Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.

Albert Bartolomeo is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Broad Reach Wealth Management, LLC since 2008. Bartolomeo also holds Florida licenses for life, health, and annuities products. Broad Reach Wealth Management is an independent firm based in Sarasota, FL, focused on providing personalized financial advisory services.

Timothy Fannin is a financial advisor with Cadalyst, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Datamind Advisors since 2016. Cadalyst, LLC is an independent firm serving clients with personalized financial advice.

Donald Ames is the principal advisor at Ames Capital Management, Inc. in Sarasota, FL, with 13 years of experience in financial advising. He holds Series 63 and Series 65 licenses and has prior experience at Level Four Advisory Services, LLC. Ames is also a licensed attorney in New York and a CPA, dedicating about 20% of his time to consulting. Ames Capital Management, Inc. is an independent firm serving clients with personalized investment strategies.

Christopher Smith Sr. is a financial advisor at Waterside Investment Advisers LLC in Sarasota, FL, holding a Series 65 license with four years of industry experience. He is also the owner and president of SmithLaw Attorneys PA, a civil law firm he has managed since 2005, focusing on real estate, litigation, probate, estate planning, trust management, bankruptcy, and personal injury. Waterside Investment Advisers LLC is an independent firm that serves clients seeking personalized investment advice.

Raul Elizalde is a financial advisor with Path Financial, LLC in Sarasota, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Path Financial since 2008. Path Financial is an independent firm providing financial advisory services.

Hayden Lipp is the sole advisor at Hayden Lipp Registered Investment Advisor in Sarasota, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has worked at Fortune Financial Services Inc. since 2007. Outside of his advisory role, Lipp is an insurance sales agent specializing in life, health, long-term care, disability, and annuities. His firm operates independently, providing personalized financial services tailored to individual client needs.

Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.

Clarence Bush Jr. is the principal advisor at Bush Capital Management, LLC, an independent firm based in Sarasota, FL. He holds Series 66, Series 65, and Series 63 licenses and has 24 years of industry experience. Prior to founding his firm in 2018, he worked with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Outside of financial advising, he is involved in health insurance brokerage and is a licensed real estate sales agent, as well as the owner and manager of an agricultural hauling company. Bush Capital Management serves individual clients with a focus on personalized wealth management.

Frank Digiovanni Jr. is a financial advisor with Digiovanni Financial Group, LLC in Sarasota, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Digiovanni Financial Group since 2005. The firm is an independent advisory practice.

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.