Timothy Daley is a financial advisor with Lifestyle Freedom Advisory Group, LLC in Bradenton, FL, holding a Series 65 designation and 7 years of industry experience. He has worked with various entities under the Lifestyle Freedom umbrella since 2018 and previously spent three years at LPL Financial. Daley also serves as Director of Operations for business consulting activities related to estate and tax planning, cost segregation, and business valuation. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, employing customized portfolios based on clients’ goals and using fundamental, technical, and cyclical analysis to guide investment decisions.

Amy Magnotta is a CFA® charterholder with 16 years of industry experience. She is currently with Seeds, a team-based firm in Sarasota, FL, and previously worked at AC Wealth Partners and Brinker Capital Investments. Seeds provides investment management and related services primarily to other financial institutions through sub-advisory engagements. The firm employs a systematic, data-driven investment process focused on long-term portfolio construction and offers discretionary management, outsourced trading, and investment modeling solutions.

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 credential and 12 years of industry experience. He has worked at Capital Management Services, Inc. since 2014. Outside of his advisory role, he serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., where he is involved in capital raising and advisor solicitation for a private placement. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform combined with sub-advisory and TAMP services, constructing blended portfolios primarily through tactical asset allocation using mutual funds, ETFs, and occasionally options or short positions.

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.

J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. His prior roles include positions at LPL Financial and All American Dream Wealth Management LLC. He also maintains a non-investment-related insurance agent role with Zenith Marketing Group. The Private Client Advisory Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis and offers ERISA 3(21) retirement-plan advisory services along with active management of held-away retirement plan participant accounts.

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.

Donald Blowers is a Series 66 licensed advisor with nine years of industry experience. He joined Blue Jean Financial LLC in 2024 after seven years at Thrivent Investment Management Inc. Outside of his advisory role, Blowers works as an independent Uber Eats driver and holds a licensed insurance agent position. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm employs a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, with portfolios managed on an institutional platform.

Walter Hester III is a financial advisor with SB Advisory, LLC and holds Series 63 and Series 65 designations. He has 16 years of industry experience and has worked at Naples Asset Management Company LLC since 2009. He is also the managing member of Quanta Capital Management LLC, where he provides non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, offering portfolio management, financial planning, and access to third-party managers and model portfolios.

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.

Jonathan Pace is a financial advisor with Tactive Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at multiple 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 active in insurance sales. Tactive Advisors manages portfolios for individual clients, trusts, businesses, employee benefit plans, and institutional investors through a combination of a robo-advisor platform and an advisor-led service using structured model portfolios. The firm employs a tactical asset allocation approach with blended model portfolios and serves both discretionary and non-discretionary clients.

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.

Richard Carr is a CFP® and ChFC® with 35 years of industry experience. He is currently with Carr Financial Group, where he has worked since 2022, following prior roles at Lucey Advisory Group and Private Advisor Group, LLC. In addition to his advisory work, Carr serves as an adjunct instructor teaching basic financial concepts and holds board positions with several nonprofit and social organizations. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic asset allocation approach using diversified mutual funds and ETFs, with selective use of individual securities and alternative investments, and offers specialized family office services under separate arrangements.

Jon Lee is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Global Investment Advisory, American Global Wealth Management, Eagle Wealth Advisors, and Aegis Capital Corp. He is also a partner at LCM Capital Advisors LLC, where he dedicates significant time to the business. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a tactical asset allocation strategy based on the Black-Litterman framework. The firm offers both robo-advisor and advisor-led model portfolio solutions, managing a mix of discretionary and non-discretionary assets.

John Leeming II is a CFP® professional with 21 years of industry experience. He is currently with J. L. Bainbridge & Co., Inc., where he has worked since 2003. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, 401(k) participants, and social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, offering specialized services such as held-away retirement account management and Medicare insurance analytics.

Keith Chatel is a financial advisor with Lebenthal Global Advisors, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and USA Financial Securities Corporation. Outside of his advisory work, he operates an insurance agency under the name My Benefits Solution. Lebenthal Global Advisors serves individuals, high-net-worth clients, families, trusts, estates, retirement accounts, and small business pension and profit-sharing plans. The firm offers discretionary portfolio management through a wrap fee program and provides financial planning without additional charge, utilizing model-based strategies managed by its affiliated sub-adviser.

Michael Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Walsh & Associates since 2013 and has worked with LPL Financial since 2006. Walsh & Associates provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using a combination of fundamental, quantitative, and qualitative analysis, offering portfolio management, retirement plan consulting, and model portfolio programs.

Jonathan De Brito is a financial advisor at MRA Advisory Group in Sarasota, FL, holding a Series 65 designation with three years of industry experience. He has also served as Treasurer for an offshore investment advisory business since 2016. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, offering a range of portfolio management and planning solutions tailored to both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and an affiliated tax preparation practice.