David Kennon is a financial advisor with Kennon Financial in Sarasota, FL, holding a Series 66 designation and offering 25 years of industry experience. He previously worked at firms including First Allied Advisory Services, Woodbury Financial Services, and Equitable Advisors. Outside of advisory work, Kennon serves as Vice President of the non-profit There is Light, Inc., and is an author and speaker for Spend More Worry Less. Kennon Financial provides fee-based, discretionary investment advisory services to both high-net-worth and non-HNW individual clients. The firm uses a tactical allocation approach with a focus on exchange-traded funds, employing fundamental, technical, and cyclical analysis to tailor portfolios without a stated account minimum.

Douglas Walters is a financial advisor at Walters Strategic Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has managed Walters & Associates CPAs, an accounting and tax services firm he founded in 1999. Walters also serves as treasurer or vice president on several condominium association boards. Walters Strategic Advisors offers investment management, retirement plan advisory, and financial planning services to individuals, trusts, charitable organizations, and businesses. The firm employs a buy-and-hold investment approach based on modern portfolio theory, using diversified, passively managed mutual funds and ETFs along with fixed income strategies and occasionally third-party managers or model portfolios.

Maike Foster is a financial advisor at Elite Life Management LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Smith Barney, Bank of America, and Merrill. Foster is based in Sarasota, FL. Elite Life Management provides discretionary and non-discretionary investment management and financial planning to individual and high-net-worth clients, trusts, estates, legal entities, charitable organizations, retirement plans, and other registered investment advisers. The firm employs a fundamental, generally long-term investment approach tailored to client goals and risk tolerance, using a variety of investment vehicles including ETFs, mutual funds, individual stocks and bonds, and private placements.

Louis Rendemonti Jr. is a financial advisor with True Path Financial LLC in Sarasota, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including a lengthy tenure at Guardian Life from 1999 to 2020 and roles at Cambridge Investment Research and Smart Retirement LLC. He also works as an independent insurance agent and is a Certified Exit Planning Advisor. 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 uses a combination of fundamental and technical analysis tailored to client objectives and offers faith-based investment screening and specialized annuity services, operating through a sub-advisor arrangement for portfolio management.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. In addition to advisory services, he is licensed as an insurance agent and spends part of his time providing insurance-related services. Horizon Wealth Advisors is a team-based SEC-registered investment adviser managing approximately $235 million for about 567 clients. The firm serves individuals, including high-net-worth clients, trusts, estates, and retirement plans, offering asset management, financial planning, and pension consulting with an investment approach that combines fundamental and technical analysis along with tactical and strategic asset allocation.

Gregory Pacitti is a CFP® professional with 27 years of experience in financial advising. He has worked at Ranch Capital Advisors Inc. and its predecessors since 2006, with prior roles at Truvestments Capital LLC, APW Capital, Inc., and Skybox Financial Group, Inc. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses with investment management, financial planning, and a subscription-based financial coaching service. The firm offers tailored portfolios using model allocations or customized strategies and employs a range of trading techniques, including derivatives, to meet client objectives.

Glen Fuller is a financial advisor at United Advisors America with 12 years of industry experience. He holds a Series 65 designation and has been with United Advisors America since 2013. In addition to his advisory role, Fuller works full-time supporting life insurance agents at Alliance America Corporation. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering customized portfolio management and financial planning. The firm employs an investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and selected exchange-traded products.

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.

Cynthia Shuford Stover is a financial advisor at Global Financial Private Client with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with her current firm since 2018, previously working at G.F. Investment Service, LLC for 14 years. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and is notable for its affiliated business structure that includes family-office style consulting and accounting services.

Joseph Gissy is a financial advisor with Tactive Advisors, LLC in Sarasota, FL, holding a Series 65 designation and 12 years of industry experience. He worked at Capital Management Services, Inc. for nine years prior to joining Tactive. Outside of his advisory role, Gissy serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., a holding company involved in raising capital for private placements. Tactive Advisors provides portfolio management to individual clients, trusts, businesses, employee benefit plans, and institutional investors through a mix of robo-advisor and advisor-led model portfolios. The firm employs a tactical asset allocation approach using the Black-Litterman framework and combines mutual funds, ETFs, and occasionally options to implement strategies for both discretionary and non-discretionary accounts.

Richard Oberuc is a financial advisor at Empirical Asset Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Virtue Capital Management, LLC and First National Advisors, LLC. Oberuc is also the CEO of Burlington Hall Asset Management, Inc., a company focused on developing software products for asset allocation models. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm uses a rules-based, long-term investment approach leveraging proprietary methodologies and a range of diversified portfolios constructed from ETFs, mutual funds, and select securities.

Brian Timm is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Global Financial Private Client since 2020 and previously at AssetMark and Global Financial Private Capital. In addition to his advisory role, he manages BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis across various strategies.

Geoffrey Frazier is a financial advisor with Global Financial Private Client in Sarasota, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. His prior work includes roles at G. F. Investment Services, LLC and Global Financial Private Capital. He is also the owner of 360 Tax Consulting, an accounting and financial consulting firm. Global Financial Private Client is a team of five advisors managing approximately $828 million for about 140 clients, including high-net-worth individuals, trusts, and retirement plans. The firm uses fundamental, technical, and cyclical analysis across various strategies and maintains defensive cash positions when appropriate.

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.

Joshua Pisa is a financial advisor at Base Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ernst & Young, Doyle Wealth Management, and Walters & Associates CPAs. Outside of his advisory role, he is the president and owner of Strategic Tax Advisory LLC, a CPA firm providing tax and accounting services to small businesses and individuals. Base Wealth Management offers fee-based investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation strategy and serves approximately 754 clients with a team of six advisors.

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 at SB Advisory, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Naples Asset Management Company LLC since 2009. Walter is also the managing member of Quanta Capital Management LLC, engaged in non-professional investment consulting. SB Advisory, LLC is a multi-team SEC-registered advisory firm serving individuals, businesses, and retirement plans. The firm primarily delivers advice on a non-discretionary basis, combining mutual fund and ETF asset allocation with individual equity selection and third-party manager programs.