Anthony Fusco is a financial advisor at Suncoast Capital Management with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Blue Horizon, Genlith Inc., and Schooner Investment Group. Fusco is also a partner at Blue Horizon Capital, a research firm. Suncoast Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on equities and option premium-selling strategies. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and is notable for accepting performance-based fees and using derivatives in separately managed accounts.

Pemra Levinson is a financial advisor at Suncoast Capital Management with one year of industry experience. She holds a Series 65 designation and has been a private investor since 2004. Suncoast Capital Management provides discretionary portfolio management to high-net-worth individuals, focusing on equities and option premium selling strategies. The firm combines multiple analytical approaches and actively implements trading tactics, including the use of derivatives, and serves a limited client base with tailored Investment Policy Statements.

Louis Rendemonti Jr. is a financial advisor at True Path Financial LLC with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long-term roles at Guardian Life and Cambridge Investment Research, Inc. In addition to advisory work, he is active as an independent insurance agent and holds a Certified Exit Planning Advisor credential. 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 utilizes a combination of fundamental and technical analysis tailored to client objectives and offers faith-based investment options alongside specialized annuity management.

Anthony Pacione is a financial advisor with Gasima Financial LLC in Venice, FL, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Gasima Global Asset Management LLC since 2017 and previously at JMP Securities LLC from 2013 to 2017. Gasima Financial LLC provides discretionary investment advisory and portfolio management services to a small client base, including high-net-worth individuals, institutions, and qualified investors. The firm manages separately managed accounts and multiple private pooled investment vehicles, employing long/short global equity strategies as well as venture-style private equity and debt investments.

Nicholas Drizos is a financial advisor at Horizon Wealth Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horizon Wealth Advisors since 2008. Outside of his advisory role, he is independently licensed to sell insurance products. Horizon Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, and trusts or estates. The firm provides financial planning, discretionary asset management, and pension consulting, managing approximately $217 million in assets using a diversified investment approach that incorporates both fundamental and technical analysis.

Gregory Pacitti is a financial advisor at Ranch Capital Advisors Inc. in Sarasota, FL, holding the CFP® designation with 26 years of industry experience. His career includes roles at APW Capital, Inc., Skybox Financial Group, Inc., and Truvestments Capital LLC. Outside of advising, he hosts the Big City Podcast, where he interviews small business owners. Ranch Capital Advisors provides investment advisory and planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $385.5 million with a team of seven advisors, offering customized portfolios, comprehensive financial planning, and a subscription-based financial coaching service focused on budgeting and cash flow.

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.

Amy Magnotta is a CFA® charterholder with 15 years of industry experience. She is currently with Seeds Investor LLC and previously worked at RKL Private Wealth, AC Wealth Partners, and Brinker Capital Investments. Seeds primarily provides investment management and related services to other financial institutions through sub‑advisory engagements, using a systematic, data-driven investment process focused on long-term portfolio diversification and tax efficiency.

Joel Johnson is a CFP® professional with two years of industry experience, currently serving at Fourthought Financial Partners, LLC. He previously worked at Sanibel Captiva Trust Company and Sanibel Trust Company. Fourthought Financial Partners provides wealth management, financial planning, investment management, and retirement plan consulting to individuals, institutions, and high-net-worth clients. The firm employs a planning-first investment approach tailored to clients’ risk tolerance, time horizon, and cash-flow needs, managing approximately $1.59 billion in assets.

Emily Nikoloudis is a financial advisor with Transcend Capital Advisors, LLC and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at UBS Financial Services and Purshe Kaplan Sterling Investments. Nikoloudis operates in dual capacities between Transcend Capital Advisors and Purshe Kaplan Sterling Investments. Transcend Capital Advisors, LLC manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers comprehensive financial planning and portfolio management, employing a long-term, diversified investment approach that includes marketable and non-marketable assets as well as third-party private placements and independent managers.

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 credential and 12 years of industry experience. He has worked at Capital Management Services, Inc. since 2014. Outside of his advisory role, he serves as Chief Operating Officer and minority owner of Lancia Technologies, Inc., where he is involved in capital raising and advisor solicitation for a private placement. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, including other advisor-managed portfolios. The firm utilizes a model-driven robo-advisor platform combined with sub-advisory and TAMP services, constructing blended portfolios primarily through tactical asset allocation using mutual funds, ETFs, and occasionally options or short positions.

Gabriel Kaufmann is a financial advisor with HD Money, Inc. in Sarasota, FL, holding a Series 65 credential and five years of industry experience. He has worked at Vimvest Financial and VimVest Securities, LLC. HD Money, Inc. offers personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses, typically utilizing third-party managers and ETF-based portfolios implemented through sub-advisers and model strategies.

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.

James Roach III is a financial advisor at Flagstar Securities, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Flagstar Advisors since 2001 and joined Flagstar Securities, Inc. in 2026. In addition to his advisory role, Roach serves as Group Director Investments and Senior Vice President at New York Community Bancorp. Flagstar Securities, Inc. provides investment advisory and portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and insurance companies. The firm manages approximately $784 million in discretionary assets, employing a strategy that includes mutual funds, ETFs, alternative investments, and third-party managers, supported by Envestnet PMC for due diligence and manager recommendations.

Brian Timm is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Global Financial Private Client since 2020. He previously worked at AssetMark and Global Financial Private Capital. He is also the manager of BCT Consulting Services, LLC, a financial services firm. Global Financial Private Client serves individuals, business entities, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-disciplinary investment approach and is notable for its affiliated business structure, involvement in private fund due diligence, and ERISA plan services.

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 at J. L. Bainbridge & Co., Inc. with one year 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 recent services tailored for social media influencers. The firm focuses on conservative growth strategies in established U.S. companies and fixed-income investments, managing over $1 billion in assets across a six-advisor team.

Timothy Smith is a financial advisor at Continuum Wealth Advisors, LLC in Venice, Florida, with 15 years of industry experience. He holds Series 63 and 66 licenses and has worked at Continuum Wealth Advisors since 2010. He was also involved with Continuum Tax Advisors, LLC, a tax preparation business affiliated with the firm, which he partially owns. Additionally, Smith is an independent insurance agent for various companies. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services combining discretionary investment management, financial planning, and 401(k)/profit-sharing plan advisory, using a long-term, fundamental-analysis-driven investment approach.

Kenneth Sadler is a financial advisor at American Capital Management, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Summerhill Asset Management and Fifth Third Bank. Outside of advisory work, he owns Minopreneur, a business that sells flavored pickles at vendor and craft shows. American Capital Management serves a diverse clientele including individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, typically implementing customized strategies through mutual funds, ETFs, stocks, and bonds.