Charles Lieberman is a financial advisor at Advisors Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously operated C Lieberman LLC for 18 years. Lieberman also manages a profit-based business entity, Advisors Capital Planning LLC, spending limited time on this activity. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and municipal entities. The firm offers custom private accounts and model ETF strategies, employing a combination of macro, fundamental, quantitative, and qualitative analyses.

Scott Kurkjian is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and possessing 26 years of industry experience. He has been with HighPoint Advisor Group since 2018 and previously worked at IHT Wealth Management LLC and LPL Financial, where he has also maintained an affiliation for over 10 years. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and other consulting services, implementing portfolios through fundamental analysis and utilizing multiple investment platforms.

Christopher Fehr is a financial advisor with Arete Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Freedom Financial Wealth & Tax LLC, Lion Street Advisors, and Gradient Advisors, among others. Outside of his advisory work, he is involved in insurance sales and acts as a partner in a real estate sales business. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and utilizes a combination of advisor-driven and proprietary model allocations, supported by a structured due-diligence process and regular account monitoring.

Joni Rametta is a CFP® professional with 33 years of industry experience, currently serving at OneSeven. She has held advisory roles at firms including Morgan Stanley and Citigroup Global Markets, and manages The Leetzow Group LLC as a part-time activity outside regular trading hours. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments. The firm employs a primarily long-term investment approach with flexible trading options and leverages both discretionary and non-discretionary arrangements through unaffiliated independent managers and third-party platforms.

Kathleen Donnelly is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. Her prior work includes roles at Peak Brokerage Services, LLC, NEXT Financial Group, Sunbelt Partners, LLC, and Signator Investors, Inc. She is the owner of Legacy Six Consulting, which provides insurance training for new recruits with the LA Chargers. Blackridge Asset Management offers financial planning, investment management, and related consulting services through a network of advisers serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a range of portfolio management strategies, including discretionary and non-discretionary management, model portfolios, and third-party managers, supported by a turnkey asset management platform operated by truEdge.

Erik Harpsoe is a financial advisor at Stratos Wealth Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C., The Mutual Fund Store, and TD Ameritrade. Harpsoe operates a separate investment advisory practice as managing partner of Century Wealth Partners. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of investment advisory representatives. The firm offers financial planning, portfolio management, and access to third-party managers, delivering customized investment solutions primarily through its multi-team structure.

Grant Sandberg is a financial advisor with Strategic Wealth Investment Group, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Strategic Wealth Designers, Newport Group Consulting LLC, and Price Financial Services. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment strategies, typically implemented on a discretionary basis.

Henry Kochan Jr. is a financial advisor with The AmeriFlex Group, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Cambridge Investment Research, OSAIC, SagePoint Financial, Ameriprise Financial Services, and Girard Securities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, providing customized strategies through various model asset allocations and manager relationships.

Josef Visinski is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds the Series 65 designation and previously worked at AE Wealth Management, LLC and Sigma Planning Corporation. Outside of advising, he is involved in his family’s businesses, including two online sod retail companies and an insurance sales firm. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, and uses model portfolios alongside sub-advisory arrangements to manage client assets.

Allen Hegener is a financial advisor with NFSG Corporation in Bradenton, FL, holding Series 63 and Series 66 licenses and over 42 years of industry experience. His prior roles include positions at Newbridge Securities Corporation, Newbridge Financial Services Group Inc., Kestra Financial, Inc., and Stifel Nicolaus & Co Inc. He also serves as president of Hegener Risk Management, a business focused on portfolio management, security selection, and insurance analysis. NFSG Corporation is an SEC-registered investment adviser providing asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both discretionary and non-discretionary strategies.

Thomas Derenzis is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Regions Bank and Publix Supermarkets. Outside of financial advising, he works as a waiter at Bar Italia in Sarasota, FL. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of advisory and sub-advisory services through a large network of affiliated offices.

Joseph Patane is a CFP® professional with 21 years of experience in the financial advisory industry, currently serving at Plancorp, LLC since 2005. He also has nearly three decades of experience with The Patane Company. Outside of his advisory work, he is a partial owner of several commercial real estate development businesses in Sarasota, Florida. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, financial planning, and investment services. The firm uses a Modern Portfolio Theory-based investment approach and offers both discretionary and non-discretionary management, incorporating third-party advisers and tax-aware strategies.

Brian Baacke is a financial advisor with CreativeOne Securities, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been president and agent at Baacke Insurance Services, Inc. since 2010, where he provides a range of insurance products including fixed annuities, Medicare plans, and life insurance. Baacke is also an educator with the Financial Education Partnership, teaching financial education classes through a nonprofit organization. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and external manager referrals.

Jason O'Hallen is a CFP® professional with 16 years of experience in financial advising, currently with JMG Financial Group Ltd since 2010. He is based in Bradenton, FL. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and specialized financial and retirement consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options, including ETFs, mutual funds, equities, fixed income, and private investments.

Kenneth Yermak is a financial advisor with Kovack Advisors, Inc. in Lakewood Ranch, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes positions at Charles Schwab and Ameriprise. He also leads Yermak Financial Advisors, Inc., providing financial advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally created models and third-party managers to manage diversified client portfolios.

June Braithwaite is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Lakewood Ranch, FL, and has eight years of industry experience. She has worked with Foundations Investment Advisors since 2018 and has also been associated with Sarasota Wealth Advisory since 2015. Outside of her advisory work, she is involved in independent insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

Aleksandra Gierszewska is a ChFC® designated advisor with 16 years of industry experience, currently affiliated with Mutual Advisors, LLC. Her prior experience includes a decade at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved as an operations manager for a retail deli business. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion across 154 advisors. The firm employs both discretionary and non-discretionary strategies, using a combination of active and passive approaches tailored to client objectives through various analytical methods and third-party tools.

James Rapp is a financial advisor with Arkadios Wealth Advisors in Lakewood Ranch, FL. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Wayne Hummer Investments and J.P. Morgan Securities. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a range of portfolio management options and combines fundamental, technical, and cyclical analysis in its investment approach.

Nathan White is a financial advisor at Midwestern Securities Trading Company, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with John Graham & Associates since 2001. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm combines discretionary model portfolios with advisory recommendations and third-party management, offering financial planning, portfolio management, and fiduciary services.

Craig Roncaioli is a financial advisor with Redhawk Wealth Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Redhawk since 2019 and previously at Elevage Partners and Bradway Financial. Roncaioli is also a licensed insurance agent, originating insurance policies for clients outside of his advisory role. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across various investment types and supports multi-generational wealth needs through a collaborative investment committee and specialized insurance services.