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.

Ryan Mcmahon is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Ranch Capital Advisors, Inc. and previously worked at Lincoln Investment and Shepherd Financial. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses by offering investment management, financial planning, and a subscription-based financial coaching service. The firm uses both model allocations and customized strategies, incorporating various trading approaches including derivatives, while providing discretionary and non-discretionary portfolio management.

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.

Jeremy Dillingham is a Series 65-licensed advisor at Success Wealth Management LLC with one year of industry experience. He has previously worked at Bankers Life Advisory Services, Inc. and Bankers Life & Casualty, Inc., and has entrepreneurial experience running Dreamsplash Pool Service LLC for seven years. In addition to his advisory role, he is also a 1099 insurance agent appointed with Bankers Life and Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm utilizes Modern Portfolio Theory for asset allocation and offers access to diverse investments including IPOs, alternative investments, and structured notes, managing approximately $110.5 million in assets across 814 client relationships.

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® with 39 years of industry experience, currently serving at Aurora Private Wealth, Inc. He has been associated with Comprehensive Capital Management, Comprehensive Asset Management and Servicing, Inc., and APW Capital, Inc. since 1997 or earlier. Outside of financial advising, Smith is involved in Irish music and culture as a singer and actor, and he has roles in nonprofit theater and charitable foundations. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm provides financial planning, consulting, and investment management through a network of advisors who utilize individualized policies, model portfolios, and independent managers across multiple asset classes and investment strategies.

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.

Elissa Lovell is a CFP® with 16 years of industry experience, currently serving as an advisor at Ranch Capital Advisors Inc. in Sarasota, FL. She has worked in various roles at Ranch Capital Advisors and its predecessor firms since 2019, and previously spent 12 years at Private Vista, LLC (formerly Financial Strategy Network LLC). Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, offering investment management, financial planning, and a subscription-based financial coaching service with remote meetings and budgeting support. The firm uses model allocations and customized strategies, employing a range of trading approaches including options and derivatives, and provides ongoing portfolio monitoring and rebalancing.

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.

Susanna Walsh is a financial advisor with Ranch Capital Advisors Inc. in Sarasota, FL. She holds a Series 65 designation and has four years of industry experience. Prior to joining Ranch Capital Advisors, she took time away from the industry as a stay-at-home mom. Ranch Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and small businesses, offering investment management, financial planning, and a subscription-based financial coaching service that includes regular remote meetings and budgeting support. The firm uses customized and model portfolio strategies, implements a range of trading approaches—including derivatives—and provides ongoing monitoring to align with client goals.

Matthew Fountain is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Total Clarity Wealth Management, Inc., where he has worked since 2023. His prior experience includes roles at Capital Point Financial Group, Ltd. and LPL Financial LLC. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charities, corporations, and 401(k) plan sponsors. The firm provides comprehensive financial planning and discretionary portfolio management using a range of investment vehicles and programs tailored to client needs.

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.

Joseph Polidoro is a financial advisor at Tableaux Wealth with one year of industry experience and holds a Series 65 credential. He is also the president and founder of Polidoro Marketing Communications, a marketing consulting firm he has led since 2003. Additionally, he works as an independent writer on scientific topics for publications such as Science News, Scientific American, and The Dispatch. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $230 million for roughly 209 clients, employing fundamental analysis and modern portfolio theory to construct portfolios using low-cost mutual funds, ETFs, and other instruments while incorporating AI tools for research and risk monitoring.

Rodney Watkins is a financial advisor at Tactive Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Alfresco Group and Southeast Investments, N.C. Inc. Watkins is also the owner of Watkins and Associates Financial Services and Level 3 Holdings LLC, where he manages personal commercial real estate investments. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and Advisor Advice service. The firm employs a Black-Litterman framework for tactical asset allocation and is notable for its role in serving other advisors through TAMP and sub-advisory relationships alongside retail offerings.