, LLC and Global Financial Private Capital. He is also the owner of 360 Tax Consulting, an accounting and financial consulting firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental, technical, and cyclical analysis across various strategies and maintains defensive cash positions when appropriate.

Daniel Greenwald is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding a Series 65 license and two years of industry experience. His prior roles include positions at MN8 Energy LLC, The Goldman Sachs Group Inc, and Deloitte & Touche LLP. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with specialized services for social media influencers. The firm’s investment approach emphasizes conservative growth in established U.S. companies and a fixed-income strategy using bonds, ETFs, mutual funds, and treasuries, supplemented by options overlays and held-away retirement account management.

Timothy Smith is a financial advisor at Continuum Wealth Advisors, LLC in Venice, Florida, with 15 years of industry experience. He holds Series 63 and 66 licenses and has worked at Continuum Wealth Advisors since 2010. He was also involved with Continuum Tax Advisors, LLC, a tax preparation business affiliated with the firm, which he partially owns. Additionally, Smith is an independent insurance agent for various companies. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services combining discretionary investment management, financial planning, and 401(k)/profit-sharing plan advisory, using a long-term, fundamental-analysis-driven investment approach.

Kenneth Sadler is a financial advisor with American Capital Management, Inc. in Venice, FL, holding Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at Summerhill Asset Management, JT David Asset Management, and Mutual of Omaha. Outside of finance, he owns Minopreneur, a business selling flavored pickles at vendor and craft shows. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and third-party manager referrals, utilizing mutual funds, ETFs, stocks, and bonds with quarterly account reviews and discretionary trading authority.

Nathan Maciejowski is a financial advisor with Redwood Financial Network in Sarasota, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Redwood Financial Network and LPL Financial since 2014. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Ernest Cave is a CFP® with 18 years of industry experience, currently serving at Blue Horizon Equity, Inc. He has worked at multiple firms, including Cetera Wealth Services and Osaic Wealth. Cave is also the manager of Cave Wealth Management, a DBA LLC. Blue Horizon Equity, Inc. is an SEC-registered investment adviser managing approximately $746 million, offering portfolio management, financial planning, and retirement plan advisory services to individuals and institutions. The firm provides both discretionary and non-discretionary management through wrap-fee Unified Managed Accounts and an Advisor-as-Portfolio-Manager program, alongside access to third-party money manager platforms.

Walter Hester III is a financial advisor at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Naples Asset Management Company LLC since 2009. Walter is also the managing member of Quanta Capital Management LLC, engaged in non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans. The firm primarily delivers advice on a non-discretionary basis, combining mutual fund and ETF asset allocation with individual equity selection and third-party manager programs.

James Horn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Origin Investment Advisory LLC in Sarasota, FL. He previously worked at Facet Wealth and Merrill Lynch. Outside of finance, Horn is the owner and president of Horn Commercial Cleaning, LLC, a janitorial services business. Origin Investment Advisory primarily serves individual retail clients through a direct-to-consumer subscription model and employer-sponsored workplace benefit programs. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, offering AI-driven advice and discretionary Automated Index Investing portfolios without charging traditional percentage-of-assets management fees.

David Moret is a financial advisor with Wellesley Asset Management, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wellesley Asset Management since 2017 and has prior experience at Principal Life Insurance Company and several fund service firms. Wellesley Asset Management provides discretionary portfolio management for individuals, pension and retirement plans, and institutional clients. The firm specializes in convertible securities and absolute-return strategies, managing separately managed accounts, affiliated mutual funds, an exchange-traded fund, and private pooled vehicles.

Jerry Bainbridge is a financial advisor with J. L. Bainbridge & Co., Inc. in Sarasota, FL, holding Series 63 and Series 65 designations with 34 years of industry experience. He has worked at J. L. Bainbridge & Co., Inc. since 1997. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning to individuals, high-net-worth clients, pension plans, and 401(k) participants, with a recent focus on services for social media influencers. The firm emphasizes conservative growth through established U.S. companies and fixed-income strategies, offering specialized services including held-away retirement account management and Medicare insurance analytics.

Bradley Patton is a CFP® and ChFC® with 21 years of experience in financial advising. He is currently with FourThought Financial Partners, LLC and has held prior roles at Wells Fargo Advisors and multiple divisions within USAA. FourThought Financial Partners provides wealth management, investment advisory, and financial planning services to individuals, high-net-worth families, and institutional sponsors. The firm’s investment approach integrates tailored financial planning with diversified strategies using mutual funds, ETFs, equities, bonds, and private pooled vehicles.

Jonathan Pace is a financial advisor at Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 license with seven years of industry experience. He has worked at several firms, including Strategy Marketplace LLC, Capital Management Services, AE Wealth Management, LLC, and The Lotter Group. He is also the founder of Pace Financial and Insurance Services, where he is involved in insurance sales. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm uses a tactical asset allocation approach with blended model portfolios based on the Black-Litterman framework and offers both discretionary and non-discretionary management through a hybrid robo-advisor and advisor-led service model.

Adam Carter is a financial advisor at WealthPLAN Partners with 19 years of industry experience. He holds a Series 66 designation and has a history with OSAIC, LPF Advisors dba Waypoint Advisors, and his own sole proprietorship. Outside of advisory work, he is active as a public speaker on basic financial health topics such as budgeting and debt repayment. WealthPLAN Partners provides investment management, ongoing financial planning, and retirement-plan consulting to individual and institutional clients, including high-net-worth individuals and plan sponsors. The firm employs a strategy diversification approach, combining various asset types and utilizing third-party sub-advisers and automated model portfolios tailored to client objectives and risk tolerance.

Scott Bretl is a financial advisor with Wellment Financial in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at FSR Wealth Management, FSR Insurance Planning, Global Financial Private Capital, and FSR Certified Public Accountants. Outside of his advisory work, he serves as Treasurer for the Chikaming Country Club, where he prepares budgets and participates in the finance committee. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, emphasizing retirement planning and tax strategies. The firm employs diversified model portfolios and various asset allocation approaches, delivering managed accounts through a third-party sub-advisor and a wrap-fee platform.

Suzanne Stacy Mckelvey is a financial advisor at Walsh & Associates, LLC with four years of industry experience. She holds the Series 66 designation and has worked at Walsh & Associates and LPL Financial, as well as at Gould Kilian CPA Group. Outside of her advisory work, she is a partial owner of a leasing company for Pilates equipment, held for succession planning purposes. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing asset allocation alongside fundamental, quantitative, and qualitative analysis.

Jon Lee is a financial advisor at Tactive Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, Aegis Capital Corp, LCM Capital Advisors, Gunnallen Financial, and Citigroup Global Markets. Lee is also a partner in LCM Capital Advisors. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors. The firm employs a tactical asset allocation approach using blended model portfolios built with the Black-Litterman framework and offers services through both a robo-advisor platform and advisor-led model portfolio strategies.