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 a financial advisor at Ames Capital Management, Inc. in Sarasota, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and is also a licensed attorney in New York and a CPA, with consulting work comprising about 20% of his time. Ames has worked at LEVEL FOUR ADVISORY SERVICES, LLC and has been self-employed since 2004. Ames Capital Management, Inc. is an independent firm serving individual clients with personalized investment advisory services.

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.

Eric Kuchera is a financial advisor at Cypress Stone Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to founding Cypress Stone Capital in 2021, he worked at Raymond James Financial Services Advisors Inc. and Ecliptic Wealth Management from 2016 to 2021. Cypress Stone Capital operates as an independent firm.

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.

Bruce Hearon is the sole advisor at Hearon Advisory Group, LLC, an independent firm based in Bradenton, FL. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, he works with Keller Williams Realty assisting clients with real estate transactions. Hearon Advisory Group provides personalized financial advisory services tailored to individual clients.

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.

Clarence Bush Jr. is the sole advisor at Bush Capital Management, LLC, an independent firm based in Sarasota, FL. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to founding his firm in 2018, he worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of advisory work, he owns and manages an agricultural hauling company and is a licensed real estate agent active as a weekend sales agent in Florida. Bush Capital Management serves clients with personalized investment strategies as an independent advisory firm.

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 37 years of industry experience. He has been with Vioni Capital Management since 2009. The firm provides advisory services from its location in Sarasota, FL, with a team of two advisors.

Lisa Vioni is a financial advisor at Vioni Capital Management, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Old City Securities since 2018. In addition to her advisory role, she is president of Hedge Connection Inc., a marketing and event-producing company focused on the investment sector, and serves as co-director of Astraeus Fund, Ltd., providing corporate governance and business advice. Vioni Capital Management, LLC is a small firm based in Sarasota, FL, serving clients through personalized investment advisory services.