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 bringing 29 years of industry experience. His prior roles include positions 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 employs a small advisory team model and utilizes a range of analytical methods, often recommending third-party model managers through the GeoWealth platform to build tailored portfolios.

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.

John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.

Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has eight years of industry experience, including prior roles at Sequent Financial, OSAIC Wealth, Inc./Securities America Advisory, and Ameriprise Financial Services. In addition to his advisory work, he is an agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm generally operates on a non-discretionary basis, using exchange-traded funds and a combination of charting and fundamental analysis, with portfolios reviewed and adjusted as needed.

Jose Maria Bilbao Cunha Joia is a financial advisor at Walters Strategic Advisors, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Raymond James & Associates and Rudd Asset Management. Outside of his advisory role, he is a partner in a real estate investment business, E Sligh LLC. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm uses a modern portfolio theory-based, buy-and-hold investment approach with diversified, passively managed funds and fixed income strategies, supporting about 46 client relationships and approximately $68 million in assets under management.

Kenneth Hargreaves is a financial advisor at WealthGen Advisors, LLC with 18 years of industry experience and holds the Series 66 designation. He has worked at firms including American Funds/Capital Group Companies and OSAIC. WealthGen Advisors serves individual and small-business clients, including high-net-worth individuals, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes written financial plans before discretionary management, uses Schwab as custodian, and integrates multiple investment analysis methods tailored to client objectives.

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.

Richard Paul is a financial advisor at Potomac Advisors, Inc. with 22 years of industry experience. He has held his current role since 2006. Outside of his advisory work, he serves as a managing member of Triple Creek Mountain Properties, LLC, a real estate development venture. Potomac Advisors primarily serves individual investors and provides services to pension and profit-sharing plans, trusts, 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 in addition to managing retail client portfolios.

Durraj Tase is a financial advisor at DT Investments I LLC with 14 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at DT Investments I LLC since 2013, following a year at Banc of America Investment Services, Inc. DT Investments I LLC provides portfolio management and investment supervisory services to a small, concentrated client base including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a variety of analytical methods and trading strategies, offers both discretionary and non-discretionary management, and accepts performance-based fee arrangements for qualified clients.

Massimo Teresi is a Series 65-licensed advisor with Integrity Wealth Management in Sarasota, FL, with two years of industry experience. Prior to joining Integrity Wealth Management, he worked at Swan Retirement Strategies and has a background that includes roles at Best Buy and Florida Gulf Coast University. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized portfolio management for individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm typically recommends exchange-traded funds and combines charting with fundamental analysis, offering primarily non-discretionary services and coordinating estate and retirement planning with outside professionals when appropriate.

Jennifer Doak is a CFP® with 13 years of experience in the financial services industry. She is currently with WealthGen Advisors, LLC and has prior experience at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary investment management, financial planning, and retirement plan consulting and education. The firm emphasizes the use of written financial plans before discretionary asset management and integrates multiple analytical approaches to tailor investment strategies to client goals.

Nicholas Duvall is a financial advisor at Prestige Advisors Inc. with a Series 65 designation and two years of industry experience. He has previously worked at Merrill Lynch and Eskew Financial Group. Prestige Advisors serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and consulting focused on risk management, insurance coverage, tax, and estate planning. The firm does not manage client assets but engages directly or through other advisory firms to coordinate with clients' trusted advisors and insurance carriers.

Benjamin Hard is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Sara-Bay Financial Corp. since 2008. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Sara-Bay Financial Corp. primarily serves individual clients, including qualified retirement, joint, trust, foundation, and corporate accounts, through discretionary portfolio management and related advisory services. The firm uses in-house research combined with fundamental and technical analysis to create actively managed, tailored portfolios across various strategies, focusing on multi-year core holdings and systematic removal of underperformers.

Joshua Grubbs is a CFA® charterholder with three years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and previously worked at Raymond James Financial Services Advisors, Inc., Balentine, LCG Associates, and WoodMark Capital Advisors. He also spent five years at Rollins College. Four Pillars Financial Planning Group serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities, offering discretionary and limited non-discretionary portfolio management along with financial planning. The firm employs a strategic asset allocation investment approach with tactical adjustments, using mutual funds, ETFs, and client-specific sleeves of individual securities, and provides ERISA 3(21) retirement plan fiduciary services and flat-fee planning arrangements.

Julia Ponce is a financial advisor at One Wealth Map, LLC, holding a Series 65 designation. She began her advisory career in 2024 and has prior experience at Gulf Coast Financial Planning and other financial services firms. One Wealth Map serves individual clients, including high-net-worth households, providing investment supervisory services, financial planning, and insurance and tax-related reviews. The firm manages approximately $287 million in discretionary client assets and employs a tiered service approach with tax-aware tools and model portfolios.

Thomas Judge is a financial advisor with Century Business & Financial Services in Longboat Key, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including prior roles at Cetera Financial Specialists LLC and H.D. Vest Advisory Services. Outside of advising, Judge serves as a director and treasurer for the Portobello Owners Association and is an enrolled agent providing tax planning and preparation through several business entities he owns. Century Business & Financial Services offers discretionary asset management and limited financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to build portfolios aligned with clients’ objectives and risk profiles, managing accounts on a discretionary basis with regular reviews.

Jason Kastner is a financial advisor with Weatherhelm Capital Management LLC in Cambridge, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Weatherhelm Capital Management since 2015 and at Weatherhelm Futures, LLC since 2022. Prior to that, he was with Costello, Valente & Gentry, PC for seven years. Weatherhelm Capital Management advises individual and high-net-worth clients on discretionary portfolio management, retirement-plan advisory, and alternative-asset consulting. The firm employs a cash-flow and Investment Policy Statement driven approach, utilizing a variety of equity, fixed income, ETF, and derivative strategies to manage risk and tailor tactical allocations.

Antonio Gomes is an investment adviser representative with Advanced Wealth Management in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Advanced Wealth Management since 2012 and is also a licensed insurance agent conducting sales of life, health, fixed annuities, and long-term care insurance. Advanced Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, foundations, pension plans, and institutional investors. The firm employs a strategic asset-allocation core with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, alternative investments, and insurance products, delivered primarily through a virtual service model.