Norman Mc Evoy is a financial advisor at Integrity Wealth Management in Sarasota, FL, holding the ChFC® designation with eight years of industry experience. His prior roles include positions at Sequent Financial, OSAIC Wealth, Ameriprise Financial Services, and several other firms. He is also an insurance agent with Per Vitam Insurance Services, where he is involved in insurance and annuity sales. Integrity Wealth Management provides personalized portfolio management to individual and high-net-worth clients, managing approximately $77.2 million across about 110 accounts. The firm primarily operates on a non-discretionary basis, typically recommending exchange-traded funds and employing a combination of charting and fundamental analysis with regular portfolio reviews.

Jose Maria Bilbao Cunha Joia is a financial advisor with Walters Strategic Advisors, LLC, holding Series 63 and Series 65 designations and nine years of industry experience. He has previously worked at Raymond James & Associates, Inc and Rudd Asset Management. Outside of advisory services, he is a partner in an investment-related business focused on real estate. Walters Strategic Advisors provides investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm follows a modern portfolio theory and buy-and-hold investment approach, emphasizing diversified, passively managed mutual funds and ETFs, supported by Monte Carlo analysis and occasional third-party management.

Kenneth Hargreaves is a financial advisor with WealthGen Advisors, LLC in Lakewood, FL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at American Funds/Capital Group Companies, OSAIC, Moseley Investment Management, and Ameriprise. WealthGen Advisors serves individual clients, including high-net-worth individuals, and small businesses by providing discretionary asset management, comprehensive financial planning, and retirement plan consulting. The firm utilizes a range of analytical methods to construct portfolios aligned with client objectives and offers extensive retirement-plan services alongside integrated insurance and business-succession planning.

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 in Lakewood Ranch, FL, holding Series 65 and Series 66 credentials with 14 years of industry experience. He has worked at DT Investments I LLC since 2013 and previously at Banc Of America Investment Services, Inc. from 2007 to 2008. DT Investments I LLC offers portfolio management and investment supervisory services to a select group of clients, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses various analytical methods and strategies, including options and cryptocurrencies, and provides both discretionary and non-discretionary management with regular reviews.

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® 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 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.

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.

James Judge is a financial advisor with Century Business & Financial Services in Longboat Key, FL. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Jet Cube Inc and ORC International/Engine Group. Century Business & Financial Services provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored investment decisions using fundamental, technical, and cyclical analysis, with regular account monitoring and customized risk management.

Eric Kinsey is a financial advisor at Lake Water Advisory, LLC with a Series 65 designation and approximately one year of industry experience. His background includes roles at Labaton Keller Sucharow, Ranch Capital Advisors, and Wilmington Trust, as well as legal and accounting experience through his own law and CPA firms. Outside of advising, he operates Kinsey's Kitchen, LLC. Lake Water Advisory serves individuals, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm manages around $60.5 million for approximately 162 client relationships, utilizing low-cost, diversified mutual funds and ETFs alongside individual securities, with a long-term investment approach.

Phillip Couture is a CFP® with 45 years of industry experience, currently serving as an advisor at Couture Financial Inc. since 1977. He also works as an independent insurance agent, dedicating part of his time to insurance sales and service. Couture Financial provides customized investment management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm uses both fundamental and technical analysis with a tactical allocation approach and manages approximately $30 million in client assets.

Joshua Duncan is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. He has worked at Edward Jones for five years before joining F5 Financial Planning, L.L.C. in 2018, where he currently serves as an advisor. F5 Financial Planning, L.L.C. is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, and also provides virtual CFO services to businesses alongside its planning offerings.

Brian Skarbek is a financial advisor at Cypress Capital Group, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Cypress Capital Group since 2016. Outside of his advisory role, he is affiliated with a health and wellness multi-level marketing company in a non-operational capacity. Cypress Capital Group provides investment advisory and portfolio management services to individuals, retirement accounts, trusts, estates, and other entities. The firm manages approximately $57 million in client assets and uses a team-driven process combining quantitative and qualitative research to build customized portfolios aligned with client profiles.