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.

Daniel Chappie is a CFP® and CFA® with 21 years of industry experience. He has been with Peninsula Asset Management Inc in Bradenton, FL since 2004. Peninsula Asset Management, founded in 1982, provides individualized investment management to individuals, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm combines fundamental and technical analysis to construct equity portfolios focused on sustained earnings and dividend growth, alongside fixed-income securities and ETFs for diversification.

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.

Douglas Eden is a financial advisor at Eden Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Eden Capital Management since 2016. Mr. Eden serves on the Board of Directors of Hawthorn Bancshares, Inc., a publicly traded bank holding company. Eden Capital Management provides discretionary portfolio management and investment advice primarily to individuals, trusts, and retirement accounts with larger account sizes. The firm emphasizes fundamental analysis and a buy-and-hold strategy, focusing on equities with specific valuation characteristics and concentrated portfolios that are often overweight financial-services names.

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.

Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.

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 with Walters Strategic Advisors, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Raymond James & Associates and Rudd Asset Management. Outside of his advisory work, he is a partner in an investment-related 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 employs a modern portfolio theory approach with a buy-and-hold strategy, using diversified passive funds and occasional ETFs, and offers coordinated tax and accounting referrals through an affiliation with an accounting practice.

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.

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 the CEO of DT Investments I LLC and holds the Series 65 and Series 66 designations with 14 years of industry experience. He has been with DT Investments I LLC since 2013 and advises an individual client on market strategies, equities, and fixed income portfolios without discretion. DT Investments I LLC provides ongoing 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 employs a variety of analytical methods and complex trading strategies, including options and OTC currency instruments, and offers both discretionary and non-discretionary management tailored to client objectives.

Massimo Teresi is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding a Series 65 designation with one year of industry experience. Before joining Integrity Wealth Management in 2025, he worked at Swan Retirement Strategies and has experience in both the financial and retail sectors. He is also an independent licensed insurance agent specializing in fixed indexed and multi-year guaranteed annuities. Integrity Wealth Management provides personalized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm focuses on non-discretionary management, mainly recommending exchange-traded funds, and integrates insurance services through its licensed agency affiliation.

Jennifer Doak is a CFP® professional with 13 years of industry experience. She is currently with WealthGen Advisors, LLC and previously worked at Fidelity Brokerage Services LLC and Charles Schwab. WealthGen Advisors serves primarily 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 utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerances, with an emphasis on retirement-plan services and integrated insurance and business-succession planning.

Nicholas Duvall is a financial advisor with Prestige Advisors Inc. and holds a Series 65 designation. He has one year of industry experience with prior roles 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, entity structure, and tax and estate planning. The firm does not manage client assets but emphasizes personalized, collaborative engagements with clients and their other advisors.

Tyler Pullen is a CFA® charterholder with 13 years of experience in the financial industry. He is currently a principal at Pullen Investment Management, where he has worked since 2020. Prior to that, he was with National Investment Services of America, LLC and its predecessor entities from 2014 to 2020. Pullen Investment Management provides discretionary asset management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households, as well as plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach across actively managed equity and fixed-income strategies, tailoring portfolios to clients’ objectives and risk tolerances.

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.

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.