John Helms is a CFP® and ChFC® with 18 years of industry experience. He is principal of Sarasota Capital Strategies, Inc., where he has worked since 2022. His prior roles include positions at Accurate Wealth Management, J.W. Cole Advisors, and Global Financial Private Capital. Helms also owns John Helms Inc., an insurance sales business he has operated since 1993. Sarasota Capital Strategies provides portfolio management and financial planning services to individuals, trusts, corporations, foundations, and estates. The firm uses internally developed models combining fundamental and technical analysis to manage discretionary accounts aiming for downside protection while participating in rising markets.

Quenton Wattinger is a financial advisor at True Path Financial LLC in Sarasota, FL, with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Procore Technologies, and McDermott International. Wattinger has also operated as a sole proprietor and has engineering experience from LJA Engineering. True Path Financial LLC provides discretionary asset management, annuity management, ERISA 3(21) retirement-plan advisory, and financial planning services to individual and institutional clients. The firm employs a combined fundamental and technical investment approach tailored to client objectives and offers faith-based or biblically responsible screening options.

James Mills is a CFP® professional with 13 years of industry experience. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Mills is currently with Sara-Bay Financial Corp. in Sarasota, FL. Sara-Bay Financial Corp. serves individual clients, including retirement, trust, foundation, and corporate accounts, through discretionary portfolio management and advisory services. The firm uses in-house research and a combination of fundamental and technical analysis to create actively managed, tailored portfolios across various equity and fixed-income strategies.

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 at Trails Edge Wealth Advisers, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Credit Suisse Securities, Deutsche Bank Securities, and Morgan Stanley. He serves as co-trustee of his father's trust. Trails Edge Wealth Advisers provides discretionary and non-discretionary portfolio management services to individuals, including high net worth clients, as well as institutions such as corporations, pension plans, and endowments. The firm uses a combination of asset allocation and multiple analytical methods, integrating third-party model managers and sub-advisers to manage client 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.

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 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.

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.

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.