Thomas Bauer is a CFP® professional with 27 years of industry experience. He founded Bauer Financial Services, Inc., where he has served as the sole advisor since 1994. In addition to his advisory work, Bauer is the president of an income tax preparation and planning business. Bauer Financial Services, Inc. is an independent registered investment adviser providing portfolio management and advisory services to individual clients. The firm manages approximately $21 million in assets across about 67 accounts and is noted for its integration of tax and accounting considerations into its investment guidance.

Ronald Vioni is a financial advisor with Vioni Capital Management, LLC, holding Series 63, 65, and 66 licenses and 38 years of industry experience. He worked at Merrill from 1983 to 2004 before founding his current firm in 2009. Vioni Capital Management, LLC is a small firm based in Sarasota, FL, serving clients with personalized financial advisory services.

Lisa Vioni is an investment advisor with Vioni Capital Management, LLC in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She has worked with Tigress Financial Partners LLC and Old City Securities and serves as president of Hedge Connection Inc., a marketing and event-producing company focused on the investment industry. Vioni also acts as a co-director for Astraeus Fund, Ltd. and participates as a FINRA arbitrator. Vioni Capital Management, LLC is a supported firm with two advisors, offering investment advisory services with a focus on client needs and personalized financial strategies.