John Leeming II is a CFP® professional with 21 years of industry experience. He is currently with J. L. Bainbridge & Co., Inc., where he has worked since 2003. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, 401(k) participants, and social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, offering specialized services such as held-away retirement account management and Medicare insurance analytics.

Zachery Jaggi is a financial advisor at Dale K. Ehrhart, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked at Fifth Third and Truist. Prior to his financial services career, he spent nine years at Perkins Restaurant and Bakery. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and registered investment advisers through its Family Office, Private Client division, and TAMP. The firm manages most accounts on a discretionary basis using fundamental analysis and diversified mutual fund and ETF strategies, and it employs a range of trading techniques including margin and options.

Paul Cella is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with Research Financial Strategies, a team-based firm, and has held roles at League Capital Markets, League Med, Purshe Kaplan Sterling Investments, and International Assets Investment Management. Outside of his advisory work, he is involved in sales and referral activities related to fixed insurance, property and casualty insurance, and advanced planning through several affiliated entities. Research Financial Strategies provides investment management, asset allocation, and financial planning services to individuals, pension and profit-sharing plans, and trusts. The firm employs a technical analysis and active trading approach focused on risk mitigation and manages approximately $254 million in discretionary assets through a team of six advisors.

Michael Walsh is a financial advisor with Walsh & Associates, LLC in Sarasota, FL, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Walsh & Associates since 2013 and has worked with LPL Financial since 2006. Walsh & Associates provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using a combination of fundamental, quantitative, and qualitative analysis, offering portfolio management, retirement plan consulting, and model portfolio programs.

Jonathan De Brito is a financial advisor at MRA Advisory Group in Sarasota, FL, holding a Series 65 designation with three years of industry experience. He has also served as Treasurer for an offshore investment advisory business since 2016. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, offering a range of portfolio management and planning solutions tailored to both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and an affiliated tax preparation practice.

Kelly Mc Lean Holleran is a financial advisor with Walsh & Associates, LLC, holding CFP® and Series 66 credentials and having two years of industry experience. Her background includes roles at LPL Financial and prior work at Goodwill Industries Manasota and Performcb. She also provides administrative support to Walsh & Associates. Walsh & Associates offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and employer retirement plans. The firm manages client assets on a discretionary basis using fundamental, quantitative, and qualitative analyses, and provides comprehensive portfolio management and retirement plan consulting through a team of nine advisors.

Charles Giaquinto is a financial advisor at Tactive Advisors, LLC with 19 years of experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Young America Capital, Paulson Investment Advisors, and Wall Street Access. In addition to advisory work, he is involved in investment banking activities helping companies raise capital through Young America Capital. Tactive Advisors serves individual clients, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a combination of a robo-advisor platform and advisor-led model portfolios. The firm employs a tactical asset allocation approach using blended model portfolios and manages both discretionary and non-discretionary assets.

Lindsey Colaco is a financial advisor at J. L. Bainbridge & Co., Inc. with a Series 65 credential and four years of industry experience. Before joining J. L. Bainbridge & Co., she worked at RBC Capital Markets for two years and has taught yoga at Thavma Yoga for six years. Outside of finance, she is a yoga instructor at Thavma Yoga, where she teaches weekly classes. J. L. Bainbridge & Co., Inc. provides discretionary investment management and integrated financial planning services to individuals, high-net-worth clients, pension plans, and 401(k) participants, including specialized services for social media influencers. The firm focuses on conservative growth through established U.S. companies and a fixed-income strategy, employing a covered-call options overlay and managed held-away platforms.

Patrick Quigley is a financial advisor at MDRN Capital with a Series 65 credential and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and Crunch Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and manages portfolios through allocations to independent managers and low-cost mutual funds and ETFs with a long-term focus.

Timothy Smith is a CFP® professional with 39 years of experience in financial advising. He is currently a principal at Aurora Private Wealth, Inc. and has worked extensively with Comprehensive Capital Management and APW Capital. Outside of finance, he is involved in theatrical and musical pursuits, including acting, singing Irish music, and serving as a trustee and treasurer for nonprofit organizations related to the arts and philanthropy. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning and investment management through a team-driven approach, utilizing individual portfolios, model portfolios, and independent managers, with a range of strategies including asset allocation, derivatives, and structured products.

Michael Hartley is a financial advisor with Dale K. Ehrhart, Inc. in Venice, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Dale K. Ehrhart, Inc. since 1987. Outside of his advisory role, he is involved with The Venice Company, a real estate management partnership. Dale K. Ehrhart, Inc. serves individuals, high-net-worth clients, corporations, charitable organizations, and other registered investment advisers through its Family Office, Private Client division, and TAMP. The firm provides discretionary and non-discretionary portfolio management, builds client-specific Investment Policy Statements, and uses a diversified approach grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, incorporating a range of trading techniques including margin and options strategies.

Thomas Pellegrino is a financial advisor at HD Money, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC. Outside of his advisory role, he is the owner and president of Quantum Cyber Security & Investigations, a private investigation firm, and leads a management and marketing consulting company in Sarasota, FL. HD Money, Inc. provides personalized financial planning, consulting, and discretionary investment management to individuals, businesses, trusts, estates, and charitable organizations. The firm employs long-term, diversified portfolio strategies and uses sub-advisers and third-party managers to implement client portfolios.

Matthew Miller is a financial advisor at W.A. Smith Financial Group in Sarasota, FL, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fisher Investments, Fis, and Franklin Templeton. W.A. Smith Financial Group advises individuals, pension and profit-sharing plans, and business entities, offering portfolio management, financial and tax planning, and retirement plan oversight. The firm uses a top-down, macro-driven investment process with a combination of active and passive strategies and employs sub-advisors and customized model portfolios for its clients.

Mark Holmertz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Inspirion Wealth Advisors, LLC since 2014 and has also worked at Purshe Kaplan Sterling Investments since 2012. Holmertz holds a Series 66 license and sells fixed insurance products, including health, life, disability, and long-term care insurance. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios using a combination of fundamental and technical analysis and incorporates tax and corporate planning services alongside its advisory offerings.

Douglas Mathey is a financial advisor at Sikich Financial with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, Mathey is a partner at Sikich LLC, an accounting firm, where he contributes approximately 40 hours per month. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm combines financial planning and portfolio management using an asset-allocation approach grounded in modern portfolio theory, and it operates in coordination with its parent company, Sikich LLC, to provide integrated wealth management and related advisory services.

Jay Richards is a CFP® with 35 years of industry experience. He has been with Investment Advisory Group LLC since 1998 and is also affiliated with Cetera Advisors LLC since 2013, where he is a minority owner. Richards serves as an investment advisor representative and holds the Series 63 designation. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and behavioral finance, managing approximately $1.2 billion in assets across a five-advisor team.

Scott Gurr is a financial advisor at Compound Family Offices, LLC with 23 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Compound Family Offices in 2018, he spent 11 years at GenSpring Family Offices, LLC. Compound Family Offices provides tailored family office services primarily to ultra-high net worth families and their related entities. The firm offers comprehensive financial, tax, estate, and philanthropic planning, along with discretionary portfolio management and consolidated reporting across multiple accounts and non-managed assets.

Matthew Fountain is a CFP® professional with 28 years of industry experience. He currently works at Total Clarity Wealth Management, Inc. and has held roles at Capital Point Financial Group, Ltd., LPL Financial LLC, and Ameriprise. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, financial planning, and donor-advised fund support, employing customized asset allocations and a variety of investment strategies, including a more active PreActive approach for sophisticated investors.

Joseph Walsh is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Walsh & Associates, LLC since 2012 and has also worked with LPL Financial, LLC since 2003. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis through an eight-advisor team, employing strategies that combine asset allocation with fundamental, quantitative, and qualitative security analysis.

George McCall is a CFP® with over 41 years of experience in the financial industry. He has been with Investment Advisory Group LLC since 1998 and is also associated with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves in community roles including president of a neighborhood association and trustee on condominium boards. Investment Advisory Group LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team of five advisors and follows an investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.